Dan McDonald Email & Phone Number
Director, Platform Sales @ Envestnet, Inc
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Dan McDonald Location
- Philadelphia, PA, US
Dan McDonald Work
- 2025 -now Director, Platform Sales @
- 2022 -2025 Director, Solutions Distribution @
- 2021 -2022 Sr. Director, Data Aggregation Sales @
- 2013 -2014 Account Manager @ BNY Mellon | Albridge
- 2020 -2021 Vice President, Global Client Relationships @
- 2011 -2013 Client Services Representative @ BNY Mellon | Albridge
- 2017 -2020 Vice President, Business Development-Albridge @ BNY Mellon | Albridge
- 2017 -2020 Vice President, RIA Sales @ BNY Mellon | Albridge
- 2014 -2017 Vice President Relationship Management @ BNY Mellon | Albridge
- 2013 -2014 Account Manager @ Albridge, an Affiliate of Pershing
- 2011 -2013 Client Services Representative @ Albridge, an Affiliate of Pershing
- 2009 -2010 Operations Specialist @ Nova Capital Markets
Dan McDonald Education
- The Wharton School
Bachelor of Science - BS (Economics)
- Shawnee High School
Dan McDonald Skills
- Team Effectiveness
- Executive-level Communication
- Strategic Communications
- Driving Results
- Channel Sales
- Sales Excellence
- Thought Leadership
- Large Enterprise
- SaaS Sales
- Enterprise Software
- Long-term Vision
- Technology Sales
- Strategic Accounts
- Problem Solving
- Request for Proposal (RFP)
- Building Business Partnerships
- Executive Visibility
- New Business Opportunities
- Big-Picture Thinking
- Sales Leadership
- Strategic Partnerships
- Partner Relationship Management
- Sales Strategy Development
- Enterprise Software Sales
- SaaS Development
- Presentations
- Executive Relationships
- Communication
- Executive Presentations
- Business Reviews
- Business Planning
- Sales
- Account Management
- Business Development
- Customer Relationship Management (CRM)
- Financial Services
- Strategy
- Relationship Building
- Sales Strategy
- Direct Sales
- Contract Negotiation
- Networking
- Leadership
- Sales Presentations
- Salesforce.com
- Microsoft PowerPoint
- Microsoft Excel
- Integration
- Data Analysis
- Negotiation
- Sales Execution
- Sales Process Development
- Business Development Programs
- Account Sales Strategies
Dan McDonald Summary
- Dan McDonald, based in Philadelphia, PA, US, is currently a Director, Platform Sales at Envestnet. Dan McDonald brings experience from previous roles at Envestnet, Inc, Broadridge, BNY Mellon | Albridge and BNY Mellon | Pershing. Dan McDonald holds a Bachelor of Science - BS in Economics @ The Wharton School. With a robust skill set that includes Team Effectiveness, Executive-level Communication, Strategic Communications, Driving Results, Channel Sales and more. Dan McDonald has 2 emails and 1 mobile phone numbers on RocketReach.
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