Talk to sales Try for Free
Rae-Anne Soria, CPWA®

Rae-anne soria, cpwa®

bookmark on deepenrich
location of Rae-Anne Soria, CPWA®Greater Chicago Area
Phone number of Rae-Anne Soria, CPWA®+91 xxxx xxxxx
Followers of Rae-Anne Soria, CPWA®914 followers

  • Timeline

    Jan 2006 - Dec 2010

    District Manager

    ADP
    Jan 2011 - Jun 2015

    Private Client Banker

    JPMorgan Chase & Co.
    Jun 2015 - Jun 2016

    Senior Premier Banker

    BMO Harris Bank
    Jun 2016 - Nov 2021

    Private Wealth Advisor II

    BMO Private Banking
    Current Company
    Nov 2021 - now

    Market Manager

    BMO Wealth Management - U.S.

  • About me

    Market Manager, BMO Wealth Management - U.S.

  • Education

    • Michigan state university

      2000 - 2004
      Bachelor's degree business

  • Experience

    • Adp

      Jan 2006 - Dec 2010
      District manager

    • Jpmorgan chase & co.

      Jan 2011 - Jun 2015
      Private client banker

    • Bmo harris bank

      Jun 2015 - Jun 2016
      Senior premier banker

    • Bmo private banking

      Jun 2016 - Nov 2021

      • Private Wealth Advisor II

        Jan 2018 - Nov 2021

      • Private Wealth Advisor I

        Jun 2016 - Jan 2018

    • Bmo wealth management - u.s.

      Nov 2021 - now

      • Market Manager

        Sept 2022 - now

      • Director, Private Wealth Advisor

        Nov 2021 - Dec 2022

  • Licenses & Certifications

    • Certified private wealth advisor

    • Securities licenses 6, 63. il health, accident life insurance license.

  • Volunteer Experience

    • Board of Directors

      Issued by CASA Kane County on May 2020
      CASA Kane CountyAssociated with Rae-Anne Soria, CPWA®

    • Member Board of Directors

      Issued by CASA Kane County on Mar 2020
      CASA Kane CountyAssociated with Rae-Anne Soria, CPWA®