Sonja R.

Vp, Portfolio Analyst at Advisors Asset Management

Sonja R. has extensive work experience in the financial industry. Sonja started their career in 2000 with Strong Capital Management, where they worked as an Investment Accountant and later as a Portfolio Manager Support/Fixed Income Settlements. Sonja also participated in the Strong Start Program. In 2005, Sonja joined Wells Capital Management as a Research Analyst. Sonja then moved on to Black Diamond Capital Management, where they worked as a Sr. Hedge Fund Accountant from 2007 to 2008. Sonja joined DRW Trading Group in 2009, initially working as an Operations Analyst and later as an ETF Fixed Income Specialist. Currently, they hold the position of VP, Portfolio Analyst at Advisors Asset Management, Inc. Prior to this, they held positions as VP, Financial Analysis and Senior Operations Specialist within the same company.

Sonja R. earned a Bachelor of Science (BS) degree in Accounting from the University of Nebraska-Lincoln, where they attended from 1996 to 2000. Sonja then went on to obtain a Master of Business Administration (MBA) degree in Finance from Marquette University, attending from 2002 to 2005. In addition to their degrees, Sonja holds certifications in Series 7, 66, and 24 from FINRA (Financial Industry Regulatory Authority).

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Previous companies

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Timeline

  • Vp, Portfolio Analyst

    October, 2018 - present

  • Vp, Financial Analysis

    November, 2016

  • Senior Operations Specialist

    January, 2015

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