Jonathan Sutter
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Jonathan Sutter Email & Phone Number

Client Service Associate at Walden Savings Bank
Location: Pine Bush, New York, United States 5 work roles 3 schools
1 work email found @hodesiq.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@hodesiq.com
LinkedIn Profile matched
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Current company
Walden Savings Bank
Role
Client Service Associate
Location
Pine Bush, New York, United States
Company size
125 employees

Who is Jonathan Sutter? Overview

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Quick answer

Jonathan Sutter is listed as Client Service Associate at Walden Savings Bank, a with 125 employees, based in Pine Bush, New York, United States. AeroLeads shows a work email signal at hodesiq.com and a matched LinkedIn profile for Jonathan Sutter.

Jonathan Sutter previously worked as CSA/Operations Specialist at Walden Savings Bank and Relationship Banker at Walden Savings Bank. Jonathan Sutter holds Bachelor Of Science - Bs, International Business from Suny New Paltz.

Company email context

Email format at Walden Savings Bank

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{first}.{last}@hodesiq.com
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AeroLeads found 1 current-domain work email signal for Jonathan Sutter. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Sutter

As a dedicated Client Service Associate and Operations Specialist with over five years of experience in the wealth management sector, I am committed to delivering exceptional support and operational excellence to clients and teams.My expertise spans across key areas, including: • Investment Services: Proficient in facilitating investment transactions, account maintenance, and portfolio administration, ensuring seamless client experiences. • Wealth Management Technologies: Skilled in utilizing and optimizing financial platforms and tools to support advisory teams and enhance client service. • Compliance & Regulatory Adherence: Well-versed in industry regulations, maintaining strict compliance with all policies to safeguard client trust and institutional integrity.I take pride in fostering strong client relationships, streamlining operational workflows, and contributing to the overall success of the wealth management team. Passionate about continuous growth, I stay informed on emerging trends in financial services and technology to better serve clients in a dynamic industry.

Listed skills include R, Microsoft Excel, Customer Service, Social Media, and 1 others.

Current workplace

Jonathan Sutter's current company

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Walden Savings Bank
Walden Savings Bank
Client Service Associate
Pine Bush, NY, US
Website
waldensavingsbank.com
Employees
125
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Company profile
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5 roles

Jonathan Sutter work experience

A career timeline built from the work history available for this profile.

Csa/Operations Specialist

Current
Walden Savings Bank

Montgomery, Ny, Us

Dedicated professional with a robust financial background, excelling in providing exceptional client support and fostering positive relationships within the financial institution's wealth management department. Proficient in investment strategies, client onboarding and retention, regulatory compliance, and issue resolution. Skilled in communication and problem-solving to ensure client satisfaction and uphold the firm's reputation. Experienced in overseeing operational processes, ensuring strict adherence to industry regulations, conducting audits, risk assessments, and implementing procedures to maintain compliance standards.

Jan 2024 - Present

Client Service Associate

Walden Savings Bank

Montgomery, Ny, Us

Dedicated professional with a strong financial background, providing exceptional client support and cultivating positive relationships within the financial institutions wealth management department. Proficient in investment strategies, client onboarding, regulatory compliance and issue resolution. Skilled in communication and problem-solving to ensure client satisfaction and uphold the firm's reputation.

Jan 2020 - Jan 2024

Relationship Banker

Walden Savings Bank

Montgomery, Ny, Us

Assist all Branch locations with both platform and teller line responsibilities as a Float Relationship Banker.

Dec 2018 - Jan 2020

Bank Teller

Walden Savings Bank

Montgomery, Ny, Us

Teller at Walden Savings Bank since 2016 while attending school full time to pursue a career in international business. While here, I have assisted in the commercial lending department as well, giving me some insight to the loan origination side of financial institutions.

May 2016 - Dec 2018
Team & coworkers

Colleagues at Walden Savings Bank

Other employees you can reach at waldensavingsbank.com. View company contacts for 125 employees →

JF Jonathan Freitas Jonathan Freitas Colleague at Walden Savings BankWalden, New York, United States View → KZ Kim Zwart Kim Zwart Colleague at Walden Savings BankCircleville, New York, United States View → SP Susan Pasquino Susan Pasquino Colleague at Walden Savings BankNew York City Metropolitan Area, United States View → MM Megan Maragliano Megan Maragliano Colleague at Walden Savings BankMontgomery, New York, United States View → MS Mary S. Mary S. Colleague at Walden Savings BankCircleville, New York, United States View → TS Tania Silva Tania Silva Colleague at Walden Savings BankNewburgh, New York, United States View → ME Margaret Enchautegui Margaret Enchautegui Colleague at Walden Savings BankWalden, New York, United States View → AJ Alexandria Jimenez Alexandria Jimenez Colleague at Walden Savings BankNew York City Metropolitan Area, United States View → BG Bryan Gordon Bryan Gordon Colleague at Walden Savings BankYucaipa, California, United States View → LE Lynn Ezovski Lynn Ezovski Colleague at Walden Savings BankKerhonkson, New York, United States View →
3 education records

Jonathan Sutter education

Bachelor Of Science - Bs, International Business

Suny New Paltz

Finance, General

Baruch College

Finance, General

State University Of New York At Oswego
FAQ

Frequently asked questions about Jonathan Sutter

Quick answers generated from the profile data available on this page.

What company does Jonathan Sutter work for?

Jonathan Sutter works for Walden Savings Bank.

What is Jonathan Sutter's role at Walden Savings Bank?

Jonathan Sutter is listed as Client Service Associate at Walden Savings Bank.

What is Jonathan Sutter's email address?

AeroLeads has found 1 work email signal at @hodesiq.com for Jonathan Sutter at Walden Savings Bank.

Where is Jonathan Sutter based?

Jonathan Sutter is based in Pine Bush, New York, United States while working with Walden Savings Bank.

What companies has Jonathan Sutter worked for?

Jonathan Sutter has worked for Walden Savings Bank.

Who are Jonathan Sutter's colleagues at Walden Savings Bank?

Jonathan Sutter's colleagues at Walden Savings Bank include Jonathan Freitas, Kim Zwart, Susan Pasquino, Megan Maragliano, and Mary S..

How can I contact Jonathan Sutter?

You can use AeroLeads to view verified contact signals for Jonathan Sutter at Walden Savings Bank, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Sutter attend?

Jonathan Sutter holds Bachelor Of Science - Bs, International Business from Suny New Paltz.

What skills is Jonathan Sutter known for?

Jonathan Sutter is listed with skills including R, Microsoft Excel, Customer Service, Social Media, and Banking.

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