Jul 26, 2023
Sonya Dreizler is the Co-Founder of the financial services diversity tech platform, “Choir,” as well as a speaker and author focused on fostering candid conversations about gender and race in financial services. She seeks to amplify the voices of women and people of color in finance.
Sonya is a sought-after speaker for national financial services conferences, writes for Morningstar, and is the author of the acclaimed “Do Better Series” about sexual harassment, assault, and discrimination in financial services.
She is a former financial services CEO with two decades of industry experience. She is a respected leader, practical thinker, and consensus-builder with excellent communication skills.
Sonya previously spent 13 years at Protected Investors of America, a boutique Broker Dealer and SEC registered Investment Adviser. She started at the firm as an executive assistant and took on increasing roles in the firm, eventually rising to COO, and then CEO.
Sonya is a member of the Racial Justice Investment Coalition and sits on advisory boards for several industry events, initiatives, and companies. Listen in for some great takeaways about the impact Sonya and Choir are making on the financial services profession.
You will want to hear this episode if you are interested in...
- Learn more about Sonya Dreizler and her career [3:37]
- What is CHOIR? What are their objectives? [8:13]
- What caused Sonya to break away from the corporate mold [11:55]
- Why the “Do Better” series was created [17:21]
- Why having these conversations is critical [21:05]
- How can you become an ally? [24:15]
- Sonya’s hope for the future of the profession [30:52]
- What Sonya did today that brought her joy [32:20]
Resources & People Mentioned
Connect with Sonya Dreizler
Connect With Mitlin Financial
- podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests
- If you would like to learn more schedule a call: https://mitlin.us/FitCall
- https://mitlinfinancial.com
- Follow on Twitter
- Follow on Instagram
- Subscribe on Youtube
- Follow on Linkedin
- Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Subscribe to Mitlin Money Mindset® on
Apple Podcasts, Spotify, Google Podcasts