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Sonia Shah Email & Phone Number
Customer Relationship Advocate
at
Fidelity Investments
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Customer Relationship Advocate
Location
Mckinney, Texas, United States
Who is Sonia Shah? Overview
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Quick answer
Sonia Shah is listed as Customer Relationship Advocate at Fidelity Investments, based in Mckinney, Texas, United States. AeroLeads shows a matched LinkedIn profile for Sonia Shah.
Sonia Shah previously worked as Day Camp Counselor at Apex Centre and Accounting Intern at Peggy S. Breeding, Cpa Pllc. Sonia Shah holds Bachelor Of Business Administration - Bba, Finance, Senior from University Of North Texas.
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Fidelity Investments
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Profile bio
About Sonia Shah
I am currently pursuing a BBA in Finance at the University of North Texas. Through the classes I've taken and the organizations I'm involved in, I've had the opportunity to learn about and expand on my interests in the accounting, economics, and finance fields. Additionally, I've improved my accounting skills, analytical thinking, and financial decision-making abilities. I'll earn my BBA by Fall 2024, and plan on pursuing an MBA or Masters in Finance afterwards. I'm currently seeking finance internships and/or entry-level positions that will allow me to gain practical work experience and expose me to a new, professional environment.When I'm not bending backwards to achieve my future career goals, you can find me watching NBA games (go Lakers!) and reading autobiographies. As a big Kobe Bryant fan, I always admired the "Mamba Mentality" mindset he carried throughout his life and basketball career. This perspective has taught me the importance of combining your passions and disciplines to be successful.Many argue that a career in finance will boggle you down with long hours and constant monotony, but I'd argue that a career like that allows me to help people and their businesses by providing the numbers and analysis they need to succeed. As a student, I'd love to learn more about how I can achieve this from someone with experience in the finance field, so please message me if you have any internships, jobs, or advice for an aspiring finance professional!
Current workplace
Sonia Shah's current company
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7 roles
Sonia Shah work experience
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Day Camp Counselor
- Lead, supervise, and conduct classes and activities - Supervise children properly and respond immediately during emergencies- Assist in control of equipment and supplies- Maintain discipline, attendance, and other records- Effectively communicate with children, parents/guardians, and coworkers
May 2024 - Aug 2024
Accounting Intern
- Assist in preparing and reviewing financial statements- Conduct account reconciliations and resolve discrepancies- Organize and maintain accounting records and documentation- Aid in the processing of accounts payable and receivable transactions- Assist in the preparation and filing of tax documents and financial reports
May 2024 - Aug 2024
Day Camp Counselor
Apex Centre
- Lead, supervise, and conduct classes and activities - Supervise children properly and respond immediately during emergencies- Assist in control of equipment and supplies- Maintain discipline, attendance, and other records- Effectively communicate with children, parents/guardians, and coworkers
May 2023 - Aug 2023
Tutor
- Provide tutoring services for elementary students all the way through adult tutoring programs- Offer a variety of services including study skills, note-taking strategies, test preparation and homework assistance - Assist in helping students and adult grasp both familiar and new concepts
Jan 2022 - Jan 2023
Day Camp Counselor
Apex Centre
- Lead, supervise, and conduct classes and activities - Supervise children properly and respond immediately during emergencies- Assist in control of equipment and supplies- Maintain discipline, attendance, and other records- Effectively communicate with children, parents/guardians, and coworkers
May 2022 - Aug 2022
Accounting Assistant
- Assist in running initial and final scans on all clients- Prepare reconciliations for various transactions- Organize all financial documents for all clients- Send out e-file acceptance letters and tax returns
Jul 2021 - Jul 2022
1 education record
Sonia Shah education
FAQ
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Quick answers generated from the profile data available on this page.
What company does Sonia Shah work for?
Sonia Shah works for Fidelity Investments.
What is Sonia Shah's role at Fidelity Investments?
Sonia Shah is listed as Customer Relationship Advocate at Fidelity Investments.
Where is Sonia Shah based?
Sonia Shah is based in Mckinney, Texas, United States while working with Fidelity Investments.
What companies has Sonia Shah worked for?
Sonia Shah has worked for Fidelity Investments, Apex Centre, Peggy S. Breeding, Cpa Pllc, Tutor Doctor, and John Harman Cpa, Pllc - Now Harman Crowell Dias Cpas Pllc.
How can I contact Sonia Shah?
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What schools did Sonia Shah attend?
Sonia Shah holds Bachelor Of Business Administration - Bba, Finance, Senior from University Of North Texas.
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