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Sonja Strzoda, CFP®

Sonja Strzoda, CFP®

Board Member

Sonja Strzoda is an active board member and inspirational investment management executive who has consistently advanced financial service organizations. Sonja brings broad proficiency in capital markets as well as in the marketing and distribution of both traditional and alternative investments. She possesses strong strategic growth expertise, and has worked across market channels including institutional investors, intermediaries and retail organizations with large global networks.

Sonja currently serves as Vice Chair of NuVision Federal Credit Union, one of the top 25 largest credit unions in California. She has served on seven boards of directors, including private, financial cooperative and non-profit organizations and has extensive committee experience including Audit Chair. She is an angel investor and on the advisory board of Knomee Inc., and is also an expert advisor for the asset management and financial services industries. Sonja is also a mentor at Chapman University’s Leatherby Center for Entrepreneurship and Business Ethics.

During her operating career, Sonja was a Director with ColumbiaThreadneedle Investments, a global asset management firm, and a subsidiary of Ameriprise Financial (AMP). She was hand-selected by senior management to facilitate the re-engineering of the global consultant relations effort to broaden product recognition, capture market opportunities and deepen key associations. Before this, Sonja was a Senior Vice President, Consultant Relations for Putnam Investments, a global asset management firm. She served as part of the global consulting relations team co-heading the North American business where she re-established the Putnam brand in the institutional marketplace. Previously, Sonja was Vice President, Consultant Relations and Sales at Robeco Investment Management, a multi-product international asset manager. Earlier, Sonja was Principal, Director of Client Services at Bradford & Marzec, Inc., a privately held institutional fixed income manager where she established the client service function and architected its infrastructure. In Sonja’s early career, she was a Marketing Associate for Pacific Investment Management Company (PIMCO) and an Account Executive for Dean Witter Reynolds (Morgan Stanley Investment Management).

Sonja received her MBA with an emphasis in finance from California State University, Long Beach, where she was the first woman portfolio manager to be invited to participate on the University’s Student Managed Investment Fund. She earned her BS with a major in economics from University of California, Irvine. Sonja held FINRA Series 7 and 63 licenses, is a CERTIFIED FINANCIAL PLANNER® professional and holds a Professional Director Certification with the American College of Corporate Directors.

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