nick casatelli
financial and investment advisor representative
About
Having worked in the restaurant industry starting at an early age, it helped me recognize my passion and desire to serve and help others. This, paired with seeing first hand the dramatic impacts that both healthy and poor financial planning can have on individuals and families, has sparked a drive within me to help ensure that people are well prepared for what their future holds.
united states
houston
financial services
financial management, retirement planning, insurance services, annuities, investment services, asset allocation strategies, 529 plans, employee benefits, financial strategies, iras, mutual funds, risk management, wealth management, wealth preservation strategies, 401k distribution planning, 401k or 403b services, college planning strategies, ira distribution planning, ira rollover strategies, pension distribution planning, rollover strategies, microsoft office, microsoft excel, microsoft word, microsoft powerpoint, customer service, communication, public speaking, teamwork, leadership
Experience
financial and investment advisor representative
allied wealth
financial professional
axa advisors
AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d
server
server – lupe tortilla
* Build strong guest relationships * Communicate with guests and co-workers in both Spanish and English * Trained and Supervised 5 new servers, focusing on their customer service skills * Handle fast-paced and high stress environments * Received awards for achieving the highest sales multiple times
server
river oaks country club
* Provided luxurious service in a high-class environment * Trained and Supervised 4 servers * Became a head-server in 1 month
server and host and bartender and cook
pappas restaurants, inc.
* Held numerous positions and performed various tasks * Achieved success in all positions, resulting in swift advancement * Accurately handled cash * Built strong relationships with co-workers and customers from various backgrounds
Education
the university of texas at san antonio
business administration
nick casatelli's Contact Information
Phone
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