Tracy Mccarthy

Tracy Mccarthy Email and Phone Number

Consultant and Volunteer Not For Profit at Happily Retired @ Impact100 Metro Denver
denver, colorado, united states
Tracy Mccarthy's Location
Denver, Colorado, United States, United States
Tracy Mccarthy's Contact Details

Tracy Mccarthy work email

Tracy Mccarthy personal email

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About Tracy Mccarthy

Executive in the Global High Net Worth Market. Insightful, strategic thinker with an ability to identify core issues and opportunities and deliver client centric commercial results. Strengths lie in strategic planning, developing business expansion plans, advising on market positioning, managing budgets..Additional skills include the ability to view business from a variety of stakeholder perspectives, objectivity balanced with compassion around change, create structure and focus to business initiatives, identify balance sheet opportunities and risks, intuitively assess and coach high level talent. Currently consulting with Not For Profits on fund raising, events and governance.

Tracy Mccarthy's Current Company Details
Impact100 Metro Denver

Impact100 Metro Denver

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Consultant and Volunteer Not For Profit at Happily Retired
denver, colorado, united states
Employees:
3
Tracy Mccarthy Work Experience Details
  • Happily Retired
    Consultant And Volunteer Not For Profit
    Happily Retired Jan 2016 - Present
  • Impact100 Metro Denver
    Board Of Directors
    Impact100 Metro Denver Jan 2015 - Present
    Denver, Co
    Our mission is to increase participation among women in local philanthropy, raise awareness of the unmet needs of nonprofits in Metro Denver, inspire members to become more involved with local charities, and make a substantial and lasting impact on the long-term sustainability of our nonprofit community.By bringing together 100 plus women who each make a donation of $1,000, we are able to impact transformational change in our community each year with a Grant over $100,000.
  • Anti-Defamation League
    Board Member
    Anti-Defamation League Jan 2014 - Jul 2019
    Greater Denver Area
  • Denver Lyric Opera Guild
    Member Of Board
    Denver Lyric Opera Guild May 2018 - Jun 2019
  • Bny Mellon Wealth Management
    Regional President
    Bny Mellon Wealth Management Sep 2013 - May 2015
    Denver, Colorado, Usa
    BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. Regional President overseeing all aspects of Wealth Management product, service, and… Show more BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. Regional President overseeing all aspects of Wealth Management product, service, and sales delivery in a transitional/expansion region with full P&L responsibility. Built a team of highly talented professionals, developed and managed staff. Established and implemented regional strategy achieving financial targets and 97% client satisfaction ratings. Led Marketing efforts and community and professional organization engagement expanding company profile in the region. Delivered large company resources for investment, financial planning and private banking in a boutique environment for High Net Worth Individuals, Families, Endowments and Foundations. Show less
  • Mccarthy Consulting
    Founder/Director
    Mccarthy Consulting Jun 2012 - Aug 2013
    London, United Kingdom
    Advising Individuals and Businesses on strategy, business development and expansion, market positioning and preparing Business Plans for potential investors. Clients include Art Advisors, Entrepreneurs, Wealth Managers and Charities.
  • Lloyds Tsb Private Banking
    Commercial Director
    Lloyds Tsb Private Banking Jul 2008 - Nov 2011
    Geneva/London
    Executive Committee member responsible for HNW strategy, proposition, marketing and the International mass affluent client facing business.Previous role as Director of Wealth Planning managing Advice/Distribution within UK Wealth Planning, integrating Bank Of Scotland Advisors and Lloyds UK teams, delivering resegmentation of combined teams and leading the delivery of major change programs within the business.
  • Bny Mellon
    Managing Director
    Bny Mellon 2006 - 2008
    New York
    Regional President leading the Private Wealth business in the New York Tri-State region.Developed Strategic Marketing plans delivering 20% increase in revenues yoy, lead and imbedded change programs within the business.
  • U.S. Trust Company
    Managing Director
    U.S. Trust Company 1996 - 2005
    New York
    Led the top sales team, generating 25-40% of the firm's total new business revenues annually. Responsible for developing strategic plans to drive cross selling, new business development in the New York offices and managed the content and production of the firm's client presentation materials. Led and imbedded many transformational change initiatives.
  • Bank Of New York Mellon
    Senior Vice President
    Bank Of New York Mellon 1987 - 1996
  • Citibank
    Business Development
    Citibank 1983 - 1987

Tracy Mccarthy Skills

Strategy Wealth Management Wealth Management Services Investments Wealth Business Development Management Change Management Asset Management New Business Development Portfolio Management Private Banking Financial Advisory Entrepreneurship Business Planning Financial Services Alternative Investments Strategic Planning Risk Management High Net Worth Individuals Strategic Financial Planning Business Strategy Investment Strategies Relationship Management Private Equity Marketing Marketing Strategy Asset Managment Change Leadership Strategy Development Philanthropy

Tracy Mccarthy Education Details

Frequently Asked Questions about Tracy Mccarthy

What company does Tracy Mccarthy work for?

Tracy Mccarthy works for Impact100 Metro Denver

What is Tracy Mccarthy's role at the current company?

Tracy Mccarthy's current role is Consultant and Volunteer Not For Profit at Happily Retired.

What is Tracy Mccarthy's email address?

Tracy Mccarthy's email address is tm****@****hoo.com

What is Tracy Mccarthy's direct phone number?

Tracy Mccarthy's direct phone number is +121292*****

What schools did Tracy Mccarthy attend?

Tracy Mccarthy attended University Of Maryland, Saint Francis University, Pace University - Lubin School Of Business.

What are some of Tracy Mccarthy's interests?

Tracy Mccarthy has interest in Arts And Theatre, Fitness, Skiing, Reading.

What skills is Tracy Mccarthy known for?

Tracy Mccarthy has skills like Strategy, Wealth Management, Wealth Management Services, Investments, Wealth, Business Development, Management, Change Management, Asset Management, New Business Development, Portfolio Management, Private Banking.

Who are Tracy Mccarthy's colleagues?

Tracy Mccarthy's colleagues are Sue Gallanter, Joanne Bennett.

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