Zaineb Sohail

Investment Analyst at Kaizen Financial Strategies, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Redwood City, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
  • Urdu Native or bilingual proficiency

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Bio

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Credentials

  • Series 65
    FINRA
    Dec, 2021
    - Nov, 2024

Experience

  • Kaizen Financial Strategies, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst
      • Jan 2022 - Present

    • Investment Analyst Associate
      • Feb 2020 - Present

      Investment and portfolio analyst with a heavy focus on derivatives.

  • Presidio Partners
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Summer VC Associate
      • May 2017 - Sep 2017

      Intensive Blockchain and Artificial Intelligence research internship culminating in a presentation of findings and possible investment opportunities to General Partners Attended several venture conferences and startup incubators as well as sat in on investor meetings and pitches to the firm Met with 100+ companies in the private sector and gained the experience to evaluate entrepreneurial teams and metrics for possible success Intensive Blockchain and Artificial Intelligence research internship culminating in a presentation of findings and possible investment opportunities to General Partners Attended several venture conferences and startup incubators as well as sat in on investor meetings and pitches to the firm Met with 100+ companies in the private sector and gained the experience to evaluate entrepreneurial teams and metrics for possible success

  • Altair Capital
    • United States
    • Information Technology & Services
    • Summer Associate, Options Writing and Risk Analysis
      • May 2016 - Sep 2017

      Gained experience in trading of derivatives and securities based on both fundamental and technical analysis of sectors and markets Extensive knowledge of options strategies and their risk/reward payoffs Experience with option greeks Gained experience in trading of derivatives and securities based on both fundamental and technical analysis of sectors and markets Extensive knowledge of options strategies and their risk/reward payoffs Experience with option greeks

Education

  • Pitzer College
    Bachelor's degree, Economics
    2015 - 2019
  • Pitzer College
    Minor, Spanish
    2015 - 2019

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