Steven Mccarthy

Steven Mccarthy Email and Phone Number

Director - Sales Product Consultant @ Fidelity Investments
boston, massachusetts, united states
Steven Mccarthy's Location
Windham, New Hampshire, United States, United States
Steven Mccarthy's Contact Details

Steven Mccarthy work email

Steven Mccarthy personal email

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

Steven Mccarthy's Current Company Details
Fidelity Investments

Fidelity Investments

View
Director - Sales Product Consultant
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Steven Mccarthy Work Experience Details
  • Fidelity Investments
    Director - Sales Product Consultant
    Fidelity Investments Apr 2019 - Present
    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.
  • Fidelity Investments
    Audit Manager
    Fidelity Investments Sep 2013 - Apr 2019
    Merrimack, Nh
  • State Street
    Corporate Auditor
    State Street May 2012 - Sep 2013
    Greater Boston Area
  • Pwc
    Assurance Associate
    Pwc Aug 2010 - May 2012
    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.
  • Pwc
    Assurance Intern
    Pwc Jun 2009 - Aug 2009
    Greater Boston Area

Steven Mccarthy Education Details

Frequently Asked Questions about Steven Mccarthy

What company does Steven Mccarthy work for?

Steven Mccarthy works for Fidelity Investments

What is Steven Mccarthy's role at the current company?

Steven Mccarthy's current role is Director - Sales Product Consultant.

What is Steven Mccarthy's email address?

Steven Mccarthy's email address is st****@****ail.com

What schools did Steven Mccarthy attend?

Steven Mccarthy attended The University Of Connecticut School Of Business, The Institute At Palazzo Rucellai.

Who are Steven Mccarthy's colleagues?

Steven Mccarthy's colleagues are Lydia Parkinson, Filipe Sousa, Emilio Marianelli, Bill Purvin, Cmt, Ian Anderson, Julian Kidd, Cfp®, Stuart Bristow.

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