Nick Gatto

Account Executive

Boston, Massachusetts, United States6 yrs 3 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Achieved Presidents Club recognition for outstanding sales performance.
Led client account reconciliation project during internship.
Developed strong relationships with clients across multiple roles.

Stackforce AI infers this person is a SaaS sales and analytics professional with a focus on relationship management.

Contact

Skills

Core Skills

SalesCommunicationData AnalysisResearchWealth ManagementCustomer Relationship Management (crm)

Other Skills

Cold CallingCommunication TrainingCreative Problem SolvingIndustry ResearchLeadershipMarket ResearchMicrosoft ExcelMicrosoft OfficeMicrosoft PowerPointMicrosoft WordOral CommunicationOrganization SkillsPresentation SkillsQualitative ResearchQuantitative Analytics

Experience

Linksquares

Account Executive

Sep 2022 – Present · 3 yrs 6 mos · Boston, Massachusetts, United States

Presidents Club 2023

Presentation SkillsRelationship DevelopmentCold CallingIndustry ResearchCommunication TrainingSecondary Research+6

Oracle

Business Development Consultant

Jun 2021 – Sep 2022 · 1 yr 3 mos · Burlington, Massachusetts, United States

Presentation SkillsRelationship DevelopmentCold CallingIndustry ResearchCommunication TrainingSecondary Research+6

Mfs investment management

National Accounts Co-op

Jul 2020 – Jan 2021 · 6 mos · Boston, Massachusetts, United States

Relationship DevelopmentIndustry ResearchQuantitative AnalyticsSecondary ResearchQuantitative ResearchQualitative Research+4

Family management corporation

Wealth Management Intern

May 2019 – Aug 2019 · 3 mos · New York, New York

Involved in a team project that involved reconciling about 500 accounts while adjusting problems as the company is in the process of relocating account information.
Assisted in the company going digital, with organization of various client accounts.
Shadowed with various positions in the company including portfolio traders and portfolio managers.
Used Salesforce CRM for a company wide project to update client information.

Relationship DevelopmentQuantitative AnalyticsSecondary ResearchQuantitative ResearchQualitative ResearchData Analysis+3

Stamford office furniture

Intern

May 2018 – Jun 2018 · 1 mo · Stamford Ct

Drafted, edited and supported sales team in customizing proposals
Attended installations, client meetings, and participated in client project life cycle.
Contributed throughout all phases of a customer project; planning, specification of product, coordination of shipping, delivery and installations
Ordered, inventoried and distributed fabrics, wood veneers and other samples

Quantitative Analytics