Lucia Sodsong Data Project Manager
“Passion provides purpose, but data drives decision.”
Lucia has always been fascinated by how small details combine to create something powerful. Whether it’s billing, analytics, or business strategy, she enjoys uncovering patterns and connecting the pieces to turn complexity into clarity. She believes every insight, no matter how small, can contribute to smarter decision-making for financial advisors and their clients.
As Data Project Manager, Lucia supports the Operations Team with various data sets important for regulatory compliance, the firm’s partnering financial advisors, and advisor’s end clients.
This role entails;
- Managing data transition projects
- Directing the collection, validation, and cleansing of various data sets
- Executing data mapping and migration across customer relationship management, custodial, and portfolio management systems
- Providing data support to financial advisors who partner with the firm
- Identifying gaps in data workflows, developing scalable solutions, and creating documentation for repeatable success
Lucia was born and raised in Thailand and moved to the United States to pursue her Master of Science in Business Analytics at the University of North Florida. Before graduate school, she gained professional experience in Thailand, working in business development, marketing, and sales roles across retail, education. She also studied in Melbourne, Australia, to further develop her English skills.