Sofia Khan is a seasoned professional in client service and wealth management, currently serving as the Client Service Lead at Focus Partners Wealth since September 2024. Previously, Sofia held the position of Senior Client Service Associate at HoyleCohen, which later merged with The Colony Group and rebranded to Focus Partners Wealth. Sofia's extensive experience includes roles as a Client Service Associate at HoyleCohen, an Executive Assistant and Sales Team Support Leader at Simplicity Group, and an Investment Advisory Specialist at Brookstone Capital Management. Additional experience includes positions at Key Investment & Management Inc. and F&I Administration Solutions, LLC, covering various operational, marketing, and executive support tasks. Sofia holds an Associate's degree in Business Administration and Management from Paradise Valley Community College and has contributed significantly to client relationships and operational efficiency throughout a progressive career in financial services.
This person is not in the org chart
This person is not in any teams
This person is not in any offices