Sofia Khan

Sofia Khan Email and Phone Number

Client Service Lead @ Focus Partners Wealth
Phoenix, AZ, US
Sofia Khan's Location
Phoenix, Arizona, United States, United States
Sofia Khan's Contact Details

Sofia Khan personal email

n/a

Sofia Khan phone numbers

About Sofia Khan

Senior Client Services Associate, Relationship Manager, Executive Assistant, Sales & Marketing Support, Office Manager, Culture Keeper

Sofia Khan's Current Company Details
Focus Partners Wealth

Focus Partners Wealth

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Client Service Lead
Phoenix, AZ, US
Website:
hoylecohen.com
Employees:
38
Sofia Khan Work Experience Details
  • Focus Partners Wealth
    Client Service Lead
    Focus Partners Wealth
    Phoenix, Az, Us
    View
  • Hoylecohen, Llc
    Senior Client Service Associate
    Hoylecohen, Llc Feb 2021 - Present
    Phoenix, Arizona, United States
    Establish and maintain various wealth management accounts at Fidelity and Charles Schwab;Retirement, Trust, 401k, 529, Fiduciary, Private Fund Investments, etc. • Process direct and indirect transfers, rollovers, contributions, distributions, and RMDs • Liaison with clients’ CPAs, TPAs, Conservators, Fiduciaries, Estate Planning Attorneys, title companies, etc. • Client and interoffice meeting and event planning • Member of Culture Committee
    View
  • Simplicity Group
    Executive Assistant & Sales Team Support Leader
    Simplicity Group Nov 2017 - Jan 2021
    Scottsdale, Az
    Calendar management, meeting coordination and travel arrangements for C-level Executives and sales teams • Maintained budgets and processed monthly expense reports • Client, interoffice, and vendor meetings and event planning • Prepared reports and presentations on production and sales performance • Onboarded and trained new hires in sales, marketing, and administrative departments • Trained clients and staff on use of sales software tools and systems • Prepared annuity illustrations/quotes for financial advisors, serviced policies, and processed new business • Created and managed client and employee gifting and appreciation program • “Culture Keeper”
    View
  • Brookstone Capital Management
    Investment Advisory Specialist
    Brookstone Capital Management Oct 2015 - Oct 2017
    Wheaton, Il
    Managed daily operations for 45 Independent Financial Advisors • Established and maintained various types of wealth management accounts; IRA, Roth, Trust, Solo and Group 401k, Individual, etc., at TD Ameritrade • Executed client directed trade requests to purchase and/or liquidate various equity, mutual funds, bonds, notes, fixed CD's and option traded strategies • Processed direct and indirect transfers, rollovers, contributions and distributions while adhering to IRS rules and regulations • Cultivated a social committee which planned and executed monthly, quarterly, and annual meetings and social events for employees
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  • Key Investment & Management Inc.
    Marketing Manager/Office Manager/Assistant Property Manager/Executive Assistant
    Key Investment & Management Inc. Dec 2012 - Sep 2015
    Lombard, Il
    Assisted VP with preparation of brokerage documents and financial reports • Revamped company brand with new logo, established the company’s first website, created billboards as well as new property advertising and business marketing materials • Managed commercial and multi-family real estate marketing and advertising online through Craigslist, Loopnet, CoStar, and OfficeSpace • Handled commercial and residential tenant maintenance issues and coordinated work with contractors • Onboarded and trained new hires • Managed office IT systems
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  • F&I Administration Solutions, Llc
    Executive Assistant/Office Manager
    F&I Administration Solutions, Llc Jan 2010 - Jul 2012
    Lombard, Il
    Assistant to CEO and COO • Heavy Executive travel arrangements • Payroll processing, benefit coordination • Data acquisition for H1-documentation • Onboarded new hires • Managed expense reports and reimbursements for Executives and employees • Purchase coordinator for computer and office equipment • Event planning for corporate conventions and interoffice events • AP/AR using Quickbooks • Mapped Adobe forms, wrote matching scripts in Microsoft SQL, and performed quality testing

Sofia Khan Skills

Customer Service Microsoft Office Office Management Office Administration Access Microsoft Excel Microsoft Word Project Management Administrative Assistants Account Management Sales Visio Sharepoint Executive Support Database Administration Software Documentation Travel Arrangements Expense Reports Windows Microsoft Sql Server Calendaring Calendars Administrative Assistance Salesforce.com Event Planning Leadership Databases Sql Testing Onboarding Payroll Expenses Microsoft Powerpoint Confidentiality Microsoft Outlook Human Resources Executive Administrative Assistance Executive Office Administration

Sofia Khan Education Details

Frequently Asked Questions about Sofia Khan

What company does Sofia Khan work for?

Sofia Khan works for Focus Partners Wealth

What is Sofia Khan's role at the current company?

Sofia Khan's current role is Client Service Lead.

What is Sofia Khan's email address?

Sofia Khan's email address is so****@****ecm.com

What is Sofia Khan's direct phone number?

Sofia Khan's direct phone number is +163065*****

What schools did Sofia Khan attend?

Sofia Khan attended Paradise Valley Community College, College Of Dupage.

What skills is Sofia Khan known for?

Sofia Khan has skills like Customer Service, Microsoft Office, Office Management, Office Administration, Access, Microsoft Excel, Microsoft Word, Project Management, Administrative Assistants, Account Management, Sales, Visio.

Who are Sofia Khan's colleagues?

Sofia Khan's colleagues are April Schultz, Cfp®, Caeli Cusworth, Elisabeth Cullington, Katherine Siriwan, Cfp®, Bob Carnegie, Cfa, Cepa, Cfp®, Jacqueline Nelson, Thomas Ridgway.

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