Steve Sokić Email & Phone Number
Chairman @ Crestbridge Family Office Services
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Steve Sokić Location
- Jersey
Steve Sokić Work
- 2025 -now Chairman @
- 2022 -2025 Independent Advisor @ Self-employed
- 2019 -2022 Group Head of Private Wealth @
- 2016 -2019 Managing Director, Corporates and Private Clients @
- 2012 -2016 Global Head of UHNW Trust and Fiduciary @
- 2006 -2012 Trust Director and Head of Strategy and Development @
- 2002 -2006 Senior Manager @
- 1993 -2002 Senior Tax Manager @
- 1992 -1993 Client Services Associate @ Richardson Greenshields
Steve Sokić Education
- Chartered Professional Accountants of Canada (CPA Canada)
CPA (Accountancy)
- Society of Trust & Estate Practitioners (STEP)
TEP (Trusts & Estates)
- Harvard Business School
(Leading Professional Services Firms)
- Society of Management Accountants of Ontario
CMA (Accountancy)
- Financial Standards Council of Canada
CFP (Finance)
- Canadian Institute of Chartered Accountants (CICA)
(In-depth Tax Courses (Parts I, II & III))
- Cardinal Newman Catholic Secondary School
-
BA (Economics)
Steve Sokić Skills
- Tax
- Strategic Financial Planning
- High Net Worth Individuals
- Wealth
- Leadership
- International Tax
- CRM
- Business Strategy
- Investments
- Wealth Management
- Management
- Financial Planning
- Financial Services
- Private Banking
- Trusts
- Financial Advisory
- Estate Planning
- Customer Relationship Management (CRM)
- Strategic Planning
- Microsoft Excel
- Microsoft Word
- Project Management
- High Net Worth
- Strategic Financial
- Strategy
- Financial Reporting
- Customer Relationship Management Crm
- Customer Relationship Management
Steve Sokić Summary
- Steve Sokić, based in Jersey, is currently a Chairman at Crestbridge Fiduciary. Steve Sokić brings experience from previous roles at Self-employed, IQ-EQ, Apex Group Ltd and RBC Wealth Management. Steve Sokić holds a CPA in Accountancy @ Chartered Professional Accountants of Canada (CPA Canada). 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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