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Stephen Nasti

Customer Success Specialist at Wealthbox

Stephen Nasti is a Customer Success Specialist currently employed at Wealthbox since November 2024, with a robust history in customer support and software analysis. Previously, Nasti worked at WeSuite, LLC from July 2018 to November 2024, where responsibilities included onboarding new clients, conducting health assessments, and managing ticketing systems as a Lead Software Analyst. Past roles also include Contract and Data Specialist at Agera Energy, Integrated Sales Planning Associate at MediaMax Network, and Compliance Coordinator at Westwood One, showcasing a diverse skill set in client relations, contract management, and data analysis. Nasti holds a Bachelor of Science in Mass Communication/Media Studies from Iona University, obtained in 2014.

Location

White Plains, United States

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Wealthbox

Wealthbox is a web and mobile CRM application for financial professionals.


Employees

51-200

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