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Cima Stephen So
Cima Stephen So
VP Investment Officer | Wealth Management | Union Savings Bank - CT
New Milford, Connecticut, United States
Cima Stephen So
Summary
Cima Stephen So is a seasoned VP Investment Officer specializing in Wealth Management, with a robust background in the investment industry. He has a proven track record in portfolio management, equity research, and financial markets, honed through years of experience at Union Savings Bank and The First National Bank of Litchfield. Cima holds a Bachelor's degree in Finance from Suffolk University and has furthered his expertise with executive education at Yale School of Management. His analytical skills are complemented by proficiency in tools like Bloomberg and Morningstar, enabling him to make informed investment decisions. Cima's leadership experience and commitment to client success set him apart in the competitive banking landscape. Outside of work, he is passionate about mentoring emerging finance professionals and exploring innovative investment strategies.
Cima Stephen So
Work Experience
VP Investment Officer | Wealth Management at
Union Savings Bank - CT
January 2022 - Present
AVP Portfolio Manager | Wealth Management at
Union Savings Bank - CT
December 2018 - December 2021
Portfolio Manager | Wealth Management at
Union Savings Bank - CT
April 2012 - November 2018
Investment Analyst | Wealth Management at
Union Savings Bank - CT
April 2010 - March 2012
Investment Analyst | Wealth Management at
The First National Bank of Litchfield (Litchfield, IL)
October 2007 - March 2010
Cima Stephen So
Education
Yale School of Management, Executive Education
January 2022 - January 2022
Suffolk University - Sawyer School of Management, Bachelor's
January 2003 - January 2006
January 2002 - January 2003
Frequently Asked Questions about Cima Stephen So
What is Cima Stephen So email address?
Cima Stephen So's primary email address is ***@unionsavings.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cima Stephen So work for?
Cima Stephen So is a VP Investment Officer | Wealth Management at Union Savings Bank - CT.
Where Cima Stephen So graduated from?
Cima Stephen So holds a degree in Investment Management Theory & Practice from Yale School of Management.
How can I directly contact Cima Stephen So?
To contact Cima Stephen So directly, you can use the email address ***@unionsavings.com. Complete contact information is available upon registration with Muraena.
Who is Cima Stephen So?
Cima Stephen So is a seasoned VP Investment Officer specializing in Wealth Management, with a robust background in the investment industry. He has a proven track record in portfolio management, equity research, and financial markets, honed through years of experience at Union Savings Bank and The First National Bank of Litchfield. Cima holds a Bachelor's degree in Finance from Suffolk University and has furthered his expertise with executive education at Yale School of Management. His analytical skills are complemented by proficiency in tools like Bloomberg and Morningstar, enabling him to make informed investment decisions. Cima's leadership experience and commitment to client success set him apart in the competitive banking landscape. Outside of work, he is passionate about mentoring emerging finance professionals and exploring innovative investment strategies.
Cima`s contact details
***@unionsavings.com
Colleagues
Vice President Business Intelligence Manager
Vice President - Residential Lending
Executive Vice President & Chief Financial Officer
Executive Vice President
Vice President Information Technology
President & CEO
Vice President Digital Channels
Senior Vice President
Vice President Senior Commercial Loan Officer
Senior Vice President - Wealth Management