Terrence Mccarthy Email & Phone Number

Grand Rapids, Mi, Us

Grand Rapids, Michigan, United States

Grand Rapids, Michigan, United States

• Identified prospective institutional clients and referral sources in West and Mid-Michigan markets to drive new revenue by positioning institutional asset management solutions.• Achieved YOY Growth in new sales revenue in both markets for 2022: 105% in West Michigan and 88% in Mid-Michigan • Grew assets under management, utilizing PNC investment solutions.• Focused on providing portfolio and relationship management services to sophisticated clients with complex account types.• Provided actionable insights on industry trends, best practices and product needs.• Led sales efforts for West and Mid-Michigan through introduction and expansion of financial services to client.• Assessed new business opportunities on a consistent basis, working closely with internal partners.

Grand Rapids, Michigan, United States

• Provided investment management products and services to corporations, non-profits, foundations, endowments, unions and municipalities.• Led team of business development and relationship management professionals to drive sales and meet revenue targets.• Demonstrated leadership in West and Mid-Michigan markets, representing PNC Institutional as well as developing relationships with other PNC leaders focused on expanding awareness of institutional solutions.• Coordinated and oversaw delivery of client relationship management to ensure high-quality client service and retention of PNC clients.

Boston, Massachusetts, United States

• Led diverse team of internal wholesalers focused on providing actionable sales ideas to independent financial advisors.• Achieved $1.5B in total mutual fund sales and finished as top division in defined contribution sales for 2012.• Increased market share with financial advisors for fourth consecutive year, leading division with highest sales-to-goal metric.

Boston, Massachusetts, United States

• Coordinated and implemented new hire internal wholesaler training program. Trained 65+ new hire employees for the role of wholesaler.• Managed administrative duties and oversaw unlicensed new hire studying and training program.

Boston, Massachusetts, United States

• Recognized as leader through multiple internal wholesalers of the quarter awards given to top performers in sales and activity.• Provided proactive marketing of mutual funds and managed accounts and retirement plans throughout the broker-dealer community.

Boston, Massachusetts, United States

• Established, maintained and enhanced sales and service support to broker-dealer community selling Fidelity Advisor Funds. • Executed trades, analyzed account discrepancies, expedited problem resolution and provided Fidelity product information. • Responded to technical product, systems and industry-related questions as a member of internal senior support staff. • Provided brokers technical assistance to resolve web-based business questions. • Consulted with institutional shareholders regarding inquiries into FIIS products and ensured resolution through extensive client contact.