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    Daniel McLaughlin

    Long Valley, New Jersey

    Cfo

    AAFMAA Wealth Management & Trust LLC

    Specialties

    Accounting

    Corporate Finance

    Investments

    Where I've Worked
    A

    Jan 2019 – Present

    Cfo

    AAFMAA Wealth Management & Trust LLC

    Apr 2017 – Jun 2017

    Coo

    Cloudbees

    Sep 2012 – Mar 2017

    publicly traded Fintech leader

    Fiserv Investment Services

    Sep 2012 – Mar 2017

    Cfo

    Fiserv Investment Services

    Jan 2007 – Jan 2012

    VP, Corporate Financial Planning & Analysis

    Broadridge Financial Solutions

    Jan 2005 – Jan 2007

    Senior Director, Financial Planning and Analysis

    Broadridge Financial Solutions

    Jan 2004 – Jan 2005

    Real Estate Advisor

    Coldwell Banker
    A

    Jan 2003 – Jan 2004

    Regional Controller

    Abm Industries Incorporated
    S

    Jan 1997 – Jan 2002

    Vice President/CFO/Interim General Manager

    Sungard Portfolio Solutions
    S

    Jan 2001 – Jan 2002

    Vice President/GM Port Software Business

    Sungard Portfolio Solutions
    S

    1994 – 1997

    AVP, Financial Planning & Analysis

    Sungard Portfolio Solutions
    S

    Jan 1992 – Jan 1994

    Director, Financial Planning & Analysis

    Sungard Portfolio Solutions
    S

    Jan 1989 – Jan 1992

    Manager, Budgets & Cost Control

    Sungard Portfolio Solutions
    S

    Jan 1987 – Jan 1989

    Senior, Financial Analyst

    Sungard Portfolio Solutions
    S

    Jan 1983 – Jan 1987

    Sterling Drug, Inc

    2007 – 2012

    VP, Corporate Financial Planning & Analysis

    2005 – 2007

    Senior Director, Financial Planning and Analysis

    S

    2001 – 2002

    Vice President/GM Software Business

    Sungard Portfolio Solutions
    S

    1992 – 1997

    Director Financial Planning & Analysis

    Shaw Data Inc

    1987 – 1992

    AVP Finance

    S

    1983 – 1987

    Strategy Analyst

    Sterling Drug, Inc
    D

    Jan 2018 – Dec 2018

    Financial & Business Consultant

    Djm Consulting
    F

    Jun 2017 – Dec 2018

    Financial & Business Consultant

    Fintech Management Consulting, Nyc
    F

    Jul 2017 – Dec 2018

    Financial & Business Consultant

    Fintech Management Consulting
    Where I've Studied

    2001

    Certificate, Executive Financial Management

    New York University

    1983

    Bachelors, Finance

    Seton Hall University

    Ask Me About

    People I've Reported To

    People I've Worked With

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    AAFMAA Wealth Management & Trust LLC

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