Michael Sofia
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Michael Sofia Email & Phone Number

Wealth Management Client Associate at Merrill Lynch
Location: New York City Metropolitan Area, United States, United States 8 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Merrill Lynch
Role
Wealth Management Client Associate
Location
New York City Metropolitan Area, United States, United States
Company size
23988 employees

Who is Michael Sofia? Overview

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Quick answer

Michael Sofia is listed as Wealth Management Client Associate at Merrill Lynch, a company with 23988 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Michael Sofia.

Michael Sofia previously worked as Wealth Management Client Associate at Bank Of America Merrill Lynch and Wealth Management Analyst at Bank Of America Merrill Lynch. Michael Sofia holds Finance And Financial Management Services from University Of Delaware.

Company email context

Email format at Merrill Lynch

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Merrill Lynch

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Profile bio

About Michael Sofia

Michael Sofia is a Wealth Management Client Associate at Merrill Lynch.

Current workplace

Michael Sofia's current company

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Merrill Lynch
Merrill Lynch
Wealth Management Client Associate
New York, NY, US
Website
bofaml.com
Employees
23988
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Company profile
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8 roles

Michael Sofia work experience

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

Wealth Management Client Associate

Merrill Lynch

New York, NY, US

Advisor Development Program

Cornerstone Capital Planning Group

Philadelphia, Pennsylvania, United States

  • 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

Sawyer Lyons Buick Gmc Of Randolph

Randolph, New Jersey, United States

  • 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.
Aug 2020 - Aug 2022

Lifeguard

Shongum Lake Property Owners Assoc

Randolph, New Jersey, United States

  • 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

Palazzo Landscaping

Randolph, New Jersey, United States

  • 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

Donnelly Construction

Wayne, New Jersey, United States

  • Assistant on various projects such as remodeling schools, and both commercial and private properties
Jun 2018 - Aug 2020
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at bofaml.com. View company contacts for 23988 employees →

IO Ilya Ogorodnikov Ilya Ogorodnikov Colleague at Merrill Lynch Dubai, United Arab Emirates, United Arab Emirates View → YS Yin Sun Yin Sun Colleague at Merrill Lynch United States, United States View → AI Alessandro Infelise Zhou Alessandro Infelise Zhou Colleague at Merrill Lynch France, France View → SR Shahrzad Roshanzamir Shahrzad Roshanzamir Colleague at Merrill Lynch San Diego, California, United States, United States View → ZW Zach Welsh Zach Welsh Colleague at Merrill Lynch Pennington, New Jersey, United States, United States View → TG Tanuj Gupta Tanuj Gupta Colleague at Merrill Lynch Mumbai, Maharashtra, India, India View → JG James G Naplacic James G Naplacic Colleague at Merrill Lynch Ocean City, New Jersey, United States, United States View → HC Hildegarde Campbell Hildegarde Campbell Colleague at Merrill Lynch Greater Chicago Area, United States View → PL Peter Lydzinski Peter Lydzinski Colleague at Merrill Lynch Philadelphia, Pennsylvania, United States, United States View → RK Ritesh Kumar Ritesh Kumar Colleague at Merrill Lynch Hyderabad, Telangana, India, India View →
2 education records

Michael Sofia education

Finance And Financial Management Services

University Of Delaware

Activities and Societies: Kappa Alpha Order Club Ice Hockey

Education record

Randolph High School

Activities and Societies: National Honor Society Vice President, NJ State Champion for Ice Hockey, Tomorrow’s leader

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 Merrill Lynch.

What is Michael Sofia's role at Merrill Lynch?

Michael Sofia is listed as Wealth Management Client Associate at Merrill Lynch.

Where is Michael Sofia based?

Michael Sofia is based in New York City Metropolitan Area, United States, United States while working with Merrill Lynch.

What companies has Michael Sofia worked for?

Michael Sofia has worked for Merrill Lynch, Bank Of America Merrill Lynch, Cornerstone Capital Planning Group, Sawyer Lyons Buick Gmc Of Randolph, and Shongum Lake Property Owners Assoc.

Who are Michael Sofia's colleagues at Merrill Lynch?

Michael Sofia's colleagues at Merrill Lynch include Ilya Ogorodnikov, Yin Sun, Alessandro Infelise Zhou, Shahrzad Roshanzamir, and Zach Welsh.

How can I contact Michael Sofia?

You can use AeroLeads to view verified contact signals for Michael Sofia at Merrill Lynch, 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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