Sonja Larimore Email & Phone Number
Chief Compliance Officer @ United Capital Financial Advisors, LLC
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Sonja Larimore Location
- La Mesa, CA, US
Sonja Larimore Work
- Chief Compliance Officer @ (November 2023 - Present)
- Certified Instructor @ (November 2005 - Present)
- Senior Compliance Manager @ (January 2022 - November 2023)
- Chief Compliance Officer @ (June 2020 - December 2021)
- Managing Director, Operations and Compliance @ (May 2018 - June 2020)
- Senior Vice President- Operations and Compliance @ (December 2014 - May 2018)
- Deputy Director- Operations and Compliance @ (July 2008 - December 2014)
- Office Assistant @ (July 2004 - July 2008)
Sonja Larimore Education
- Thomas Jefferson School of Law
Doctor of Law - JD
2016-2020 - San Diego State University
Bachelor of Arts (History)
2001-2005
Sonja Larimore Skills
- Cost Basis
- SEC compliance
- Finance
- Public Speaking
- SEC
- Team Building
- Asset Management
- Financial Risk
- Financial Services
- Project Management
- Fiduciary
- Ria Operations
- Securities
- Financial Services Back Office Support
- Internal Audit
Sonja Larimore Summary
- Sonja Larimore, based in La Mesa, CA, US, is currently a Chief Compliance Officer at United Capital Financial Advisors, LLC. Sonja Larimore brings experience from previous roles at Jazzercise, Inc., Creative Planning and Reilly Financial Advisors. Sonja Larimore holds a 2016 - 2020 Doctor of Law - JD @ Thomas Jefferson School of Law. With a robust skill set that includes Cost Basis, SEC compliance, Finance, Public Speaking, SEC and more. Sonja Larimore has 1 emails and 1 mobile phone numbers on RocketReach.
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Sonja Larimore
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