Cason Vitello Email & Phone Number
Investment Counselor - WealthBuilder @ Fisher Investments
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Cason Vitello Location
- Plano, TX, US
Cason Vitello Work
- Investment Counselor - WealthBuilder @ (September 2026 - Present)
- Associate Financial Planner @ (July 2025 - May 2026)
- Accounting Intern @ (January 2024 - March 2024)
Cason Vitello Education
- University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration - BBA (Financial Planning and Services)
2023-2025 - Houston City College
Associate's degree (Business)
2021-2023 - Texas A&M University
Mechanical Engineering
2017-2019
Cason Vitello Skills
- Accounting
- Analytical Skills
- Bookkeeping
- Communication
- Computer Literacy
- Critical Thinking
- Easily Adaptable
- Estate Planning
- Finance
- Financial Planning
- Financial Services
- Financial Statements
- Group Presentations
- Interpersonal Skills
- Investment Management
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Presentations
- Problem Solving
- Retirement Planning
- Risk Management
- Skilled Multi-tasker
- Teamwork
- Written Communication
- Yardi
Cason Vitello Summary
- Cason Vitello, based in Plano, TX, US, is currently a Investment Counselor - WealthBuilder at Fisher Investments. Cason Vitello brings experience from previous roles at Strategic Financial Planning Inc and SWE Homes, LP. Cason Vitello holds a 2023 - 2025 Bachelor of Business Administration - BBA in Financial Planning and Services @ University of Houston, C.T. Bauer College of Business. With a robust skill set that includes Accounting, Analytical Skills, Bookkeeping, Communication, Computer Literacy and more. Cason Vitello has 1 emails on RocketReach.
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