Monica Sosa

Relationship Manager /FinTech at Dama Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Austin, Texas, United States, US

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Credentials

  • Series 7, 63, 65
    FINRA

Experience

  • Dama Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager /FinTech
      • Jun 2022 - Present

      -Portfolio manager for SMB key client relationships, driving client loyalty, adoption, and implementation of Dama Financial offerings and solutions -Collaborate with internal teams to develop and manage business and sales strategy, reflecting a deep understanding of clients business needs and outcomes. -Portfolio manager for SMB key client relationships, driving client loyalty, adoption, and implementation of Dama Financial offerings and solutions -Collaborate with internal teams to develop and manage business and sales strategy, reflecting a deep understanding of clients business needs and outcomes.

  • Bank of America Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP, Wealth Mgmt Liabilities Specialist
      • Jan 2017 - Feb 2021

      -Accelerated development in the credit management space, managed end-to-end service delivery and product education, ensuring all compliance and contractual commitments were met. -Orchestrated client service associates to source capital release opportunities and educate clients on approval processes. -Accelerated development in the credit management space, managed end-to-end service delivery and product education, ensuring all compliance and contractual commitments were met. -Orchestrated client service associates to source capital release opportunities and educate clients on approval processes.

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • AVP, Private Banker
      • Nov 2015 - Nov 2017

      -Drove regional growth and adoption of the Morgan Stanley Private Bank digital product, technology and financial services.-Presented creative cash flow solutions, advised in structuring client transactions to offer constructive alternatives where appropriate.

    • AVP, Financial Advisor
      • Apr 2010 - Nov 2015

      - New client acquisition, establishing rooted client relationships by centering target market efforts and eliminating client transition barriers.-Provided expertise in financial planning, portfolio management, retirement planning, insurance, and risk management.

    • Financial Planning Associate
      • Apr 2010 - Dec 2010

      -Supported UHNW and HNW wealth management groups in business development, prospecting, client communication, product education and trade execution.-Established cohesive communications within the firm including legal and client service teams to ensure seamless execution of business requests.

Education

  • Central Texas College
    Communication
  • Sonoma State University
  • Texas A&M University
    Business Administration, Management

Community

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