Tom W McCarthy

EVP Wealth Management Sales at Orion Advisor Tech

Tom W McCarthy has extensive work experience in the financial and government sectors. Tom W most recently worked at Orion as the EVP Wealth Management Sales. Prior to that, they held leadership roles at AssetMark, including SVP National Sales Strategy Leader and SVP Divisional Sales Leader. Before joining AssetMark, they served as the VP Sales & Consulting - Central Division at Genworth Financial Wealth Management. Tom W began their career as a Senior Consultant at Genworth Financial and also worked as a Regional Consultant at AssetMark Investment Services. Additionally, they worked for the State of Missouri as an Assistant to the Lt. Governor.

Tom W McCarthy earned a Bachelor of Science degree in Business from The University of Kansas between 1995 and 2000. In 1998, they received a certification in Finance from The London School of Economics and Political Science (LSE). Later, from 2003 to 2006, Tom pursued an MBA degree with a focus on Marketing & Strategy from Northwestern University - Kellogg School of Management.

Links

Previous companies

AssetMark logo
State of Missouri logo
Genworth Financial logo

Timeline

  • EVP Wealth Management Sales

    January, 2023 - present

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