Bill McCarthy, MBA CFP®

Experience

• 

  McKesson

  Aug 1991 - Sept 1994

  Hospital Sales Representative

  Distribution Sales representative for major hospital distributor in the Atlanta market. Responsible for growing sales and margin profitability of branded and private label products.

• 

  Polymedco

  Aug 1994 - Aug 1997

  Laboratory Diagnostic Product Sales

  Multi-state sales representative in the southeast territory. Responsible for selling vast array of diagnostic laboratory products, from radioactive immunoassays for clinical research to serum lipoprotein kits. Required extensive product knowledge and understanding of FDA regulation and reimbursement coding for proper diagnostics.

• 

  Kreg Information Systems

  May 1998 - Aug 1999

  Health Care Software Decision Sales representative

  Decision support software sales for leading third party software provided. Responsible for selling accounting module software to C-level hospital administrators. Left to pursue my MBA.

• 

  BB&T Capital Markets

  Mar 2001 - Nov 2005

  SVP, Institutional Equity Sales

  Institutional Equity Sales to the Mid Atlantic, NY and Deep South markets.

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  Davenport & Company LLC

  Nov 2005 - Oct 2014

  SVP, Institutional Equity Sales

  Institutional Equity Sales in the NY, Mid Atlantic and Deep South territory. Responsible for marketing proprietary research product to Portfolio Managers and Analysts in region. Primary focus has been small to mid cap companies in multiple verticals. Licensed Broker possessing Series 7 and 63.

• 

  Alembic Global Advisors

  Oct 2014 - Nov 2016

  Director - Institutional Equity Sales

  Institutional Equity Sales in the NY, Chicago, Dallas and the Mid Atlantic. Responsible for marketing proprietary research product to Portfolio Managers and Analysts in region in the Materials, Industrials, Exploration and Production as well as the Engineering and Construction space.

• 

  Fidelity Investments

  Dec 2016 - Jan 2021

  Multinational financial services firm offering investment and retirement solutions with revenue of $18.2B.• Manage approximately 500 high net worth (HNW) accounts utilizing financial modeling and asset management tools to provide retirement, wealth planning, and financial review.• Rank in top 20% for exceptional performance in 2019 out of 2K+ advisors nationally and 99th percentile of money transfers in via consolidation strategy.• Build relationships with HNW clients and conduct 21+ weekly meetings and annual reviews with clients in Central Virginia territory.o Presidents Circle 2019o Top 100 Fidelity Charitable awardo Excellence in Action recipient for Q3 2017. Show less FINANCIAL CONSULTANTMultinational financial services firm offering investment and retirement solutions with revenue of $18.2B.• Manage approximately 500 high net worth (HNW) accounts utilizing financial modeling and asset management tools to provide retirement, wealth planning, and financial review.• Conduct daily warm calls to consultatively sell products and gain partner referrals growing book of business to $495M AUM.• Rank in top 20% for exceptional performance in 2019 out of 2K+ advisors nationally and 99th percentile of money transfers in via consolidation strategy. • Build relationships with HNW clients and conduct 21+ weekly meetings and annual reviews with clients in Central Virginia territory.o Presidents Circle 2019o Top 100 Fidelity Charitable awardo Excellence in Action recipient for Q3 2017. Show less

  • Vice President, Financial Consultant

    Aug 2020 - Jan 2021

  • Financial Consultant

    Dec 2016 - Aug 2020
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  Fisher Investments

  Feb 2021 - now

  Regional Vice President