Resumes
Resumes
![Sophia Baloch Photo 1 Sophia Baloch Photo 1](/img/not-found.png)
Associate, Financial Consultant
View pageLocation:
Houston, TX
Industry:
Financial Services
Work:
Bank of New York Mellon - Houston, TX since Aug 2010
Financial Analyst, Senior Associate
Lockheed Martin Aug 2008 - Aug 2010
Multi Functional Financial Analyst Associate
Financial Analyst, Senior Associate
Lockheed Martin Aug 2008 - Aug 2010
Multi Functional Financial Analyst Associate
Education:
University of Houston 2005 - 2008
BBA, Finance
BBA, Finance
Skills:
Retirement Planning
Risk Management
Wealth Management
Employee Benefits
401K
403B
529 Plans
Annuities
Asset Allocation Strategies
Business Development
Client Relations
Client Services
Customer Relationship Management
Customer Service
Digital Marketing
Estate Planning Strategies
Financial Analysis
Financial Consulting
Financial Services
Insurance
Iras
Long Term Care
Microsoft Access
Microsoft Excel
Microsoft Office
Microsoft Word
Mutual Funds
Outlook
Public Speaking
Relationship Building
Social Media
Structured Settlements
Financial Planning
Salesforce
Presentations
Risk Management
Wealth Management
Employee Benefits
401K
403B
529 Plans
Annuities
Asset Allocation Strategies
Business Development
Client Relations
Client Services
Customer Relationship Management
Customer Service
Digital Marketing
Estate Planning Strategies
Financial Analysis
Financial Consulting
Financial Services
Insurance
Iras
Long Term Care
Microsoft Access
Microsoft Excel
Microsoft Office
Microsoft Word
Mutual Funds
Outlook
Public Speaking
Relationship Building
Social Media
Structured Settlements
Financial Planning
Salesforce
Presentations
Languages:
English
Certifications:
General Lines - Life, Accident, Health and Hmo License (Gl-Lah)
Series 6
Series 63
Series 7
Series 66
Texas Department of Insurance
Financial Industry Regulatory Authority (Finra)
Series 6
Series 63
Series 7
Series 66
Texas Department of Insurance
Financial Industry Regulatory Authority (Finra)
![Sophia Baloch Photo 2 Sophia Baloch Photo 2](/img/not-found.png)
Sophia Baloch
View page![Sophia Baloch Photo 3 Sophia Baloch Photo 3](/img/not-found.png)
Sophia Baloch Houston, TX
View pageWork:
Bank of New York Mellon
Houston, TX
2010 to 2014
Senior Corporate Trust Analyst
Lockheed Martin Missiles and Fire Control
Lufkin, TX
2008 to 2010
Multi Functional Financial Analyst Associate
Sam's Club
Stafford, TX
2006 to 2008
Jewelry Sales Associate
Houston, TX
2010 to 2014
Senior Corporate Trust Analyst
Lockheed Martin Missiles and Fire Control
Lufkin, TX
2008 to 2010
Multi Functional Financial Analyst Associate
Sam's Club
Stafford, TX
2006 to 2008
Jewelry Sales Associate
Education:
C.T. Bauer College of Business, University of Houston
Houston, TX
2008
Bachelor of Business Administration in Finance
Houston, TX
2008
Bachelor of Business Administration in Finance
Skills:
Excel, Outlook, Word, Access, PowerPoint, PriceWaterhouseCoopers Asset Securitization AnalysisPro (ASAP), and SAP ERP