Sofie Fisher
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Sofie Fisher Email & Phone Number

Private Wealth Management Intern at William Blair
Location: Arlington, Virginia, United States 13 work roles 2 schools
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Current company
Role
Private Wealth Management Intern
Location
Arlington, Virginia, United States

Who is Sofie Fisher? Overview

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Quick answer

Sofie Fisher is listed as Private Wealth Management Intern at William Blair, based in Arlington, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Sofie Fisher.

Sofie Fisher previously worked as Tech Accelerator Fellow at Possible and Marketing and Outreach Intern at Catholic Charities Of Santa Clara County. Sofie Fisher holds Bachelor Of Science In Commerce, Business Administration And Management, General from Santa Clara University Leavey School Of Business.

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Email format at William Blair

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William Blair

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Profile bio

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.

Current workplace

Sofie Fisher's current company

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William Blair
William Blair
Private Wealth Management Intern
Arlington, VA, US
AeroLeads page
13 roles

Sofie Fisher work experience

A career timeline built from the work history available for this profile.

Private Wealth Management Intern

Arlington, VA, US

Tech Accelerator Fellow

Current

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.

Jan 2025 - Present

Marketing And Outreach Intern

Current

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.

Oct 2024 - Present

Junior Board Member

Current
Robert Jensen Dau Foundation

- 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.

May 2020 - Present

Financial Administration Intern

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.

Apr 2024 - Sep 2024

Leavey School Of Business Peer Advisor

- 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.

May 2021 - May 2024

Teacher'S Assistant For Business Law (Busn 85) At Santa Clara University

- 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..

Apr 2023 - Sep 2023

Counter Staff

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

Sep 2023 - Feb 2024

Santa Clara University’S Bronco Entrepreneur Advisory Clinic Hours - Beach

- 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.

Sep 2023 - Nov 2023

Assistant Office Manager

Timothy Elder Dds Private Dentistry Practice

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

Jun 2022 - Aug 2022

Writing Tutor

Arlington, Virginia, United States

Responded to an educational gap in the local public schools during Covid-19 by creating a writing camp.

Jun 2020 - Jul 2020
2 education records

Sofie Fisher education

High School Diploma, 9-12

Activities and Societies: Ursa Minor (All girls Acapella), Writing Center (Tutoring), Green Key (Tour Guide), Green and Gray (Newspaper).

FAQ

Frequently asked questions about Sofie Fisher

Quick answers generated from the profile data available on this page.

What company does Sofie Fisher work for?

Sofie Fisher works for William Blair.

What is Sofie Fisher's role at William Blair?

Sofie Fisher is listed as Private Wealth Management Intern at William Blair.

Where is Sofie Fisher based?

Sofie Fisher is based in Arlington, Virginia, United States while working with William Blair.

What companies has Sofie Fisher worked for?

Sofie Fisher has worked for William Blair, Possible, Catholic Charities Of Santa Clara County, Robert Jensen Dau Foundation, and Bmw Of North America, Llc.

How can I contact Sofie Fisher?

You can use AeroLeads to view verified contact signals for Sofie Fisher at William Blair, including work email, phone, and LinkedIn data when available.

What schools did Sofie Fisher attend?

Sofie Fisher holds Bachelor Of Science In Commerce, Business Administration And Management, General from Santa Clara University Leavey School Of Business.

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