Sonia Sandoval work email
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Sonia Sandoval personal email
I am an experienced and growth oriented financial service professional with a diverse background ranging from institutional investments to asset management. My expertise is in client servicing and consultative sales with a background in investments, banking, and credit. I have been successful at establishing productive relationships that directly advance organizational goals through strong consultative, interpersonal, and analytical skills. I'm an intuitive leader with attention to detail and track record of complex deliverables enterprise-wide. Specialties:Client servicing Relationship buildingBusiness developmentCredit trainedGeneral Securities Representative (Series 7),Uniform Securities and State Law (Series 63)
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Vp, Institutional Business Development-Latin AmericaNuveen, A Tiaa Company Jul 2022 - PresentNew York, Ny, Us -
Associate Vice PresidentNuveen, A Tiaa Company May 2016 - Jul 2022New York, Ny, Us• Leads the internal sales and client servicing efforts of the global retail business - Americas region• Partners with Regional Sales Managers to develop consultative relationships with financial advisor and intermediary clients.• Serve as primary contact and liaison to RFP Teams and internal partners for inquiries into offshore funds as well as institutional separately managed accounts
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Associate Relationship Manager, InvestmentsNorthern Trust Asset Management Dec 2011 - May 2016Chicago, Illinois , Us• Served Institutional Clients by providing in depth information about Asset Management products and services, maintain and grow client base.• Coordinated with clients and internal partners, formulate plans, and implement investment solutions. This included working with the client and Legal Teams to review contracts, work with the client’s custodian to on-board new investments, identify reporting needs, and work with the Transition Management Team to move assets.• Responded to Consultant and Auditor inquires• Managed and mitigated risk on a daily basis -
Senior Personal BankerNorthern Trust 2010 - 2011Chicago, Illinois, Us• Provided banking, credit, and investment services for clients• Resolved client inquires and provided solutions• Served as liaison between the Banking Service Center and East Coast region partners including managing directors, senior credit officers,and bankers• Cultivated and developed relationships -
Private Banker / Mortgage Loan OfficerNorthern Trust 2005 - 2009Chicago, Illinois, Us• New business development, management and service of a portfolio of clients with a net worth ranging from $1 million to $35 million.• Qualified prospects using personal and business financial statement analysis; structured customized, residential, and commercial lending, banking, and investment solutions; proposed suitable and creative ideas to solve client’s issues and executed on recommendation.• Analyzed personal and business financials for review by credit committee• Negotiated pricing and loan structure with prospects, clients, managers, underwriters, and credit authorities• Cross-marketed trust, investment management, estate planning, and financial planning services• Established strategic alliances with attorneys, accountants, realtors, developers, brokers, business owners, and internal partners that resulted in new business
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Client Financial AnalystCitibank 2003 - 2005New York, New York, Us• Effectively uncovered client's needs using consultative sales and using Citipro, a financial needs analysis tool• Excelled in presenting and explaining the benefits of banking, credit, insurance, and investment services to diverse audiences. Clients ranged form the underserved, billingual employees, and management of corporations and community service agencies. Clients included Fitch Ratings, Northwestern Memorial Hospital, University Club of Chicago, Palmer House Hilton and The Chicago Realtors Association, CEDA, and the Urban League of Chicago• Identified and referred investment, mortgage, commercial market, and insurance business to appropriate channels• Engaged team members in implementing key bank initiatives and sales campaigns -
Investment BankerCabrera Capital Markets, Llc 2001 - 2003Chicago, Illinois, Us• Assisted in the start-up of the first Latino owned investment banking firm in Chicago. Facilitated their expansion into the fixed income market• Managed the municipal bond underwriting process, writing RFP’s for new business, pricing new bond issues, and selling new issue bonds to investors resulting in funding for bond issuers and compensation for the firm. -
Debt & Equity Trader AssistantAmerivet Securites / Salomon Grey Financial 1999 - 2001• Serviced clients, handled inquires, and provided information on various types of investment vehicles.• Maintained a database for trading operations including handling individual client inquiries, trading positions, and the verification and updating of account information• Developed industry spread sheet reports for fundamental and technical analysis to measure investment performance• Designed portfolio presentations for retail and institutional accounts
Sonia Sandoval Skills
Sonia Sandoval Education Details
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Depaul UniversityFinance
Frequently Asked Questions about Sonia Sandoval
What company does Sonia Sandoval work for?
Sonia Sandoval works for Nuveen, A Tiaa Company
What is Sonia Sandoval's role at the current company?
Sonia Sandoval's current role is Vice President at Nuveen.
What is Sonia Sandoval's email address?
Sonia Sandoval's email address is so****@****ink.net
What schools did Sonia Sandoval attend?
Sonia Sandoval attended Depaul University.
What are some of Sonia Sandoval's interests?
Sonia Sandoval has interest in Music, Helping Others Achieve Their Goals, Spending Time With Family And Friends, Dance.
What skills is Sonia Sandoval known for?
Sonia Sandoval has skills like Investments, Financial Analysis, Asset Management, Securities, Equities, Fixed Income, Banking, Financial Services, Portfolio Management, Series 7, Series 66, Finance.
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