Romy McCarthy Email & Phone Number
Managing Director @ D.A. Davidson Companies
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Romy McCarthy Location
- Milwaukee, WI, US
Romy McCarthy Work
- 2022 - now Managing Director @
- 2013 - 2022 Managing Director @
- 2009 - 2013 Director @
- 2004 - 2009 Senior Vice President @
- 2000 - 2004 Vice President @
- 1998 - 2000 Assistant Vice President @
- 1996 - 1998 Associate @
- 1994 - 1996 Analyst @
- 1992 - 1994 Commercial Loan Representative @
- 1991 - 1992 Management Trainee @
Romy McCarthy Education
- Marquette University
MBA (Finance)
1993 - 1997 - Carroll University
BS (Business Administration - Finance)
1987 - 1991
Romy McCarthy Skills
- Mergers
- Investment Banking
- Investments
- Corporate Finance
- Finance
- Mergers & Acquisitions
- Leadership
- Strategy
- Loans
- Credit
- Fixed Income
- Financial Advisory
- Financial Modeling
- Trading
- Bonds
- Management
- Capital Markets
- Portfolio Management
- Securities
- Series 7
- Alternative Investments
- Mutual Funds
- Financial Structuring
- Series 63
- Wealth Management
- Asset Management
- Valuation
- Investment Strategies
- Structured Finance
- Private Equity
- Credit Analysis
- Equities
- Investment Advisory
- Microsoft Excel
- Mergers and Acquisitions
- Sales
- Marketing
- Training
- Project Management
- Mortgage Lending
- Commercial Loan
Romy McCarthy Summary
- Romy McCarthy, based in Milwaukee, WI, US, is currently a Managing Director at D.A. Davidson Companies. Romy McCarthy brings experience from previous roles at Piper Sandler and Ziegler. Romy McCarthy holds a 1993 - 1997 MBA in Finance @ Marquette University. With a robust skill set that includes Mergers, Investment Banking, Investments, Corporate Finance, Finance and more. Romy McCarthy has 2 emails and 2 mobile phone numbers on RocketReach.
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