Nick Castello is a seasoned Relationship Manager at Betterment since December 2021, where responsibilities include developing key client relationships, driving revenue growth, and collaborating with various teams to enhance client satisfaction. Prior to this role, Nick served as an Associate at Western Asset Management from January 2018 to December 2021, achieving significant annual revenue growth through client engagement and onboarding management. As a Wealth Management Advisor at Lincoln Financial Network from June 2014 to December 2017, Nick contributed to a notable increase in client acquisition through tailored solutions and proactive prospecting. Early career experience includes an internship in Capital Markets at Liolios in 2013. Nick holds a Bachelor of Science degree in Business/Managerial Economics from Virginia Tech.
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