Alexander Nicola Casella

Current Employers

Employment History

• 01/2016 → 09/2016
  First Niagara Bank
  Hamden, CT
• 01/2016 → 09/2016
  Lpl Financial Llc
  Hamden, CT
• 09/2016 → 03/2018
  Key Investment Services Llc
  Manchester, CT
• 09/2016 → 03/2018
  Keybank
  Hamden, CT
• 04/2018 → 04/2022
  The Montagno Insurance Agency
  Waterbury, CT
• 01/2019 → Present
  Www.ALexcasella.cOm
  Northford, CT
• 04/2021 → Present
  Pennmutual / Concord Wealth Management
  Wakefield, MA
• 08/2022 → Present
  Hornor, Townsend & Kent, Llc
  Horsham, PA

Other Businesses

1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: CONCORD WEALTH MANAGEMENT | POSITION HELD: AGENT | ADDRESS: 375 Mather St, Suite 4, Hamden, CT, 06514 | START DATE: 8/24/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 2) INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: THE MONTAGNO INSURANCE AGENCY | POSITION HELD: AGENT | ADDRESS: 344 ROBBINS STREET WATERBURY STATE: CT 06708 | START DATE: 8/24/2022 | NATURE OFACTIVITY: PROPERTY/CASUALTY INSURANCE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, FOR P& C INSURANCE 3) SOCCER OFFICIAL | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE | ADDRESS: 90 GAIL COURT NORTHFORD STATE CT 06472 | START DATE: 8/24/2022 | NATURE OF ACTIVITY: REFEREE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SPORTS OFFICIATING & TRAINING (SOCCER). 4) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CASELLA & ASSOCIATES | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 90 GAIL COURT NORTHFORD CT 06472 | START DATE: 8/24/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY .IN ADDITION SALE AND SERVICE OF A&H DISABILITY AND LTC, ANNUITIES 5) ITALIAN AMERICAN YOUTH FOUNDATION INCOME | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: PO BOX 602 NORTH HAVEN CT 06473 | START DATE: 8/24/2022 | NATURE OF ACTIVITY: COMMUNITY ORGANIZATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: GENERAL MEMBER ATTEND MEETINGS AND PARTICIPATE IN CHARITABLE FUNDRAISERS & COMMUNITY SERVICES EVENTS. 6) THE NORTH BRANFORD ROTARY CLUB | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: GENERAL MEMBER | ADDRESS: NATAZ RESTAURANT 280 BRANFORD RD CT 06471 | START DATE: 8/24/2022 | NATURE OF ACTIVITY: COMMUNITY SERVICES ORGANIZATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ATTEND GENERAL MEMBER MEETINGS AND PARTICIPATE IN CHARITABLE FUNDRAISERS & COMMUNITY SERVICES EVENTS 7) PROPERTY & CASUALTY REFERRAL INSURANCE BROKERAGE (TRAGER REZNITSKY INSURANCE) POSITION: Referral Partner for Property and Casualty Insurance toTrager Reznitsky Insurance? only. NATURE: Prop/Casualty Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/31/2024 ADDRESS: 90 Gail Court, Northford CT 06472, DESCRIPTION: Home and Auto Insurance Referrals toTrager Reznitsky Insurance Only.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-16
• S63 Uniform Securities Agent State Law Examination
  2014-06-13

Designations

Other Names

• Alex Casella
• Alexander N Casella