SA

Sophia A.

Financial Consulant

Sophia A. is a wealth management and investment professional with experience in various leadership roles. They served as a Client Relationship Advocate, Fixed Income Specialist, and Financial Consultant at Fidelity Investments from 2019 to 2021, focusing on holistic financial planning and client relationship management. Additionally, Sophia held positions such as International Marketing Manager at Etonkids Educational Group and Program Director at Zhongyuxue. Their experience also includes roles as General Manager of Business Development and Account Director at Skywalker Communications Group and Director of Product Management at Walt Disney Direct-to-Consumer & International from 2011 to 2014.

Location

Boston, United States

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