Jonathan Soto
Managing Director at Citizens Private Wealth
Based in United States
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Seniority
Director
Department
General Business & Management
Location
United States
Industry
Financial Services
Company size
222
Contact information
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j•••••••@citizensbank.com
Phone
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Background
About Jonathan Soto
Dynamic and motivated Senior Executive committed to client relationship management and new business development. Skilled in building investment plans based on clients' specific needs, both short and long term, and risk propensity. Efficient and effectively applying innovative sales strategy as part of the wealth management process. Proven record of managing and coaching teams to success.
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