Brian McCarthy

About Brian McCarthy

Self-motivated results-driven individual with exceptional leadership and communication skills. Experienced in leading and motivating employees. Strong background in financial services and accounting.• Eighteen years financial services operation experience, Eleven years unclaimed property knowledge• Four years accounting experience including general ledger and month-end close reconciliation• Activity Based Cost Analysis and Business Contingency Planning • Project Management / Business Analyst Experience• Estate and legal document processing for clients who are deceased or where a change of account ownership is required.• Multi state unclaimed property audit experience

Experience

1. Senior Consulting Manager

   Sovos

   Oct 2017 — Present · New York, NY, US

   Keane is the number one provider of unclaimed property communications, compliance and consulting services in the country. From customized communication programs and data analysis to in-depth unclaimed property services, state unclaimed property reporting, escheat consulting and annual compliance reporting, Keane provides corporations, mutual funds, banks, brokerage, insurance companies and transfer agents with a depth and breadth of services that is unmatched.

Education

• University of Phoenix

  Business Managment

• Raritan Valley Community College

  Associate's degree, Business Administration and Management, General

  1994 — 1997

Skills

• Process Improvement
• Equities
• Management
• Finance
• Wealth Management
• Due Diligence
• Capital Markets
• Series 7
• Asset Management
• Securities
• Uniform Combined State Law
• Finra
• Auditing
• Alternative Investments
• Financial Services
• Mutual Funds
• Risk Management
• Fixed Income
• Leadership