Sophia Zhang Held
Wealth Manager @Bny Wealth
Los Angeles, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Sep 2022 — Present
Wealth Manager @Bny Wealth
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US
EDUCATION
2005 — 2009
Yanshan University
B.A.
2011 — 2013
University of San Diego
IMBA
SKILLS
Strategic PlanningAdvanced Skills in Excel, PowerpointFinancial ModelingCompetitive Analysis & Market ResearchFinancial AnalysisCorporate FinancePrivate EquityLeadershipEb-5ValuationMarketingInvestmentsMicrosoft OfficeBusiness Development& StrategiesStrategyPrivate PlacementsTeamworkCash Flow AnalysisData AnalysisEntrepreneurshipBilingual in Mandarin and EnglishDue DiligenceFinance
ABOUT SOPHIA ZHANG HELD
MBA & CFA Charter holder; bilingual (Mandarin); Excellent quantitative, qualitative and…
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