Daniel Patrick Sotelo Email & Phone Number
Portfolio Manager
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Daniel Patrick Sotelo Location
- London, GB
Daniel Patrick Sotelo Work
- 2025 -now Portfolio Manager @ Wealtheon S.A. (Switzerland)
- 2025 -now Ambassador @
- 2024 -2025 Partner @
- 2022 -2024 Associate Portfolio Manager @
- 2018 -2021 Junior Portfolio Manager @
- 2016 -2018 Sales and Portfolio Management Trainee @ Swiss Global Investments
Daniel Patrick Sotelo Education
- Nottingham Business School, Nottingham Trent University
Bachelor of Arts (BA) (International Business with French & Spanish)
2012-2016 - KEDGE Business School
Bachelor of Arts, International Business
2013-2015 - The Becket School
3 A-Levels: French, Economics, German
Daniel Patrick Sotelo Skills
- Marketing
- Microsoft Office
- Teamwork
- Microsoft Excel
- PowerPoint
- French
- Spanish
- Research
- Management
- Event Management
- Project Management
- Business Development
- Microsoft Word
- English
- Social Media
- Leadership
- Outlook
- Customer Service
- Sales
- Microsoft PowerPoint
- Strategic Planning
- Kung Fu
- International Business
- Portfolio Management
- Investments
- Asset Management
- Financial Analysis
Daniel Patrick Sotelo Summary
- Daniel Patrick Sotelo, based in London, GB, is currently a Portfolio Manager at Wealtheon S.A. (Switzerland). Daniel Patrick Sotelo brings experience from previous roles at AYU, Green Investment Partners, Wealtheon Asset Management and The Wealtheon Group. Daniel Patrick Sotelo holds a 2012 - 2016 Bachelor of Arts (BA) in International Business with French & Spanish @ Nottingham Business School, Nottingham Trent University. With a robust skill set that includes Marketing, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint and more. Daniel Patrick Sotelo has 1 emails and 1 mobile phone numbers on RocketReach.
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