Sonja Pettit

Client Manager at Simplify Wealth LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Minneapolis, Minnesota, United States, US

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Credentials

  • Certified Public Accountant
    Minnesota Society of CPAs

Experience

  • Simplify Wealth LLC
    • Financial Services
    • 1 - 100 Employee
    • Client Manager
      • Jun 2022 - Present

  • Mahoney | CPAs and Advisors
    • United States
    • Accounting
    • 1 - 100 Employee
    • Associate Director
      • Jun 2020 - May 2022

  • Moller & Barrett LLP
    • Tax Manager
      • Sep 2015 - Mar 2020

  • Wipfli
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Manager
      • Dec 2009 - Sep 2015

    • Senior Accountant
      • Dec 2006 - Dec 2010

    • Staff Accountant
      • Nov 2003 - Dec 2006

Education

  • Gustavus Adolphus College
    BA, Accounting
    1999 - 2003

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