Tom Mccarthy Email & Phone Number

EVP Wealth Management Sales @ Orion Advisor Services

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Location

Austin, Texas, United States

Work

EVP Wealth Management Sales @ Orion Advisor Services
SVP National Sales Strategy Leader @ AssetMark
SVP Divisional Sales Leader @ AssetMark

VP Sales and Consulting - Central Division @ Genworth Financial Wealth Management
Senior Consultant @ Genworth
Regional Consultant @ AssetMark
Assistant to the Lt. Governor @ State of Missouri

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Education

Northwestern University - Kellogg School of Management
MBA (Marketing & Strategy)
2003 - 2006
University of Kansas
BS (Business)
1995 - 2000
London School of Economics and Political Science
Certification (Finance)
1998 - 1998

Skills

Portfolio Management
Business Strategy
Marketing

Asset Management
Strategy
Sales
Customer Service
Management
Finance
Strategic Planning

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Tom Mccarthy Phone Number

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Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is...

Website	http://www.orionadvisor.com
Revenue	$412 million
Founded	1999
Address	17605 Wright St, Omaha, Nebraska 68130, US
Categories	Business Services, Accounting, Performance Reporting, Financial Services, Trading/Rebalancing, Software Development & Design, Professional Services, Tax lot accounting, Software, FinTech, Advisory Fee Billing, Trading Platform, Portfolio Management System, Lending and Investments, Mobile Apps, CRM integration, Financial Planning integration, New Account Opening
Departments	IT (26) , Finance (13) , HR (7) , Sales (22)
Email Format	janed@orionadvisor.com (67%)

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