Chief Financial Officer
CurrentDriving technology innovation and data analysis to expand growth, improve the client experience and develop operational excellence.
Jan 2019 - Present
AeroLeads people directory · profile
Dan Mclaughlin Email & Phone Number
Chief Financial Officer at AAFMAA Wealth Management & Trust LLC
at
AAFMAA Wealth Management & Trust LLC
1 work email found
@broadridge.com
2 phones found area 617 and 408
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Chief Financial Officer at AAFMAA Wealth Management & Trust LLC
Location
New York City Metropolitan Area, United States
Who is Dan Mclaughlin? Overview
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Quick answer
Dan Mclaughlin is listed as Chief Financial Officer at AAFMAA Wealth Management & Trust LLC at AAFMAA Wealth Management & Trust LLC, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at broadridge.com, phone signal with area code 617, 408, and a matched LinkedIn profile for Dan Mclaughlin.
Dan Mclaughlin previously worked as Chief Financial Officer at Aafmaa Wealth Management & Trust Llc and Partner at Fintech Management Consulting. Dan Mclaughlin holds Certificate Program In Financial Management from Nyu Stern School Of Business.
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Email format at AAFMAA Wealth Management & Trust LLC
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{first}.{last}@broadridge.com
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AeroLeads found 1 current-domain work email signal for Dan Mclaughlin. Compare company email patterns before reaching out.
Profile bio
About Dan Mclaughlin
A proven finance and operations executive with a track record of effectively leading global SaaS and outsourcing organizations in achieving success.Change agent leading the transformation of legacy companies to re-engage and succeed in the digital transformation of financial technology. Trusted advisor to early stage tech companies in implementing smart growth strategies. - Dan’s leadership has led to revenue expansion and higher margins in all businesses he has joined. - Broad financial experience including metric driven financial modeling,financial planning & analysis, financial reporting, strategic planning & corporate development, budgeting & forecasting, mergers & acquisitions, restructuring, cost management, ERP system implementation and activity based costing-Impactful leader partnering with sales teams driving increased sales through increased wallet share and product innovation. Key influencer in client, vendor and partnership relationships and negotiations.
Current workplace
Dan Mclaughlin's current company
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Aafmaa Wealth Management & Trust Llc
AeroLeads page
4 roles · 22 years
Dan Mclaughlin work experience
A career timeline built from the work history available for this profile.
Partner
Fintech Management Consulting
Management consultant with a focus on technology, SaaS and FinTech companies. Providing financial, operational and business expertise. Skilled in strategic planning, budgeting, forecasting, systems implementation, new business development and business transformation. Clients include both $4B FinTech leaders as well as early stage technology companies.
May 2017 - Jan 2019
Vice President Chief Financial Officer
Fiserv Investment Services - Leading Provider Of Technology For Wealth Management Industry
Key advisor to the business unit president; member of the executive committee. Lead the creation and execution of the company's strategic and annual operating plans. Established a metric driven culture. Negotiated both customer and vendor contracts. Built a world class finance function; represented company to private equity firms.
Sep 2012 - Mar 2017
Vice President Finance Fp&A
Broadridge - Leading Provider Of Technology, Outsourcing And Investor Communications
Responsible for corporate FP&A for this $3B publicly traded company. Directed the annual operating plan, three year strategic plan and all ad hoc financial analysis. Roadshow and investor presentations as well as Board presentations. Key advisor to the CFO.
2005 - 2012
~7 yrs
2 education records
Dan Mclaughlin education
Certificate Program In Financial Management
Nyu Stern School Of Business
Bs, Finance
Seton Hall University
FAQ
Frequently asked questions about Dan Mclaughlin
Quick answers generated from the profile data available on this page.
What company does Dan Mclaughlin work for?
Dan Mclaughlin works for AAFMAA Wealth Management & Trust LLC.
What is Dan Mclaughlin's role at AAFMAA Wealth Management & Trust LLC?
Dan Mclaughlin is listed as Chief Financial Officer at AAFMAA Wealth Management & Trust LLC at AAFMAA Wealth Management & Trust LLC.
What is Dan Mclaughlin's email address?
AeroLeads has found 1 work email signal at @broadridge.com for Dan Mclaughlin at AAFMAA Wealth Management & Trust LLC.
What is Dan Mclaughlin's phone number?
AeroLeads has found 2 phone signal(s) with area code 617, 408 for Dan Mclaughlin at AAFMAA Wealth Management & Trust LLC.
Where is Dan Mclaughlin based?
Dan Mclaughlin is based in New York City Metropolitan Area, United States while working with AAFMAA Wealth Management & Trust LLC.
What companies has Dan Mclaughlin worked for?
Dan Mclaughlin has worked for Aafmaa Wealth Management & Trust Llc, Fintech Management Consulting, Fiserv Investment Services - Leading Provider Of Technology For Wealth Management Industry, and Broadridge - Leading Provider Of Technology, Outsourcing And Investor Communications.
How can I contact Dan Mclaughlin?
You can use AeroLeads to view verified contact signals for Dan Mclaughlin at AAFMAA Wealth Management & Trust LLC, including work email, phone, and LinkedIn data when available.
What schools did Dan Mclaughlin attend?
Dan Mclaughlin holds Certificate Program In Financial Management from Nyu Stern School Of Business.
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