Noah Ozgo Email & Phone Number

Vice President, Director of Investments @ Capital Strategies, Beyond Wealth

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Noah Ozgo Location

Texas, United States

Noah Ozgo Work

2025 - now Vice President, Director of Investments @ Capital Strategies, Beyond Wealth
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2024 - 2025 Wealth Advisor @ Weaver
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2023 - 2024 Portfolio Manager @ MassMutual
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2018 - 2023 Investment Strategist @ Neuberger
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2015 - 2018 Private Client Investment Associate @ J.P. Morgan
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2014 - 2015 Investment Services Representative @ J.P. Morgan
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2011 - 2013 Customer Service Representative III @ Broadway Bank

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Noah Ozgo Education

The University of Texas at Dallas
Master of Science (M.S.) (Accounting)
The University of Texas at San Antonio
Bachelor of Business Administration - BBA (Finance, General)

Noah Ozgo Skills

Wealth Management
Microsoft Office
Work Ethic

Investments
Microsoft Excel
Banking
Retail Banking
Sales
Finance
Services

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Noah Ozgo Summary

Noah Ozgo, based in Texas, United States, is currently a Vice President, Director of Investments at Capital Strategies, Beyond Wealth. Noah Ozgo brings experience from previous roles at Weaver, MassMutual, Neuberger and J.P. Morgan. Noah Ozgo holds a Master of Science (M.S.) in Accounting @ The University of Texas at Dallas. With a robust skill set that includes Wealth Management, Microsoft Office, Work Ethic, Investments, Microsoft Excel and more. Noah Ozgo has 2 emails and 1 mobile phone numbers on RocketReach.

Noah Ozgo Emails

Found 2 emails

Noah Ozgo Phone Numbers

Found 2 phone numbers

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Noah Ozgo

Vice President, Director of Investments at Capital Strategies, Beyond Wealth

Texas, United States
2
- gmail.com
- csomtx.com
2
- +1 210-441-XXXX
- +1 469-829-XXXX

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Darren Scrimpshire

President at Capital Strategies, Beyond Wealth

San Antonio, TX, US
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Noah Ozgo

Vice President, Director of Investments at Capital Strategies, Beyond Wealth

Texas, United States
2
- gmail.com
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- +1 210-441-XXXX
- +1 469-829-XXXX
Michelle Sauder

Chief Financial Officer at Capital Strategies, Beyond Wealth

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Travis Cloud

Director of Financial Planning at Capital Strategies, Beyond Wealth

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James Cox

Financial Advisor at Capital Strategies, Beyond Wealth

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Austin, TX, US
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Steven Sorenson

Financial Services Professional at Capital Strategies, Beyond Wealth

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Financial Representative at Capital Strategies, Beyond Wealth

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Austin, TX, US
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