Jonathan Soto Email & Phone Number
Managing Director @ Citizens Private Wealth
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Jonathan Soto Location
- United States
Jonathan Soto Work
- Managing Director @ (October 2024 - Present)
- Independent Wealth Advisor | Principal Partner @ (January 2022 - November 2024)
- Director Of Private Banking @ (July 2019 - January 2022)
- Regional Managing Director - Portfolio Management @ (March 2014 - February 2019)
- Senior Director - Team Leader @ (June 2011 - February 2014)
- Senior Portfolio Manager @ (January 2008 - May 2011)
- Senior Vice President and Managing Director @ (April 2006 - December 2007)
- Vice President and Portfolio Manager @ (May 2005 - March 2006)
- Portfolio Manager and Trust Advsior @ (January 1998 - April 2005)
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 and 1 mobile phone numbers on RocketReach.
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Top Citizens Private Wealth Employees
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Drew Curto
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