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Cima Stephen So

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Cima Stephen So

VP Investment Officer | Wealth Management | Union Savings Bank - CT

New Milford, Connecticut, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cima Stephen So

Work Experience

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VP Investment Officer | Wealth Management at

Union Savings Bank - CT

January 2022 - Present

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AVP Portfolio Manager | Wealth Management at

Union Savings Bank - CT

December 2018 - December 2021

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Portfolio Manager | Wealth Management at

Union Savings Bank - CT

April 2012 - November 2018

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Investment Analyst | Wealth Management at

Union Savings Bank - CT

April 2010 - March 2012

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Investment Analyst | Wealth Management at

The First National Bank of Litchfield (Litchfield, IL)

October 2007 - March 2010

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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

Assumption College

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

mail

***@unionsavings.com

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Cfp Rick Judd

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