Brad Sofonia Email & Phone Number
Practice Management Program Manager @ PlanMember Financial Corporation
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Brad Sofonia Location
- South Jordan, UT, US
Brad Sofonia Work
- 2026 -now Practice Management Program Manager @
- 2025 -2026 Managing Director @
- 2020 -2024 Senior Learning Consultant @
- 2007 -2020 Director Leadership Development @
- 2005 -2007 Manager of Agency Training @
Brad Sofonia Education
- University of Phoenix
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2001-2003
Brad Sofonia Skills
- Insurance
- Investments
- Mutual Funds
- Financial Services
- Financial Analysis
- Series 7
- Retirement Planning
- Wealth Management
- Banking
- Customer Service
- Series 63
- Retirement
- Account Management
- Sales
- Life Insurance
- Management
- Team Building
- Finance
- Underwriting
- Project Management
- Securities
- 401k
- Fixed Annuities
- Financial Advisory
- Investment Advisory
- Series 65
- Financial Planners
- Financial Planning
Brad Sofonia Summary
- Brad Sofonia, based in South Jordan, UT, US, is currently a Practice Management Program Manager at PlanMember Financial Corporation. Brad Sofonia brings experience from previous roles at Capstone Partners Financial and Insurance Services and Prudential Financial. Brad Sofonia holds a 2001 - 2003 Bachelor of Business Administration - BBA in Business Administration and Management, General @ University of Phoenix. With a robust skill set that includes Insurance, Investments, Mutual Funds, Financial Services, Financial Analysis and more. Brad Sofonia has 2 emails and 2 mobile phone numbers on RocketReach.
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