Dan Mercurio

Dan Mercurio Email and Phone Number

Chief Operating Officer @ Tandems
Boston, MA, US
Dan Mercurio's Location
Boston, Massachusetts, United States, United States
Dan Mercurio's Contact Details

Dan Mercurio work email

Dan Mercurio personal email

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About Dan Mercurio

As a seasoned fintech executive, I bring a wealth of experience in driving operational excellence and strategic growth. My career spans leadership roles in sales, marketing, account management, customer success, and operational management, with a strong foundation in retail banking across institutions of all sizes—from national banks to community organizations.Over the past eight years, I’ve focused on leading transformative initiatives for financial institutions through strategic technology partnerships. I specialize in scaling organizations by developing clear vision, actionable strategies, and efficient processes that drive innovation and sustainable growth.In my current role, I oversee cross-functional operations, ensuring alignment between business objectives and execution. I thrive in fast-paced, dynamic environments, where my ability to optimize performance, build high-performing teams, and foster collaboration across departments unlocks new levels of organizational success.

Dan Mercurio's Current Company Details
Tandems

Tandems

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Chief Operating Officer
Boston, MA, US
Dan Mercurio Work Experience Details
  • Tandems
    Chief Operating Officer
    Tandems
    Boston, Ma, Us
  • Sigfig
    Chief Operating Officer
    Sigfig Dec 2024 - Present
    San Francisco, California, Us
    • Responsible for the development and execution of company-wide strategies to achieve growth, client impact, and operational effectiveness.• Lead operating approach and collaboration across product, engineering, sales, customer success, and G&A functions in support of company OKRs.
  • Nomis Solutions
    Global Head Of Sales
    Nomis Solutions Aug 2023 - Nov 2024
    San Francisco, California, Us
    • Responsible for all sales and marketing strategy across Nomis' global footprint. • Spearheaded go-to-market (GTM) initiatives in the U.S., refining solution value propositions and defining target markets (SAM/SOM). • Successfully implemented targeted account-based sales and marketing programs while building and leading a new U.S. account executive team to accelerate growth and market penetration.
  • Sigfig
    Chief Revenue Officer
    Sigfig Sep 2022 - Aug 2023
    San Francisco, California, Us
    • Led all revenue-driving functions across sales and marketing.• Managed implementation, client services, and strategic account management teams, delivering support to leading banks, insurance firms, and wealth management companies.
  • Sigfig
    Head Of Revenue | Strategic Partnerships
    Sigfig Jan 2020 - Sep 2022
    San Francisco, California, Us
    • Established and scaled SigFig’s strategic account management function, driving client retention and revenue expansion (NRR).• Built and led a sales team of account executives, strategically focused on go-to-market (GTM) verticals across banking, insurance, and wealth management.
  • Sigfig
    General Manager | Banking
    Sigfig Apr 2017 - Jan 2020
    San Francisco, California, Us
    • Partnered with SigFig while at Cambridge Savings Bank to pioneer the first bank-fintech digital wealth management program in the U.S.• Transitioned to SigFig to lead and manage the company’s initial portfolio of large banking clients, driving adoption and success across the segment.
  • Cambridge Savings Bank
    Senior Vice President | Head Of Consumer And Small Business Banking
    Cambridge Savings Bank Sep 2013 - Mar 2017
    Cambridge, Ma, Us
    • Led a 170+ member team across all consumer banking functions: branch banking, contact centers, retail administration and operations, residential and consumer lending, and small business.• Served on the bank's executive, risk management, and Asset-Liability (ALCO) committees.
  • Santander Bank, N.A.
    Retail Network Sales Performance Manager
    Santander Bank, N.A. Jan 2011 - Aug 2013
    Boston, Ma, Us
    • Led development and rollout of Santander’s US retail sales and service strategy across the branch network.• Managed a team of 60+ sales and service coaches to support deployment and adoption of the program.• Served as the consumer bank’s retail leadership liaison to the product and segment teams.
  • Santander Bank, N.A.
    Retail District Executive
    Santander Bank, N.A. Sep 2008 - Dec 2010
    Boston, Ma, Us
    •Managed territories of 20+ branches across markets in MA, CT, and NH.
  • Wachovia Corp
    Financial Sales Leader
    Wachovia Corp Nov 2006 - Aug 2008
    Charlotte, North Carolina, Us
    • Led a team of licensed financial specialists across bank branches within the Charlotte metro area.
  • Wachovia Corp
    Retail Service Leader
    Wachovia Corp Apr 2005 - Nov 2006
    Charlotte, North Carolina, Us
    • Managed a territory of retail branch managers across the Charlotte metro region.
  • Wachovia Corp
    Financial Center Manager
    Wachovia Corp Apr 2004 - Apr 2005
    Charlotte, North Carolina, Us
    • Managed a tier 1 retail bank branch of 12 team members.

Dan Mercurio Skills

Management Cross Selling Retail Banking Branch Banking Sales Leadership Retail Sales Management Finance Risk Management Coaching Branch Management Mortgage Banking Customer Experience Small Business Lending Loans Financial Risk Commercial Banking Commercial Lending

Dan Mercurio Education Details

  • Assumption University
    Assumption University
    Economic Theory And International Business

Frequently Asked Questions about Dan Mercurio

What company does Dan Mercurio work for?

Dan Mercurio works for Tandems

What is Dan Mercurio's role at the current company?

Dan Mercurio's current role is Chief Operating Officer.

What is Dan Mercurio's email address?

Dan Mercurio's email address is me****@****ail.com

What is Dan Mercurio's direct phone number?

Dan Mercurio's direct phone number is +161765*****

What schools did Dan Mercurio attend?

Dan Mercurio attended Assumption University.

What are some of Dan Mercurio's interests?

Dan Mercurio has interest in Social Services.

What skills is Dan Mercurio known for?

Dan Mercurio has skills like Management, Cross Selling, Retail Banking, Branch Banking, Sales, Leadership, Retail, Sales Management, Finance, Risk Management, Coaching, Branch Management.

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