Sonya Reeve, Solutions Architect at Red Oak Compliance

Sonya Reeve

Solutions Architect at Red Oak Compliance | United States

Profile last verified July 2026
Financial Services Verified Profile United States
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Personal Email

***@gmail.com

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Sonya Reeve Socials
Sonya Reeve Work Experience

Solutions Architect at Red Oak Compliance in September 2024 - Present

Director, Client Success at Red Oak Compliance in September 2022 - September 2024

Director, Account Management: Risk at SAI360 in February 2022 - September 2022

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AVP, Business Development at Orion Advisor Solutions in October 2021 - February 2022

Senior Sales Executive at BasisCode Compliance in January 2020 - February 2022

Regional Sales Manager at RIA in a Box in December 2018 - January 2020

Senior Business Development Manager at National Society of Compliance Professionals in January 2017 - November 2018

Sr. Business Development Manager at NRS - National Regulatory Services in January 2014 - December 2016

Business Development Manager at NRS - National Regulatory Services in January 2012 - January 2014

National Account Manager at NRS - National Regulatory Services in January 2009 - January 2012

Account Manager at NRS - National Regulatory Services in January 2007 - January 2009

Sonya Reeve Skills
Solution Selling Financial Services Risk Management Relationship Management SaaS Sales Presentations Account Management Mutual Funds Salesforce.com Securities CRM Business Development Sales Management New Business Development Customer Relationship Management (CRM) Leadership Investments Strategic Partnerships
About Sonya Reeve’s Current Company
Red Oak Compliance

Red Oak’s Compliance Connectivity Platform unifies content creation, review, distribution, and supervision into a single, compliance-grade system built specifically for financial services. Powered by transparent, auditable AI, Red Oak streamlines marketing review workflows, reduces friction between compliance and marketing teams, and enables faster, compliant growth. Once approved, content flows seamlessly through 4U for compliant distribution, engagement, and analytics—giving firms end-to-end visibility and control. Built by compliance experts and delivered with white-glove implementation and support, Red Oak helps firms stay audit-ready while moving faster with confidence. Red Oak also offers modular solutions to further automate compliance operations, including attestations, forms review, gifts and non-cash compensation, regulatory inquiries, AML and fraud case management, and RFP review.

Discover more about Red Oak Compliance
Sonya Reeve’s Colleagues
Denise Wypiszenski

Denise Wypiszenski

Greater Milwaukee

FinTech Entrepreneur, Founder, Board Member, Networker

Board Member at Red Oak
(April 2025 – Present)

Cathy Vasilev

Cathy Vasilev

Cedar Park, Texas, United States

Chief Customer Officer / Founder

Chief Customer Officer / Founder at Red Oak
(August 2024 – Present)

Jenny Woys

Jenny Woys

Austin, Texas, United States

VP of Client Success at Monetate

Vice President of Client Success at Monetate
(June 2024 – Present)

Lance Huntley

Lance Huntley

Austin, Texas Metropolitan Area

Vice President at Red Oak Compliance Solutions

Vice President at Red Oak Compliance Solutions
(March 2020 – Present)

Anita Heisl

Anita Heisl

Milwaukee, Wisconsin, United States

Wealth management strategist. Advocating for and engaging with financial advisors. Building great things for wealth managers.

Chief Engagement Officer at 4U Platform LLC
(March 2023 – Present)

CR

Carmela Ravi

New York, New York, United States

Fractional and Sales Consulting for startups and SMBs for faster. smarter, cost effective growth. Bespoke to You | With a Human Touch |

Fractional and Consultant Sales Professional at Cornerstone Sales Consulting, LLC
(February 2025 – Present)

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Frequently asked questions about Sonya Reeve

What is Sonya Reeve email address?

Email Sonya Reeve at [email protected] and [email protected]. This email is the most updated Sonya Reeve's email found in 2026.

How to contact Sonya Reeve?

To contact Sonya Reeve send an email to [email protected] or [email protected].

What company does Sonya Reeve work for?

Sonya Reeve works for Red Oak Compliance.

What is Sonya Reeve's role at Red Oak Compliance?

Sonya Reeve is Solutions Architect

What industry does Sonya Reeve work in?

Sonya Reeve works in the Financial Services industry.

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