David joined McCaffery & Company in 2019 as a Management Consultant. He is an enthusiastic sales professional with demonstrated skills in solution selling, territory management, sales strategy and account management. He has spent the last 25+ years primarily selling enterprise class technology solutions within Portfolio Management and Accounting, Investment Research and Analytics, CRM Overlays, IT Service Management, Asset Management and other core Cloud platforms that help firms grow, improve, and become more efficient. Additionally, he has a background in IT business analysis and is proficient at selling both direct and through nurturing strategic channel partners relationships.
Collectively, David has sold SaaS technologies into over 300 financial advisory and broker/dealer practices and has also won large enterprise contracts with firms such as Sprint, Southwestern Bell, Anheuser Busch, Citigroup and many others.
He has worked for notable financial and technology companies to include Advent Software, SS&C Technologies, Morningstar, Raymond James, Computer Associates and others.
David’s academic background includes a BS in Marketing from the University of Tampa, as well as Management Information Systems from the University of South Florida.
