Charlie Sonalia

Client Service Specialist @Moran Wealth Management®

Naples, FL, US
MOBILE NUMBERS
+12•••••••55

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WORK HISTORY

Sep 2025 — Present

Client Service Specialist @Moran Wealth Management®

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Naples, FL, US

EDUCATION

N/A

Naples High School

High School Diploma

N/A

Florida Gulf Coast University Lutgert College of Business

Associate of Arts - AA, Finance, General

N/A

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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