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Michael Sofia Email & Phone Number
Client Services Associate
at
Morgan Stanley
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Associate
Location
New York City Metropolitan Area, United States
Company size
Who is Michael Sofia? Overview
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Quick answer
Michael Sofia is listed as Client Services Associate at Morgan Stanley, a with 94640 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Michael Sofia.
Michael Sofia previously worked as Wealth Management Client Associate at Merrill Lynch and Wealth Management Client Associate at Bank Of America Merrill Lynch. Michael Sofia holds Finance And Financial Management Services from University Of Delaware.
Company email context
Email format at Morgan Stanley
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Morgan Stanley
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Profile bio
About Michael Sofia
Michael Sofia is a Client Services Associate at Morgan Stanley.
Current workplace
Michael Sofia's current company
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Morgan Stanley
9 roles
Michael Sofia work experience
A career timeline built from the work history available for this profile.
Wealth Management Client Associate
Wealth Management Client Associate
Wealth Management Analyst
Jun 2023 - Aug 2023
Advisor Development Program
• Calling prospected clients to book meetings with advisors• Taking financial planning classes with the company• Listening in on live meetings where advisors help clients plan for their future
Mar 2022 - Aug 2022
Service Valet
• Responsible for greeting customers and checking in vehicles for service. Coordinate relocation of vehicles throughout dealership. Assist service advisors by delivering paperwork and maintaining the vehicles in parking lot
Aug 2020 - Aug 2022
Lifeguard
• Certified by the American Red Cross in CPR, First Aid, and AED• Supervised the water preventing causalities to swimmers and enforcing safety. Also responsible for manning front desk and checking members credentials. Function as a role model for younger community members
Jul 2017 - Jun 2022
Landscaper
• Assigned houses to mulch and trim shrubs throughout the day• Worked with mason carrying stones and organizing worksite to create a new patios
Jun 2021 - Aug 2021
Construction Worker
• Assistant on various projects such as remodeling schools, and both commercial and private properties
Jun 2018 - Aug 2020
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
JW
Jay Westmoreland, Cfp®
Colleague at Morgan StanleyCharlotte Metro, United States
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NS
Nithyadevi Selvarajan
Colleague at Morgan StanleyUnited States
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VA
Velizara Aleksandrova-Kovac
Colleague at Morgan StanleyLynnwood, Washington, United States
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BS
Bhuvana Sai Reddy Komaragunta
Colleague at Morgan StanleyEdinburgh, Scotland, United Kingdom
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SS
Shayan Shafizadeh
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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SB
Shibashish Banerjee
Colleague at Morgan StanleyHyderabad, Telangana, India
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YW
Yiqiu Wang
Colleague at Morgan StanleyGreater Montreal Metropolitan Area, Canada
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JW
John Williams
Colleague at Morgan StanleyGreater Calgary Metropolitan Area, Canada
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MB
Meera Behera
Colleague at Morgan StanleyMumbai, Maharashtra, India
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GM
Grover Mayo
Colleague at Morgan StanleySouth Orange, New Jersey, United States
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Jay Westmoreland, Cfp®
Colleague at Morgan StanleyCharlotte Metro, United States
View →
NS
Nithyadevi Selvarajan
Colleague at Morgan StanleyUnited States
View →
VA
Velizara Aleksandrova-Kovac
Colleague at Morgan StanleyLynnwood, Washington, United States
View →
BS
Bhuvana Sai Reddy Komaragunta
Colleague at Morgan StanleyEdinburgh, Scotland, United Kingdom
View →
SS
Shayan Shafizadeh
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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SB
Shibashish Banerjee
Colleague at Morgan StanleyHyderabad, Telangana, India
View →
YW
Yiqiu Wang
Colleague at Morgan StanleyGreater Montreal Metropolitan Area, Canada
View →
JW
John Williams
Colleague at Morgan StanleyGreater Calgary Metropolitan Area, Canada
View →
MB
Meera Behera
Colleague at Morgan StanleyMumbai, Maharashtra, India
View →
GM
Grover Mayo
Colleague at Morgan StanleySouth Orange, New Jersey, United States
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2 education records
Michael Sofia education
Finance And Financial Management Services
Education record
FAQ
Frequently asked questions about Michael Sofia
Quick answers generated from the profile data available on this page.
What company does Michael Sofia work for?
Michael Sofia works for Morgan Stanley.
What is Michael Sofia's role at Morgan Stanley?
Michael Sofia is listed as Client Services Associate at Morgan Stanley.
Where is Michael Sofia based?
Michael Sofia is based in New York City Metropolitan Area, United States while working with Morgan Stanley.
What companies has Michael Sofia worked for?
Michael Sofia has worked for Morgan Stanley, Merrill Lynch, Bank Of America Merrill Lynch, Cornerstone Capital Planning Group, and Sawyer Lyons Buick Gmc Of Randolph.
Who are Michael Sofia's colleagues at Morgan Stanley?
Michael Sofia's colleagues at Morgan Stanley include Jay Westmoreland, Cfp®, Nithyadevi Selvarajan, Velizara Aleksandrova-Kovac, Bhuvana Sai Reddy Komaragunta, and Shayan Shafizadeh.
How can I contact Michael Sofia?
You can use AeroLeads to view verified contact signals for Michael Sofia at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Michael Sofia attend?
Michael Sofia holds Finance And Financial Management Services from University Of Delaware.
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