ANNETTE CALVERI SONNENBURG
Annette started her career with a nationwide securities broker dealer. She was licensed under Series 7 (Registered Representative), Series 24 (General Securities Principal), Series 53 (Municipal Securities Principal), Series 4 (Options Principal) and Series 27 (Financial and Operations Principal). She then went on to become the Chief Compliance Officer, Chief Financial Officer and Chief Operations Officer of a regional firm before returning to management at a national company.
After providing all accounting functions, analyzing securities cases, and consulting for clients of a local law firm, Annette decided to start her own business and provided business consulting, risk assessment, and accounting services for law firms, construction companies, investment advisors, broker dealers, and extended her services to an action sports company, two large night clubs, a movie production, and product sales.
Annette has also spent more than 15 years managing the trusts, private holding companies, insurance, legal matters, and personal finances for high net worth individuals.
She is most appreciated by her clients for her strong work ethic, attention to detail, thorough analysis of all needs of the business, and efficiency standards.