Soren Llanes

Soren Llanes, CFP®, has extensive experience in the financial industry. They started their career as an Investment Associate at UBS Wealth Management in 2006 and later became a Manager in Brokerage Operations. In 2010, they joined Morgan Stanley Wealth Management as a Complex Risk Officer. From 2010 to 2015, Soren worked at Wells Fargo Advisors, initially as an Assistant Vice President and then as a First Vice President, overseeing the supervision, controls administration, and risk management for the Seattle Market territory. They achieved notable accomplishments, including implementing a culture of compliance and reducing discretionary spending. In 2015, Soren joined Capital One as a Senior Manager in Compliance Advisory. They then moved to Amazon in 2017, where they served as a Senior Manager in Enterprise Risk Management and Compliance until 2021. Most recently, Soren worked at Stripe as the Banking and Financial Services Product Compliance Lead. They are currently serving at Albert as the Director of Financial Crime Compliance and BSA Officer.

Soren Llanes, CFP®, holds a Bachelor of Arts degree in Economics from California State University - East Bay, which was completed in 2005. In 2015, they pursued Foundations of Database Management at the University of Washington. Two years later, in 2017, they obtained a Certificate in Risk Management from the same institution. Additionally, Soren Llanes is a CERTIFIED FINANCIAL PLANNER™ Professional, certified by the CFP Board. The specific month and year of obtaining this certification are not mentioned.