Zachary Soto
Account Executive @Forte Capital Group
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WORK HISTORY
Account Executive @Forte Capital Group
New York, NY, US
Partnered alongside a team with 20+ years of experience, supporting InnovationX, a multi-billion dollar private equity fund focused on late-stage growth companies- Conduct high-volume outbound outreach to high-net-worth individuals ($5M+), building pipeline and driving new investment opportunities- Lead investor conversations and pitch late-stage private equity offerings ($100K+ minimum), managing prospects through the sales process from initial contact to close- Consistently handle objections, qualify opportunities, and close both account openings and investment commitments- Manage a high-activity pipeline, coordinating outreach, follow-ups, and deal progression across multiple active opportunities.
EDUCATION
Marist University
Bachelor of Science - BS, Criminal Justice
ABOUT ZACHARY SOTO
A licensed Registered Representative and Investment Adviser Representative with Forte Capital Group, supporting InnovationX, a multi-billion dollar private equity fund focused on late-stage growth companies. I work exclusively with high net worth investors to provide investment access to the most disruptive and sought after private companies in the world. I focus on running a clean, professional process from first conversation through onboarding and ongoing coverage.Before Forte, I built my career in business development and sales across Oracle and Dealpath, where I built the foundation of my skill set which has allowed me to progress in my career. Outside of Forte, Iām a founder in software development and I maintain an active New York real estate license.
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