Richard Soto has extensive work experience in the financial industry, primarily in sales and call center management. Richard is currently serving as the Vice President & Head of Sales at J.D. Mellberg Financial since February 2023. Prior to this, they held the role of Vice President at J.D. Mellberg Financial from July 2022 to February 2023. Richard was also the Call Center Director at Facet Wealth from October 2021 to July 2022.
Before joining Facet Wealth, Richard worked at J.D. Mellberg Financial as a Vice President from June 2018 to April 2021. Richard also served as the Call Center Director at Alorica from January 2017 to June 2018, at Expert Global Solutions from February 2015 to June 2018, and at J.D. Mellberg Financial from September 2013 to February 2015. Richard began their career as the Operations and Training Associate Director at Alorica from May 2010 to September 2013.
Richard Soto holds a Bachelor's degree from the University of South Alabama. No specific start or end year for their education is provided. However, it can be inferred that they completed their degree at some point in time from the University of South Alabama. The field of study for their degree remains unknown.
February, 2023 - present
July, 2022
September, 2013
Vice President, Head of Sales at dv01
Vice President, Head of Sales at QuantaVerse
Vice President, Head of Sales at RightRev
Vice President & Head of Sales at Exchange Solutions
Vice President, Head Of Sales at Pivot Onsite Innovations, an Athletico Company