Associate Portfolio Manager
Jan 2022 - Mar 2024
AeroLeads people directory · profile
Daniel Patrick Sotelo Email & Phone Number
Investment Professional | Value Investing | Portfolio Management
1 phone found
area 759
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Role
Investment Professional | Value Investing | Portfolio Management
Location
London, England, United Kingdom
Who is Daniel Patrick Sotelo? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Patrick Sotelo is listed as Investment Professional | Value Investing | Portfolio Management based in London, England, United Kingdom. AeroLeads shows phone signal with area code 759 and a matched LinkedIn profile for Daniel Patrick Sotelo.
Daniel Patrick Sotelo previously worked as Associate Portfolio Manager at Wealtheon Asset Management and Junior Portfolio Manager at The Wealtheon Group. Daniel Patrick Sotelo holds Bachelor Of Arts (Ba), International Business With French & Spanish from Nottingham Business School, Nottingham Trent University.
Profile bio
About Daniel Patrick Sotelo
Investment professional with 7+ years of experience from working in a Swiss start-up investment company to a second generation pan European family wealth management firm. Confident in generating investment ideas and communicating research and analysis to clients. Committed to making a positive impact on society.
Listed skills include Teamwork, Marketing, Microsoft Office, Microsoft Excel, and 20 others.
3 roles · 10 years
Daniel Patrick Sotelo work experience
A career timeline built from the work history available for this profile.
Junior Portfolio Manager
Oct 2018 - Dec 2021
Sales & Portfolio Management Trainee
Swiss Global Investments
2016 - 2018
~2 yrs
3 education records
Daniel Patrick Sotelo education
Bachelor Of Arts (Ba), International Business With French & Spanish
Bachelor Of Arts, International Business
3 A-Levels: French, Economics, German
The Becket School
FAQ
Frequently asked questions about Daniel Patrick Sotelo
Quick answers generated from the profile data available on this page.
What is Daniel Patrick Sotelo's role at their current company?
Daniel Patrick Sotelo is listed as Investment Professional | Value Investing | Portfolio Management.
What is Daniel Patrick Sotelo's phone number?
AeroLeads has found 1 phone signal(s) with area code 759 for Daniel Patrick Sotelo.
Where is Daniel Patrick Sotelo based?
Daniel Patrick Sotelo is based in London, England, United Kingdom.
What companies has Daniel Patrick Sotelo worked for?
Daniel Patrick Sotelo has worked for Wealtheon Asset Management, The Wealtheon Group, and Swiss Global Investments.
How can I contact Daniel Patrick Sotelo?
You can use AeroLeads to view verified contact signals for Daniel Patrick Sotelo, including work email, phone, and LinkedIn data when available.
What schools did Daniel Patrick Sotelo attend?
Daniel Patrick Sotelo holds Bachelor Of Arts (Ba), International Business With French & Spanish from Nottingham Business School, Nottingham Trent University.
What skills is Daniel Patrick Sotelo known for?
Daniel Patrick Sotelo is listed with skills including Teamwork, Marketing, Microsoft Office, Microsoft Excel, French, Spanish, Management, and Powerpoint.
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