Sonny Alberto has extensive experience in client services and operational support within the financial sector. Currently serving as an Associate at Parallel Advisors, LLC since April 2016, Sonny previously worked as a Grants Specialist with Schwab Charitable through Randstad Professional Services from March 2014 to March 2016, where articulate communication and effective problem-solving were key responsibilities. Earlier roles include conducting tax status reviews for international clients at Charles Schwab & Co., Inc. from November 2012 to August 2013, and a variety of operational roles at Charles Schwab from May 1999 to June 2011, including Senior Operations Specialist in Client Reporting Services and various specialist positions focused on client communication and financial transactions. Sonny Alberto's education includes studies at Skyline College.
Sign up to view 0 direct reports
Get started
This person is not in any teams