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Nick Bertozzi
Nick Bertozzi
Managing Director | Choreo
United States
Nick Bertozzi
Summary
Nick Bertozzi is a seasoned financial professional with a strong background in managing operations and trading within the finance industry. As the Managing Director at Choreo, LLC, he leverages his extensive experience in financial analysis, investments, and project management to drive strategic initiatives. His career spans various roles, including Chief Operating Officer and Operations Director, showcasing his adaptability and leadership capabilities. Nick's expertise in back office operations and equities positions him as a key player in the financial services sector. He holds a BA in Business/Economics from Randolph-Macon College, which laid the foundation for his successful career. His diverse experience across different organizations, from startups to established firms, reflects his commitment to excellence and innovation in finance. Outside of work, he is likely to be engaged in activities that foster leadership development and sustainability in the financial landscape.
Nick Bertozzi
Work Experience
Managing Director at
Choreo
January 2023 - Present
Chief Operating Officer at
Cherry Bekaert Wealth Management
October 2018 - December 2022
Operations Director at
SBK Financial, Inc.
September 2018 - October 2018
Investment Operations Manager at
Cherry Bekaert Wealth Management
January 2013 - August 2018
Senior Operating Officer at
The Roseline Financial
January 2011 - February 2013
Trading and Operations Manager at
The Roseline Financial
November 2007 - January 2011
Associate Agency Equity Trader at
Wells Fargo & Company
August 2006 - November 2007
Unit Investment Trust Trader at
Wells Fargo & Company
April 2005 - August 2006
Floating Financial Service Representative at
Southtrust Bank
August 2003 - April 2005
Nick Bertozzi
Education
January 1999 - January 2003
Frequently Asked Questions about Nick Bertozzi
What is Nick Bertozzi email address?
Nick Bertozzi's primary email address is *********@cbhwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Nick Bertozzi work for?
Nick Bertozzi is a Managing Director at Choreo, a company specializing in Monetary Authorities-Central Bank.
Where Nick Bertozzi graduated from?
Nick Bertozzi holds a degree in Business/Economics from Randolph-Macon College.
How can I directly contact Nick Bertozzi?
To contact Nick Bertozzi directly, you can use the email address *********@cbhwealth.com. Complete contact information is available upon registration with Muraena.
Who is Nick Bertozzi?
Nick Bertozzi is a seasoned financial professional with a strong background in managing operations and trading within the finance industry. As the Managing Director at Choreo, LLC, he leverages his extensive experience in financial analysis, investments, and project management to drive strategic initiatives. His career spans various roles, including Chief Operating Officer and Operations Director, showcasing his adaptability and leadership capabilities. Nick's expertise in back office operations and equities positions him as a key player in the financial services sector. He holds a BA in Business/Economics from Randolph-Macon College, which laid the foundation for his successful career. His diverse experience across different organizations, from startups to established firms, reflects his commitment to excellence and innovation in finance. Outside of work, he is likely to be engaged in activities that foster leadership development and sustainability in the financial landscape.
Nick`s contact details
*********@cbhwealth.com
*************@choreoadvisors.com
*************@wellsfargo.com
Colleagues
Managing Director
Managing Director
Strategic Advisor
Chief Operating Officer
Chief Information Officer
Managing Director & Wealth Advisor
CEO
Vice President of Business Development
Managing Director, Advisory Operations
Chief Financial Officer