Kimberly I. Mccarthy Email and Phone Number
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.
Parker Brown Macaulay & Sheerin, P.C.
View- Website:
- parkerbrown.com
- Employees:
- 4
-
PartnerParker Brown Macaulay & Sheerin, P.C.Newport, Ri, Us -
PartnerParker Brown Macaulay And Sheerin P C Dec 2024 - Present -
Senior Vice President And Chief Wealth Client Services OfficerThe Washington Trust Company Dec 2021 - Dec 2024Westerly, Ri, UsAdvanced 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 ServicesThe Washington Trust Company Jan 2020 - Dec 2021Westerly, Ri, Us -
Vice President, Chief Tax & Benefits OfficerThe Washington Trust Company Apr 2018 - Dec 2019Westerly, Ri, UsLed 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. -
PartnerPartridge Snow & Hahn Llp Sep 1997 - Apr 2018Providence, Ri, UsJoined 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 AssociateMurphy, Hesse, Toomey & Lehane, Llp 1994 - 1997Braintree, Ma, UsRepresented 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 Details
-
Brown UniversityFrench And Latin Language -
Boston College Law SchoolLaw -
Boston University School Of LawTaxation
Frequently Asked Questions about Kimberly I. Mccarthy
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 the current company?
Kimberly I. Mccarthy's current role is Partner.
What schools did Kimberly I. Mccarthy attend?
Kimberly I. Mccarthy attended Brown University, Boston College Law School, Boston University School Of Law.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial