Sofia Parada-Fernandez
Client Service Associate in Wealth Management | Information Technology Student | IT Student Focused on Data Analysis in Finance & Patent Law
- Role
- Client Services Associate at Yts Wealth Management
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Sofia Parada-Fernandez
I’m an IT graduate currently working in the world of wealth management. Currently, I’m…
Experience
Client Services Associate
Apr 2025 — Present · Arlington, VA, US
Support clients with personalized financial services, including account management, transaction processing, and investment-related inquiriesCollaborate closely with financial advisors to coordinate account openings, fund transfers, compliance tasks, and other key client service activitiesManage complex calendar scheduling for advisors and client meetings, ensuring smooth workflows and time-sensitive follow-upsPassionate about strengthening client relationships and serving as a trusted point of contact in fast-paced, high-stakes environmentsSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
New York University
Bachelor's Degree
2021 — 2022
Cheyenne Mountain High School
High School Diploma
2019 — 2021
University of Colorado Boulder
Bachelor's Degree
2022 — 2024
A.J. Dimond High School
High School Diploma
2017 — 2018
Arizona State University
Bachelor's Degree
2024 — 2026
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