Monica Sosa

Monica Sosa has worked in the financial industry since 2010. In that time, they have held various roles at Morgan Stanley, Bank of America Merrill Lynch, and Dama Financial. From 2010 to 2012, they were a Financial Planning Associate at Morgan Stanley, where they supported UHNW and HNW wealth management groups in business development, streamlining business plans, portfolio allocation strategy, forecasting/risk analysis and trade execution. Monica also managed marketing, internal communications and client prospecting efforts. From 2012 to 2017, they were an AVP, Private Banker and AVP, Financial Advisor at Morgan Stanley. Monica presented and advanced creative cash flow solutions, advised in structuring client transactions to offer constructive alternatives where appropriate, and assessed liquidity opportunity in lending products. From 2017 to 2022, they were a VP, Wealth Management Liabilities at Bank of America Merrill Lynch, where they sourced liquidity and capital release opportunity and educated clients on the path to highest probability of credit and lending approval. Currently, they are an Account Relationship Manager at Dama Financial, where they make critical connections in developing, maintaining, and growing strong, profitable, and mutually beneficial relationships with clients. Monica also has a comprehensive knowledge of Dama Financial products and solutions, business practices, and capabilities. Monica serves as a client advocate, educator, and trusted advisor to resolve business obstacles and deliver quality solutions.

Monica Sosa obtained a Certificate from Morgan Stanley Financial Planning Associate in 2010. Monica is also currently attending Sonoma State University.