Client Service Specialist
Part of the Sonora team since 2021
Meredith Casey joined Sonora in December 2021. She comes with over 20 years of experience in the financial services industry in various roles with a primary focus on client service. Most recently, she served as an executive assistant at Focal Point Wealth Management. In this role, Ms. Casey was the first point of contact for clients and would assist with all operational requests. Prior to relocating to Arizona, Ms. Casey worked in the Investor Services department for multiple fund administrators, Morgan Stanley Fund Services and SS&C GlobeOp, providing excellent service to both clients and their investors. Additionally, Ms. Casey served as an Investor Relations contact for Strategic Value Partners, a global distressed debt fund manager.
Ms. Casey graduated from the State University of New York – College at Cortland with a Bachelor of Arts degree in Economics. She currently resides in Scottsdale with her two daughters. In her free time, she enjoys spending time with friends, hiking and watching her girls play softball.