Sandy Mccarthy Email & Phone Number

Boston, MA, US

Indianapolis, Indiana

Beverly, Massachusetts

Teach MBA-level courses to graduate and adult students; utilize corporate experience to relay educational component of business theory and real-world applications.

Charlotte, North Carolina Area

Partner with clients in Financial Services, Fintech and Retirement segments to deliver strategic management and business consulting services, helping grow business, support client engagements and solve complex business challenges. Current engagements include: -Leading key client engagements for management consulting firm serving nearly 50 nation's top.

Norwood MA

Directed health and benefits, defined benefit and defined contribution administration business representing $71B in assets under administration, 244 clients and 4M participants. Managed P&L with approximately $300M in revenue, 7 direct reports and 2,300 global employees. Member of Senior Partner Group. Led successful sale of defined contribution.

Boston MA

Led strategic initiatives to drive corporate revenue growth. Directed Global Financial Services client management vertical. Worked closely and consulted with multi-national clients. Directed transition of Private Health Exchange technology solution for parent company, leading 50-member team to successful completion within 8 months vs. standard 18-24.

Melbourne, Australia

Managed and directed retirement administration and wealth management business, representing 450 clients, 1.2M members, USD$55B funds under administration, USD$15B funds under management and USD$200M in revenue. Led 10 direct reports and workforce of 1,400 across region. Collaborated with other leaders across 12 Asia Pacific geographies. Member of Boards of.

Norwood, MA

Led U.S. retirement business as product business leader. Partnered with management team in New York to learn business systems and operations, preparing for future Asia Pacific assignment.

Quincy, MA

( ING acquired CitiStreet in 2008; CitiStreet was JV of Citigroup and State Street formed in 2000)Directed integration of ING and CitiStreet, achieving 100% retention of clients and assets under management; maintained key client relationships. Managed cross-cultural 2,500 member workforce.  Managed benefit services to corporate and public sector clients.

Greater Boston Area

President CitiStreet, LLC 2007-2008Member of Board of Directors with P&L responsibility of approximately $450M in revenue. Managed benefits services business of corporate, public, 403b and international clients representing $265B in assets under administration.  Led sale of company to ING for $900M (July 1, 2008); built offering memorandum, created.

Greater Boston Area

Managed mid-market and Minnesota-based defined contribution businesses with $10B in assets under administration and $20M annual revenue. Led defined contribution investment client services group for entire business, covering $200B in existing assets. Achieved 25% revenue growth by designing and implementing a product and service model and expanding into.

Boston MA

Managed the Marketing Analysis, Quantitative Analysis and Communications Groups for Fidelity’s institutional pension business. Developed and implemented marketing plan and launched new branding. Drove first adopter position for industry standard investment performance calculation and presentation. Member of FMTC’s Senior Management Team.

Boston, MA

Quincy, MA

Charlotte, NC

(previously NCNB National Bank of North Carolina)

Master Of Business Administration (Mba)

Activities and Societies: Class Officer

Master Of Arts - Ma, Education

Bachelor Of Arts (B.A.)