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Nasana Szeto

Senior Client Service Specialist

Client Service Team

Nasana Szeto joined Strategic in 1996. Her responsibilities include accounts receivable, managing client service requests and supervising the Operations Staff.


Nasana joined the Strategic family in 1996. She worked in various capacities at Strategic including Client Services, Account Reconciliation, Billing and Data Integrity.


  • Bachelor of Science Degree from Utica College
  • Earned the CFA Institute Investment Foundations Certificate

Areas of Specialty

  • Client Service & Advisor Support

    Client Service & Advisor Support

Beneath the Surface

  • Claim to Fame

    Famous people I have met: Walter Payton from the Chicago Bears football team, Don Zimmer – NY Yankees, Loretta Lynn – Country Music Singer)

  • Enjoys…

    Reading, walking as many golf courses as I can.

  • Family

    Moved to Utica, N.Y. as a very young child with my family.

Most people chase success at work, thinking that will make them happy. The truth is that happiness at work will make you successful.

- Alexander Kjerulf