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Dana Mccarthy is a Private Bank Advisor Channel at BNY Mellon at BNY Pershing. They possess expertise in series 7, series 63, series 79, series 66, commercial banking and 8 more skills. They is proficient in English.
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Senior Private Banker - Advisory ChannelBny Pershing Jun 2016 - PresentSenior Private Banker and Team Lead focused on supporting and providing liquidity solutions for Advisor's clients within Pershing. Currently working with the Eastern Region Private Banking Channel for Pershing Advisors Solutions and Pershing LLC. Expertise in private banking solutions, securities based lending, commercial credit analysis, treasury solutions, capital structures and relationship development.
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DirectorMerrill Lynch Apr 2010 - Jun 2016Commercial Banking, Investment Banking and Global Markets - business developmentManage commercial business development effort in 17 Merrill Lynch retail brokerage and US Trust offices (primarily NJ and PA) including 450 Financial Advisors to drive participation and close commercial business. Consult with business owners and professionals to provide commercial banking, investment banking, global markets, and business succession solutions. -
Commercial Banking DirectorCiti Smith Barney Oct 2006 - Mar 2010Develop new business by marketing to and training financial advisors and CPAs in the New Jersey, New York and Pennsylvania markets. Analyze and consult with business owners to provide commercial lending, treasury management, short-term investments and business succession strategies. -
Vice President And Finance ManagerMerrill Lynch Jan 2000 - Oct 2006Bridgewater, New JerseyDevelop new business by marketing to and training financial advisors and CPAs in the New Jersey market. Additional opportunities developed by individually prospecting small/middle market companies and Centers of Influence. Analyze and consult with business owners to provide commercial lending, cash management/short term investments and business succession strategies.
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Vice President And Relationship Manager - Middle MarketFirst Union National Bank Sep 1989 - Jan 2000Various In Nj
Dana Mccarthy Skills
Dana Mccarthy Education Details
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Finance, General -
Accounting And Finance
Frequently Asked Questions about Dana Mccarthy
What company does Dana Mccarthy work for?
Dana Mccarthy works for Bny Pershing
What is Dana Mccarthy's role at the current company?
Dana Mccarthy's current role is Private Bank Advisor Channel at BNY Mellon.
What is Dana Mccarthy's email address?
Dana Mccarthy's email address is da****@****lon.com
What is Dana Mccarthy's direct phone number?
Dana Mccarthy's direct phone number is +160930*****
What schools did Dana Mccarthy attend?
Dana Mccarthy attended Rider University, The College Of New Jersey.
What skills is Dana Mccarthy known for?
Dana Mccarthy has skills like Series 7, Series 63, Series 79, Series 66, Commercial Banking, Investment Banking, Credit Analysis, Business Development, Strategic Financial Planning, Derivatives, Finra, Capital Markets.
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Dana McCarthy
New York, Ny1camutogroup.com -
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Dana McCarthy
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Dana McCarthy
I Build Connections With The Community By Creating And Implementing Engaging Programs For All Ages. Arts Management, Music Educator, Program And Event CoordinatorEllenton, Fl
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