Tracy Mccarthy Email & Phone Number

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.

Greater Denver Area

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

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.

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.

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.

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.

Ba, Government And Politics

Education record

30 Credits Toward Masters Degree In Marketing