Senior Relationship Manager @ (August 2022 - September 2023)
Director, Enterpise Sales @ (July 2021 - March 2022)
Director, Relationship Management - RIA and Advisory Distribution Strategy @ (March 2019 - December 2020)
Business Development Strategic Account Manager @ (July 2018 - February 2019)
Vice President, Senior Relationship Manager - Broker and Dealer Channel @ (December 2003 - July 2018)
Regional Vice President - Independent Dealer Channel @ (December 2001 - December 2003)
Director, National Account Leader @ Lincoln Financial Distributors (January 2000 - January 2001)
VP, National Account Manager @ (January 1998 - January 2000)
Vice President, Product and Business Development @ (January 1995 - January 1998)
Strategic Account Executive @ The Copeland Companies (January 1990 - January 1995)
Retirement Plan Administrator @ (January 1989 - January 1990)
Ray McCarthy Education
The College of New Jersey
BS
Rider University
MBA
Ray McCarthy Skills
401k
Account Management
Alternative Investments
Annuities
Asset Allocation
Business Development
Business Strategy
ETFs
Equities
Estate Planning
Financial Advisory
Financial Services
Fixed Annuities
Fixed Income
IRAs
Insurance
Investment Advisory
Investment Management
Investment Strategies
Investments
Leadership
Life Insurance
Long-term Care
Management
Marketing
Mutual Funds
Negotiation
Pensions
Portfolio Management
Public Speaking
Qualified Retirement Plans
Relationship Management
Retirement
Retirement Planning
Risk Management
Sales
Sales Process
Securities
Series 24
Series 7
Strategic Financial Planning
Strategic Planning
Training
Variable Annuities
Wealth
Wealth Management
Writing
Ray McCarthy Summary
Ray McCarthy, based in Florida, United States, is currently a Senior Key Account Manager-Strategic Relationships at Jackson. Ray McCarthy brings experience from previous roles at FINRA, National Life Group, Halo Investing and Prudential Financial. Ray McCarthy holds a BS @ The College of New Jersey. With a robust skill set that includes 401k, Account Management, Alternative Investments, Annuities, Asset Allocation and more. Ray McCarthy has 3 emails and 2 mobile phone numbers on RocketReach.
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