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Zaineb Shoal

Zaineb Sohail works as an Investment Analyst at Kaizen Financial Strategies. She is responsible for supporting the team's investment decisions with diligent market research and fundamental/technical analysis of specific securities. She provides portfolio recommendations and allocation proposals regarding each client's unique risk tolerance and financial goal timelines. As a Series 65 license holder, she also assists in trading, rebalancing, and tax loss harvesting execution. Zaineb is a valuable team resource in implementing various options strategies for client portfolios, and it is a personal passion for her as well. She joined KFS in February 2020 as an Investment Analyst Associate. 

 

Zaineb graduated from Pitzer College in 2019 with a B.A. in Economics and minor in Spanish. While at Pitzer, Zaineb was the President of the Student Investment Club for two consecutive years. She enjoys reading, traveling, trying new cuisines, and listening to music.

ZAINEB SOHAIL

INVESTMENT ANALYST

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