Steven Mccarthy
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Steven Mccarthy Email & Phone Number

Director - Sales Product Consultant at Fidelity Investments
Location: Windham, New Hampshire, United States 5 work roles 2 schools
1 work email found @fmr.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

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Current company
Role
Director - Sales Product Consultant
Location
Windham, New Hampshire, United States
Company size

Who is Steven Mccarthy? Overview

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Quick answer

Steven Mccarthy is listed as Director - Sales Product Consultant at Fidelity Investments, a with 52767 employees, based in Windham, New Hampshire, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Steven Mccarthy.

Steven Mccarthy previously worked as Audit Manager at Fidelity Investments and Corporate Auditor at State Street. Steven Mccarthy holds Bachelor Of Science, Accounting from The University Of Connecticut School Of Business.

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Email format at Fidelity Investments

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{first}.{last}@fmr.com
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Profile bio

About Steven Mccarthy

As a HSA and Reimbursement Account Sales Product Consultant, I specialize in supporting Health Savings Account and Reimbursement Account Sales. I work with internal business partners to deliver solutions to prospective clients in all upper markets.My primary responsibility is to manage the request for proposal process for HSA and Reimbursement Account new business opportunities including: drafting and solicitation of custom responses, service model and service level agreement documentation, pricing, and oversight of the overall end-to-end response.Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Investing involves risk, including risk of loss.Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 961902.1.0

Current workplace

Steven Mccarthy's current company

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Fidelity Investments
Fidelity Investments
Director - Sales Product Consultant
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
5 roles

Steven Mccarthy work experience

A career timeline built from the work history available for this profile.

Director - Sales Product Consultant

Current

I am a Sales Product Consultant in the WI Sales Optimization, Acceleration, and Retention (SOAR) organization. I support new sales for Fidelity's Health Savings Accounts and Reimbursement Accounts, in the upper markets.

Apr 2019 - Present

Corporate Auditor

Greater Boston Area

May 2012 - Sep 2013

Assurance Associate

Pwc

Greater Boston Area

Assist in the planning, execution and completion of financial statement audits, for Fortune 500 Companies in the financial services sector including private equity firms and registered investment companies.

Aug 2010 - May 2012

Assurance Intern

Pwc

Greater Boston Area

Jun 2009 - Aug 2009
Team & coworkers

Colleagues at Fidelity Investments

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2 education records

Steven Mccarthy education

Education record

The Institute At Palazzo Rucellai
FAQ

Frequently asked questions about Steven Mccarthy

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What company does Steven Mccarthy work for?

Steven Mccarthy works for Fidelity Investments.

What is Steven Mccarthy's role at Fidelity Investments?

Steven Mccarthy is listed as Director - Sales Product Consultant at Fidelity Investments.

What is Steven Mccarthy's email address?

AeroLeads has found 1 work email signal at @fmr.com for Steven Mccarthy at Fidelity Investments.

Where is Steven Mccarthy based?

Steven Mccarthy is based in Windham, New Hampshire, United States while working with Fidelity Investments.

What companies has Steven Mccarthy worked for?

Steven Mccarthy has worked for Fidelity Investments, State Street, and Pwc.

Who are Steven Mccarthy's colleagues at Fidelity Investments?

Steven Mccarthy's colleagues at Fidelity Investments include Sham Ganglani, Saul Portillo, Tanya Serrano, Crpc®️, Shayla Preyer, and William Brito De Sousa.

How can I contact Steven Mccarthy?

You can use AeroLeads to view verified contact signals for Steven Mccarthy at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Steven Mccarthy attend?

Steven Mccarthy holds Bachelor Of Science, Accounting from The University Of Connecticut School Of Business.

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