Sonya Nolan
- Role
- SVP, High Net Worth Solutions at Osaic
- Location
- San Clemente, CA, US
- LinkedIn followers
- 500 followers
About Sonya Nolan
Private Wealth Management professional with 19 years of experience in the independent…
Experience
SVP, High Net Worth Solutions
Sep 2023 — Present
Skills
- Securities
- Strategic Financial Planning
- Cross-Functional Partnerships
- Valuation
- Due Diligence
- Compliance
- Financial Planning
- Asset Management
- Equities
- Crm
- Investments
- Asset Allocation
- Asset Managment
- Trading
- Microsoft Office
- Risk Management
- Project Management
- Fixed Income
- Financial Modeling
- Leadership
- Financial Analysis
- Series 7
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