Sophie

Speciality:
Marketing Manager
Expertise:
Results Delivery, Strategy, Transformation
Experience:
15 Years
Email:
thomas.olsen@gmail.com
Phone:
507-452-1254
Dr. Sophie Zhong is a seasoned investment expert with over 10 years of experience in family office management, serving very high-net-worth individuals and families. Her expertise includes asset allocation, investment strategy development, risk management, and performance reporting. Sophie has extensive knowledge and experience in providing investment advice in primary market investments and alternative investments.
With a PhD in finance and a CFA certification, Sophie has a deep understanding of the financial industry and is committed to delivering exceptional results to clients. Throughout her career, she has demonstrated a strong track record of successfully managing complex investment portfolios and delivering consistent returns for her clients.

Expertise & Skills

FINANCIAL SERVICES
87%
business SERVICES
70%
digital strategy
65%

Education

As chairman of BrainBizz, Thomas is one of the leaders in today’s international strategy consulting industry and is widely recognized for him expertise in the implementation of change within the corporation.

Thomas joined BrainBizz in 1977, after graduating from Harvard Business School. He earned her MBA with high distinction, was a Baker scholar, won the Brown prize as the most outstanding marketing student in her class

Career Management

Thomas has contributed to a number of leading management and business journals, such as the Harvard Business Review and The Wall Street Journal, as well as given speeches at leadership conferences around the world. An active leader not only in the business world, but in the community as a whole, Thomas’s accomplishments are numerous. In 2007, he was presented with the Lifetime Achievement Award from “Consulting” magazine and was honored at the magazine’s awards dinner for women leaders in consulting.

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