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BA, University of South Florida
Rachel Pham joined Foreside as a National Account Manager in October 2014. In this role, Rachel builds strategic partnerships with broker dealers to gain insight onto their platforms, key initiatives and research capabilities. Prior to joining Foreside, Rachel worked as a Relationship Manger with Raymond James Financial. While at Raymond James among other responsibilities, Rachel managed relationships with 120 mutual fund & annuity firms, was a key presenter on the Raymond James mutual fund platform and helped create, develop and implement their new tiered revenue sharing program.
BA, University of Massachusetts at Amherst; MBA, Boston University
Sonja Formato joined Foreside as a National Accounts Manager in November 2014. Prior to joining Foreside, Sonja worked as a Relationship Manager with Fidelity Investments. While at Fidelity, among other responsibilities, Sonja managed multiple strategic relationships with investment management firms, consulted on product, positioning & marketing strategies to increase distribution and led the build-out of Fidelity’s FundsNetwork Distributor Service Model. Sonja has 20+ years of experience in the financial industry with a passion for assisting clients in navigating the distribution landscape.
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