Sofia Khan Email & Phone Number
Client Service Lead @ Focus Partners Wealth
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Sofia Khan Location
- Phoenix, AZ, US
Sofia Khan Work
- Client Service Lead @ (September 2024 - Present)
- Senior Client Service Associate @ (January 2023 - September 2024)
- Client Service Associate @ (February 2021 - January 2023)
- Executive Assistant and Sales Team Support Leader @ (November 2017 - January 2021)
- Investment Advisory Specialist @ Brookstone Capital Management (October 2015 - October 2017)
- Marketing Manager and Office Manager and Assistant Property Manager and Executive Assistant @ (December 2012 - September 2015)
- Executive Assistant and Office Manager @ F&I Administration Solutions, LLC (January 2010 - July 2012)
Sofia Khan Education
- Paradise Valley Community College
Associate's degree (Business Administration and Management, General)
2022
Sofia Khan Skills
- Access
- Account Management
- Administrative Assistance
- Administrative Assistants
- Alternative Investments
- Analytical Skills
- Attention to Detail
- Business Relationship Management
- Calendaring
- Calendars
- Client Relations
- Client Services
- Communication
- Confidentiality
- Customer Relationship Management (CRM)
- Customer Service
- Customer Service Management
- Customer Service Operations
- Customer Service Training
- Customer Support
- Data Management
- Database Administration
- Discerning
- Employee Training
- Event Management
- Event Planning
- Executive Administrative Assistance
- Executive Office Administration
- Executive Support
- Expense Reports
- Expenses
- Financial Services
- Human Resources (HR)
- Interpersonal Skills
- Investment Advisory Services
- Leadership
- Meeting Planning
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft SQL Server
- Microsoft Word
- New Business Development
- New Hire Orientations
- Office Administration
- Office Management
- Onboarding
- Oral Communication
- Payments
- Payroll
- Presentations
- Problem Solving
- Project Management
- Project Planning
- Relationship Building
- Retail Sales
- SQL
- Sales
- Sales Operations
- Sales Process
- Sales and Marketing
- Salesforce.com
- SharePoint
- Software Documentation
- Testing
- Time Management
- Travel Arrangements
- Visio
- Wealth Management Services
- Wealth Transfer
- Windows
- Written Communication
Sofia Khan Summary
- Sofia Khan, based in Phoenix, AZ, US, is currently a Client Service Lead at Focus Partners Wealth. Sofia Khan brings experience from previous roles at HoyleCohen is now part of Focus Partners Wealth, Simplicity Group and Brookstone Capital Management. Sofia Khan holds a Associate's degree in Business Administration and Management, General @ Paradise Valley Community College. With a robust skill set that includes Access, Account Management, Administrative Assistance, Administrative Assistants, Alternative Investments and more. Sofia Khan has 1 emails and 1 mobile phone numbers on RocketReach.
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