Sofie Fisher

Sofie Fisher Email and Phone Number

Private Wealth Management Intern @ William Blair
Arlington, VA, US
Sofie Fisher's Location
Arlington, Virginia, United States, United States
About Sofie Fisher

I am currently enrolled as a senior at Santa Clara University in the Leavey School of Business and am expected to graduate in 2025. I am pursuing a major in Management with a minor in Political Science. Presently, as part of the Leavey School of Business Fellowship Program, I work at Catholic Charities of Santa Clara County, Refugee Foster Care as a marketing and outreach intern. As I explore my academic and professional journey, I am excited about the possibilities that lie ahead and am open to collaborations, mentorship, and new opportunities.

Sofie Fisher's Current Company Details
William Blair

William Blair

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Private Wealth Management Intern
Arlington, VA, US
Sofie Fisher Work Experience Details
  • William Blair
    Private Wealth Management Intern
    William Blair
    Arlington, Va, Us
  • Possible
    Tech Accelerator Fellow
    Possible Jan 2025 - Present
    One of fifty students selected to participate in a cross-collaborative (Santa Clara and Seattle University Career) Accelerator Program powered by Possible, a career development program for the tech industry. Possible invites industry professionals specializing in Product Management, Marketing, Sales, Engineering, Data Analytics, HR, and Operations through seminar-focused collaboration and networking.
  • Catholic Charities Of Santa Clara County
    Marketing And Outreach Intern
    Catholic Charities Of Santa Clara County Oct 2024 - Present
    San Jose, California, United States
    - Conducted comprehensive research on religious organizations throughout the Bay Area, effectively gathering and analyzing data to enhance outreach efforts for the Catholic Charities Refugee Foster Care Program.- Crafted and tailored communication strategies to engage with diverse organizations, successfully initiating contact and raising awareness about foster care opportunities.- Collaborated with the Marketing and Communications team to develop and execute targeted social media campaigns across platforms (Facebook, Instagram, LinkedIn, Twitter, YouTube), driving community engagement and increasing program visibility.- Designed and delivered engaging presentations for community events and developed content for a monthly e-newsletter, fostering partnerships and enhancing recruitment initiatives through strategic outreach to schools and local organizations.
  • Robert Jensen Dau Foundation
    Junior Board Member
    Robert Jensen Dau Foundation May 2020 - Present
    - Draft Minutes of all Board meetings annually and submitted them for Board approval.- Direct grantmaking initiatives through an annual giving budget of $140,000 by assessing and evaluating strategic grants proposals in fields of education, arts, environment, and written word.
  • Bmw Of North America, Llc
    Financial Administration Intern
    Bmw Of North America, Llc Apr 2024 - Sep 2024
    Mountain View, California, United States
    - Controlled office finances and operations by orchestrating purchase requisitions, issuing purchase orders, coordinating deliveries, and managing month-end billing reports.- Spearheaded a comprehensive research project on 20+ Silicon Valley competitors, delivering strategic insight and detailed analysis with integrated visual aids for presentation to the VP and team. - Streamlined the effective transition of 15 employees through onboarding and offboarding.- Led the purchase of a five-figure acquisition on behalf of the BMW Technology Office from initiation to completion.
  • Santa Clara University Leavey School Of Business
    Leavey School Of Business Peer Advisor
    Santa Clara University Leavey School Of Business May 2021 - May 2024
    - Mentored 50+ first-year students in the Leavey School of Business, advising them on course selection and academic planning.- Steered the academic and professional development of mentees by providing them with strategic advice and tailored resources to ensure a personalized and impactful mentorship experience.- Represented the Leavey School of Business as a student ambassador by advocating for the university’s programs and values during private and public events.
  • Santa Clara University Leavey School Of Business
    Teacher'S Assistant For Business Law (Busn 85) At Santa Clara University
    Santa Clara University Leavey School Of Business Apr 2023 - Sep 2023
    - Crafted 10-15 detailed case briefs every three weeks, synthesizing complex legal principles and precedents to support the professor’s lectures and course discussions throughout the academic quarter. - Enhanced the final exam’s rigor by crafting 5-10 challenging hypothetical questions aimed at assessing students’ understanding of course material.- Provided individualized student support by offering tailored guidance and academic counseling to individual students from two class sections, each comprising 20-25 students, addressing their questions, clarifying difficult concepts, and helping them improve their comprehension and performance in the course,
  • Pizza My Heart
    Counter Staff
    Pizza My Heart Sep 2023 - Feb 2024
    Santa Clara, California, United States
    - Efficiently balanced academic commitments with work responsibilities, demonstrating a strong work ethic and commitment to excellence- Communicated effectively with kitchen and delivery staff to streamline order fulfillment- Excelled in a fast-paced environment, handling multiple tasks simultaneously while maintaining a focus on customer satisfaction
  • Scu Ciocca Center
    Santa Clara University’S Bronco Entrepreneur Advisory Clinic Hours - Beach
    Scu Ciocca Center Sep 2023 - Nov 2023
    - Appointed as a client relationship manager to maintain weekly contact with clients by addressing legal and business inquiries to ensure ongoing engagement between the advisory board and clients.- Collaborated within a cross-functional business and legal team to provide comprehensive advice and counsel to two assigned clients, culminating in the delivery of a final presentation that outlined key findings, recommendations, and actionable strategies for start-ups and small businesses.
  • Timothy Elder Dds Private Dentistry Practice
    Assistant Office Manager
    Timothy Elder Dds Private Dentistry Practice Jun 2022 - Aug 2022
    Washington, District Of Columbia, United States
    - Reviewed, organized, and submitted 100+ insurance claims and billing statements- Performed administrative duties; Controlled scheduling for 18 patients daily; Preformed additional administrative work as necessary- Created and utilized a template to establish 150 online patient files
  • Washington Golf And Country Club
    Tennis Instructor
    Washington Golf And Country Club Jun 2021 - Jul 2021
    Arlington, Virginia, United States
  • N/A
    Writing Tutor
    N/A Jun 2020 - Jul 2020
    Arlington, Virginia, United States
    Responded to an educational gap in the local public schools during Covid-19 by creating a writing camp.
  • Petoskey-Bay View Country Club
    Hostess
    Petoskey-Bay View Country Club Jul 2019 - Aug 2019
    Petoskey, Michigan, United States

Sofie Fisher Education Details

Frequently Asked Questions about Sofie Fisher

What company does Sofie Fisher work for?

Sofie Fisher works for William Blair

What is Sofie Fisher's role at the current company?

Sofie Fisher's current role is Private Wealth Management Intern.

What schools did Sofie Fisher attend?

Sofie Fisher attended Santa Clara University Leavey School Of Business, Berkshire School.

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