Private Client Relationship Manager
Current
Td Wealth
Jul 2023 - Present
AeroLeads people directory · profile
Jonathan Ocampo Email & Phone Number
Private Client Relationship Manager, VP at TD Wealth
at
TD Wealth
1 work email found
@citigroup.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
TD Wealth
Role
Private Client Relationship Manager, VP at TD Wealth
Location
New York City Metropolitan Area, United States, United States
Who is Jonathan Ocampo? Overview
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Quick answer
Jonathan Ocampo is listed as Private Client Relationship Manager, VP at TD Wealth at TD Wealth, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Jonathan Ocampo.
Jonathan Ocampo previously worked as Private Client Relationship Manager at Td Wealth and Wealth Relationship Manager, AVP at Citi. Jonathan Ocampo holds Bachelor Of Science (Bs), Finance, General from Kean University.
Company email context
Email format at TD Wealth
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{first}.{last}@citigroup.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Ocampo. Compare company email patterns before reaching out.
Profile bio
About Jonathan Ocampo
Jonathan Ocampo is a Private Client Relationship Manager, VP at TD Wealth at TD Wealth. He possess expertise in banking, bilingual english/spanish, finance, management, risk management and 30 more skills.
Listed skills include Banking, Bilingual English/Spanish, Finance, Management, and 31 others.
Current workplace
Jonathan Ocampo's current company
Company context helps verify the profile and gives searchers a useful next step.
Td Wealth
7 roles · 17 years
Jonathan Ocampo work experience
A career timeline built from the work history available for this profile.
Wealth Relationship Manager, Avp
Jun 2019 - Jul 2023
Financial Advisor
Mar 2018 - Jun 2019
Financial Advisor
Santander Securities Llc
- Help manage, grow, retain, and distribute wealth for Santander clientele.
- Administer a book of business consisting of clients from 4 branches within the Northern NJ area; approximate $40 million in assets.
- Coach and develop bank branch partners to motivate sales behaviors while providing an excellent customer experience to our retail client base.
Apr 2016 - Mar 2018
Premier Banker
- Responsible for growing the profitability and client retention within a portfolio of existing customers; acquiring new Mass Affluent customers and deepening relationships with existing customers.
- Determines and sells appropriate product and service solutions to meet all banking, borrowing, and investment needs of Mass Affluent prospects.
Jun 2014 - Apr 2016
Assistant Branch Manager
- Managed daily activities on the platform; Sales, Operations, Audit, Security, Scheduling, Balancing.
- Assisted with possible regulatory and audit infractions
- Supervised the development and evaluation of all branch employees.
Apr 2013 - Mar 2014
Licensed Personal Banker
- Top producing licensed banker within the Upper West Side area.
- Uncovered and provided the appropriate solution to financial and banking service needs.
- Planned and executed monthly and quarterly sales quotas on a consistent basis.
2009 - 2012
~3 yrs
1 education record
Jonathan Ocampo education
-
Kean University
FAQ
Frequently asked questions about Jonathan Ocampo
Quick answers generated from the profile data available on this page.
What company does Jonathan Ocampo work for?
Jonathan Ocampo works for TD Wealth.
What is Jonathan Ocampo's role at TD Wealth?
Jonathan Ocampo is listed as Private Client Relationship Manager, VP at TD Wealth at TD Wealth.
What is Jonathan Ocampo's email address?
AeroLeads has found 1 work email signal at @citigroup.com for Jonathan Ocampo at TD Wealth.
Where is Jonathan Ocampo based?
Jonathan Ocampo is based in New York City Metropolitan Area, United States, United States while working with TD Wealth.
What companies has Jonathan Ocampo worked for?
Jonathan Ocampo has worked for Td Wealth, Citi, Investors Bank, Santander Securities Llc, and Santander Bank, N.A..
How can I contact Jonathan Ocampo?
You can use AeroLeads to view verified contact signals for Jonathan Ocampo at TD Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Ocampo attend?
Jonathan Ocampo holds Bachelor Of Science (Bs), Finance, General from Kean University.
What skills is Jonathan Ocampo known for?
Jonathan Ocampo is listed with skills including Banking, Bilingual English/Spanish, Finance, Management, Risk Management, Credit, Performance Management, and Financial Analysis.
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