Tracy Mccarthy Email and Phone Number
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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.
Impact100 Metro Denver
View- Website:
- impact100metrodenver.org
- Employees:
- 3
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Consultant And Volunteer Not For ProfitHappily Retired Jan 2016 - Present
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Board Of DirectorsImpact100 Metro Denver Jan 2015 - PresentDenver, CoOur 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. -
Board MemberAnti-Defamation League Jan 2014 - Jul 2019Greater Denver Area -
Member Of BoardDenver Lyric Opera Guild May 2018 - Jun 2019 -
Regional PresidentBny Mellon Wealth Management Sep 2013 - May 2015Denver, Colorado, UsaBNY 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 -
Founder/DirectorMccarthy Consulting Jun 2012 - Aug 2013London, United KingdomAdvising 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.
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Commercial DirectorLloyds Tsb Private Banking Jul 2008 - Nov 2011Geneva/LondonExecutive 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. -
Managing DirectorBny Mellon 2006 - 2008New YorkRegional 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. -
Managing DirectorU.S. Trust Company 1996 - 2005New YorkLed 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.
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Senior Vice PresidentBank Of New York Mellon 1987 - 1996 -
Business DevelopmentCitibank 1983 - 1987
Tracy Mccarthy Skills
Tracy Mccarthy Education Details
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Government And Politics -
30 Credits Toward Masters Degree In Marketing
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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Tracy McCarthy
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