Dan Mclaughlin Email and Phone Number
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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.
Aafmaa Wealth Management & Trust Llc
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Chief Financial OfficerAafmaa Wealth Management & Trust Llc Jan 2019 - PresentFayetteville, North Carolina, UsDriving technology innovation and data analysis to expand growth, improve the client experience and develop operational excellence.
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PartnerFintech Management Consulting May 2017 - Jan 2019Management 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.
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Vice President Chief Financial OfficerFiserv Investment Services - Leading Provider Of Technology For Wealth Management Industry Sep 2012 - Mar 2017Key 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.
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Vice President Finance Fp&ABroadridge - Leading Provider Of Technology, Outsourcing And Investor Communications 2005 - 2012Responsible 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.
Dan Mclaughlin Education Details
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Nyu Stern School Of BusinessCertificate Program In Financial Management -
Seton Hall UniversityFinance
Frequently Asked Questions about Dan Mclaughlin
What company does Dan Mclaughlin work for?
Dan Mclaughlin works for Aafmaa Wealth Management & Trust Llc
What is Dan Mclaughlin's role at the current company?
Dan Mclaughlin's current role is Chief Financial Officer at AAFMAA Wealth Management & Trust LLC.
What is Dan Mclaughlin's email address?
Dan Mclaughlin's email address is da****@****dge.com
What is Dan Mclaughlin's direct phone number?
Dan Mclaughlin's direct phone number is +161735*****
What schools did Dan Mclaughlin attend?
Dan Mclaughlin attended Nyu Stern School Of Business, Seton Hall University.
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