Brett Cortelezzi
About Brett Cortelezzi
Brett Cortelezzi serves as the Regional Vice President at Transamerica, a position he has held since 2015. With a robust background in financial services, he has experience in business development, retirement planning, and relationship building.
Work at Transamerica
Brett Cortelezzi has served as Regional Vice President at Transamerica since 2015. In this role, he is responsible for overseeing regional operations and driving business development initiatives. His tenure at Transamerica has been marked by a focus on enhancing financial services and improving client relationships. He leverages his extensive experience in the financial services sector to contribute to the company's growth and success.
Previous Experience at Nationwide Financial
Before joining Transamerica, Brett Cortelezzi worked at Nationwide Financial as a Regional Internal Consultant from 2012 to 2015. During his three years in this position, he operated in the Columbus, Ohio area, where he provided strategic insights and support to enhance the company's financial products and services. His role involved collaborating with various teams to improve operational efficiency and client satisfaction.
Background in Financial Services
Brett Cortelezzi has a diverse background in the financial services industry. He began his career as a Licensed Financial Sales Consultant at PNC, where he worked for ten months in 2011 and 2012 in the Louisville, Kentucky area. He also gained experience as a Stock Broker at Scottrade from 2010 to 2011 in Columbus, Ohio. This varied experience has equipped him with a comprehensive understanding of financial products and client needs.
Education and Expertise
Brett Cortelezzi earned a Bachelor of Business Administration (BBA) in Finance from The Ohio State University - The Max M. Fisher College of Business, completing his studies from 2006 to 2010. His educational background provides a solid foundation for his expertise in retirement planning and mutual funds. He combines his academic knowledge with practical experience to deliver effective financial solutions.
Skills in Relationship Building and Sales
Brett Cortelezzi possesses strong skills in relationship building and sales, which are critical in the financial services industry. His ability to establish and maintain client relationships has been a key factor in his success throughout his career. He effectively utilizes these skills to foster trust and loyalty among clients, contributing to business growth and client retention.