Nicholas Gazella

Assisted in daily operations by printing blueprints for projects. Organized job materials for plumbing projects effectively. Delivered materials necessary for house finishes promptly.

Interpreted blueprints, assisted in the excavation of underground plumbing systems, and collaborated with inspectors to ensure compliance with codes and procedures.

• Built and deepened client relationships, attracted new clients, and supported financial goals.
• Identify and recommend tailored financial solutions during client interactions.
• Met personal performance goals in activities, behaviors, and outcomes.
• Opened various banking products such as checking & savings accounts, personal and IRA CD’s. Took credit applications including credit cards, lines of credit, personal and auto loans.
• Ensured compliance with all operational, security, and risk policies in addition to company policies and ethical standards.

• Monday through Friday in the summer going into my last year of college I worked alongside a senior CFP.
• Observed client meetings to gain insight into financial planning, investment strategies, and relationship management.
• Developed strong note-taking skills by capturing detailed and accurate information during consultations.
• Participated in strategy sessions focused on retirement planning and long-term financial goals for clients.