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David McLaughlin Location
Philadelphia, PA, US
David McLaughlin Work
EVP, Technology Sales @ (July 2021 - Present)
Founder and CEO @ (July 2014 - July 2021)
Executive Vice President @ (June 2013 - August 2014)
Senior Vice President @ (January 2012 - July 2013)
Managing Director of Wealth Management Services @ (December 2002 - January 2012)
Managing Director, Community and Regional Bank Market Unit @ (December 1996 - December 2002)
Sales Manager @ (December 1995 - December 1996)
David McLaughlin Education
Webster University, Vienna
Master of Arts (Management)
1991-1993
West Virginia University
Bachelor of Science (Geology)
1980-1985
Severna Park High School 1976-1980
David McLaughlin Skills
Investments
Portfolio Management
Wealth Management
Banking
Alternative Investments
Relationship Management
Strategy
Risk Management
Private Equity
Investment Advisory
Asset Managment
Valuation
FINRA
Series 7
Asset Allocation
Management
Information Technology
Cloud Computing
IT Management
Value Propositions
Sales & Marketing Leadership
Sales Management
SaaS
Financial Services
Executive Management
Sales & Marketing...
Sales and Marketing Leadership
David McLaughlin Summary
David McLaughlin, based in Philadelphia, PA, US, is currently a EVP, Technology Sales at AML RightSource. David McLaughlin brings experience from previous roles at QuantaVerse, LLC, IPR International, NES Financial and SEI Investments. David McLaughlin holds a 1991 - 1993 Master of Arts in Management @ Webster University, Vienna. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Banking, Alternative Investments and more. David McLaughlin has 3 emails and 2 mobile phone numbers on RocketReach.
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