Sonia Shah

Sonia Shah Email and Phone Number

Customer Relationship Advocate @ Fidelity Investments
McKinney, TX, US
Sonia Shah's Location
McKinney, Texas, United States, United States
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!

Sonia Shah's Current Company Details
Fidelity Investments

Fidelity Investments

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Customer Relationship Advocate
McKinney, TX, US
Sonia Shah Work Experience Details
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments
    Mckinney, Tx, Us
  • Apex Centre
    Day Camp Counselor
    Apex Centre May 2024 - Aug 2024
    Mckinney, Texas, United States
    - 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
  • Peggy S. Breeding, Cpa Pllc
    Accounting Intern
    Peggy S. Breeding, Cpa Pllc May 2024 - Aug 2024
    Mckinney, Texas, United States
    - 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
  • Apex Centre
    Day Camp Counselor
    Apex Centre May 2023 - Aug 2023
    Mckinney, Texas, United States
    - 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
  • Tutor Doctor
    Tutor
    Tutor Doctor Jan 2022 - Jan 2023
    Mckinney, Texas, United States
    - 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
  • Apex Centre
    Day Camp Counselor
    Apex Centre May 2022 - Aug 2022
    Mckinney, Texas, United States
    - 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
  • John Harman Cpa, Pllc - Now Harman Crowell Dias Cpas Pllc
    Accounting Assistant
    John Harman Cpa, Pllc - Now Harman Crowell Dias Cpas Pllc Jul 2021 - Jul 2022
    Mckinney, Texas, United States
    - 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

Sonia Shah Education Details

Frequently Asked Questions about Sonia Shah

What company does Sonia Shah work for?

Sonia Shah works for Fidelity Investments

What is Sonia Shah's role at the current company?

Sonia Shah's current role is Customer Relationship Advocate.

What schools did Sonia Shah attend?

Sonia Shah attended University Of North Texas.

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