Sophia Santana

Operations Specialist

Sophia Santana plays a key role at Premier as our Operations Specialist, ensuring smooth and efficient processes that support our trading, investment activities, and client services. With a strong focus on operational excellence, Sophia’s contributions are integral to the seamless functioning of the company’s investment strategies and support for financial advisors and clients alike. In her position, Sophia collaborates closely with our advisory team to facilitate trade execution, manage portfolio data, and handle administrative functions that allow for smooth trading operations.

Education & Background

  • Bachelor of Arts, Romance Languages (Spanish and Italian), University of Oregon, 2020
  • Bachelor of Arts, International Studies, University of Oregon, 2020
  • Asset Manager, SN Servicing Corporation, 2021 – 2024
  • Operations Specialist, Premier Financial Group, 2024 – Present

Specialties

With a personal background in fine arts and an educational background in language, Sophia has uniquely honed her keen eye for detail, creative problem solving, and ability to think outside the box.