Nick Bertozzi Email & Phone Number
Managing Director @ Choreo
5 free lookup(s).
No credit card required.
Nick Bertozzi Location
- Midlothian, VA, US
Nick Bertozzi Work
- 2023 - now Managing Director @
- 2018 - 2022 Chief Operating Officer @ CHERRY BEKAERT WEALTH MANAGEMENT LLC
- 2018 - 2018 Operations Director @
- 2013 - 2018 Investment Operations Manager @ CHERRY BEKAERT WEALTH MANAGEMENT LLC
- 2011 - 2013 Senior Operating Officer @ The Roseline Financial Group, LLC
- 2007 - 2011 Trading and Operations Manager @ The Roseline Financial Group LLC
- 2006 - 2007 Associate Agency Equity Trader @
- 2005 - 2006 Unit Investment Trust Trader @
- 2003 - 2005 Floating Financial Service Representative @
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 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Nick Bertozzi?
Find contact details for 700 million professionals.
Others Named Nick Bertozzi
Top Choreo Employees
Jonathan Row
Vice President, Human Capital
Chicago, IL, US
Larry Miles
Executive Vice President
Charlotte, NC, US
Matthew Gotlin
Chief Investment Officer, Managing Director
Lutherville-Timonium, MD, US
Michele Rinn
Vice President, Advisor Growth Marketing
Middletown, NJ, US
Michael Radford
Managing Director
Charlotte, NC, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co