Dan McLaughlin Email & Phone Number
Executive Vice President @ AAFMAA Wealth Management & Trust LLC
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Dan McLaughlin Location
- New York, NY, US
Dan McLaughlin Work
- Executive Vice President @ (May 2025 - Present)
- Chief Financial Officer @ (January 2019 - Present)
- Partner @ FINTECH MANAGEMENT CONSULTING (May 2017 - January 2019)
- Vice President Chief Financial Officer @ Fiserv Investment Services - Leading provider of technology for wealth managemen (September 2012 - March 2017)
- Vice President Finance FP and A @ Broadridge - Leading provider of technology, outsourcing and investor communicat (January 2005 - January 2012)
Dan McLaughlin Education
- NYU Stern School of Business
Certificate Program in Financial Management
- Seton Hall University
BS (Finance)
Dan McLaughlin Skills
- Analysis
- Budgets
- Cash Management
- Corporate Finance
- Cost Accounting
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Forecasting
- Leadership
- Management
- Managerial Finance
- Nonprofit Organizations
- Sarbanes-Oxley Act
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Variance Analysis
Dan McLaughlin Summary
- Dan McLaughlin, based in New York, NY, US, is currently a Executive Vice President at AAFMAA Wealth Management & Trust LLC. Dan McLaughlin brings experience from previous roles at AAFMAA Wealth Management & Trust LLC, FINTECH MANAGEMENT CONSULTING, Fiserv Investment Services - Leading provider of technology for wealth managemen and Broadridge - Leading provider of technology, outsourcing and investor communicat. Dan McLaughlin holds a Certificate Program in Financial Management @ NYU Stern School of Business. With a robust skill set that includes Analysis, Budgets, Cash Management, Corporate Finance, Cost Accounting and more. Dan McLaughlin has 2 emails and 1 mobile phone numbers on RocketReach.
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Top AAFMAA Wealth Management & Trust LLC Employees
Risa Stolker
Financial Planner
Philadelphia, PA, US
Peter st. Denis
Senior Portfolio Manager
New York, NY, US
Steve Mannell
President
Fayetteville, NC, US
Paul Jablansky
Chief Investment Officer
Washington, DC, US
Brittany Benassi
Vice President Financial Planning
United States
Laurence Miller
Relationship Manager
Monument, CO, US
Dan McLaughlin
Executive Vice President
New York, NY, US
Danielle Nuxoll
Senior Relationship Manager
Olympia, WA, US
David Finley
Art Director
Winston-Salem, NC, US
Tony Babich
Relationship Manager
Scottsdale, AZ, US
Ian Shannon
Email Automation Specialist
Norfolk, VA, US
Joshua Schnelle
Senior Relationship Manager
Kansas City, MO, US
Kelly Schwabacher
Vice President Operations
Lebanon, OH, US
Erin Kinkade
Financial Planner
Athens, GA, US
Avelash P.
Relationship Manager
Gaithersburg, MD, US
Jackie Baker
Marketing Director
Brisbane City, QLD, AU
Eric Riederer
Business Development Executive
Pinehurst, NC, US
B. Crawford
Senior Vice President and Compliance Officer
Fayetteville, NC, US
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