Gilbert Cotto, CFP®, is a seasoned financial services leader with extensive experience in operations management. They served as the Head of Operations and Senior Director of Operations at Stratos Wealth Partners from 2021 to 2024. Previously, Gilbert held leadership roles at Charles Schwab, BNY Mellon | Pershing, and Kohmann Bosshard Financial Services. Currently, they are the Director of RIA Operations at Earned.
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