Sophia C. Sose
Client Service Specialist
Sophia joined Clifford Swan in 2021 with 15 years of experience in the financial services industry. As a client service specialist, Sophia works closely with our planned giving clients and is responsible for administrative elements of the firm’s turnkey planned giving services.
Prior to Clifford Swan, Sophia served as an ACH and funding specialist at a national third-party automated clearing house processing company. She began her career in the financial industry at JPMorgan Chase in 2006 as a banking operations coordinator.
“I receive personal satisfaction from knowing our clients receive personalized, responsive service and that they experience the highest form of professionalism."