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Dan Maclachlan Email & Phone Number
Senior Manager
at
CAPTRUST
1 work email found
@captrustadvisors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Company size
Who is Dan Maclachlan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Maclachlan is listed as Senior Manager at CAPTRUST, a company with 621 employees, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Dan Maclachlan.
Dan Maclachlan previously worked as Manager II at Captrust and Manager at Captrust. Dan Maclachlan holds Bachelor Of Business Administration (B.B.A.), Economics And Finance from University Of North Carolina At Wilmington.
Company email context
Email format at CAPTRUST
This section adds company-level context without repeating Dan Maclachlan's masked contact details.
{first}.{last}@captrustadvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Dan Maclachlan. Compare company email patterns before reaching out.
Profile bio
About Dan Maclachlan
Hard-working, motivated, goal-oriented financial professional who has worked in the financial and client service field.
Listed skills include Customer Service, Sales, and Microsoft Office.
Current workplace
Dan Maclachlan's current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
10 roles
Dan Maclachlan work experience
A career timeline built from the work history available for this profile.
Manager Ii
Manager
Jan 2022 - Jan 2023
Senior Team Lead
Jan 2021 - Jan 2022
Team Lead
Apr 2018 - Jan 2021
Senior Client Management Consultant
Jan 2017 - Apr 2018
Client Management Consultant
Oct 2016 - Jan 2017
Analyst
- Perform daily reconciliation and upkeep of performance reporting system by updating client statements, asset flows and various money movement actions within their accounts- Run monthly full reconciliation process to ensure complete and correct client reporting- Manage operations with 3rd party outsourced systems partner to obtain client statements and.
May 2015 - Oct 2016
Senior Account Representative
United Advisors
- Supported advisors of two major national retirement broker-dealers, one being the largest 401(k) consulting firm in the country.
- Partnered with the advisors to provide superior client service to their plan sponsors with 401(k), 403(b) and defined benefit plans ranging from $1 million to over $100 million.
- Helped grow assets under care for the retirement broker dealer from $5 billion to more than $85 billion within 4 years
- Supported sales representatives with quarterly investment reporting, benchmarking, requests for proposals and other financial reports and marketingmaterials
- Created and implemented sales and roadshow invites along with other marketing materials for a large alternative investment firm
- Provided extraordinary client services for dozens of sales representatives in several states across the country
Feb 2007 - Feb 2015
Sales Floor / Cashier
Maintained the organization and cleanliness of the storeHelped guests find items they were seeking while providing extraordinary serviceProvided fast service and ensured quality customer service
Apr 2005 - Jan 2006
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
JL
Jacob Lozier, Cfa
Colleague at Captrust
Rockville, Maryland, United States, United States
View →
SS
Stewart Schmidt, Cfp®
Colleague at Captrust
Uniontown, Ohio, United States, United States
View →
MG
Myles Grady
Colleague at Captrust
Raleigh, North Carolina, United States, United States
View →
DD
Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc
Colleague at Captrust
Santa Barbara, California, United States, United States
View →
JH
Jeffrey Heasley, Aif®, Ppc®
Colleague at Captrust
Pittsburgh, Pennsylvania, United States, United States
View →
PB
Peter Barausky
Colleague at Captrust
Tampa, Florida, United States, United States
View →
KB
Kristi Bieber Gibbs
Colleague at Captrust
Greater Chicago Area, United States
View →
WB
William Boswell, Cfp®, Msfp
Colleague at Captrust
Huntington, West Virginia, United States, United States
View →
HC
Harrison Collins, Cfp®,Cpa
Colleague at Captrust
Greenville, South Carolina, United States, United States
View →
RN
Roger Noonan
Colleague at Captrust
Raleigh, North Carolina, United States, United States
View →
Jacob Lozier, Cfa
Colleague at Captrust
Rockville, Maryland, United States, United States
View →
SS
Stewart Schmidt, Cfp®
Colleague at Captrust
Uniontown, Ohio, United States, United States
View →
MG
Myles Grady
Colleague at Captrust
Raleigh, North Carolina, United States, United States
View →
DD
Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc
Colleague at Captrust
Santa Barbara, California, United States, United States
View →
JH
Jeffrey Heasley, Aif®, Ppc®
Colleague at Captrust
Pittsburgh, Pennsylvania, United States, United States
View →
PB
Peter Barausky
Colleague at Captrust
Tampa, Florida, United States, United States
View →
KB
Kristi Bieber Gibbs
Colleague at Captrust
Greater Chicago Area, United States
View →
WB
William Boswell, Cfp®, Msfp
Colleague at Captrust
Huntington, West Virginia, United States, United States
View →
HC
Harrison Collins, Cfp®,Cpa
Colleague at Captrust
Greenville, South Carolina, United States, United States
View →
RN
Roger Noonan
Colleague at Captrust
Raleigh, North Carolina, United States, United States
View →
2 education records
Dan Maclachlan education
Bachelor Of Business Administration (B.B.A.), Economics And Finance
Associates, Science
FAQ
Frequently asked questions about Dan Maclachlan
Quick answers generated from the profile data available on this page.
What company does Dan Maclachlan work for?
Dan Maclachlan works for CAPTRUST.
What is Dan Maclachlan's role at CAPTRUST?
Dan Maclachlan is listed as Senior Manager at CAPTRUST.
What is Dan Maclachlan's email address?
AeroLeads has found 1 work email signal at @captrustadvisors.com for Dan Maclachlan at CAPTRUST.
Where is Dan Maclachlan based?
Dan Maclachlan is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with CAPTRUST.
What companies has Dan Maclachlan worked for?
Dan Maclachlan has worked for Captrust, Delegate Advisors, United Advisors, and Target.
Who are Dan Maclachlan's colleagues at CAPTRUST?
Dan Maclachlan's colleagues at CAPTRUST include Jacob Lozier, Cfa, Stewart Schmidt, Cfp®, Myles Grady, Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc, and Jeffrey Heasley, Aif®, Ppc®.
How can I contact Dan Maclachlan?
You can use AeroLeads to view verified contact signals for Dan Maclachlan at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Dan Maclachlan attend?
Dan Maclachlan holds Bachelor Of Business Administration (B.B.A.), Economics And Finance from University Of North Carolina At Wilmington.
What skills is Dan Maclachlan known for?
Dan Maclachlan is listed with skills including Customer Service, Sales, and Microsoft Office.
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