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Mike Sopko Location
Gainesville, FL, US
Mike Sopko Work
Sr. Director of Gift Planning @ (December 2013 - Present)
Director, Gift and Estate Planning @ (September 2011 - December 2013)
Wealth Management Advisor @ (February 2007 - September 2011)
Financial Advisor @ (September 2004 - February 2007)
Equity Trader and Financial Consultant @ (August 2000 - September 2004)
Mike Sopko Education
Western Kentucky University
Bachelor (Business)
2004
Mike Sopko Skills
Asset Allocation
CTFA
Estate Planning
Financial Advisory
Financial Planning
Fundraising
Leadership
Management
Marketing
Mutual Funds
Nonprofits
Public Speaking
Retirement
Retirement Planning
Risk Management
Sales
Securities
Series 63
Series 7
Strategy
Wealth Management
Has Errors
Great
Mike Sopko Summary
Mike Sopko, based in Gainesville, FL, US, is currently a Sr. Director of Gift Planning at University of Florida. Mike Sopko brings experience from previous roles at University of Kentucky, TIAA-CREF, AIG VALIC and Hilliard Lyons. Mike Sopko holds a Bachelor in Business @ Western Kentucky University. With a robust skill set that includes Asset Allocation, CTFA, Estate Planning, Financial Advisory, Financial Planning and more. Mike Sopko has 2 emails and 1 mobile phone numbers on RocketReach.
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