Nick Bertozzi Email & Phone Number
Managing Director @ Choreo
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Nick Bertozzi Location
- Midlothian, VA, US
Nick Bertozzi Work
- Managing Director @ (January 2023 - Present)
- Chief Operating Officer @ CHERRY BEKAERT WEALTH MANAGEMENT LLC (October 2018 - December 2022)
- Operations Director @ (September 2018 - October 2018)
- Investment Operations Manager @ CHERRY BEKAERT WEALTH MANAGEMENT LLC (January 2013 - August 2018)
- Senior Operating Officer @ The Roseline Financial Group, LLC (January 2011 - February 2013)
- Trading and Operations Manager @ The Roseline Financial Group LLC (November 2007 - January 2011)
- Associate Agency Equity Trader @ (August 2006 - November 2007)
- Unit Investment Trust Trader @ (April 2005 - August 2006)
- Floating Financial Service Representative @ (August 2003 - April 2005)
Nick Bertozzi Education
- Randolph-Macon College
BA (Business/Economics)
1999-2003
Nick Bertozzi Skills
- Finance
- Investments
- Management
- Equities
- Leadership
- Trading
- Financial Analysis
- Mutual Funds
- Financial Services
- Project Management
- Back Office
- Derivatives
- Microsoft Excel
- Marketing
- Sales
- Capital Markets
Nick Bertozzi Summary
- Nick Bertozzi, based in Midlothian, VA, US, is currently a Managing Director at Choreo. Nick Bertozzi brings experience from previous roles at CHERRY BEKAERT WEALTH MANAGEMENT LLC, SBK Financial and The Roseline Financial Group, LLC. Nick Bertozzi holds a 1999 - 2003 BA in Business/Economics @ Randolph-Macon College. With a robust skill set that includes Finance, Investments, Management, Equities, Leadership and more. Nick Bertozzi has 3 emails and 1 mobile phone numbers on RocketReach.
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