William McCarthy III

William McCarthy III

Director of Marketing/Client Relations

Office: 212-490-4580, Ext: 119
E-mail:
 

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William McCarthy serves as Flynn Financial's Director of Marketing/Client Relations, and his educational and professional experience rests on a 40+ year career in Marketing and Business Development for corporations in both the public and private sectors. As a well-established Marketing and Proposal Development Specialist, Bill possess a d diverse background, having served in roles that include Designer, Project Manager, Marketing Manager, Director of Business Development, and Vice President of Marketing and Business Development. His proven record specializing in proposal development, business development, and client relationship maintenance plays a vital role in Flynn Financials' growth, reputation and success. Bill supports the firm’s financial advisors and partners in generating and maintaining client relationships, office operations, preparing RFP responses, and assisting with the firm’s marketing strategies, with a unique specialty in developing creative, innovative, and successful RFP responses. Bill attended Iona Prep High School and Manhattan University and enjoys spending his free time with his family and friends at the seashore in Ogunquit, Maine, and Lavallette, New Jersey. Bill lives with his wife, Theresa, in Bronxville Manor, New York, and has three children and four grandchildren.

AUM: $ 2.2 Billion*

*900 million USD managed

1.1 billion USD in Institutional Investment Consulting

OVER 275 YEARS COMBINED EXPERIENCE

Licenses


Series 7

Series 63

Series 65

Series 66

Life, Accident & Health