Michael Casella

Evaluator
DISC Type : Dsc

Retirement at Career Break

New York, New York, United States

Overview

Michael is a retired Sales Director with deep expertise in public sector finance and digital payments from his tenure at Fiserv, Citi, and JPMorgan. Described by colleagues as a client-focused, professional, and trusted advisor, he specialized in supporting government, non-profit, and higher education clients throughout his career.

Having recently retired, Michael is now focused on tackling his bucket list, which includes planning trips, embarking on new adventures, and spending more time with family. He has expressed a strong interest in using his time to "live & give back, " enjoying a life with no set schedules.

Despite a long and successful career in finance, Michael originally studied Environmental Design and Architecture.

Personality Overview

Quality Focused

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Public Sector Finance
His career centered on government clients, including managing the City of New York's relationship for Citi's institutional group.
Digital Payments
He has extensive experience in digital payment and disbursement strategies, security, and fraud detection solutions for government agencies.
Enjoying Retirement
He recently retired with the goal of tackling his bucket list, which includes travel, new adventures, and more family time.

Media Appearances

Michael has no verified media appearances

Work History

10-2025
Retirement at Career Break
5-2015 - 10-2025
Sales Director, Government Solutions at Fiserv
9-2012 - 11-2014
Director, Relationship Manager -Treasury Sales Solutions at Citi
3-2011 - 9-2012
Director, Relationship Manager - Treasury Sales Solutions at Citi
9-2004 - 3-2011
Vice President Prepaid / HSA Relationship Management & Sales Executive at JPMorgan Chase

Education

1978 - 1979
Environmental Design/Architecture from New York Institute of Technology
1974 - 1978
diploma from Monsignor Mc Clancy

More Information

Social Presence :

Prographics :

Exp : 42 Location : New York, New York, United States Job Level : N/A Designation : Retirement at Career Break
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Michael

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Michael take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Michael

Personality Compatibility


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