Christopher Locastro
Account Executive at Fisher Investments
- Role
- Account Executive at Fisher Investments
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Christopher Locastro
As a recent graduate from The University of Tampa, I am now channeling my passion for…
Experience
Account Executive
Jul 2024 — Present · Tampa, FL, US
Built trusted relationships with high-net-worth individuals to serve their financial goals with tailored investment strategies.Generated over $20 million in assets under management by qualifying and converting prospective clients.Enhanced interpersonal and consultative sales skills through direct mentorship by Senior Account Executives.Conducted 200+ outbound calls daily to engage, qualify, and consult high-net-worth investors.Earned the Series 65 license to register as an Investment Adviser Representative.
Education
University of Tampa
Bachelor of Science - BS, Sport and Fitness Administration/Management
County College of Morris
Visiting Student
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