managing director at lifeinvest wealth management especialista en asesoria financiera para la mujer@ Lifeinvest Wealth Management
San Diego, California, United States
Sofia Bucay
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IPADE Business School
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Tell me more about Sofia Bucay?
FlashIntel GPTSofia Bucay is a highly experienced financial professional with 36.5 years of work experience. She specializes in financial services, financial advisory, wealth management, customer service, and transparency. Based in the United States, Sofia has a strong background in developing and servicing client relationships and monitoring their investment objectives. She is skilled in Investment Advise for Women, implementing appropriate financial plans, and has hands-on experience in implementing financial plans. Sofia is fluent in English and Spanish and has worked in various roles, including Managing Director and Vice President Private Banking.
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About
I have functional knowledge of determining clients' financial goals and present financial position I am highly skilled in developing and servicing existing client relationships and monitoring their investment objectives. I specialize in Investment Advise for Women Know-how of the securities industry and other investment avenues Hands on experience in implementing appropriate financial plans for each client Fluent Written and spoken English/Spanish NASAA Series 66 NASD Securities Training Corporation Series 7 and Series 63
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managing director at lifeinvest wealth management especialista en asesoria financiera para la mujer
Managing Director | Financial Advisor
Managing Director
Financial Services
Sofia Bucay's Professional Milestones
- Managing Director (2018-10-01~): Successfully expanded client base and effectively implemented strategic initiatives to drive organizational growth.
- Foreign Exchange Trader (1987-05-01~1999-05-01): Optimized foreign exchange rates through effective relationship management and effective communication.
Education
Business Administration And Management,
General,
Business Administration And Management, General
Skill
Financial Services
Financial Advisory
Wealth Management
Customer Service
Transparency
English
Risk Management
Business Relationship Management
Spanish
Trading
Financial Analysis
Asset Management
Financial Planning
Funding
Investment Banking
Certification
Colleagues
David Alayon
managing director investment advisor at lifeinvest wealth management
David Alayon
managing director investment advisor at lifeinvest wealth management
Guillermo Escobar
analyst at lifeinvest wealth management
Joanna Reggeti
Legal Manager
Lissy Lombardo-Rosas
Investment Operations Officer
Other Named Sofia Bucay
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Sofia Bucay's social media include: Linkedin,
Sofia Bucay works for Lifeinvest Wealth Management
Sofia Bucay's role in Lifeinvest Wealth Management is managing director at lifeinvest wealth management especialista en asesoria financiera para la mujer
Sofia Bucay works in the industry of Financial Services
Sofia Bucay's colleagues are David Alayon,David Alayon,Guillermo Escobar
Sofia Bucay's latest job experience is managing director at lifeinvest wealth management especialista en asesoria financiera para la mujer at Lifeinvest Wealth Management
Sofia Bucay's latest education in IPADE Business School
