David Lancer Email & Phone Number

Westport, Connecticut, United States

I lead the strategic direction and overall operations of a cutting-edge AI-powered platform that automates post-trade exception management. My role involves overseeing product development, business growth, and partnerships with leading financial institutions. I work closely with our team to ensure that SmartSettle AI delivers innovative, data-driven solutions that reduce operational risk and improve efficiency for our clients in the hedge fund, asset management, and financial services sectors. My focus is on driving adoption, scaling the business, and positioning SmartSettle AI as a leader in the fintech space.

Westport, Connecticut, United States

As a Co-Founder of DAMGood, I lead our strategic vision, drive business development efforts, secure funding, and oversee the product roadmap. My focus is on leveraging cutting-edge technology to create innovative solutions that address industry challenges for Infrastructure developers and deliver tangible value to our clients.

New York, New York, United States

-Lead pre-sales effort to analyze a client’s workflow, gather client requirements, identify gaps, and propose the FailStation solution to meet the evolving regulatory (TMPG and CSDR) and operational landscape of our buyside and sellside clients-Own each complex and strategic engagement, acting as the primary day-to-day project management point person working across client's internal stakeholders and counterparties, driving tasks through to completion within tight deadlines-Ensuring our new clients are setup to maximize the benefit and optimal use of our FailStation product-Defining internal implementation procedures and operational process of any new product, functions, and workflow-Working with Product teams on implementation-related new builds to ensure we deliver in line with our commitments- Managed the integration of the FailStation product within the Bloomberg infrastructure post acquisition

Middle Office Solutions was a fintech software company dedicated to helping financial institutions optimize trade settlement processes by increasing efficiency, reducing risk, and driving greater operational performance.My role as COO was to lead business and product strategies, working closely with our global asset manager clients to build transformational and innovative technology solutions that has forever changed the middle and back office.Middle Office Solutions flagship product FailStation remains to this day the premiere fails management application in the industry.As a co-founder of a start-up my role evolved over time as I had to wear many hats at each point through our companies journey. From capital raising to sales from development manager to production support manager from filling the water cooler to HR manager. No day was ever the same, which as I look back was the most fulfilling and exciting times of my career. We were able to evolve and grow into a industry leading software provider and I could not be prouder of all the employees and partners who contributed to our success prior to our successful acquisition to Bloomberg.

New York, New York, United States

- Responsible for retail syndicate implementation projects from inception to completion. Including building and certifying syndicate trading and book-building workflows- Resolve implementation issues in a timely fashion through collaboration with various internal teams in order to ensure minimal downtime- Ensure a smooth life-cycle experience for our Broker Dealer clients in moving from project implementation to production support by building a deep understanding of their retail syndicate workflows and communicating them effectively to the relevant teams (Capital Markets, Compliance, and Operations)

- Integrated client's proprietary and vendor OMS platforms with CTI's Personal Trading Surveillance in real-time in order to flag personal trades as compliance violations using VB.net- Created custom rules via SQL stored procedures to account for our client's specific pre clearance compliance regulations including: De minimis, Restricted Security List, and Short Term Trading Policy- Provide operational support on CTI functionality, feeds and cross-system integration with proactive monitoring and client communication if an issue is detected