Sofiane B. Email & Phone Number
Wealth Manager, Independent Financial Advisor @ BDS Financial Network
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Sofiane B. Location
- Paris, FR
Sofiane B. Work
- 2016 - now Wealth Manager, Independent Financial Advisor @
- 2008 - 2016 Senior VP, Investments @
- 2006 - 2008 Managing Director @
- 1999 - 2008 Senior VP-Investments @
- 1995 - 1999 VP Investments @
- 1987 - 1995 VP Investments @
Sofiane B. Education
- College for Financial Planning
CFP® (Professional education)
1990 - 1994 - GE Investment Corp.
GE trained in benefits and pensions
1990 - 1990 - Kent State University
BBA (Finance)
1981 - 1986 - West Holmes High School 1978 - 1981
Sofiane B. Skills
- Series 7
- Alternative Investments
- Wealth Management
- Investments
- Fixed Annuities
- Portfolio Management
- Mutual Funds
- Retirement
- Retirement Planning
- Securities
- Asset Managment
- Microsoft Office
- Project Management
- Financial Modeling
- Sales
- Financial Analysis
- Microsoft Excel
- Hedge Funds
Sofiane B. Summary
- Sofiane B., based in Paris, FR, is currently a Wealth Manager, Independent Financial Advisor at BDS Financial Network. Sofiane B. brings experience from previous roles at Raymond James & Associates, Wachovia Securities, A.G. Edwards & Sons, Inc. and PaineWebber. Sofiane B. holds a 1990 - 1994 CFP® in Professional education @ College for Financial Planning. With a robust skill set that includes Series 7, Alternative Investments, Wealth Management, Investments, Fixed Annuities and more. Sofiane B. has 2 emails on RocketReach.
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