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Cfp John Soltis Aif
Cfp John Soltis Aif
Executive Director of Supervision | Bleakley Financial Group
Howell Township, New Jersey, United States
Cfp John Soltis Aif
Summary
John Soltis is an accomplished Executive Director of Supervision with over 20 years of experience in the financial services industry, specializing in compliance and regulatory frameworks. His extensive background includes roles in investment advisory, broker-dealer operations, and insurance sectors. John is known for his strategic approach to financial planning and risk management, often leveraging alternative investments and asset allocation strategies to optimize client portfolios. He holds a B.S. in Business Administration with a specialization in Management from William Paterson University. A Certified Financial Planner (CFP) and an AIF, he is dedicated to maintaining high standards in compliance and training within his teams. Beyond his professional roles, John is passionate about mentoring emerging leaders in the finance sector, emphasizing the importance of ethical practices and client-centric approaches.
Cfp John Soltis Aif
Work Experience
Executive Director of Supervision at
Bleakley Financial Group
March 2024 - Present
Compliance Specialist at
Bleakley Financial Group
August 2022 - March 2024
Agency Supervisory Officer and Registered Principal at
Creative Financial Group
October 2019 - August 2022
Lead Manager - Examinations at
George Grow
May 2013 - May 2019
Senior Manager - Branch Controls at
George Grow
September 2005 - May 2013
Financial Planning Coordinator at
Summit Financial
September 2003 - September 2005
Compliance Officer and Paraplanner at
Bellmare Financial Group
March 2001 - September 2003
Financial Services Representative at
New England Financial
February 2000 - April 2001
Cfp John Soltis Aif
Education
William Paterson University, B.S Business Administration
January 1996 - January 1999
January 1995 - January 1996
Frequently Asked Questions about Cfp John Soltis Aif
What is Cfp John Soltis Aif email address?
Cfp John Soltis Aif's primary email address is ***********@bleakley.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp John Soltis Aif work for?
Cfp John Soltis Aif is a Executive Director of Supervision at Bleakley Financial Group, a company specializing in Functions related to depository banking.
Where Cfp John Soltis Aif graduated from?
Cfp John Soltis Aif holds a degree in Management from William Paterson University.
How can I directly contact Cfp John Soltis Aif?
To contact Cfp John Soltis Aif directly, you can use the email address ***********@bleakley.com. Complete contact information is available upon registration with Muraena.
Who is Cfp John Soltis Aif?
John Soltis is an accomplished Executive Director of Supervision with over 20 years of experience in the financial services industry, specializing in compliance and regulatory frameworks. His extensive background includes roles in investment advisory, broker-dealer operations, and insurance sectors. John is known for his strategic approach to financial planning and risk management, often leveraging alternative investments and asset allocation strategies to optimize client portfolios. He holds a B.S. in Business Administration with a specialization in Management from William Paterson University. A Certified Financial Planner (CFP) and an AIF, he is dedicated to maintaining high standards in compliance and training within his teams. Beyond his professional roles, John is passionate about mentoring emerging leaders in the finance sector, emphasizing the importance of ethical practices and client-centric approaches.
Cfp`s contact details
***********@bleakley.com
Colleagues
Executive Director of Investment Policy at the Bleakley Financial Group
Chief Compliance Officer & General Counsel
Executive Director of Advisor Integrations
Chief Technology Officer
Chief of Staff
Wealth Management Advisor & Managing Director
Managing Director at Bleakley Financial Group
Chief Operating Officer
Managing Director, Senior Investment Strategist
Chief Operating Officer