Sofia Iglesias, Cfp®

Sofia Iglesias, Cfp® Email and Phone Number

Financial Planner @ Visible Wealth Planning
San Diego, CA, US
Sofia Iglesias, Cfp®'s Location
San Diego, California, United States, United States
Sofia Iglesias, Cfp®'s Contact Details

Sofia Iglesias, Cfp® personal email

n/a
About Sofia Iglesias, Cfp®

Sofia Iglesias, Cfp® is a Financial Planner at Visible Wealth Planning.

Sofia Iglesias, Cfp®'s Current Company Details
Visible Wealth Planning

Visible Wealth Planning

View
Financial Planner
San Diego, CA, US
Sofia Iglesias, Cfp® Work Experience Details
  • Visible Wealth Planning
    Financial Planner
    Visible Wealth Planning
    San Diego, Ca, Us
    View
  • Ubs
    Director, Business Management - International Division
    Ubs Sep 2021 - Present
    Zurich, Ch
    View
  • Ubs
    Director, Client Strategy Office - Latin America
    Ubs Mar 2019 - Sep 2021
    Zurich, Ch
    View
  • J.P. Morgan
    Vice President, Portfolio Management - Latin America
    J.P. Morgan Jan 2018 - Mar 2019
    New York, Ny, Us
    View
  • J.P. Morgan
    Associate, Portfolio Management - Latin America
    J.P. Morgan Sep 2014 - Dec 2017
    New York, Ny, Us
    View
  • Coach
    Global Inventory Planner
    Coach Feb 2014 - Sep 2014
    New York, Ny, Us
    View
  • Samuel A. Ramirez & Co., Inc.
    Fixed Income Sales Analyst
    Samuel A. Ramirez & Co., Inc. Jan 2012 - Sep 2013
    New York, New York, Us
    View
  • Samuel A. Ramirez & Co., Inc.
    Investment Banking Analyst
    Samuel A. Ramirez & Co., Inc. Oct 2010 - Jan 2012
    New York, New York, Us
    View

Sofia Iglesias, Cfp® Education Details

  • Ie Business School
    Ie Business School
    Master Of Business Administration (Mba)
  • Fudan University
    Fudan University
    Mba Coursework - Doing Business In China
  • Villanova University
    Villanova University
    Finance And International Business
  • University Of Sydney
    University Of Sydney
    Study Abroad

Frequently Asked Questions about Sofia Iglesias, Cfp®

What company does Sofia Iglesias, Cfp® work for?

Sofia Iglesias, Cfp® works for Visible Wealth Planning

What is Sofia Iglesias, Cfp®'s role at the current company?

Sofia Iglesias, Cfp®'s current role is Financial Planner.

What is Sofia Iglesias, Cfp®'s email address?

Sofia Iglesias, Cfp®'s email address is so****@****ova.edu

What schools did Sofia Iglesias, Cfp® attend?

Sofia Iglesias, Cfp® attended Ie Business School, Fudan University, Villanova University, University Of Sydney.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.