Jonathan Soto Email & Phone Number
Independent Wealth Advisor | Principal Partner @ Fifth Third Private Bank
Jonathan Soto's Location
United States
Jonathan Soto's Work
- Independent Wealth Advisor | Principal Partner @ Fifth Third Private Bank
- Director Of Private Banking @ Fifth Third Private Bank
- Regional Managing Director - Portfolio Management @ BNY Mellon Wealth Management
- Senior Director - Team Leader @ BNY Mellon Wealth Management
- Senior Portfolio Manager @ BNY Mellon Wealth Management
- Senior Vice President and Managing Director @ Colonial Bank
- Vice President and Portfolio Manager @ SunTrust
- Portfolio Manager and Trust Advsior @ Wachovia Corp
Jonathan Soto's 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's 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's Summary
Jonathan Soto, based in United States, is currently a Independent Wealth Advisor | Principal Partner at Fifth Third Private Bank, bringing 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 contributes valuable insights to the industry. Jonathan Soto has 3 emails and 1 mobile phone number on RocketReach.
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