Jonathan Soto Location
United States
Jonathan Soto Work
- 2024 - now Managing Director @ Citizens Private Wealth
- 2022 - 2024 Independent Wealth Advisor | Principal Partner @ Fifth Third Private Bank
- 2019 - 2022 Director Of Private Banking @ Fifth Third Private Bank
- 2014 - 2019 Regional Managing Director - Portfolio Management @ BNY Wealth
- 2011 - 2014 Senior Director - Team Leader @ BNY Wealth
- 2008 - 2011 Senior Portfolio Manager @ BNY Wealth
- 2006 - 2007 Senior Vice President and Managing Director @ Colonial Bank
- 2005 - 2006 Vice President and Portfolio Manager @ SunTrust
- 1998 - 2005 Portfolio Manager and Trust Advsior @ Wachovia Corp
Jonathan Soto Education
- Florida International University
Bachelor of Arts (B.A.) (Finance, General)
- Florida Trust School
CTFA Certificate (Trust Administration)
- Nova Southeastern University
Master's degree (Business Administration and Management, General)
Jonathan Soto Skills
- Asset Managment
- Estate Planning
- Private Banking
- Comprehensive Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Alternative Investments
- Portfolio Strategy
- Intergenerational Wealth Transfer
- Hedge Funds
Jonathan Soto Summary
Jonathan Soto, based in United States, is currently a Managing Director at Citizens Private Wealth. Jonathan Soto brings experience from previous roles at Fifth Third Private Bank and BNY Mellon Wealth Management. Jonathan Soto holds a Bachelor of Arts (B.A.) in Finance, General @ Florida International University. With a robust skill set that includes Asset Managment, Estate Planning, Private Banking, Comprehensive Wealth Management, Portfolio Management and more. Jonathan Soto has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Citizens Private Wealth Employees
-
Rick Suarez
Chief Executive Officer at Citizens Private Wealth
New York, NY, US23 -
Rod Olea
Managing Director - Head of Fixed Income at Citizens Private Wealth
San Francisco, CA, US25+ -
Nicholas Pirrotta
Managing Director at Citizens Private Wealth
New York, NY, US33 -
25+
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Stephen Delgado
Managing Director at Citizens Private Wealth
New York, NY, US14 -
Michael Hans
Chief Investment Officer at Citizens Private Wealth
Tarrytown, NY, US23 -
Tara Corcelli
Vice President at Citizens Private Wealth
Providence, RI, US25 -
Scott Lieb
Vice President at Citizens Private Wealth
Denver, CO, US11 -
Robert Varriano
Managing Director at Citizens Private Wealth
Tarrytown, NY, US33 -
Derek Engen
Managing Director at Citizens Private Wealth
San Francisco, CA, US11
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