Sonia Del Valle
DIRECTOR OF CLIENT OPERATIONS
Sonia manages client operations and is responsible for:
- Proper opening of new accounts
- Ensuring accounts are funded and maintained
- Processing financial movement of checks and transfers
For more than a decade, Sonia has been entrusted to manage client operations at Freedman Financial. Her years of monitoring client accounts in various capacities throughout the industry, makes her a strong client ally. A life-long North Shore resident, Sonia, her husband and daughter enjoy family, friends, Boston Celtics and Patriots. And all the while, encouraging her daughter’s continued success at Tae Kwon Do.