Kara McCarthy

Senior Public Finance Associate @D.A. Davidson Companies

Denver, CO, US

EMAILS

[email protected]

MOBILE NUMBERS

+14•••••••87

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WORK HISTORY

Jun 2018 — Present

Senior Public Finance Associate @D.A. Davidson Companies

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Denver, CO, US

EDUCATION

1997 — 2000

University of Wisconsin-Milwaukee

Bachelor of Arts, Economics; Science

2003 — 2004

American Institute of Paralegal Studies

Paralegal Certificate

SKILLS

Series 6CommunicationRelationship BuildingProcess ImprovementEquitiesSeries 63ManagementRelationship ManagementLeadershipMicrosoft ExcelSecuritiesFinancial ServicesCrmPortfolio ManagementCustomer ServiceAccount ManagementDue DiligenceFixed IncomeInvestment ManagementInvestmentsClient ServicesAsset ManagmentMicrosoft WordAnalysisSmall Business MarketingClient DevelopmentAsset ManagementAsset AllocationBankingMutual FundsRegulatory ComplianceMicrosoft OfficeSalesFinraSalesforce.com

ABOUT KARA MCCARTHY

Accomplished and dynamic client services manager with over 15 years of experience within the financial services industry. Proven expert, adept at building and maintaining superior customer relationships. Versatile professional, with expertise in compliance and legal operations processing. Strategic Business Relationships Client Relationships Policy Compliance Risk Assessment Customer Relationship Management Key Account Management Business Development Business Analysis Financial Industry Trends Regulation Procedures Analytical Skills Negotiation

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