AeroLeads people directory · profile
Sofia Fernandez Morell Email & Phone Number
Managing Director
at
Harbor Ithaka
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director
Location
Miami-Fort Lauderdale Area, United States, United States
Who is Sofia Fernandez Morell? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sofia Fernandez Morell is listed as Managing Director at Harbor Ithaka, based in Miami-Fort Lauderdale Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Sofia Fernandez Morell.
Sofia Fernandez Morell previously worked as Registered Client Service Associate at Alex. Brown, A Division Of Raymond James and Registered Client Service Associate at Morgan Stanley. Sofia Fernandez Morell holds Master'S Degree, International Business from Florida International University.
Company email context
Email format at Harbor Ithaka
This section adds company-level context without repeating Sofia Fernandez Morell's masked contact details.
Harbor Ithaka
Review company-level records connected to Sofia Fernandez Morell before choosing the right outreach path.
Profile bio
About Sofia Fernandez Morell
Sofia Fernandez Morell is a Managing Director at Harbor Ithaka. They is proficient in English.
Current workplace
Sofia Fernandez Morell's current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles · 16 years
Sofia Fernandez Morell work experience
A career timeline built from the work history available for this profile.
Registered Client Service Associate
CurrentRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.
Nov 2022 - Present
Registered Client Service Associate
Jun 2021 - Nov 2022
Senior Client Associate
Sep 2020 - Jun 2021
Relationship Analyst Officer
FORMER Consultant for Relationship Assistant CoordinatorAugust 2017 - December 2017
Aug 2017 - Sep 2020
Financial Manager And Assistant
Svnr Investments, Llc
Mar 2017 - Aug 2017
Independent Agent
May 2016 - Aug 2017
Business Development Executive
Bgi Financial, Inc.
- Private and Conventional Lending Strategies for International Clients buying in the Miami area.
Jan 2016 - Sep 2016
Sales Executive And Director Assistant
- Assist CEO on financial reports, mortgages in US, client support and BOD's meetings.FORMER Sales Executive in Italbursatil (Italcambio's Brockerage Firm) Jun 2009 - May 2010- Managed Client's Portfolio, including: purchase/sale/swap of Venezuelan sovereign debt.- Managed high-end-client relationships.
2010 - 2013
~3 yrs
Trading Operation Analyst - International Treasury Department
- Optimized bank´s portfolio revenues through trading strategies on Forex, US Treasury, Fixed Income (Venezuelan Sovereign Bonds) and International stock exchange market.- Management of VIP Client´s Overseas Accounts of Money Market. Assure currencies positions and allocation for Bank´s agencies made valid trough The National Currency Control Exchange.
Dec 2007 - Jan 2010
Finance And Trade Manager Assistant
Rendivalores C.A. Brokerage Firm
- Closed operations after negotiating purchases and sales of commercial papers, Mutuo and Venezuelan Bonds as well as verified due dates of operations for interest calculations and renewals of investments. - Led the fixed rate of return on clients’ portfolios. Managed Custody and Control of Client’s Portfolio. --- Benchmarked on interest rates and.
Jan 2006 - Jul 2006
Internship In Risk Analysis Department
Banco Federal C.A. Venezuelan Commercial Bank
- Analyzed leasing request documentation and evaluated risks for small companies’ credit demand
Jul 2005 - Sep 2005
2 education records
Sofia Fernandez Morell education
Master'S Degree, International Business
Florida International University
• Bachelor Of Science In Business Administration, Major In Banking And Finance., Banking And Finance
Universidad Metropolitana (Ve)
FAQ
Frequently asked questions about Sofia Fernandez Morell
Quick answers generated from the profile data available on this page.
What company does Sofia Fernandez Morell work for?
Sofia Fernandez Morell works for Harbor Ithaka.
What is Sofia Fernandez Morell's role at Harbor Ithaka?
Sofia Fernandez Morell is listed as Managing Director at Harbor Ithaka.
Where is Sofia Fernandez Morell based?
Sofia Fernandez Morell is based in Miami-Fort Lauderdale Area, United States, United States while working with Harbor Ithaka.
What companies has Sofia Fernandez Morell worked for?
Sofia Fernandez Morell has worked for Harbor Ithaka, Alex. Brown, A Division Of Raymond James, Morgan Stanley, Wells Fargo Advisors, and Santander Private Banking International.
How can I contact Sofia Fernandez Morell?
You can use AeroLeads to view verified contact signals for Sofia Fernandez Morell at Harbor Ithaka, including work email, phone, and LinkedIn data when available.
What schools did Sofia Fernandez Morell attend?
Sofia Fernandez Morell holds Master'S Degree, International Business from Florida International University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial