JM

John McCarthy

Client Services Associate II at The Pacific Financial Group, Inc.

John McCarthy has a Bachelor of Science degree in Business with a minor in International Economics from Oregon State University. John has worked in various roles such as Business Manager at Kiewit Building Group, Bank Teller at Armed Forces Bank, and Office Support at First Active Bank. Currently, John is a Client Services Associate II at The Pacific Financial Group, Inc., where John processes 401(k) withdrawals, advises participants on withdrawal regulations, and prepares IRS forms. Prior to this, John worked at Moran Knobel as a Distribution Coordinator, where John processed 401(k) withdrawals, prepared required minimum distributions, and helped edit Qualified Domestic Relationship Orders.

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Previous companies

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Timeline

  • Client Services Associate II

    February, 2023 - present

  • Client Services Associate

    March, 2020