Sofia Pina Email & Phone Number
Who is Sofia Pina? Overview
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Sofia Pina is listed as Financial Planning & Engagement Coordinator | CFP Candidate at Equitable Advisors, a with 3118 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Sofia Pina.
Sofia Pina previously worked as Financial Planning & Engagement Coordinator - G Financial Group at Equitable Advisors and Externship Trainee at Amplified Planning. Sofia Pina holds Bachelor In Global Governance, Economics, And Legal Order from Esade.
Email format at Equitable Advisors
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About Sofia Pina
I'm a recent graduate with a background in Global Governance, Economics, and Legal Order, complemented by a Certificate in Financial Planning. My academic journey has been marked by a dedication to understanding the complexities of financial markets and strategies aimed at optimizing financial health. Driven by a passion for financial planning, I've immersed myself in learning and applying financial disciplines that help in crafting tailored strategies to meet diverse client needs. My approach combines a strong analytical foundation with a client-centric perspective, aiming to deliver solutions that enhance financial understanding and confidence. My experiences have also shaped a deep appreciation for digital innovation and public diplomacy, skills that are increasingly vital in today's interconnected world. I am keen on starting my career in financial services, where I can apply my knowledge and enthusiasm for financial strategy and planning. I am looking to connect with industry professionals to learn and grow together. If you're interested in exchanging ideas or discussing financial strategies, please feel free to reach out to me here on LinkedIn. Thank you for taking the time to explore my profile. Let’s discuss how we can collaborate to create meaningful financial solutions!
Sofia Pina's current company
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Sofia Pina work experience
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Externship Trainee
In this role, I've strengthened my knowledge in key financial planning disciplines such as cash flow, investment strategies, and tax optimization, applying these skills through eMoney Advisor during client scenarios. I enhanced client reports and strategies using advanced tools like Asset-Map and Morningstar Workstation, while gaining insights from over 50 industry experts, enriching my practical application skills.Some of the key achievements in this role include: * Achieved certification in eMoney Advisor, demonstrating proficiency in leading financial planning software. * Accumulated 500 hours towards the Certified Financial Planner (CFP®) Board experience requirement, significantly advancing professional credentialing progress.
Public Diplomacy Intern
At the Embassy of Spain in the U.S., I managed and optimized digital platforms for seamless operations and current information, significantly enhancing the efficiency of consular services for Spanish citizens abroad.Some of the key achievements in this role include: * Recognized by the Ambassador and Deputy Chief of Mission; received special mention from ICEX
Research Intern
In this organization, I aided the logistics and coordination of the Catalonia Model United Nations, boosting educational and diplomatic engagement. My strategic social media initiatives on UN Sustainable Development Goals expanded public awareness and engagement. Some of the key achievements in this role include: * Published two research articles for the United Nations Association for Spain; developed educational content on Sustainable Development Goals for local outreach
Foreign Policy Intern
In this position, I developed policy briefs and an op-ed on lithium-ion battery technology, nominated for publication in "The Hill". I also improved stakeholder engagement by enhancing digital communications across CSPC’s network.
Research Fellowship
I authored a detailed analysis on U.S.-Mexico security cooperation, earning recognition with the David M. Abshire Grant, reflecting my capability to produce impactful policy research.
Business Development Intern
In my role, I drove market analysis projects at Evermine to refine competitive strategies, resulting in crucial updates to the product catalog and online presence. I also led inventory management improvements, aligning practices with broader business goals for international expansion. Some of the key achievements in this role include: * Pioneered early stages of a new project using Design Thinking methodology, significantly enhancing the Innovation Department's project conceptualization process.
Event Manager
Managed a team of volunteers, devising and implementing series of interactive activities for individuals with mental or physical disabilities. Aimed to create a sense of community and strengthen interactions amongst participants and volunteers. Adjusted to a set budget per participant for each activity series and evaluated what future activities had best success prospects.
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
Stephen A. Scafidi
Colleague at Equitable AdvisorsWoodbridge, New Jersey, United States
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Zach Martinson, Cfp®, Mba
Colleague at Equitable AdvisorsBellevue, Washington, United States
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Dale Rettenmeier
Colleague at Equitable AdvisorsIowa City-Cedar Rapids Area, United States
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Abigail Hearn
Colleague at Equitable AdvisorsDallas, Texas, United States
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Michelle R. Mcilree
Colleague at Equitable AdvisorsNorth Providence, Rhode Island, United States
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Thomas Simpson
Colleague at Equitable AdvisorsYakima, Washington, United States
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Davis Noblat
Colleague at Equitable AdvisorsBellevue, Washington, United States
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Adam Pena
Colleague at Equitable AdvisorsSan Antonio, Texas, United States
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Alexis Donovan , Mba
Colleague at Equitable AdvisorsWashington Dc-Baltimore Area, United States
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Robert Rogan
Colleague at Equitable AdvisorsRockville Centre, New York, United States
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Sofia Pina education
Bachelor In Global Governance, Economics, And Legal Order
Certificate In Financial Planning
Frequently asked questions about Sofia Pina
Quick answers generated from the profile data available on this page.
What company does Sofia Pina work for?
Sofia Pina works for Equitable Advisors.
What is Sofia Pina's role at Equitable Advisors?
Sofia Pina is listed as Financial Planning & Engagement Coordinator | CFP Candidate at Equitable Advisors.
Where is Sofia Pina based?
Sofia Pina is based in Miami, Florida, United States while working with Equitable Advisors.
What companies has Sofia Pina worked for?
Sofia Pina has worked for Equitable Advisors, Amplified Planning, Embassy Of Spain In Washington, D.C., Asociación Para Las Naciones Unidas En España, and Center For The Study Of The Presidency & Congress (Cspc).
Who are Sofia Pina's colleagues at Equitable Advisors?
Sofia Pina's colleagues at Equitable Advisors include Stephen A. Scafidi, Zach Martinson, Cfp®, Mba, Dale Rettenmeier, Abigail Hearn, and Michelle R. Mcilree.
How can I contact Sofia Pina?
You can use AeroLeads to view verified contact signals for Sofia Pina at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Sofia Pina attend?
Sofia Pina holds Bachelor In Global Governance, Economics, And Legal Order from Esade.
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