Sherry McCarty Email & Phone Number
Axos Advisor Banking Division Manager @ Axos Bank
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Sherry McCarty Location
- Encinitas, CA, US
Sherry McCarty Work
- Axos Advisor Banking Division Manager @ (March 2015 - Present)
- VP, Director and Regional Sales Manager @ BofI Federal Bank (March 2015 - October 2018)
- AVP Sr. Relationship Banking Manager @ (August 2012 - February 2015)
- AVP Relationship Manager, Certified Healthcare banker @ (April 2011 - June 2012)
- Director of Business Development @ CB Financial (January 1995 - April 2011)
- Project Manager, Consultant @ Kiran Analytics (January 2010 - January 2010)
- Private Banker III - Assistant Vice President @ (January 2008 - October 2009)
- Premier Client Manager - Assistant Vice President @ (January 2000 - January 2008)
- Regional Floating manager, Wholesale AE - Sales Trainer @ The Money Store/First Union Bank (January 1997 - January 2000)
Sherry McCarty Education
- Kaplan
6 (63, Insurance License, Notary Public, Finance)
2000-2001 - West High School 1983-1987
Sherry McCarty Skills
- Credit
- Risk Management
- Finance
- Team Building
- Selling
- Commercial Lending
- Loans
- Small Business Lending
- Banking
- Commercial Banking
- Wealth Management
- Mortgage Lending
- Lines Of Credit
- Fiduciary
- Credit Analysis
- Real Estate
- Strategy
- Leadership
- Financial Services
- Underwriting
- Investments
- Business Development
- Asset Management
- Strategic Financial Planning
- Cross Selling
- CRM
- Loan Origination
- Treasury Management
- Consumer Lending
- Commercial Mortgages
- Asset Based Lending
- Private Banking
- Mortgage Banking
- Relationship Management
- Retail Banking
- Credit Risk
- Cash Management
- Refinance
- SBA
- Wealth Management Services
- Series 63
- Residential Mortgages
- Portfolio Management
- Real Estate Financing
- Funding
- Construction Loans
- Series 7
- High Net Worth Individuals
- Branch Management
- Financial Risk
- High Net Worth
- Public Speaking
- Sales
- Microsoft Office
- Microsoft Excel
- Strategic Financial
- Services
- Sales Manager
- Positioning
- Consulting
- Cards
- Insurance
- Training and Development
- Community
- Net
- Processors
- Train Staff
- Window
- Cannon
- Data Profiling
- Families
- Admin
- Legal
- Assessment
- Travel
- Management
- Revenue
- Design
- Insurance Planning
- Coaching
- ATM networks
- Cash Flow Analysis
- Loan Servicing
- Attorneys
- Business Lines
- Peace of Mind
- Execution
- Retirement Planning
- Seminars
- Profit
- Cost Models
- Guidance
- Networking
- Business Services
- Trade Unions
- Healthcare
- Reports
- Strategies
- Affluent
- Training
- Lobby
- Wealth
- Cre
- Service Development
- Scheduling
- Project Management
- Trains and Add Rails
- Originating
- Healthcare Industry
- Basics
- Commercial Real Estate
- Guides
- Analysis
- Los Angeles
- Handling Money
- Consultative Selling
- CPA
- Overcoming Objectives
- Retail
- Wealth Transfer
- Wells Fargo
- Evaluations
- Market Planning
- Private Bank
- Communication
- Spirit
- Management Accounting
- Negotiation
- Series 6
- Active
- Strategic Planning
- Sales Management
- Licensing
- Operations
- Quality by Design
- Surprise
- Marketing
- Client Development
- Time Management
- Social Influence
- Sales Trainings
- Investment Advisory Services
- Small Business
- Measurements
- House
- Market Share
- Analytics
- Etiquette
- Brokers
- Forwarding
- Presentations
- Responsibility
- Qualifying
- Drop
- Pacific Palisades
- Portfolio
- Administrative Work
- Trust
- Branches
- Curriculum Design
- Guidelines
- Materials
- Referrals
- San Diego
- Concerts
- Business Planning
- Charitable Giving
- Notary Public
- Customer Experience Management
- Agents
- Cash
- Interviews
- Interest Rates
- Collateral
- Loan Officers
- Vault
- Product Demonstration
- Financial Transactions
- Management Development
- Staff Development
- Risk
- Clarity
- Conceptual Modeling
- Meetings
- Delivery
- Customer Base
- Recruiting
- Americas
- Wholesale
Sherry McCarty Summary
- Sherry McCarty, based in Encinitas, CA, US, is currently a Axos Advisor Banking Division Manager at Axos Bank. Sherry McCarty brings experience from previous roles at BofI Federal Bank, Union Bank, City National Bank and CB Financial. Sherry McCarty holds a 2000 - 2001 6 in 63, Insurance License, Notary Public, Finance @ Kaplan. With a robust skill set that includes Credit, Risk Management, Finance, Team Building, Selling and more. Sherry McCarty has 5 emails and 3 mobile phone numbers on RocketReach.
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