Sonia Agarwal Email & Phone Number

New York, NY, US

Participated in Excel, accounting, and financial modeling workshops. Learned and built retention analyses and financial statements including profit and loss and balance sheets for SaaS companies. Utilized diligence calls, CIMs, KPIs to create investment thesis and pitch. Presented financial model and pitch to company-wide investment committee.

Coordinate 12-week lesson schedule accommodating 25 person team. Host and run annual BU/Tufts show with 100+ rides and 15+ horses. Organize team events and travel to competitions. Work with coaches to select rosters and help riders at competitions. Oversee team e-board consisting of VP, Treasurer, Secretary, Social Media Manager, and Event Planner. Member.

Budget year of practice and competition expenses to determine semester dues and required fundraising. Organize and submit entry forms and check requests. Communicate with team captains and advisors to manage team ledger and payments to other teams.

Provide feedback to tour guides on tour content, delivery, and performance. Recognized for outstanding performance giving tours and positive feedback from prospective families.

Lead prospective families on tours of BU campus. Provide personal stories, advice, and answer questions about college experience while discussing information and facts about the university. Participate in virtual chats with prospective students over Zoom answering questions and talking about BU experience.

Participate in weekly meetings and seminars about investing and trading focused on the Energy and Materials sector. Complete weekly deliverables utilizing sub-industry research, Porter’s Five Forces, and financial analysis to pitch stocks. Selected to create and present final stock pitch.

Researched, edited, and formatted sector interviews for reports. Categorized companies in cyber security database. Wrote M&A, PE, and VC funding profiles for cyber security company reports utilizing Pitchbook and other sources.

Semi-finalist in club casing competition. Work and meet weekly with group of five in 9-week incubator program to create and present case. Learn about and utilize hypothesis generation, framing, planning, and secondary and primary researching.

Assisted customers with shopping, returns, and orders. Collaborated with team to create visual displays. Formed relationships with customers to provide styling advice and create a positive in-store experience. Selected for manager training program, awarded Employee of the Month in July.

Helping businesses strengthen their brands through insights, feedback, and suggestions from the teen perspective.

Selected to plan and host annual and first virtual state convention that hosts 1000+ students and teachers from around CA.

Researched potential VC firms and investors. Designed and purchased t-shirts and stickers for marketing campaigns. Provided input on app design and features and attended team meetings.

San Mateo, CA

Helping kids develop math skills through homework lessons & tutorials.

San Francisco Bay Area

Assisted with Demand Generation campaigns. Duties included researching and selecting B2B giveaways, attending and contributing in meetings. I also learned about other marketing functions and the marketing/sales relationship through 1:1 meetings with various team members.

Bachelor Of Arts - Ba, Economics, Minor In Business Administration And Management

Activities and Societies: Dean’s List, Equestrian Team, Admissions Ambassador, Undergraduate Women in Economics, BU Finance & Investing.

Analysis And Management Of Financial Risk

Education record

Activities and Societies: Junior Classical League (California JCL President; Menlo JCL Historian, 2nd VP, and President), Photography Club.

Education record