James Mccarthy

James Mccarthy Email and Phone Number

Associate Managing Director at Prudential Advisors @ Prudential Advisors
West Palm Beach, Florida
James Mccarthy's Location
Charleston, South Carolina Metropolitan Area, United States
James Mccarthy's Contact Details
About James Mccarthy

I am actively involved in the local community and interested in networking with other like-minded business professionals. My top priority is growing our organization to be able to best serve the needs of the community where I live and work. As an Associate Managing Director with Prudential Advisors in the Carolina’s, I assist in the implementation of important recruiting, sales, and marketing initiatives and plans. I also use my skills to coach and develop financial professionals and Regional Directors, as well as being responsible for staffing, retention, sales, productivity, market share and profitability objectives for the offices.Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness.The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

James Mccarthy's Current Company Details
Prudential Advisors

Prudential Advisors

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Associate Managing Director at Prudential Advisors
West Palm Beach, Florida
Employees:
466
James Mccarthy Work Experience Details
  • Prudential Advisors
    Associate Managing Director
    Prudential Advisors Jun 2020 - Present
    South Carolina
    · Develops relationships with business leaders within local communities · Develops a management team in the areas of recruiting, talent mindset, compliance and relationship building · Develops a professional sales force that effectively and ethically penetrates key markets · Creates quality systems, structures, and procedures, which support the strategy of the company, improve customer service and increase productivity · Ensures processes are in place to achieve a compliant and positive environment
  • Prudential Financial
    Managing Director At The Prudential Insurance Company Of America
    Prudential Financial Jul 2019 - Jun 2020
    South Carolina
    · Develops relationships with business leaders within local communities · Develops a management team in the areas of recruiting, talent mindset, compliance and relationship building · Develops a professional sales force that effectively and ethically penetrates key markets · Creates quality systems, structures, and procedures, which support the strategy of the company, improve customer service and increase productivity · Ensures processes are in place to achieve a compliant and positive environment
  • Prudential Financial
    Acting Managing Director At The Prudential Insurance Company Of America
    Prudential Financial Mar 2019 - Jun 2019
    Greater Boston Area And Rhode Island
    · Develops relationships with business leaders within local communities · Develops a management team in the areas of recruiting, talent mindset, compliance and relationship building · Develops a professional sales force that effectively and ethically penetrates key markets · Creates quality systems, structures, and procedures, which support the strategy of the company, improve customer service and increase productivity · Ensures processes are in place to achieve a compliant and positive environment
  • Prudential Financial
    Associate Managing Director At The Prudential Insurance Company Of America
    Prudential Financial Sep 2017 - Mar 2019
    • Creating and communicating a vision consistent with Prudential Advisors’ vision and priorities • Effectively implementing the Relationship Sales Process and all of its components with financial professionals and field managers • Implementing and monitoring the activities of the organization to ensure consistency with the Company’s product strategy • Building trust and integrity throughout the organization • Helping establish and maintain a respectful, open work environment, where individuals feel supported and able to perform their best • Promoting an understanding of individual, firm and company compliance requirements, ethical standards, business practices and process and, where necessary, taking appropriate disciplinary actions to address unacceptable behavior. • Driving and reinforcing the right outcomes that are consistent with Prudential Advisors’ vision, e.g. customer persistency, quality selection of applicants, associate retention, profitability, etc. • Managing the operational and administrative elements within the firm including: budgets, performance appraisals, Affirmative Action Plans, etc.
  • Prudential Financial
    Manager, Financial Services At The Prudential Insurance Company Of America
    Prudential Financial Jul 2008 - Sep 2017
    • Develops relationships with business leaders within local communities• Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development
  • Prudential Financial
    Financial Services Associate At The Prudential Insurance Company Of America
    Prudential Financial Jun 2007 - Jul 2008

James Mccarthy Skills

Financial Services Mutual Funds

James Mccarthy Education Details

  • Penn State University
    Penn State University

Frequently Asked Questions about James Mccarthy

What company does James Mccarthy work for?

James Mccarthy works for Prudential Advisors

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

James Mccarthy's current role is Associate Managing Director at Prudential Advisors.

What is James Mccarthy's email address?

James Mccarthy's email address is jw****@****ail.com

What is James Mccarthy's direct phone number?

James Mccarthy's direct phone number is +121599*****

What schools did James Mccarthy attend?

James Mccarthy attended Penn State University.

What skills is James Mccarthy known for?

James Mccarthy has skills like Financial Services, Mutual Funds.

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