Paul Mc Carthy
About Paul Mc Carthy
Managing Director at SEI
Paul Mc Carthy currently holds the position of Managing Director - Enterprise Sales - Global Wealth Platform at SEI in Oaks, PA. His role involves leading enterprise sales initiatives on a global scale, focusing on wealth management solutions. At SEI, he is responsible for driving sales strategies, managing client relationships, and optimizing processes to ensure the efficient delivery of the company's wealth platform services.
Previous Roles in Financial Services
Paul Mc Carthy has a vast background in the financial services sector with roles in various organizations. He served as Managing Director - North America at Automated Financial Systems, Inc. (AFS) from 2014 to 2017 in Exton, PA. Before that, he was with PHH Mortgage, first as Head of Enterprise Sales - Outsourcing from 2001 to 2013, then as Channel Head - Regional Banking from 2013 to 2014 in the Greater Philadelphia Area. His earlier career includes positions such as Senior Vice President at Affinion Group from 1999 to 2001 in Stamford, CT, and President of Cendant Japan from 1996 to 1999 in Tokyo, Japan.
Education and Academic Background
Paul Mc Carthy holds a Bachelor of Arts degree in Economics from Brown University. His academic background in economics has provided him with a strong foundation in understanding complex financial systems and market dynamics, which he has applied throughout his career in financial services.
Expertise in Financial Services
Paul Mc Carthy has a deep understanding of financial services across various business segments. His expertise spans retail mortgage, commercial lending, managed wealth, and credit card services. This extensive knowledge allows him to assess and match needs efficiently, create strategic rationales, and drive transformational changes for banks and financial institutions.
Leadership and Sales Management
Throughout his career, Paul Mc Carthy has proven to be an experienced leader in managing professional sales and relationship teams. He is skilled in generating revenue and is comfortable operating within the C-suite of any size financial institution. His leadership style focuses on optimizing processes, improving infrastructure, and enhancing customer experience to create operating leverage and scale for the institutions he serves.