Paraplanner
CurrentAdvisor Residency Program Y2. Working with advisory team on all aspects of financial planning for individuals and corporate clients and presenting to clients.
Jan 2024 - Present
AeroLeads people directory · profile
Nick Rego Email & Phone Number
Paraplanning and Operations at Masterpiece Financial Services
at
Masterpiece Financial Services
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Paraplanning and Operations at Masterpiece Financial Services
Location
Detroit Metropolitan Area, United States, United States
Company size
Who is Nick Rego? Overview
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Quick answer
Nick Rego is listed as Paraplanning and Operations at Masterpiece Financial Services at Masterpiece Financial Services, a company with 3 employees, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Nick Rego.
Nick Rego previously worked as Paraplanner at Masterpiece Financial Services and Operations Specialist at Masterpiece Financial Services. Nick Rego holds Bachelor Of Science - Bs, Marketing from University Of Massachusetts Dartmouth.
Company email context
Email format at Masterpiece Financial Services
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Masterpiece Financial Services
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Profile bio
About Nick Rego
A persistent and competitive team leader with >3 years in dynamic sales, marketing, and management upon a foundation of relevant university courses to influence success, innovation, and collaborative team culture that delivers.Skillset: Sales and Marketing team leadership, go-to-market strategy, sales pipeline management, sales enablement, CRM, project management, management information systems, ad creation and placement, branding, external/internal communications, content creation, negotiation, mentoring, MS Outlook/Excel/PowerPoint/Access, recruitment, delegation, problem solving, criticism reception
Listed skills include Project Management, Sales, Ambitous, Software Project Management, and 16 others.
Current workplace
Nick Rego's current company
Company context helps verify the profile and gives searchers a useful next step.
Masterpiece Financial Services
13 roles
Nick Rego work experience
A career timeline built from the work history available for this profile.
Operations Specialist
CurrentAdvisor Residency Program Y1. Working directly with COO on all corners of operations, compliance, and best practices of a wealth management firm.
Nov 2022 - Present
Marketing Research Assistant
Jun 2022 - Aug 2022
Marketing Associate & Project Coordinator
Jan 2022 - Jun 2022
University Startups Scout
Mar 2021 - Jun 2022
Go-To-Market Research Assistant
Jun 2021 - Jan 2022
Growth & Customer Success
Aug 2021 - Dec 2021
Sales & Management Intern
Jun 2021 - Aug 2021
Sales And Marketing Associate
Apr 2020 - Jun 2021
Sales Manager
Oct 2018 - Jan 2020
National Account Manager
May 2018 - Sep 2018
Crew Technician
New England Coastal Contractors Llc
May 2017 - Aug 2017
Front End Clerk
Jul 2015 - May 2017
Team & coworkers
Colleagues at Masterpiece Financial Services
Other employees you can reach at masterpiecefs.com. View company contacts for 3 employees →
GB
Griffin Boustany
Colleague at Masterpiece Financial ServicesDetroit Metropolitan Area, United States
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HR
Heather Rohrs, Mba
Colleague at Masterpiece Financial ServicesToledo, Ohio Metropolitan Area, United States
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RB
Ryan Blaschak M.S.
Colleague at Masterpiece Financial ServicesWest Bloomfield Township, Michigan, United States, United States
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Griffin Boustany
Colleague at Masterpiece Financial ServicesDetroit Metropolitan Area, United States
View →
HR
Heather Rohrs, Mba
Colleague at Masterpiece Financial ServicesToledo, Ohio Metropolitan Area, United States
View →
RB
Ryan Blaschak M.S.
Colleague at Masterpiece Financial ServicesWest Bloomfield Township, Michigan, United States, United States
View →
2 education records
Nick Rego education
Bachelor Of Science - Bs, Marketing
Associate Of Arts - Aa, Business Management
FAQ
Frequently asked questions about Nick Rego
Quick answers generated from the profile data available on this page.
What company does Nick Rego work for?
Nick Rego works for Masterpiece Financial Services.
What is Nick Rego's role at Masterpiece Financial Services?
Nick Rego is listed as Paraplanning and Operations at Masterpiece Financial Services at Masterpiece Financial Services.
Where is Nick Rego based?
Nick Rego is based in Detroit Metropolitan Area, United States, United States while working with Masterpiece Financial Services.
What companies has Nick Rego worked for?
Nick Rego has worked for Masterpiece Financial Services, University Of Melbourne, Activeprime, Amazon Web Services (Aws), and University Of Massachusetts Dartmouth.
Who are Nick Rego's colleagues at Masterpiece Financial Services?
Nick Rego's colleagues at Masterpiece Financial Services include Griffin Boustany, Heather Rohrs, Mba, and Ryan Blaschak M.S..
How can I contact Nick Rego?
You can use AeroLeads to view verified contact signals for Nick Rego at Masterpiece Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Nick Rego attend?
Nick Rego holds Bachelor Of Science - Bs, Marketing from University Of Massachusetts Dartmouth.
What skills is Nick Rego known for?
Nick Rego is listed with skills including Project Management, Sales, Ambitous, Software Project Management, Research, Customer Satisfaction, Data Analysis, and Microsoft Powerpoint.
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