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Nick Bertozzi

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Nick Bertozzi

Managing Director | Choreo

United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Nick Bertozzi

Work Experience

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Managing Director at

Choreo

January 2023 - Present

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Chief Operating Officer at

Cherry Bekaert Wealth Management

October 2018 - December 2022

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Operations Director at

SBK Financial, Inc.

September 2018 - October 2018

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Investment Operations Manager at

Cherry Bekaert Wealth Management

January 2013 - August 2018

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Senior Operating Officer at

The Roseline Financial

January 2011 - February 2013

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Trading and Operations Manager at

The Roseline Financial

November 2007 - January 2011

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Associate Agency Equity Trader at

Wells Fargo & Company

August 2006 - November 2007

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Unit Investment Trust Trader at

Wells Fargo & Company

April 2005 - August 2006

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Floating Financial Service Representative at

Southtrust Bank

August 2003 - April 2005

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Nick Bertozzi

Education

Randolph-Macon College, Ba

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

mail

*********@cbhwealth.com

*************@choreoadvisors.com

*************@wellsfargo.com

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