Josh McCarthy Email & Phone Number
Managing Director | External Wholesaler - Michigan @ Pacer ETFs
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Josh McCarthy Location
- Lansing, MI, US
Josh McCarthy Work
- Managing Director | External Wholesaler - Michigan @ (October 2025 - Present)
- Financial Planner @ (March 2025 - October 2025)
- Associate Regional Director - Hybrid Wholesaler (NC and SC) @ (October 2022 - March 2025)
- Internal Wholesaler, Sales Team Lead @ (March 2021 - October 2022)
- Internal Wholesaler @ (June 2016 - October 2022)
- Hockey Player @ (September 2014 - October 2015)
Josh McCarthy Education
- Central Michigan University
Bachelor of Business Administration - BBA (Finance, General)
2012-2016
Josh McCarthy Skills
- 63 Licenses
- Analytical Skills
- Annuities
- Annuity Sales
- Business
- Communication
- Customer Service
- Direct Indexing
- Event Planning
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Investment Management
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Presentation Skills
- Presentations
- Problem Solving
- Public Speaking
- Relationship Development
- Retirement Planning
- SMA
- Sales Meetings
- Sales Presentations
- Securities
- Series 26
- Series 6
- Series 63
- Social Media
- Social Networking
- Tax Planning
- Teamwork
- Territory Management
- Time Management
- Written Communication
Josh McCarthy Summary
- Josh McCarthy, based in Lansing, MI, US, is currently a Managing Director | External Wholesaler - Michigan at Pacer ETFs. Josh McCarthy brings experience from previous roles at LifePoint Planning, Russell Investments and Jackson. Josh McCarthy holds a 2012 - 2016 Bachelor of Business Administration - BBA in Finance, General @ Central Michigan University. With a robust skill set that includes 63 Licenses, Analytical Skills, Annuities, Annuity Sales, Business and more. Josh McCarthy has 2 emails and 1 mobile phone numbers on RocketReach.
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