Sonya B. Dreizler

Speaker & Author @Sonya Dreizler

San Francisco, CA, US
MOBILE NUMBERS
+14•••••••01

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WORK HISTORY

Aug 2016 — Present

Speaker & Author @Sonya Dreizler

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San Francisco, CA, US

I am an author and speaker focused on fostering candid conversations about gender and race in financial services.I believe that financial services in the United States should be reflective of the population of the United States, from entry level to the board room, and all of my work advances that cause.

EDUCATION

2001 — 2001

Universidad de Chile

Study Abroad, Latin American Literature

1998 — 2002

UCLA

Bachelor's Degree, English, Spanish, Latin American Studies

2008 — 2008

San Francisco State University

Executive Certificate in Financial Planning (College of Extended Learning), Financial Planning and Services

SKILLS

Financial PlanningEditingSuccession PlanningSocially Responsible InvestingRetirement PlanningFinraVendor RelationshipsStrategic Financial PlanningInvestmentsAsset ManagementEvent PlanningPortfolio ManagementMicrosoft OfficePublic SpeakingBudgetsFinanceQuickbooksProject ManagementInvestment AdvisoryStrategic PlanningMicrosoft ExcelFinancial Advisory

ABOUT SONYA B. DREIZLER

Note for 2025: I am on semi-sabbatical and only taking on a limited number of engagements. If you’d like to collaborate, do feel free to reach out, but I may be slower than usual to respond as I am (hopefully!) not at my desk much.I am an author and speaker focused on fostering candid conversations about gender and race in financial services, and a communications consultant to values aligned financial companies.I believe that financial services in the United States should be reflective of the population of the United States, from entry level to the board room, and all of my work advances that cause. My professional experience spans a range of financial and investment roles, including as CEO of a Broker Dealer; as a consultant consulting to impact focused investment companies; and as co-founder of Choir, a diversity-tech platform that brought the expert voices of people of color, women, and non-binary, financial professionals to conference stages and media stories. It is a pleasure to combine my financial skills and extensive network, with my drive for gender and racial equity. I\'m also a subject matter expert in ESG - and have been since back when it was considered “niche.” Though I no longer work specifically in the ESG space, much of my writing on the topic remains relevant today.Outside of work, I enjoy gardening, hiking, making art of many varieties, and spending time with my wonderful family and community.

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