We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile

Sofia Yagudaeva
Two, English and Russian
Fashion, art, interior design...I love it all. What an amazing thing it is to be creative and have the ability to showcase expression through all of these different avenues.
When one door closes, another opens.
Everything you need will come to you at the right and perfect time.
I love to cook and spend time at the beach
About Sofia
- Objective: Sofia's goal is to partner with advisors to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and financial needs while acting as the central point of contact for both clients and internal teams.
- Snapshot: Sofia brings over 15 years of experience working in the Investment and Money Management industries. She brings a wide range of knowledge in the US/Global equity, fixed income, and foreign exchange markets.
Experience
- Sr. Trading Operations Associate, First Republic Securities Co & Private Wealth Management, San Francisco CA
- MO and Trade Support Analyst, MUFG Union Bank, San Francisco CA
- Investment Operations, Charles Schwab & Co, CSIM, San Francisco CA
- Plan Specialist and Trade Settlement – Reich & Tang Asset Management, New York NY
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Junior Sales Trader, Goldman Sachs: Spear Leeds & Kellogg Fixed Income, San Francisco CA
Education
- B.S. Business Admin: Marketing University of Phoenix, San Francisco, CA
