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Stephen Nasti Email & Phone Number

Senior Customer Success Specialist at Wealthbox
Location: White Plains, New York, United States 10 work roles 1 school
1 work email found @wealthbox.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@wealthbox.com
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Current company
Role
Senior Customer Success Specialist
Location
White Plains, New York, United States
Company size

Who is Stephen Nasti? Overview

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Quick answer

Stephen Nasti is listed as Senior Customer Success Specialist at Wealthbox, a with 124 employees, based in White Plains, New York, United States. AeroLeads shows a work email signal at wealthbox.com and a matched LinkedIn profile for Stephen Nasti.

Stephen Nasti previously worked as Customer Success Specialist at Wealthbox and Customer Success Specialist at Wesuite, Llc. Stephen Nasti holds Bachelor Of Science (Bs), Mass Communication/Media Studies from Iona College.

Company email context

Email format at Wealthbox

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{first}.{last}@wealthbox.com
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AeroLeads found 1 current-domain work email signal for Stephen Nasti. Compare company email patterns before reaching out.

Profile bio

About Stephen Nasti

I'm an individual who wants to make a positive influence on this world. I have experience in finance, sales, marketing and client relations.

Listed skills include Radio, Microsoft Office, Powerpoint, Social Media, and 20 others.

Current workplace

Stephen Nasti's current company

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Wealthbox
Wealthbox
Senior Customer Success Specialist
White Plains, NY, US
Website
Employees
124
AeroLeads page
10 roles

Stephen Nasti work experience

A career timeline built from the work history available for this profile.

Senior Customer Success Specialist

White Plains, Ny, Us

Customer Success Specialist

White Plains, Ny, Us

Customer Success Specialist

White Plains, New York, United States

• Implemented and managed onboarding processes for new clients, ensur-ing seamless integration and adoption of products/services.• Conducted regular check-ins and health assessments with clients to un-derstand their evolving needs, gather feedback, and identify opportunities for upselling or cross-selling.• Developed and maintained strong relationships with key stakeholders, serving as the primary point of contact and advocate for clients within the organization.• Collaborated cross-functionally with sales, product development, and sup-port teams to advocate for client needs, prioritize feature requests, and drive product improvements.• Analyzed customer usage data and performance metrics to identify trends, patterns, and opportunities for improvement, providing actionable insights to clients.• Led customer training sessions and workshops to educate users on product features, best practices, and industry trends, empowering them to maximize the value of the solution.• Contributed to the development of customer success documentation, in-cluding knowledge base articles, FAQs, and training materials, to support client self-service and enablement.• Played a pivotal role in customer retention efforts by proactively identifying at-risk clients, addressing concerns, and implementing retention strategies to ensure long-term satisfaction and loyalty.

Lead Software Analyst

White Plains, New York, United States

• Manage an inbox from our ticketing service to answer tickets submitted by our clients• Schedule calls and meetings to troubleshoot and assist our clients• Manage databases in SQL including Stored Procedures, scripts and up-date queries to help resolve issues• Teach monthly webinars for admins and sales users on a variety of topics pertaining to our software• Maintain our knowledge-base articles including creating new ones as well as revision older documents• Setting up training sessions with clients as well as internal staff to cover a variety of items

Jul 2018 - Nov 2023

Contract And Data Specialist

Agera Energy

Greater New York City Area

- Update and process customer and client contracts- Resolve submitted tickets and inquiries- Support our national sales team in over 100 markets across the country with client pricing

Mar 2018 - Jun 2018

Integrated Sales Planning Associate

Valhalla, New York

- Work with local and national businesses to get them advertising space in maga-zines such as the Conde Nast titles and digital platforms such as Facebook and Hu-lu.- Create print and digital proposals and plans for Sales Reps to send out to clients and agencies- Draw up contracts to help close business deals as well as negotiate rates for clients and ad agencies- Work with Google Analytics to determine click through rates for digital sales

Jun 2016 - Feb 2018

Compliance Coordinator

Greater New York City Area

- Work with national media companies such as Townsquare Media, CBS Radio and Entercom Communications Corp as well as their stations.- Process reports to determine how many commercial spots aired for radio stations - Calculate payments to ensure stations get paid the correct amount each month.- Develop and create spreadsheets on excel as well as process invoices for national media platforms

May 2015 - Jun 2016

Affiliate Service Coordinator

New York

- Process a delinquent list each week to know which affiliates are not in compliance- Work with stations to correct any scheduling issues.- Work with radio stations with new and existing contracts.

Jul 2014 - May 2015

Radio Talk Show Host

Iona College

New Rochelle New York

With this position I operate sound boards and host a radio talk show about sports

Jan 2014 - May 2014

Contributing Writer

New Rochelle, New York

Jan 2013 - May 2013
Team & coworkers

Colleagues at Wealthbox

Other employees you can reach at wealthbox.com. View company contacts for 124 employees →

1 education record

Stephen Nasti education

FAQ

Frequently asked questions about Stephen Nasti

Quick answers generated from the profile data available on this page.

What company does Stephen Nasti work for?

Stephen Nasti works for Wealthbox.

What is Stephen Nasti's role at Wealthbox?

Stephen Nasti is listed as Senior Customer Success Specialist at Wealthbox.

What is Stephen Nasti's email address?

AeroLeads has found 1 work email signal at @wealthbox.com for Stephen Nasti at Wealthbox.

Where is Stephen Nasti based?

Stephen Nasti is based in White Plains, New York, United States while working with Wealthbox.

What companies has Stephen Nasti worked for?

Stephen Nasti has worked for Wealthbox, Wesuite, Llc, Agera Energy, Mediamax Network, and Westwood One.

Who are Stephen Nasti's colleagues at Wealthbox?

Stephen Nasti's colleagues at Wealthbox include Kristen Konapitsky Palmer, Amberr Foreman, Jeffrey Bondorew, Ariel Brewington, and Christopher Retherford.

How can I contact Stephen Nasti?

You can use AeroLeads to view verified contact signals for Stephen Nasti at Wealthbox, including work email, phone, and LinkedIn data when available.

What schools did Stephen Nasti attend?

Stephen Nasti holds Bachelor Of Science (Bs), Mass Communication/Media Studies from Iona College.

What skills is Stephen Nasti known for?

Stephen Nasti is listed with skills including Radio, Microsoft Office, Powerpoint, Social Media, Microsoft Word, Blogging, Event Planning, and Microsoft Excel.

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