Ms. Zonsius joined City National Rochdale in 2018. In her role, Ms. Zonsius provides support to the Senior Investment Consultants in the Delaware, Pennsylvania, New Jersey, Washington DC, Kentucky, Maryland, West Virginia, and Northern Virginia in the Mid-Atlantic region. As Business Development Specialist, she is responsible for cultivating relationships with financial advisors, CPAs, attorneys, and their clients.
Before advancing to her current role, Ms. Zonsius was a member of the Platform Support team where she worked with the Portfolio Management teams and our Platform partners on the account lifecycle. Prior to joining City National Rochdale, Ms. Zonsius was a Private Client Associate at Alliance Bernstein where she earned her Series 7 license. In this role, Ms. Zonsius created comprehensive financial plans to provide clients with investment strategies, portfolio allocations, and tax information centered around their individual goals.
Ms. Zonsius earned her B.S. in Finance & Economics from The University of Tampa. Ms. Zonsius enjoys spending her time with family & friends, horseback riding, WWII history, learning to play golf and most recently has taken up Latin ballroom dancing.
* City National Rochdale and it associates are not registered or affiliated with Founders Financial Securities.