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Cfp John Soltis Aif

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Cfp John Soltis Aif

Executive Director of Supervision | Bleakley Financial Group

Howell Township, New Jersey, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Cfp John Soltis Aif

Work Experience

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Executive Director of Supervision at

Bleakley Financial Group

March 2024 - Present

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Compliance Specialist at

Bleakley Financial Group

August 2022 - March 2024

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Agency Supervisory Officer and Registered Principal at

Creative Financial Group

October 2019 - August 2022

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Lead Manager - Examinations at

George Grow

May 2013 - May 2019

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Senior Manager - Branch Controls at

George Grow

September 2005 - May 2013

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Financial Planning Coordinator at

Summit Financial

September 2003 - September 2005

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Compliance Officer and Paraplanner at

Bellmare Financial Group

March 2001 - September 2003

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Financial Services Representative at

New England Financial

February 2000 - April 2001

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Cfp John Soltis Aif

Education

William Paterson University, B.S Business Administration

January 1996 - January 1999

University of Scranton

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

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***********@bleakley.com

Colleagues

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Stephen Kuhn

Executive Director of Investment Policy at the Bleakley Financial Group

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Richard Zack

Chief Compliance Officer & General Counsel

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Michael Core

Executive Director of Advisor Integrations

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Cima Kyle Wesley

Chief Technology Officer

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Jesse Giunta

Chief of Staff

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Lyle Weintraub

Wealth Management Advisor & Managing Director

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Michael Mckiernan

Managing Director at Bleakley Financial Group

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Vincent Nauheimer

Chief Operating Officer

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Nischal Pai Cfa

Managing Director, Senior Investment Strategist

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Paul Tinnirello

Chief Operating Officer

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