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
- Vice President, Director of Investments @ (August 2025 - Present)
- Wealth Advisor @ (April 2024 - August 2025)
- Portfolio Manager @ (May 2023 - April 2024)
- Investment Strategist @ (February 2018 - May 2023)
- Private Client Investment Associate @ (June 2015 - February 2018)
- Investment Services Representative @ (February 2014 - June 2015)
- Customer Service Representative III @ (January 2011 - October 2013)
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
- Customer Service
- Corporate Finance
- Analysis
- Financial Services
- Securities
- 10 Key
- Outlook
- Series 7
- Leadership
- Economics
- Data Analysis
- Series 66
- Bloomberg Terminal
- Private Equity
- Research
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 1 emails and 2 mobile phone numbers on RocketReach.
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