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Nick Castello is listed as Sales | Account Executive at Betterment at Betterment, a company with 51 employees, based in San Marcos, California, United States. AeroLeads shows a work email signal at betterment.com and a matched LinkedIn profile for Nick Castello.
Nick Castello previously worked as Account Executive at Betterment and Associate at Western Asset Management. Nick Castello holds Bachelor Of Science (Bs), Business/Managerial Economics from Virginia Tech.
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AeroLeads found 1 current-domain work email signal for Nick Castello. Compare company email patterns before reaching out.
Results-driven sales professional with 10+ years experience across FinTech, digital wealth, and institutional asset management. I've exceeded targets by leveraging deep product knowledge, consultative selling techniques, and a customer-centric approach. My experience in selling complex financial solutions has honed my ability to navigate long sales cycles, engage multiple stakeholders, and articulate compelling value propositions.
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New York, New York, US
- Spearheaded the development and management of key client relationships- Drove revenue growth through identifying new business opportunities and expanding existing client accounts.- Collaborated with marketing, product development, and customer support teams to enhance client satisfaction and streamline service delivery.- Implemented advanced CRM systems.
Pasadena, California, US
- Drove revenue growth by maintaining high levels of client engagement and identifying cross-sell opportunities, contributing to a 10% increase in annual revenue.- Managed new business opportunities from initial engagement through to account funding, ensuring a smooth onboarding process.- Conducted in-depth financial statement analysis to inform investment.
Philadelphia, Pennsylvania, US
- Collaborated with senior associates to deliver tailored wealth management solutions, achieving a 30% increase in client acquisition.- Proactively identified and cultivated new business opportunities through strategic cold calling and prospecting efforts.- Allocated client portfolios in line with tactical asset allocation guidelines and investment policy.
Other employees you can reach at betterment.com. View company contacts for 51 employees →
Khaley Sestak
Colleague at Betterment
New York, New York, United States, United States
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AD
Ashneel Das
Colleague at Betterment
New York, New York, United States, United States
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KM
Karey Mitchell
Colleague at Betterment
Tampa, Florida, United States, United States
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KM
Kyle Mahon
Colleague at Betterment
New York, New York, United States, United States
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Brittany Federici Rhoades
Colleague at Betterment
Greensboro--Winston-Salem--High Point Area, United States
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Kelsie Shaffer
Colleague at Betterment
Big Stone Gap, Virginia, United States, United States
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MM
Meredith Mayer
Colleague at Betterment
New York, New York, United States, United States
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Tim Mcdonald
Colleague at Betterment
New York, New York, United States, United States
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MC
Matt Calabrese
Colleague at Betterment
New York City Metropolitan Area, United States
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MM
Monica Mendoza
Colleague at Betterment
Denver, Colorado, United States, United States
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Quick answers generated from the profile data available on this page.
Nick Castello works for Betterment.
Nick Castello is listed as Sales | Account Executive at Betterment at Betterment.
AeroLeads has found 1 work email signal at @betterment.com for Nick Castello at Betterment.
Nick Castello is based in San Marcos, California, United States while working with Betterment.
Nick Castello has worked for Betterment, Western Asset Management, Lincoln Financial Network, and Liolios.
Nick Castello's colleagues at Betterment include Khaley Sestak, Ashneel Das, Karey Mitchell, Kyle Mahon, and Brittany Federici Rhoades.
You can use AeroLeads to view verified contact signals for Nick Castello at Betterment, including work email, phone, and LinkedIn data when available.
Nick Castello holds Bachelor Of Science (Bs), Business/Managerial Economics from Virginia Tech.
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