David Macasaet
About David Macasaet
David Macasaet is a Sales Engineer at AccessFintech in Charlotte, North Carolina, with extensive experience in the financial services industry, specializing in solution demonstrations and client interactions. He has held various roles in pre-sales and risk analysis, contributing to his strong communication skills and ability to deliver results efficiently.
Work at AccessFintech
David Macasaet has been employed at AccessFintech as a Sales Engineer since 2022. In this role, he operates from Charlotte, North Carolina, focusing on delivering effective solutions within the financial services industry. His responsibilities include conducting solution demonstrations and presentations to clients, ensuring that the offerings align with their needs. Macasaet emphasizes timely results to facilitate deal closures.
Previous Experience in Financial Services
Before joining AccessFintech, David Macasaet held various positions in the financial services sector. He worked as a Risk Analyst at Wachovia Securities Financial Network from 2004 to 2006. He then transitioned to roles at Evergreen Investments as an Investment Research Analyst from 2006 to 2008, and later at SmartStream Technologies, where he served as a Senior Presales Consultant and VP from 2018 to 2020. His experience spans multiple facets of financial services, including brokerage operations and investment research.
Sales Engineering Expertise
David Macasaet specializes in solution demonstrations and presentations tailored for the financial services industry. His expertise lies in showcasing the value propositions of various solutions, which aids clients in understanding their benefits. He has a proven track record of excelling in prospect and client-facing interactions, supported by strong oral and written communication skills.
Educational Background
David Macasaet studied at Virginia Commonwealth University, where he earned a Bachelor's degree in Finance. This academic foundation has equipped him with essential knowledge and skills relevant to his career in the financial services sector.
Career Progression
David Macasaet's career began in brokerage operations before he moved into buy-side investment research. He has held various roles, including Pre-Sales Consultant at SunGard Financial Systems and Head of Pre-sales, Americas at SmartStream Technologies. His diverse experiences have contributed to his comprehensive understanding of the financial services landscape.