Dan Mccarthy
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Dan Mccarthy Email & Phone Number

President and CEO at AMDG Financial Holdings, Inc.
Location: Chalfont, Pennsylvania, United States 10 work roles 2 schools
1 work email found @axisgroup.com 3 phones found area 908 and 408 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email d****@axisgroup.com
Direct phone (908) ***-****
LinkedIn Profile matched
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Role
President and CEO
Location
Chalfont, Pennsylvania, United States
Company size

Who is Dan Mccarthy? Overview

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Quick answer

Dan Mccarthy is listed as President and CEO at AMDG Financial Holdings, Inc., a with 630 employees, based in Chalfont, Pennsylvania, United States. AeroLeads shows a work email signal at axisgroup.com, phone signal with area code 908, 408, and a matched LinkedIn profile for Dan Mccarthy.

Dan Mccarthy previously worked as Parentfile Advisory Board Member at Parentfile and Business Development and Partner Manager at Sme Solutions Group, Inc.. Dan Mccarthy holds Ba, Double Major: Theology/Philosophy- Minor In Communications Tv/Radio from Franciscan University Of Steubenville.

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Email format at AMDG Financial Holdings, Inc.

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{first_initial}{last}@axisgroup.com
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Profile bio

About Dan Mccarthy

A Passionate, Proven, and Dedicated Sales Leader with 20+ years of experience leading teams selling BI and Data Analytics software solutions to C-level executives. A Results-focused professional with track record of sustained success exceeding quota. Extensive experience in execution of demand creation strategies, identification of key client challenges & positioning of enterprise software solutions against those challenges yielding multi-million dollar "win-win" transactions. Attributes & Highlights:*Documented over achievement of increasing sales targets and revenue goals*Demonstrated ability to lead and motivate cross functional, diverse teams through the complex enterprise sales process*Proven ability to leverage extensive network of industry and client contacts to identify new business opportunity, penetrate accounts and deliver revenue*Experienced in Financial Services, Healthcare, and Pharmaceutical verticals*Key named accounts/new logo wins at Comcast, American Express, Barclays, AIG, Prudential Financial, Lincoln Financial, AmeriHealth, and multiple BCBS affiliates, Aetna, SAP and other large multi-national F100 clients.*Strong client advocate*High Integrity

Listed skills include Saas, Enterprise Software, Selling, New Business Development, and 33 others.

Current workplace

Dan Mccarthy's current company

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AMDG Financial Holdings, Inc.
Amdg Financial Holdings, Inc.
President and CEO
Chalfont, PA, US
Website
Employees
630
AeroLeads page
10 roles

Dan Mccarthy work experience

A career timeline built from the work history available for this profile.

Parentfile Advisory Board Member

Current

Novato, California, Us

Aug 2022 - Present

President And Ceo

Current
Amdg Financial Holdings, Inc.

Maximizing our Clients bottom line via establishing "State of the Art" Business processes meant to increase Revenues and Capitalization on Real Estate opportunities to drive both Expansion & Growth

Feb 2021 - Present

Business Development And Partner Manager

Tampa, Fl, Us

SME Solutions Group, Inc. provides business intelligence and data analytics support to organizations globally. SME Solutions Group, Inc. was founded in 2011 and is headquartered out of Tampa, Florida with other satellite offices around the country.Our consultants operationalize companies’ existing data providing a true and real-time evaluation of their current business landscape. SME’s company culture has become a point of distinction across the consulting industry, focusing on relationship building and retaining dedicated staff that are loyal to our client’s needs.In my role at SME, I lead a passionate team that have the pleasure of working with organizations that want to turn their data into their biggest resource and influence on ROI. We do this by first listening to the problem, then working together to find the right solution.At the core of my job is the opportunity to help others. The SME team accomplishes this by:*Establishing data governance*Helping create a data literate culture*Working to create visualizations that factor in all the data to eliminate guessing.*Finding and working with data stewards who protect the data quality.*Working to establish AI and machine learning to enhance predictive analytics.*Promoting relational search-based analytics and Natural Language Processing*Ensuring every solution is infinitely scalable and fast.

May 2020 - Feb 2021

Regional Sales Director

Atlanta, Ga, Us

Axis group is focused on helping customers maximize their use of information to become data driven by providing modern analytical BI solutions. We provide a full life-cycle in analytics for our customers by leveraging technology partnerships with ThoughtSpot, Qlik, Tableau, Microsoft, Cloudera, and more to help our customers realize true value in becoming a data-driven organization. Not only do we take great pride in our technical abilities, it’s our business acumen that helps accelerate our time to implement a successful business intelligence solution. Responsible for nationwide Big Data Practice as well as selling Data & Analytic solutions throughout the Western US. There are aggressive revenue targets (quotas) that have been exceeded every year.

Apr 2016 - May 2020

Regional Sales Manager

Melville, New York, Us

Why Verint (NASDAQ: VRNT)Verint enables you to capture, distill, and analyze complex and underused information sources, such as voice, video, and unstructured text. Our customers are able to make “big data” actionable so that they can make more informed and effective business decisions. Verint provides industry leading Enterprise Workforce Optimization and Voice of the Customer Analytics solutions for forward thinking companies that want to enhance performance, build customer loyalty and drive profitability.I led a Mid-Atlantic team who were responsible for sales and account management across all business segments (Enterprise, Commercial and SMB) in PA, VA, MD, DE, DC and WV.I finished 2015 at 170% of Quota & the #1 RSM across North America.

Jun 2014 - Apr 2016

Senior Account Executive

New York, Us

IntraLinks is in a unique position to help Corporate Development teams with the following:1. Identify better qualified acquisition opportunities.2. Better control the deal process.3. Close buy and sell-side deals faster.4. Maximize the value of a sell-side mandate.5. Improve insight and visibility into the acquisition pipeline.IntraLinks provides solutions for M&A Deal professionals including Virtual Data Rooms for Strategic Transactions, Pre-Deal Team Collaboration, and Deal Marketing. IntraLinks Holdings, Inc. (NYSE: IL) is a leading, global technology provider of inter-enterprise content management and collaboration solutions. Ranked #1 by Gartner in the Team Platform and Social Software Suites market, Intralinks SaaS solutions are designed to enable the exchange, control, and management of information between organizations securely and compliantly when working beyond the firewall.I've been on the IntraLinks Sales Team since July 2011 and quickly established myself as a top performing individual contributor. I am primarily focused on partnering with C-Level executives within the Corporate Development teams on their M & A activities (sell-side & buy-side). I also provide SaaS solutions designed to enable the exchange, control, and management of information between organizations securely and compliantly when working beyond the firewall.Highlights: Sold Key Accounts: Comcast, Teva Pharmaceutical, GSK, DuPont, Alcoa, Lockheed Martin, Air Products, CDI, Marriott, Citi Group, Federal Reserve, J.P. Morgan, FMC2014 another strong start- 129% of plan for Q1 2014.2013 Presidents Club achiever finished 2013 at 169% of plan. Finished 2nd in the world among sales reps. 2012 President's club achiever at 137% of Quota for the year, with key wins that have brought important new logos to IntraLinks. Finished among the top 10 sales reps.2011 Presidents Club achiever finished 2011 at 105% of plan.

Jul 2011 - Jun 2014

Major Account Executive

Adp Totalsource

Account Executive skilled at territory planning and account and opportunity management with a key emphasis on new business development. Leveraged a consultative selling approach with C-Level executives of small-medium-large businesses on the value of ADP’s integrated SaaS BI and finance solutions; bookkeeping and general ledger solutions; and SaaS HRIS system. Key Accounts sold include DuPont, Comcast, Blue Cross and Blue Shield, and Air Products • Fast Starts and President club Qualifier in 2009 finished at 180% of plan • Fast Starts and President club Qualifier in 2010 250% of plan • President club Qualifier in 2008 finished at 139% of plan• Recognized as a sales leader who mentors new reps • Recognized as the most net new customer lands in both 2009, 2010.

Jan 2007 - Jul 2011

Major Account Executive

Richmond, Va, Us

Cavalier is a full service provider of reliable and efficient telecommunications solutions for business. Cavalier also offers reliable and efficient network and data solutions for carriers, enterprise and government customers. Major Account Executive: providing exceptional telecommunication services to small-medium-large business, by selling to C-level executives and IT directors. Our core value proposition was delivering better service at a more affordable cost. * Account Executive covering geographic accounts in PA/ DE * Responsible for new client acquisitions at some of the leading companies in the world (J P Morgan Chase, Fox Chase Medical Center ) * Created sales campaigns which produced sales in highly competitive deals verses companies like X, Quest, Verizon and AT&T * Recognized as top 5 producer in the PA/DE region 2006,2007 * 2006 Recognized as a top 5 producer in the nation. * Reputation as a consistent producer of revenue and new accounts * 2005 – 109%, 2006 – 221 %, 2007, 168% of plan

Jan 2004 - Jan 2007

Senior Account Executive- Eastern Region

Boston, Ma, Us

Primary responsibility was new business development in the commercial insurance market focusing on business accounts which incurred between $200,000- 5 million in insurance premiums a year. For over (2) two years, I was responsible for many large/enterprise competitive wins on behalf of Liberty Mutual.• 2003 “Rookie of the Year”, 2004- 140% of quota achieved. • Pinnacle Club Award for delivering 180% of annual quota in 2003, record of achieving and exceeding yearly revenue targets. • A sales leader utilizing management resources to gain a competitive edge; selling methods allowed me to over-achieve in spite of Liberty Mutual’s perceived lack of flexibility and the market’s increased affinity toward Brokers.

Jan 2002 - Jan 2004
Team & coworkers

Colleagues at AMDG Financial Holdings, Inc.

Other employees you can reach at fdh.co.mw. View company contacts for 630 employees →

2 education records

Dan Mccarthy education

Ba, Double Major: Theology/Philosophy- Minor In Communications Tv/Radio

Franciscan University Of Steubenville

Hs Diploma, General

Bishop Mcdevit Highschool
FAQ

Frequently asked questions about Dan Mccarthy

Quick answers generated from the profile data available on this page.

What company does Dan Mccarthy work for?

Dan Mccarthy works for AMDG Financial Holdings, Inc..

What is Dan Mccarthy's role at AMDG Financial Holdings, Inc.?

Dan Mccarthy is listed as President and CEO at AMDG Financial Holdings, Inc..

What is Dan Mccarthy's email address?

AeroLeads has found 1 work email signal at @axisgroup.com for Dan Mccarthy at AMDG Financial Holdings, Inc..

What is Dan Mccarthy's phone number?

AeroLeads has found 3 phone signal(s) with area code 908, 408 for Dan Mccarthy at AMDG Financial Holdings, Inc..

Where is Dan Mccarthy based?

Dan Mccarthy is based in Chalfont, Pennsylvania, United States while working with AMDG Financial Holdings, Inc..

What companies has Dan Mccarthy worked for?

Dan Mccarthy has worked for Amdg Financial Holdings, Inc., Parentfile, Sme Solutions Group, Inc., Axis Group, and Verint.

Who are Dan Mccarthy's colleagues at AMDG Financial Holdings, Inc.?

Dan Mccarthy's colleagues at AMDG Financial Holdings, Inc. include Hannah Kankuzi, Victor Phiri, Alinafe Chaduka, Lynn Chipezaani Banda, and Francine Kagunda.

How can I contact Dan Mccarthy?

You can use AeroLeads to view verified contact signals for Dan Mccarthy at AMDG Financial Holdings, Inc., including work email, phone, and LinkedIn data when available.

What schools did Dan Mccarthy attend?

Dan Mccarthy holds Ba, Double Major: Theology/Philosophy- Minor In Communications Tv/Radio from Franciscan University Of Steubenville.

What skills is Dan Mccarthy known for?

Dan Mccarthy is listed with skills including Saas, Enterprise Software, Selling, New Business Development, Solution Selling, Account Management, Sales, and Human Resources.

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