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 1 mobile phone numbers on RocketReach.
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Top D.A. Davidson Companies Employees
Amy Hermes
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Larry Martinez
Chief Executive Officer
Great Falls, MT, US
Michael Purpura
President, Wealth Management
Seattle, WA, US
Steve Condon
President Asset Management and Trust
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Amy Hayman
Managing Director
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Eric Duran
Managing Director, Public Finance Banker
Denver, CO, US
Marc Dispense
President - Fixed Income Capital Markets
Denver, CO, US
Marcus Lambert
Managing Director
New Orleans, LA, US
Matt Cooney
Chief Operating Officer, Equity Capital Markets
Irvine, CA, US
Justin Jones
Senior Vice President, Chief Information Security Officer
Great Falls, MT, US
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