Daniel Mc Carthy, Ctfa
About Daniel Mc Carthy, Ctfa
Daniel McCarthy is a Senior Trust Officer at MassMutual with over a decade of experience in various financial roles within the company.
Title
Daniel Mc Carthy is currently serving as a Senior Trust Officer at MassMutual. His responsibilities include overseeing the management of trust accounts and providing comprehensive trust services to clients.
Company
Daniel Mc Carthy has been a part of MassMutual, a leading mutual life insurance company, for over a decade. He has held various roles in the company before transitioning to his current position as Senior Trust Officer.
Education and Expertise
Daniel Mc Carthy graduated from the Isenberg School of Management at UMass Amherst with a degree in Business. He holds the Certified Trust and Financial Advisor (CTFA) designation, underlining his expertise in trust management and financial advisory.
Career Progression
Daniel Mc Carthy started his career at MassMutual as an Annuity Specialist from 2010 to 2012. He then moved on to become a Retirement Services Retention Specialist until 2014, followed by roles as Retirement Services Consultant and MassMutual Sales Consultant. Before assuming his current role, he served as Trust Officer from 2018 to 2022.
Experience in Financial Consulting and Trust Management
With extensive experience in financial consulting and trust management, Daniel Mc Carthy has demonstrated a consistent upward career trajectory at MassMutual. His roles have included working with annuities, retirement services, sales, and trust management, showcasing his comprehensive knowledge in these areas.