Timothy McCarthy
916 South Church St, Grand Cayman
Summary
Dynamic leader with a proven track record at driving strategic initiatives that enhance client engagement and internal collaboration. Skilled in organizational leadership, strategic planning and successfully mentoring teams.
Known for strong decision-making abilities and unwavering focus on achieving measurable outcomes.
Overview
22
22
years of professional experience
1
1
Certification
Work History
President & Director
Holdun Family Office
04.2015 - Current
- Direct strategic initiatives to enhance family office operations and wealth management strategies.
- Oversee investment portfolio analysis, ensuring alignment with client financial goals and risk tolerance.
- Spearhead development of comprehensive financial plans tailored to diverse family needs.
- Implement governance frameworks to uphold compliance and regulatory standards in asset management.
Director, Regional Head of Private Banking
Royal Bank Of Canada, Wealth Management
11.2007 - 04.2015
- Led strategic initiatives to enhance client engagement and satisfaction across multiple regions - Bahamas, Barbados and Cayman.
- Oversaw cross-functional teams to ensure seamless execution of financial products and services.
- Collaborated with senior leadership to drive organizational changes improving operational efficiency and client outcomes.
- Led a team of bankers to achieve consistent bank revenue and investment (AUM) growth. Top Private Bank 2010-2014
Caribbean Regional Team Lead
Bank of America
03.2003 - 10.2007
- Managed cross-functional teams to deliver International banking products and services.
- Developed and implemented annual strategic growth plans to significantly growth our banking assets and clients.
- Mentored team members, fostering professional growth and skill development.
- Analyzed performance metrics to drive our asset growth and bank initiatives.
Education
Master of Science in Taxation - US And International Taxation
Florida International University
Miami, FL09-2001
Bachelor of Science - Accounting And Finance
Western Carolina University
Cullowhee, NC05-1987
Skills
- Team building and revenue growth
- Organizational leadership
- Strategic planning and visioning
- Financial administration and operational excellence
- Sales and marketing expertise
Certification
- Licensed Trust & Estate Practitioner (TEP)
- Registered Director (CIMA)
- Licensed AML
Timeline
President & Director
Holdun Family Office
04.2015 - Current
Director, Regional Head of Private Banking
Royal Bank Of Canada, Wealth Management
11.2007 - 04.2015
Caribbean Regional Team Lead
Bank of America
03.2003 - 10.2007
Master of Science in Taxation - US And International Taxation
Florida International University
Bachelor of Science - Accounting And Finance
Western Carolina University
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