Sofia Tobiason

Sofia Tobiason: Email & Phone Number

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Summer Analyst – Wealth Management at Morgan Stanley|San Francisco, California, United States

Position:

Summer Analyst – Wealth Management at Morgan Stanley

Location:

San Francisco, California, United States

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Last updated: 2026-06-18
Updated: 2026-06-18

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Work Experience 6 years

Summer Analyst – Wealth Management at Morgan Stanley

May 2026 - Current

Competitive Ballroom Dancer: Latin & Standard at Genesis DanceSport Studio

Aug 2020 - Current

Co-Leader, "Jambassador", of Musical Fundraiser for Volunteer Fire Department at Cowchilla, Musical Fundraiser to benefit Wilmar Volunteer Fire Department

Apr 2023 - May 2026

Volunteer Student Helper in Preschool Summer Program at Lone Mountain Preschool

May 2021 - Aug 2024

Board Member for The Helen and Joe Farkas Center for the Study of the Holocaust at The Helen and Joe Farkas Center

Aug 2021 - Jun 2024

President of Latin Club at Convent & Stuart Hall

Aug 2021 - May 2024

Business Student at the GenHeration Connection at GenHERation®

Jun 2023 - Jun 2023

The Next Chapter - Student Volunteer & Researcher at The Next Chapter (N. California’s primary resource for education about the Holocaust and genocide)

Jan 2021 - Jun 2021

Sofia Tobiason started working in 2020, then the employee has changed 7 companies and 7 jobs. On average, Sofia Tobiason works for one company for 2 years 3 months.

Sofia is proficient in English and Latin. Their professional focus is Brand Management, Business Strategy, and Economic Indicators across 3 core areas.

Sofia holds Bloomberg Market Concepts, Excel: PivotTables for Beginners, and Marketplace Simulation – Certificate of Completion certifications and has been awarded Duke Financial Economics BlackRock Asset Allocation Competition Finalist, Winner of High School Modern & Classical Language Award for best in grade, and Winner of High School Religious Studies Award for best in grade

Education

Duke University

International Baccalaureate

Convent & Stuart Hall

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