Brett Sohns, CIMA, MBA

Brett Sohns has extensive experience in the financial industry, with roles spanning various companies. Brett is currently the Co-Founder of LifeGoal Investments, a position they have held since May 2021.

Prior to that, Brett worked as a Vice President at Advisors Asset Management, Inc. from October 2019 to September 2021. Before that, they held the role of Vice President - Advisor Consultant at Hartford Funds from August 2016 to October 2019.

Brett also has experience at Schroders, where they held the positions of Director from November 2012 to August 2016, and Internal Director from February 2012 to November 2012. Brett started their career at BlackRock as an Associate from May 2011 to March 2012.

Prior to BlackRock, Brett worked as a Senior Internal Wholesaler at Legg Mason from December 2007 to May 2011.

Overall, Brett Sohns has developed a strong background in the finance industry, with a focus on consultancy, leadership, and wholesaling roles.

Brett Sohns, CIMA, MBA has a diverse education history. In 2002, they began their undergraduate studies at Iona University, where they pursued a Bachelor of Business Administration (BBA) degree, specializing in Marketing. Brett successfully completed their undergraduate studies in 2006. Later, in 2006, Brett embarked on further academic pursuits at Iona University, undertaking a Master of Business Administration (MBA) with a focus on Management. Brett finished their MBA program in 2007.

More recently, in 2020, Brett expanded their knowledge and expertise in the field of finance and business strategy by earning two certificates from Harvard Business School Online. Brett obtained a Certificate in Alternative Investments as well as a Certificate in Sustainable Business Strategy.

Overall, Brett Sohns, CIMA, MBA possesses a strong educational background with a BBA degree in Marketing, an MBA in Management, and additional certificates in Alternative Investments and Sustainable Business Strategy.