
Nick Montesano, CPA
Server’s Assistant

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About me
Associate Manager and Relationship Team Leader at The Siegfried Group
Education

The Berlin School of Economics and Law
2017 - 2017Business AdministrationSemester abroad in Berlin, Germany

Point Loma High School
2010 - 2014
San Diego State University
2014 - 2018Bachelor of Science (BS) Accounting Major - Personality Psychology MinorActivities and Societies: Alpha Kappa Psi - Professional Business Fraternity
Experience

The Venetian Restaurant
Dec 2011 - Jun 2015Server’s Assistant
Global Amusement Consulting
May 2013 - Aug 2013Ladder Climb Operator- Demonstrated how to win the ladder game in front of large crowds at Sea World- Collected and managed cash flow for each shift- Explained the rules before each game to each customer

Old Venice Italian Restaurant
May 2014 - Jun 2018Server
Deloitte
Jan 2017 - Mar 2017Audit Intern
Ketch Grill and Taps
Jun 2018 - Sept 2019Server
Self-Employed
Jan 2019 - May 2019Accounting Tutor- Assisted in teaching students the fundamentals of Financial Accounting (201)- Met with students on a weekly basis with students over the duration of the semester- Personally helped over 10 students develop a strategy to pass Accounting 201 at SDSU

Deloitte
Sept 2019 - Jul 2020External Auditor
American Assets Trust, Inc.
Jul 2020 - Apr 2021Property Accountant
EY
May 2021 - Jun 2022Senior External Auditor
The Siegfried Group
Jul 2022 - nowAssociate Manager
Jan 2024 - nowSenior Associate
Jul 2022 - Jan 2024
Licenses & Certifications

Certified Public Accountant
California Board of AccountancyMar 2021- View certificate

Microsoft Office Specialist: Excel Expert (Office 2016)
MicrosoftJul 2023 - View certificate

Financial Statement Modeling
Wall Street PrepSept 2023 
Life Only Agent
California Department of InsuranceJul 2016
Honors & Awards
- Awarded to Nick Montesano, CPADean's List San Diego State University Dec 2015 Fall Semester 2015
Volunteer Experience
Treasurer
Issued by 3D4E Foundation, Inc. on Jan 2018
Associated with Nick Montesano, CPALeadership Mentor
Issued by Alpha Kappa Psi on Aug 2018
Associated with Nick Montesano, CPA
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