Michael Soto Email & Phone Number
Business Strategy and Intelligence Executive @ Bank of America
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Michael Soto Location
- Cape Coral, FL, US
Michael Soto Work
- 2026 - now Business Strategy and Intelligence Executive @
- 2025 - now Director @
- 2017 - 2026 Director of Strategic Planning @
- 2010 - 2026 Vice President @
- 2014 - 2018 Director @
- 2006 - 2010 Investor Services Advisor @
- 2017 - 2017 Director | Merrill Edge Managed Solutions @
- 2014 - 2017 Vice President @
- 2006 - 2013 Vice President @
- 2005 - 2006 Credit Analyst Intern @
Michael Soto Education
- Rider University
Bachelor of Science (Business Administration and Finance; Entrepreneurial Studies)
2003 - 2006 - Rider University
Finance/Business Admin (Entrep Studies)
2003 - 2006 - Middlesex County College
Associates (Science Business Administration)
2001 - 2003
Michael Soto Skills
- Securities
- Investments
- Customer Relations
- Wealth Management
- Finance
- Customer Service
- Financial Analysis
- Series 7
- Mutual Funds
- Banking
- Equities
- CRM
- Uniform Combined State Law
- Strategic Financial Planning
- Retirement Planning
- Portfolio Management
- Alternative Investments
- Financial Advisory
- Fixed Income
- Bloomberg
- Corporate Finance
- 401k
- Financial Modeling
- Trading
- Risk Management
- FINRA
- Credit
- Retirement
- Asset Management
- Financial Services
- IRAs
- Investment Strategies
- Investment Advisory
- Series 63
- Options
- Asset Allocation
- High Net Worth Individuals
- Relationship Management
- Management
- Leadership
- Microsoft Office
- Customer Relationship Management (CRM)
- Financial Planning
- Strategic Financial
- High Net Worth
- Customer Relationship Management Crm
- Uniform Combined State
- Strategy
- Customer Relationship Management
Michael Soto Summary
- Michael Soto, based in Cape Coral, FL, US, is currently a Business Strategy and Intelligence Executive at Bank of America. Michael Soto brings experience from previous roles at Bank of America and Merrill Lynch. Michael Soto holds a 2003 - 2006 Bachelor of Science in Business Administration and Finance; Entrepreneurial Studies @ Rider University. With a robust skill set that includes Securities, Investments, Customer Relations, Wealth Management, Finance and more. Michael Soto has 3 emails and 1 mobile phone numbers on RocketReach.
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