Mary McCafferty Email & Phone Number
Managing Director @ CapTech
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Mary McCafferty Location
- Plymouth Meeting, PA, US
Mary McCafferty Work
- 2024 - now Managing Director @
- 2022 - 2024 Large Market Retirement Plan Executive @
- 2021 - 2022 Head of Large Market Sales Enablement @
- 2018 - 2021 Procurement Executive @
- 2015 - 2018 Retirement Plan Experience Executive @
- 2014 - 2015 Global Tech Ops Department Head @
- 2012 - 2014 Personal Investor CX Dept Head @
- 2009 - 2012 Program Manager @
- 2007 - 2009 Sr Consultant @
- 2002 - 2007 Front and Back-Office Money Movement Manager @
- 2001 - 2002 Acceleration into Management Program Participant @
- 2001 - 2001 Sales Intern @
- 2000 - 2000 Marketing Intern @
Mary McCafferty Education
- Drexel University
Executive Finance Cerificate (Finance and Financial Management Services)
2019 - 2019 - Harvard University
Negotiation Executive Certification
2019 - 2019 - Penn State University
Master of Business Administration (MBA) (Finance, General)
2003 - 2006 - American University
(Project Management Certification)
2002 - 2002 - Saint Joseph's University - Erivan K. Haub School of Business
Bachelor of Business Administration (BBA) (Marketing)
1997 - 2001 - University of Galway
Semester Abroad
2000 - 2000 - Kellogg Executive Education
- Kellogg Executive Education
Advanced Data and Analytics Certification
Mary McCafferty Skills
- Change Management
- Questionnaires
- Due Diligence
- Communication
- Strategic Thinking
- Investment Management
- Agile Leadership
- Wealth Management Services
- Manufacturing Operations Management
- Contact Center Management
- Interpersonal Skills
- Strategic Leadership
- Sales Management
- Business Development
- Business Planning
- Mutual Funds
- Financial Services
- Series 63
- Process Improvement
- Retirement
- Analytics
- Business Process Improvement
- Relationship Management
- Management
- Project Management
- Agile Methodologies
- Six Sigma
- Data Analysis
- Customer Experience
- Leadership
- Business Analysis
- Investments
- Risk Management
- Customer Relationship Management (CRM)
- Business Relationship Management
- Retirement Planning
- Contract Negotiation
- Strategic Sourcing
- Client Services
- Thought Leadership
- IRAs
- Securities
- Business Process Mapping
- 401(k) Retirement Savings Plans
- Strategic Planning
- Design Thinking
- Business Design
- Talent Management
- General Management
- Print Management
- Agile Project Management
Mary McCafferty Summary
- Mary McCafferty, based in Plymouth Meeting, PA, US, is currently a Managing Director at CapTech. Mary McCafferty brings experience from previous roles at Vanguard. Mary McCafferty holds a 2019 - 2019 Executive Finance Cerificate in Finance and Financial Management Services @ Drexel University. With a robust skill set that includes Change Management, Questionnaires, Due Diligence, Communication, Strategic Thinking and more. Mary McCafferty has 2 emails and 2 mobile phone numbers on RocketReach.
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Top CapTech Employees
Larry Stamm
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Mooresville, NC, US
Prissie Nguyen
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Richmond, VA, US
Sandy Williamson
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Christopher Remias
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Atlanta, GA, US
Juan Valdez
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Miami, FL, US
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