Michael Sonia
Vice President at Lancelot Janitorial & Paper Products- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Boston
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Experience
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Lancelot Janitorial & Paper Products
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United States
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Wholesale Paper Products
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1 - 100 Employee
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Vice President
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Jun 2009 - Present
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Fortis Management Group LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Intern
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May 2015 - Sep 2015
• Assisted with preparation of monthly/quarterly Excel based client net worth reporting packages • Updated investment performance reporting (such as IRR, TWR and TVPI) for client accounts and individual holdings such as hedge funds and private equity • Updated monthly stock performance charts • Prepared QuickBooks journal entries for various checking and brokerage accounts • Assisted with internal office filing and data management • Gained exposure to the multi-family office industry and the client services provided Show less
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Education
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2016 - 2017
Bentley University - McCallum Graduate School of Business
Master of Science (MS), Finance, General -
2012 - 2016
Bentley University
Bachelor's degree, Economics and Finance -
2006 - 2012
St. Mary's Lynn High School
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