Kimberly I. Mccarthy Email & Phone Number
Who is Kimberly I. Mccarthy? Overview
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Kimberly I. Mccarthy is listed as Partner at Parker Brown Macaulay & Sheerin, P.C., a with 4 employees, based in Newport, Rhode Island, United States. AeroLeads shows a matched LinkedIn profile for Kimberly I. Mccarthy.
Kimberly I. Mccarthy previously worked as Partner at Parker Brown Macaulay And Sheerin P C and Senior Vice President and Chief Wealth Client Services Officer at The Washington Trust Company. Kimberly I. Mccarthy holds Bachelor’S Degree, French And Latin Language from Brown University.
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About Kimberly I. Mccarthy
Bold, strategic leader using data, process, and EQ to solve problems, restructure organizations, build teams, lead through change, and get things done.My strength is the strategic vision I bring to my role as an operations executive. As a problem solver, I am dedicated to crafting and executing actionable solutions to long-standing problems and relentlessly dismantling obstacles to achieve the mission and drive productivity. My leadership approach cultivates a culture of positivity, teamwork, and empathy, enabling teams to achieve their goals, feel valued and appreciated, and maintain work-life balance. I leverage my ability to simplify and synthesize complex data to effectively communicate and foster broader understanding, acceptance, and buy in from internal and external stakeholders.I specialize in organizational restructuring, team development, process optimization, employee motivation. I bring broad and deep expertise to the table, including tax, regulatory compliance, employee benefits and ERISA, corporate law, due diligence, and wealth management.
Kimberly I. Mccarthy's current company
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Kimberly I. Mccarthy work experience
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Partner
Current
Senior Vice President And Chief Wealth Client Services Officer
Advanced to the role of overseeing all client services for Wealth Management division with approximately $6 billion in assets under management. Continuously achieved turnaround successes while directing a team of 35-40 professionals responsible for investment management, financial planning, fiduciary and trust services, estate administration, and compliance for clients including high net worth individuals, public and private institutions, tax-exempt entities and charitable organizations, and retirement plans. Concurrently managed the Wealth Management tax department.
Senior Vice President And Chief Tax & Benefits Officer, Head Of Client Services
Vice President, Chief Tax & Benefits Officer
Led tax and employee benefit operations, initiating a swift organizational transformation to modernize services, increase efficiency, improve compliance, and decrease costs. Led projects and initiatives outside of tax department that improved culture, structure, operations, compliance, and service quality, resulting in promotion.
Partner
Joined as an associate and achieved partnership in just two years, being named firm's youngest partner in its history. Spearheaded the establishment of key revenue centers focused on employee benefits, tax strategy, healthcare regulatory compliance, and non-profit and charitable sectors. Took the initiative to create and lead a high-performing client service team dedicated to the firm's largest client.
Business Law Associate
Represented corporate clients, municipal corporations, qualified plans and plan sponsors, and exempt organizations on corporate, education, bankruptcy, labor, employment, ERISA, tax, and regulatory compliance law.
Kimberly I. Mccarthy education
Bachelor’S Degree, French And Latin Language
Jd, Law
Master Of Laws (Llm), Taxation
Frequently asked questions about Kimberly I. Mccarthy
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What company does Kimberly I. Mccarthy work for?
Kimberly I. Mccarthy works for Parker Brown Macaulay & Sheerin, P.C..
What is Kimberly I. Mccarthy's role at Parker Brown Macaulay & Sheerin, P.C.?
Kimberly I. Mccarthy is listed as Partner at Parker Brown Macaulay & Sheerin, P.C..
Where is Kimberly I. Mccarthy based?
Kimberly I. Mccarthy is based in Newport, Rhode Island, United States while working with Parker Brown Macaulay & Sheerin, P.C..
What companies has Kimberly I. Mccarthy worked for?
Kimberly I. Mccarthy has worked for Parker Brown Macaulay & Sheerin, P.C., Parker Brown Macaulay And Sheerin P C, The Washington Trust Company, Partridge Snow & Hahn Llp, and Murphy, Hesse, Toomey & Lehane, Llp.
How can I contact Kimberly I. Mccarthy?
You can use AeroLeads to view verified contact signals for Kimberly I. Mccarthy at Parker Brown Macaulay & Sheerin, P.C., including work email, phone, and LinkedIn data when available.
What schools did Kimberly I. Mccarthy attend?
Kimberly I. Mccarthy holds Bachelor’S Degree, French And Latin Language from Brown University.
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