Robert McCarthy Email & Phone Number
Account Manager @ Envestnet | MoneyGuide
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Robert McCarthy Location
- Richmond, VA, US
Robert McCarthy Work
- Account Manager @ (October 2014 - Present)
- Investment Advisor Representative, Director of Financial Education @ College Funding Group (July 2012 - October 2014)
Robert McCarthy Education
- Auburn University
Bachelor of Science (BS) in Business Administration (Entrepreneurial and Small Business Operations)
- St. Christopher's School
Robert McCarthy Skills
- Customer Service
- Investments
- Finance
- Microsoft Office
- Strategic Financial Planning
- Leadership
- Mutual Funds
- Financial Analysis
- Human Resources
- Social Media
- Social Networking
- Outlook
- Organization
- Communication
- Portfolio Management
- Retirement Planning
- Insurance
- Money Guide Pro
- Personal Financial Planning
- Financial Advisory
- Investment Advisory
- 401k
- IRAs
- 529 Plans
- New Business Development
- Personal Finance
- Mac
- Strategic Planning
- Community Outreach
- Market Research
- Philanthropy
- Financial Planning
- Microsoft Word
- Microsoft Excel
- Project Management
- Training
- Teaching
Robert McCarthy Summary
- Robert McCarthy, based in Richmond, VA, US, is currently a Account Manager at MoneyGuidePro® Created by PIEtech, Inc.. Robert McCarthy brings experience from previous roles at College Funding Group. Robert McCarthy holds a Bachelor of Science (BS) in Business Administration in Entrepreneurial and Small Business Operations @ Auburn University. With a robust skill set that includes Customer Service, Investments, Finance, Microsoft Office, Strategic Financial Planning and more. Robert McCarthy has 3 emails and 2 mobile phone numbers on RocketReach.
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