Sonia has over 25 years of experience in driving growth and scaling organizations. She has extensive experience in all facets of business across several segments within financial services: Banking, Insurance Brokerage, P&C, Wealth Management, Broker Dealer, RIA, TPA, FinTech, InsurTech, etc. She has led several financial services firms through transformation and growth journey leading to accelerated growth and improved margin.
Sonia has a track record of working with private equity and venture capital firms and has led several portfolio companies through successful exit and monetization events. She has extensive expertise in M&A, strategy planning, marketing, change management, and shared services. She is passionate about leveraging technology to create value for customers, advisors, and stakeholders.
She is an ultramarathon runner and likes to run longer-distance races in extreme, challenging conditions.