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Dana Mccarthy Email & Phone Number
Senior Private Banker-Team Lead
at
BNY Pershing
1 work email found
@bnymellon.com
2 phones found area 609
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Private Banker-Team Lead
Location
New York City Metropolitan Area, United States
Who is Dana Mccarthy? Overview
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Quick answer
Dana Mccarthy is listed as Senior Private Banker-Team Lead at BNY Pershing, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at bnymellon.com, phone signal with area code 609, and a matched LinkedIn profile for Dana Mccarthy.
Dana Mccarthy previously worked as Senior Private Banker - Advisory Channel at Bny Pershing and Director at Merrill Lynch. Dana Mccarthy holds Master Of Business Administration (M.B.A.), Finance, General from Rider University.
Company email context
Email format at BNY Pershing
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{first}.{last}@bnymellon.com
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AeroLeads found 1 current-domain work email signal for Dana Mccarthy. Compare company email patterns before reaching out.
Profile bio
About Dana Mccarthy
Dana Mccarthy is a Senior Private Banker-Team Lead 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.
Listed skills include Series 7, Series 63, Series 79, Series 66, and 9 others.
Current workplace
Dana Mccarthy's current company
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Bny Pershing
Website
AeroLeads page
6 roles
Dana Mccarthy work experience
A career timeline built from the work history available for this profile.
Senior Private Banker - Advisory Channel
Senior 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.
Director
Commercial 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.
Apr 2010 - Jun 2016
Commercial Banking Director
Develop 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.
Oct 2006 - Mar 2010
Vice President And Finance Manager
Develop 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.
Jan 2000 - Oct 2006
Vice President And Relationship Manager - Middle Market
Sep 1989 - Jan 2000
2 education records
Dana Mccarthy education
Master Of Business Administration (M.B.A.), Finance, General
Bachelor Of Science (B.S.), Accounting And Finance
FAQ
Frequently asked questions about Dana Mccarthy
Quick answers generated from the profile data available on this page.
What company does Dana Mccarthy work for?
Dana Mccarthy works for BNY Pershing.
What is Dana Mccarthy's role at BNY Pershing?
Dana Mccarthy is listed as Senior Private Banker-Team Lead at BNY Pershing.
What is Dana Mccarthy's email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Dana Mccarthy at BNY Pershing.
What is Dana Mccarthy's phone number?
AeroLeads has found 2 phone signal(s) with area code 609 for Dana Mccarthy at BNY Pershing.
Where is Dana Mccarthy based?
Dana Mccarthy is based in New York City Metropolitan Area, United States while working with BNY Pershing.
What companies has Dana Mccarthy worked for?
Dana Mccarthy has worked for Bny Pershing, Merrill Lynch, Citi Smith Barney, and First Union National Bank.
How can I contact Dana Mccarthy?
You can use AeroLeads to view verified contact signals for Dana Mccarthy at BNY Pershing, including work email, phone, and LinkedIn data when available.
What schools did Dana Mccarthy attend?
Dana Mccarthy holds Master Of Business Administration (M.B.A.), Finance, General from Rider University.
What skills is Dana Mccarthy known for?
Dana Mccarthy is listed with skills including Series 7, Series 63, Series 79, Series 66, Commercial Banking, Investment Banking, Credit Analysis, and Business Development.
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