Overview
Work History
Education
Skills
Timeline
Generic

Sofia Dvonch

Penfield,NY

Overview

4
4
years of professional experience

Work History

Summer Intern

EdgeClear LLC
Chicago, Illinois
05.2026 - Current
  • Studied Zoho CRM system to track prospects, manage pipeline, and generate reports.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Conducted market research to identify consumer trends and preferences.

Barista

Edge Nutrition
East Lansing, MI
09.2024 - Current
  • Interacts and serves customers with upmost respect and generosity.
  • Aids in marketing and promotional strategies.

Vice President of Finance

Zeta Tau Alpha Sorority, Beta Phi Chapter
East Lansing, Michigan
11.2024 - 01.2026
  • Created 2025-2026 school year financial budget by analyzing past budget incomes and expenses.
  • Managed and oversaw all finances for over 200 young women including dues, events, recruitment costs, etc.

Financial Planning, Summer Internship

Ameriprise Financial Services
Syracuse, NY
06.2024 - 08.2024
  • Transferred over 300 clients' financial plans from Microsoft Excel to MoneyGuidePro software.
  • Works remotely and practices organizational skills, financial planning/reporting, and networking.

Financial Advising, Internship

Alliance Advisory Group
Rochester, NY
01.2023 - 03.2023
  • Assisted financial advisors on constructing financial plans and meeting with clients.
  • Studied the importance of money and customer management.

Education

BBA - Finance

Michigan State University
East Lansing, MI
05-2027

Skills

  • Financial analysis
  • Budget management
  • Customer relationship management
  • Market research
  • Project management
  • Data organization
  • Teamwork and collaboration
  • Microsoft Office Suite

Timeline

Summer Intern

EdgeClear LLC
05.2026 - Current

Vice President of Finance

Zeta Tau Alpha Sorority, Beta Phi Chapter
11.2024 - 01.2026

Barista

Edge Nutrition
09.2024 - Current

Financial Planning, Summer Internship

Ameriprise Financial Services
06.2024 - 08.2024

Financial Advising, Internship

Alliance Advisory Group
01.2023 - 03.2023

BBA - Finance

Michigan State University
Sofia Dvonch