John Carey Email & Phone Number
Chief Executive Officer @ My Accountant, Inc.
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John Carey Location
- New York, NY, US
John Carey Work
- Chief Executive Officer @ (June 2024 - Present)
- Investor @ (January 2016 - Present)
- Head of Consumer Experiences @ (April 2021 - June 2024)
- GM, Wealth Management (Acquired by Envestnet) @ (March 2018 - April 2021)
- Wealth Management - Private Banking Lead @ (April 2017 - March 2018)
- Practice Lead - Wealth Management @ InvestTech Systems Consulting (Acquired by Accenture) (May 2016 - April 2017)
- Chief Operating Officer (Acquired by Envestnet) @ (January 2013 - December 2015)
- Principal @ JFC Advisors (October 2011 - December 2012)
- Head of Business Development @ (November 2009 - August 2011)
- SVP, Self Clearing Solutions @ (August 2008 - July 2009)
- COO, Wealth Management @ (June 2005 - May 2008)
- VP, Business Development @ (January 1998 - June 2005)
- Corporate Finance, Operations Planning @ (June 1992 - January 1998)
John Carey Education
- University of Vermont
BA (Political Science, Economics)
- NYU Stern School of Business
MBA (Finance and Information Technology)
John Carey Skills
- Strategy
- Mergers
- Financial Services
- Corporate Finance
- Private Equity
- Business Development
- Product Management
- Mergers & Acquisitions
- Integration
- Investor Relations
- Finance
- Investments
- Fixed Income
- Leadership
- Venture Capital
- Equities
- SaaS
- Business Planning
- Entrepreneurship
- Executive Management
- Operations Management
- Forecasting
- Asset Management
- Corporate Development
- Securities
- Portfolio Management
- Risk Management
- Wealth Management
- New Business Development
- Outsourcing
- Capital Markets
- Trading
- Due Diligence
- Banking
- Business Analysis
- Microsoft Excel
- Mergers and Acquisitions
- Team Leadership
- Reference Data
- Disaster Recovery
- Change Management
- Tri
- Management
- Project Management
- IT Service Management
- Vendor Management
- Technical Support
- Trading Systems
- Client Relations
- Requirements Analysis
- Service Delivery
- Derivatives
- Financial Markets
- Microsoft Office
- Market Data
- Account Management
- Servers
- Sales
- IT Strategy
- Networking
- Project Delivery
- Data Center
- Firewalls
- Cloud Computing
- Information Technology
- Solution Selling
- Customer Relationship Management Crm
- RMDS
- IT Management
- ITIL
- FX Options
- Bloomberg
- Electronic Trading
- Research
- Customer Relationship Management
John Carey Summary
- John Carey, based in New York, NY, US, is currently a Chief Executive Officer at Aquilance. John Carey brings experience from previous roles at Vestwell, Envestnet, Inc, Harvest Savings & Wealth Technologies and Accenture. John Carey holds a BA in Political Science, Economics @ University of Vermont. With a robust skill set that includes Strategy, Mergers, Financial Services, Corporate Finance, Private Equity and more. John Carey has 2 emails and 2 mobile phone numbers on RocketReach.
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