Sonja works with Kelly Brothers assisting with client service, account administration, and portfolio reporting. In addition to her core responsibilities, Sonja assists with marketing activities and event planning for the firm and Kelly. Prior to joining GBB in 2017, Sonja worked with Franklin Templeton’s Transfer Agency, and brings twenty-two years of financial industry experience to GBB.
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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.