Step inside SWA in our new limited video series- Get To Know Sonoma Wealth. Short chats with the people who make our company go. As Chief Operating Officer of Sonoma Wealth, Jackie Egidio MBA knows what it takes to make us go. In the latest installment in our series, Jackie shares the "greenlight" that led her to the firm, what she loves about working with the team and what makes Sonoma such a unique place.
Key Takeaways:
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Jackie Egidio, MBA, has served as Chief Operating Officer of Sonoma Wealth Advisors since the firm's founding in October 2019.
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Before joining the firm, she spent over 20 years in finance and accounting roles for family-owned wineries and vineyards across Sonoma.
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A California native who grew up on the Central Coast, Jackie moved to Sonoma in 2002 and earned her MBA from John F. Kennedy University in 2009.
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This post is part of Get To Know Sonoma Wealth, a limited video series featuring short conversations with the people behind the firm.
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