Sofia Khan

Client Service Associate at HoyleCohen Wealth Management

Sofia Khan has a diverse professional background in various industries. Currently working as a Client Service Associate at HoyleCohen, LLC, Sofia is skilled in managing wealth management accounts and liaising with clients to ensure smooth processes. Their previous roles as an Executive Assistant & Sales Team Support Leader at Simplicity Group and an Investment Advisory Specialist at Brookstone Capital Management showcase their expertise in administration, client relations, and financial services. With a solid foundation in Business Administration and Management, Sofia has demonstrated proficiency in office management, marketing, sales, and event planning throughout their career.

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Timeline

  • Client Service Associate

    February, 2021 - present