Great Gray Trust Company
Sonja (Soni) Rae Wall is a seasoned compliance and marketing professional with extensive experience in the financial services industry. Currently serving as a Sr. Marketing & Compliance Consultant at Great Gray Trust Company, Wall previously worked as a Compliance Specialist at Private Advisor Group and held the role of Chief Compliance Officer at The Wealth Consulting Group, overseeing compliance for a significant number of advisors and branch offices. Wall's background includes expertise in regulatory compliance, trading supervision, policy development, and thorough knowledge of federal and state regulations. With a Bachelor of Science in Business Marketing from Arizona State University, Wall has cultivated a strong foundation in both compliance and trading throughout a diverse career spanning multiple positions, including institutional sales and client services, while also managing significant personal responsibilities as a homemaker.
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Great Gray Trust Company
Great Gray is a leader in the collective investment trust (CIT) market with over $143 billion in collective investment fund assets, across funds managed by 70+ sub-advisors and maintains trading agreements with 40 trading platforms that access 200+ recordkeepers as of 9/30/23. We offer CITs across platforms representing most investment style categories including target-date and hard-asset funds. CITs are listed on NASDAQ and are valued daily; in fact, our President & CEO, Rob Barnett, was the first to enhance CIT transparency by listing 625+ searchable tickers through the Nasdaq Fund Network (NFN). Our legacy originated with Great Gray's predecessor (Wilmington Trust), a venerable institution steeped in fiduciary heritage. This foundation enabled us to be laser-focused on the future of CITs, while delivering industry-leading solutions and service as Great Gray. Innovation drives us. While fiduciary strength and expertise is in our DNA, it is our technological strength and innovative thinking that differentiates us from the rest. We take pride in being pioneers in the industry showcasing first-of-its-kind technological advances, such as boardingpass™, an innovative solution for streamlining CIT onboarding. Great Gray is focused on taking a modernized and fresh approach to developing innovative solutions for our clients that drive results. In fact, the great gray owl itself was meticulously selected to align with our organization — resilient, powerful, stable, decisive, a bit enigmatic, and a stronghold in the wild.