Dan Dougherty
About Dan Dougherty
Dan Dougherty is an Enterprise Sales Executive with extensive experience in the financial technology sector. He has held various leadership roles, including Founder of Friends for Financial Wellness and has a strong focus on leveraging data and AI to enhance customer experiences and business results.
Current Role at Personetics
Dan Dougherty serves as an Enterprise Sales Executive at Personetics, a position he has held since 2023. He operates in a hybrid work environment based in Natick, Massachusetts. In this role, he focuses on leveraging customer data and artificial intelligence to enhance customer experience and profitability within the financial sector.
Previous Experience at MX
Prior to his current role, Dougherty worked at MX as an Enterprise Growth Executive from 2019 to 2022. During his three years in Natick, Massachusetts, he contributed to the company's growth by connecting technology with data to achieve measurable business outcomes.
Founding Friends for Financial Wellness
Dougherty is the Founder of Friends for Financial Wellness, a role he has held since 2020. Operating remotely from Boston, Massachusetts, he has focused on improving user engagement metrics for banking executives through modern technology and data-driven personalization.
Educational Background
Dan Dougherty studied at Vermont Academy and later attended Skidmore College. His educational background has provided him with a foundation that supports his expertise in data-driven strategies and customer engagement in the financial services industry.
Career History and Expertise
Dougherty has a diverse career history, including roles such as Global Sales Manager at Cortera, Inc., Sr Enterprise Account Executive at Onfido, and Sales Director at Socialware. He also served as BPO Vice President - Analytics at Genpact. His extensive experience spans over two decades, specializing in data-driven personalization for financial institutions.