David Carlson
Head of Sales at MANTL- Claim this Profile
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Bio
Lori Kelley
David was our bank's Haberfeld account manager for over 8 years. During that time, David provided great guidance for maximizing our return on our retail operations. He used his great communication skills and common sense approach to help me lead our team to some amazing results with their Free Checking program. His knowledge of retail operations and understanding of customers and employees is second to none.
Troy Calfee
It has been a pleasure working with David at Haberfeld Associates. He is a strong communicator with a great skill to get his clients the best results possible. His upbeat and positive attitude make him a very valuable account executive.
Lori Kelley
David was our bank's Haberfeld account manager for over 8 years. During that time, David provided great guidance for maximizing our return on our retail operations. He used his great communication skills and common sense approach to help me lead our team to some amazing results with their Free Checking program. His knowledge of retail operations and understanding of customers and employees is second to none.
Troy Calfee
It has been a pleasure working with David at Haberfeld Associates. He is a strong communicator with a great skill to get his clients the best results possible. His upbeat and positive attitude make him a very valuable account executive.
Lori Kelley
David was our bank's Haberfeld account manager for over 8 years. During that time, David provided great guidance for maximizing our return on our retail operations. He used his great communication skills and common sense approach to help me lead our team to some amazing results with their Free Checking program. His knowledge of retail operations and understanding of customers and employees is second to none.
Troy Calfee
It has been a pleasure working with David at Haberfeld Associates. He is a strong communicator with a great skill to get his clients the best results possible. His upbeat and positive attitude make him a very valuable account executive.
Lori Kelley
David was our bank's Haberfeld account manager for over 8 years. During that time, David provided great guidance for maximizing our return on our retail operations. He used his great communication skills and common sense approach to help me lead our team to some amazing results with their Free Checking program. His knowledge of retail operations and understanding of customers and employees is second to none.
Troy Calfee
It has been a pleasure working with David at Haberfeld Associates. He is a strong communicator with a great skill to get his clients the best results possible. His upbeat and positive attitude make him a very valuable account executive.
Experience
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MANTL
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United States
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Financial Services
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1 - 100 Employee
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Head of Sales
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Oct 2022 - Present
I am the head of sales at MANTL. MANTL is a financial technology firm offering omnichannel account origination software for banks and credit unions. Consumer Deposit Origination by MANTL is among the fastest and most performant solutions on the market, empowering net-new prospects to open accounts in under three minutes, enabling existing account holders to open additional accounts with just one click, and reducing fraud by as much as 67%. Commercial Deposit Origination by MANTL is a first-of-its-kind solution that reimagines account opening for businesses of all sizes by automating up to 97% of application decisions. MANTL’s customers have raised billions in core deposits to date. Founded in 2016, MANTL is a privately held company headquartered in New York with the backing of prominent venture capital investors. For more information, visit mantl.com. Show less
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Taylor Advisors, a HUB International Company
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United States
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Financial Services
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1 - 100 Employee
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Director of Sales
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Feb 2022 - Nov 2022
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Upstart
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United States
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Financial Services
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700 & Above Employee
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Director of Sales
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Oct 2021 - Mar 2022
I am the Director of Sales within Upstart's Bank Partnerships team, focused on developing relationships with community oriented banks & credit unions. Founded by ex-Googlers, Upstart is a leading artificial intelligence (AI) lending platform designed to improve access to affordable credit while reducing the risk and costs of lending for our bank partners. By leveraging Upstart's origination platform, Upstart-powered banks can offer higher approval rates and achieve lower loss rates, while simultaneously delivering the exceptional digital-first lending experience their customers demand. Show less
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MANTL
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United States
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Financial Services
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1 - 100 Employee
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Enterprise Account Executive
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Jun 2020 - Oct 2021
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Haberfeld
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United States
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Financial Services
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1 - 100 Employee
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Senior Exeutive Vice President
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Jan 2019 - Jun 2020
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Senior Vice President
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Aug 2005 - Jun 2020
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Piper Jaffray
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United States
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Financial Services
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300 - 400 Employee
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Financial Advisor
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May 2003 - Aug 2005
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Edward Jones
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Jun 2000 - Apr 2003
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Education
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2000 - 2003
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Business / Finance
Community
