Steve Sokić Location
Jersey
Steve Sokić Work
- 2025 - now Chairman @ Crestbridge Family Office Services
- 2022 - 2025 Independent Advisor @ undefined
- 2019 - 2022 Group Head of Private Wealth @ IQ-EQ
- 2016 - 2019 Managing Director, Corporates and Private Clients @ Apex Group Ltd
- 2012 - 2016 Global Head of UHNW Trust and Fiduciary @ RBC Wealth Management
- 2006 - 2012 Trust Director and Head of Strategy and Development @ RBC Wealth Management
- 2002 - 2006 Senior Manager @ RBC Wealth Management
- 1993 - 2002 Senior Tax Manager @ Deloitte
- 1992 - 1993 Client Services Associate @ Richardson Greenshields
Steve Sokić Education
- Society of Trust & Estate Practitioners (STEP)
- Chartered Professional Accountants of Canada (CPA Canada)
- Society of Management Accountants of Ontario
- Financial Standards Council of Canada
- Harvard Business School
- Canadian Institute of Chartered Accountants (CICA)
- Cardinal Newman Catholic Secondary School
Steve Sokić Skills
- Tax
- Strategic Financial Planning
- High Net Worth Individuals
- Wealth
- Leadership
- International Tax
- CRM
- Business Strategy
- Investments
- Wealth Management
Steve Sokić Summary
Steve Sokić, based in Jersey, is currently a Chairman at Crestbridge Fiduciary. Steve Sokić brings experience from previous roles at undefined, IQ-EQ, Apex Group Ltd and RBC Wealth Management. Steve Sokić holds a Society of Trust & Estate Practitioners (STEP). With a robust skill set that includes Tax, Strategic Financial Planning, High Net Worth Individuals, Wealth, Leadership and more. Steve Sokić has 2 emails and 1 mobile phone numbers on RocketReach.
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