David Macasaet Email & Phone Number

Charlotte, North Carolina, United States

✔ SaaS and Amazon Web Services (AWS) ✔ Security Settlement Products ✔ Tier I and II Clients In this role, I guided capital markets trading counterparties on the value of shared and mutualized data, orchestrating trade settlement workflows, and crafting innovative technology solutions, including a standout securities settlement product, for a global financial technology firm. I was the driving force behind building robust sales pipelines and igniting growth, strategically leveraging… Show more ✔ SaaS and Amazon Web Services (AWS) ✔ Security Settlement Products ✔ Tier I and II Clients In this role, I guided capital markets trading counterparties on the value of shared and mutualized data, orchestrating trade settlement workflows, and crafting innovative technology solutions, including a standout securities settlement product, for a global financial technology firm. I was the driving force behind building robust sales pipelines and igniting growth, strategically leveraging market intelligence, precise planning, and dynamic campaign execution.I took the helm in client engagement, embarking on insightful discovery journeys, conducting thorough value assessments, and lead compelling demos and presentations. Using a data-centric approach, I propelled negotiations forward, backed by capital optimization forecasts and metrics that spoke volumes.Furthermore, I played the role of a bridge between AccessFintech and client teams, weaving together proof of concepts and technical architectures. From inception to fruition, I orchestrated the project life cycle, ensuring every detail was meticulously executed. Show less

New York, United States

✔ On-Premise and Hosted Deployments ✔ AWS Cloud Services ✔ Tier 1 and II ClientsBecause I exceeded expectations in my previous role, I was promoted to lead new initiatives where I set the bar high with key performance indicators (KPIs) and steered the pre-sales strategy for success across North and South America. My best talent? Bridging the gap between client business needs and optimal reconciliation solutions, cutting risk and supercharging operational efficiency.Among clients and… Show more ✔ On-Premise and Hosted Deployments ✔ AWS Cloud Services ✔ Tier 1 and II ClientsBecause I exceeded expectations in my previous role, I was promoted to lead new initiatives where I set the bar high with key performance indicators (KPIs) and steered the pre-sales strategy for success across North and South America. My best talent? Bridging the gap between client business needs and optimal reconciliation solutions, cutting risk and supercharging operational efficiency.Among clients and colleagues, I earned a positive reputation for my discernment in leading client discoveries, navigating system design and implementation with precision, and even crafting proposals that captivated audiences. But collaboration fueled my journey. Partnering with cross-functional teams, I spearheaded proofs of concept, offering strategic insights that sparked product development, streamlined implementation, boosted sales, and ignited marketing campaigns. And beyond numbers, I had the privilege of guiding and mentoring a talented team of two engineers, watching them grow both professionally and personally. Show less

✔ On-Premise and Hosted Project Deployments ✔ Transaction Life-Cycle Management (TLM)My passion for TLM solutions translated into explosive business development and sales growth. Within my role, I forged strong relationships with high-level stakeholders, becoming the bridge between IT and business needs. Guiding clients from start to finish — from initial engagement through proposal building and team alignment — was my specialty. I leveraged data insights to uncover workflow… Show more ✔ On-Premise and Hosted Project Deployments ✔ Transaction Life-Cycle Management (TLM)My passion for TLM solutions translated into explosive business development and sales growth. Within my role, I forged strong relationships with high-level stakeholders, becoming the bridge between IT and business needs. Guiding clients from start to finish — from initial engagement through proposal building and team alignment — was my specialty. I leveraged data insights to uncover workflow inefficiencies and craft bespoke proof-of-concept configurations. Whether it was optimizing TLM Reconciliations Premium, AIR's AI-powered reconciliations, or Cash and Liquidity Management solutions, I tailored each to perfectly match each client's unique challenges. Show less

Charlotte, North Carolina Area

✔ Loan and Lease Management SaaS ✔ Tier I Portfolio ManagementDuring my time in this role, I fueled revenue growth within a leading FinTech company, consistently surpassing sales targets for lease and loan management software. Using a meticulously honed sales strategy, I unearthed high-value leads through proactive prospecting, then equipped myself with sharp competitive insights to craft compelling RFIs and RFPs that won deals. As a solutions architect, I designed solutions… Show more ✔ Loan and Lease Management SaaS ✔ Tier I Portfolio ManagementDuring my time in this role, I fueled revenue growth within a leading FinTech company, consistently surpassing sales targets for lease and loan management software. Using a meticulously honed sales strategy, I unearthed high-value leads through proactive prospecting, then equipped myself with sharp competitive insights to craft compelling RFIs and RFPs that won deals. As a solutions architect, I designed solutions that solved client problems like magic, seamlessly collaborating with product, marketing, and sales to elevate the client experience. Whether through persuasive presentations, captivating demos, or attentive service, I closed deals with confidence, leaving satisfied clients and a thriving portfolio. Show less

✔ Digital Applications and SaaS Solutions ✔ Tier I and II ClientsTurning "pain points" into profit centers was my goal in this role. As a financial software sales leader, I spearheaded success for a global powerhouse, exceeding goals and expectations.Building a robust book of business was my forte. Digital channels and resources were my tools, along with accurate competitive intelligence. Discerning prospecting and targeted outreach fueled my sales pipeline. But I didn't just talk about… Show more ✔ Digital Applications and SaaS Solutions ✔ Tier I and II ClientsTurning "pain points" into profit centers was my goal in this role. As a financial software sales leader, I spearheaded success for a global powerhouse, exceeding goals and expectations.Building a robust book of business was my forte. Digital channels and resources were my tools, along with accurate competitive intelligence. Discerning prospecting and targeted outreach fueled my sales pipeline. But I didn't just talk about solutions; I listened. Uncovering client functionality pain points was my specialty, which allowed me to craft persuasive RFIs, RFPs, and proofs of concept. Show less

✔ Tier I and II Clients & SupportI was deeply involved in implementing and consulting on the IntelliMatch Operational Control solution across various client environments, both new and existing. My role centered on bridging the gap between the client's business and technology teams to guarantee seamless system integration. I played a pivotal role in conducting thorough system testing throughout each implementation phase, including SIT and UAT, and provided essential support during the… Show more ✔ Tier I and II Clients & SupportI was deeply involved in implementing and consulting on the IntelliMatch Operational Control solution across various client environments, both new and existing. My role centered on bridging the gap between the client's business and technology teams to guarantee seamless system integration. I played a pivotal role in conducting thorough system testing throughout each implementation phase, including SIT and UAT, and provided essential support during the transition to production. Show less

✔ Portfolio Research, Management, & SupportI orchestrated and oversaw short-term taxable credit research for a portfolio encompassing money market funds with assets under management exceeding $45 billion, enhanced cash funds, and separately managed short-duration accounts. My primary focus was on conducting comprehensive research on Asset Backed Commercial Paper (ABCP) conduits, structured investment vehicles (SIVs), and other short-term structured credit products. Additionally, I… Show more ✔ Portfolio Research, Management, & SupportI orchestrated and oversaw short-term taxable credit research for a portfolio encompassing money market funds with assets under management exceeding $45 billion, enhanced cash funds, and separately managed short-duration accounts. My primary focus was on conducting comprehensive research on Asset Backed Commercial Paper (ABCP) conduits, structured investment vehicles (SIVs), and other short-term structured credit products. Additionally, I provided support in both short-term and long-term credit research for investment-grade corporate credits. Show less

At the outset of my career, I began by contributing to the research, development, communication, and implementation of margin lending and associated credit policies. Additionally, I played a key role in assisting with these endeavors, ensuring alignment with organizational goals and regulatory requirements.