Director of New Business
Sonia’s primary responsibility is to act as a liaison between Union Retirement Solutions and the investment companies in which our clients’ assets are invested. In this role, she assists in the production and tracking of many types of client paperwork including opening new accounts, transferring money between accounts and processing withdrawals. Sonia acts as problem-solver and problem-preventer, making our clients’ lives easier. She has 15 years of professional experience in a support role for CEO’s, vice-presidents and office managers. She is married and has two sons.