Guideline
Sondra Perry has a Bachelor of Arts in International Relations from Boston University. With a career spanning various financial institutions, Sondra has held roles such as Senior Compliance Manager, Sr. Compliance Consultant, Compliance Officer, Manager of Signator Operations, Registered Principal, Email Communication Specialist, Suitability Analyst, Analyst, Business Analyst, and Customer Service Representative. Their experience includes working at companies like Guideline, Lincoln Financial Group, Santander Securities, Signator Investors Inc., MFS Investment Management, Commonwealth Financial Network, J.P. Morgan, and Fidelity Investments.
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Guideline
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Guideline is the easy, affordable way to invest in your financial future. Their retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.