Sonia first worked for Citizens Bank from 2011 to 2016 and re-joined Citizens Private Wealth in 2020. She works closely with our high-net worth clients with a focus on financial planning, retirement, tax planning and investments. Before re-joining Clarfeld earlier this year Sonia worked for TIAA-CREF for 3 years and has 8 years of industry experience.
Sonia volunteers with Little League Baseball, a Softball Travel League, and the Lions Club. She enjoys participating in Spartan Races and outdoor sports. Sonia also likes cooking, reading and learning new foreign languages and currently resides in Millbury, Massachusetts.