Barry Robert Ozer
Managing Partner & Financial Planner at Magnolia Capital Partners
- Role
- Managing Partner & Financial Planner at Magnolia Capital Partners Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Barry Robert Ozer
Your financial success is my first priority. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.Specialties: 401 (k) RolloversWealth ManagementRetirement PlanningProfessional Portfolio ManagementCorporate Retirement PlansEstate Planning StrategiesExecutive Financial ServicesFixed IncomeLife InsuranceMunicipal BondsMagnolia Capital Partners is a trademark used by Barry Robert Ozer. Securities, insurance and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Magnolia Capital Partners is a trademark business. Investing involves risk including potential loss of principal. No investment strategy or program can guarantee a profit or protect against loss.
Experience
Managing Partner & Financial Planner
Sep 2015 — Present · Charlotte, NC, US
Financial Planning, Business Succession Planning, Estate Planning Strategies, and Investment Management
Education
Pine View School
High School, High School/Secondary Diplomas and Certificates
1981 — 1988
University of Florida - Warrington College of Business
MBA, Finance
1995 — 1997
University of Florida College of Design, Construction and Planning
BS, Building Construction
1988 — 1992
Skills
- Financial Modeling
- Business Process
- Team Leadership
- Portfolio Management
- Competitive Analysis
- Selling
- Start-Ups
- Process Improvement
- Equities
- Sales Operations
- Customer Retention
- Private Equity
- Project Planning
- Investments
- Lead Generation
- Project Management
- Sales
- Mutual Funds
- Wealth Management
- Direct Sales
- Strategy
- Customer Satisfaction
- Asset Managment
- Salesforce.com
- Management Consulting
- Enterprise Software
- Sales Management
- Financial Services
- Crm
- Consulting
- Integrated Marketing
- Retirement Planning
- Marketing Strategy
- Recruiting
- Retail
- B2b
- Direct Marketing
- Business Intelligence
- Management
- Manufacturing
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