Jonathan Soto Email & Phone Number
Managing Director @ Citizens Private Wealth
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Jonathan Soto Location
- United States
Jonathan Soto Work
- 2024 -now Managing Director @
- 2022 -2024 Independent Wealth Advisor | Principal Partner @
- 2019 -2022 Director Of Private Banking @
- 2014 -2019 Regional Managing Director - Portfolio Management @
- 2011 -2014 Senior Director - Team Leader @
- 2008 -2011 Senior Portfolio Manager @
- 2006 -2007 Senior Vice President and Managing Director @
- 2005 -2006 Vice President and Portfolio Manager @
- 1998 -2005 Portfolio Manager and Trust Advsior @
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
- Portfolio Optimization
- Private Wealth Management
- Wealth Preservation Planning
- Bloomberg
- Thompson One
- Fixed Income
- Equities
- Financial Services
- Securities
- Series 7
- Wealth Management
- Financial Planning
- Investments
- Business Analysis
- Strategic Planning
- Asset Management
- Customer Service
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 on RocketReach.
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