Charlie Sonalia
Client Service Specialist @Moran Wealth Management®
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WORK HISTORY
Client Service Specialist @Moran Wealth Management®
Naples, FL, US
EDUCATION
Naples High School
High School Diploma
Florida Gulf Coast University Lutgert College of Business
Associate of Arts - AA, Finance, General
Florida State University
Bachelor's degree, Finance, General
ABOUT CHARLIE SONALIA
I possess a diverse professional background, with experience in meat cutting, retail, and sales. Over the years, I\'ve gained key skills such as multitasking, leadership, communication, and sales expertise. My time at Florida State University has been key in my growth, refining my abilities in time management, networking, and data analysis. While working part-time during college, I remained a member of our security society club. Continuously expanding my financial knowledge, I contribute to innovative investment strategies while also prioritizing work-life balance. My goal is to pursue a career in financial analysis and advisory roles, leveraging my finance degree and analytical skills. With my dedication to improvement and commitment to excellence, I am well-prepared for success in this field.
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