Nick Ozer
Private Equity Investor at Regatta Capital Group LLC
Profile
Nick Ozer is currently the Managing Partner at Regatta Capital Group LLC.
Previously, he worked as a Financial Advisor at Wells Fargo Advisors Financial Network LLC from 2013 to 2015.
He completed his undergraduate degree at Loyola Marymount University in 2012 and obtained an MBA from California Lutheran University School of Business Management in 2015.
Nick Ozer active positions
Companies | Position | Start |
---|---|---|
Regatta Capital Group LLC
Regatta Capital Group LLC Investment ManagersFinance Regatta Capital Group LLC (Regatta Capital Group) is a venture capital firm founded in 2007 by Russell R. Mohberg and Spencer Southard Kelly. The firm is headquartered in El Segundo, California. | Private Equity Investor | 30/04/2015 |
Former positions of Nick Ozer
Companies | Position | End |
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Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Consultant / Advisor | 30/04/2015 |
Training of Nick Ozer
Loyola Marymount University | Undergraduate Degree |
California Lutheran University School of Business Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
Regatta Capital Group LLC
Regatta Capital Group LLC Investment ManagersFinance Regatta Capital Group LLC (Regatta Capital Group) is a venture capital firm founded in 2007 by Russell R. Mohberg and Spencer Southard Kelly. The firm is headquartered in El Segundo, California. | Finance |
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