Sophia Welch
Glen Mills
Summary
Motivated and detail-oriented student pursuing dual majors in Finance and Marketing at Syracuse University. Experienced in investment analysis, executive compensation research, and marketing strategy through internships at RTD Financial, EMSI, Streamliners Management Consulting and Herr's. Strong communicator with cross-functional collaboration skills and a global perspective from study abroad.
Overview
4
4
years of professional experience
Work History
Cross Functional Intern
RTD financial
Philadelphia
05.2025 - 08.2025
- Collaborated with the Operations team on process-improvement and data-driven projects that enhanced firm efficiency.
- Partnered with the Investment team on research and portfolio initiatives, including analysis of market trends and firm valuation data.
- Assisted in a specialized Executive Compensation assignment, reviewing pay structures and benchmarking data to support wealth planning strategies for executives.
- Supported the Marketing & Sales team in developing client-facing materials, investment education content, and branding initiatives.
- Sat in on client meetings, observing wealth management strategies in practice and strengthening understanding of client relationship management.
- Contributed across multiple departments, building a strong foundation in financial services, cross-team collaboration, and client-focused solutions.
Sales and Marketing Intern
EMSI, Inc.
05.2024 - 06.2024
- Assisted sales team in executing global email campaigns to drive engagement.
- Updated product catalogue on SharePoint for improved accessibility and accuracy.
- Developed social media posts to enhance brand visibility and audience interaction.
Sales Intern
Streamliners Management Consulting, LLC
06.2023 - 08.2023
- Conducted research on private equity firms in United States to identify potential investors.
- Developed sales pitch targeting food manufacturers to enhance engagement.
- Compiled weekly sales and outreach reports for management review.
Human Resources Intern
Herr Foods Inc.
06.2021 - 07.2021
- Ensured adherence to compliance and federal regulations in all HR practices.
- Fostered positive employee relations and managed benefits administration.
- Utilized social media platforms to enhance recruiting efforts and attract top candidates.
Education
Finance, Marketing
Syracuse University
05.2026
Archmere Academy -
Archmere Academy
05.2022
Archmere Academy - Spanish Exchange Program
Archmere Academy
01.2022
Wake Forest University - Psychology
Wake Forest University
07.2021
Wake Forest University - Business Institute
Wake Forest University
07.2020
Skills
- Problem-solving
- Public Speaking & Presentation Delivery
- Financial Analysis & Research
- Marketing & Sales Strategy
- Operations & Project Management
- Client Engagement
- Data & Technology Tools
- Communication & Leadership
- Languages & Global Experience
- Market & Competitive Research
- Microsoft Excel
- Microsoft PowerPoint
- CRM Tools
- Client Communications & Presentation Skills
References
- Jeff Weiand, CEO, RTD financial, jweiand@rtdfinancial.com
- Jonathan Mainardi, President, EMSI, Inc., jmainardi@emsintl.com
- Andreas Haag, CEO, Streamliners Management Consulting, LLC, andreas.haag@streamliners.us
- Stacy Zeager, Senior Vice President of Human Resources, Herr Foods Inc., stacy.zeager@herrs.com
Awards
- Archmere Academy, National Junior Honor Society, Spanish, 2021
- Archmere Academy, Freshman MVP, Tennis Player of the Year, 2019
Activities
- Syracuse University Club Tennis Team
- Sigma Delta Tau (SDT) Sorority, Member — 2023 – Present
- Archmere Academy, Senior Leader, 2021 - 2022
- The Leukemia and Lymphoma Society, Head of Social Media, 2020 - 2022
- Archmere Academy, Varsity Tennis Player, 2018 - 2022
- Archmere Academy, Community Service, Tutoring, 2018 - 2022
- Media Food Bank, Student Volunteer, 2016 - 2018
- World Tang So Doo Association, Second Degree Karate Black Belt, 2021
Timeline
Cross Functional Intern
RTD financial
05.2025 - 08.2025
Sales and Marketing Intern
EMSI, Inc.
05.2024 - 06.2024
Sales Intern
Streamliners Management Consulting, LLC
06.2023 - 08.2023
Human Resources Intern
Herr Foods Inc.
06.2021 - 07.2021
Finance, Marketing
Syracuse University
Archmere Academy -
Archmere Academy
Archmere Academy - Spanish Exchange Program
Archmere Academy
Wake Forest University - Psychology
Wake Forest University
Wake Forest University - Business Institute
Wake Forest University
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