Kimberly I. Mccarthy

Kimberly I. Mccarthy Email and Phone Number

Newport, RI, US
Kimberly I. Mccarthy's Location
Newport, Rhode Island, United States, United States
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 Details
Parker Brown Macaulay & Sheerin, P.C.

Parker Brown Macaulay & Sheerin, P.C.

View
Partner
Newport, RI, US
Website:
parkerbrown.com
Employees:
4
Kimberly I. Mccarthy Work Experience Details
  • Parker Brown Macaulay & Sheerin, P.C.
    Partner
    Parker Brown Macaulay & Sheerin, P.C.
    Newport, Ri, Us
  • Parker Brown Macaulay And Sheerin P C
    Partner
    Parker Brown Macaulay And Sheerin P C Dec 2024 - Present
  • The Washington Trust Company
    Senior Vice President And Chief Wealth Client Services Officer
    The Washington Trust Company Dec 2021 - Dec 2024
    Westerly, Ri, Us
    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.
  • The Washington Trust Company
    Senior Vice President And Chief Tax & Benefits Officer, Head Of Client Services
    The Washington Trust Company Jan 2020 - Dec 2021
    Westerly, Ri, Us
  • The Washington Trust Company
    Vice President, Chief Tax & Benefits Officer
    The Washington Trust Company Apr 2018 - Dec 2019
    Westerly, Ri, Us
    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.
  • Partridge Snow & Hahn Llp
    Partner
    Partridge Snow & Hahn Llp Sep 1997 - Apr 2018
    Providence, Ri, Us
    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.
  • Murphy, Hesse, Toomey & Lehane, Llp
    Business Law Associate
    Murphy, Hesse, Toomey & Lehane, Llp 1994 - 1997
    Braintree, Ma, Us
    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 Details

  • Brown University
    Brown University
    French And Latin Language
  • Boston College Law School
    Boston College Law School
    Law
  • Boston University School Of Law
    Boston University School Of Law
    Taxation

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.

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