Nick Magero in

Nick Magero

Examiner · DISC type cs
Senior Vice President, Financial Consultant at CAPSTAN FINANCIAL CONSULTING GRO
📍 North Port-Sarasota Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Senior Vice President, Financial Consultant
Job Level
Leadership
Location
North Port-Sarasota Area, United States
Personality Overview

How Nick shows up

Late Adopter
Tough To Convince
Unexpressive

They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Nick cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2022
Senior Vice President, Financial Consultant
CAPSTAN FINANCIAL CONSULTING GRO
7-2011 - 8-2022
First Vice President - Investment Officer
Wells Fargo Advisors
5-2008 - 7-2011
Financial Advisor
Morgan Stanley Smith Barney
9-2007 - 10-2007
Photographer
Walt Disney World
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2007
BA
University of Florida
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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