Mary McCafferty
Managing Director, Financial Services │ CapTech
- Role
- Managing Director at CapTech
- Location
- Plymouth Meeting, PA, US
- LinkedIn followers
- 500 followers
About Mary McCafferty
As Managing Director at CapTech, Mary brings extensive expertise in financial services, leveraging her multi-disciplinary skills across sales, service, product and technology solutions to support and drive client success. With over 25 years of professional experience, Mary is laser focused on delivering value by combining strategic account management with innovative solutions. Mary’s strengths are centered on fostering collaboration, optimizing processes, and advancing client experiences. She is passionate about learning and applying her financial and technical acumen to drive large-scale change. She is sought out for her account and program management capabilities and has been consistently recognized for her ability to deliver business outcomes related to growth, efficiency and client satisfaction.
Experience
Managing Director
Sep 2024 — Present · Philadelphia, PA, US
Education
University of Galway
Semester Abroad
2000 — 2000
Leadership Philadelphia
Core Class, Public Administration and Social Service Professions
Drexel University
Executive Finance Cerificate, Finance and Financial Management Services
Penn State University
Master of Business Administration (MBA), Finance, General
2003 — 2006
Saint Joseph's University - Erivan K. Haub School of Business
Bachelor of Business Administration (BBA), Marketing
1997 — 2001
Harvard University
Negotiation Executive Certification
2019 — 2019
American University
Project Management Certification
Kellogg Executive Education
Advanced Data and Analytics Certification
Skills
- Data Analysis
- Six Sigma
- Customer Experience
- Business Process Improvement
- Investments
- Process Improvement
- Mutual Funds
- Risk Management
- Project Management
- Relationship Management
- Series 63
- Financial Services
- Agile Methodologies
- Management
- Leadership
- Analytics
- Retirement
- Business Analysis
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.