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Sofia Gerard Location
New York, NY, US
Sofia Gerard Work
Managing Director @ (September 2024 - Present)
Board Member @ (October 2024 - Present)
Senior Investment Leader, Health and Life Private Equity @ (December 2021 - September 2024)
Vice President, Health and Life Private Equity @ (January 2020 - December 2021)
AVP @ (January 2017 - December 2019)
Associate @ (January 2015 - December 2016)
Analyst @ (September 2013 - December 2014)
Board Member @ (June 2021 - September 2024)
Board Member @ (April 2021 - September 2024)
Board Member @ (January 2021 - September 2024)
Board Observer @ (July 2016 - September 2024)
Analyst @ (July 2012 - August 2013)
Summer Analyst @ (June 2011 - August 2011)
Digital Business Intern @ AXA Group (June 2010 - August 2010)
Strategic Planning Intern @ Dr Pepper Snapple Group (June 2009 - July 2009)
Real Estate Consulting Summer Intern @ GVA México (June 2008 - August 2008)
Sofia Gerard Education
The Wharton School, University of Pennsylvania
Bachelor of Science (Economics)
2008-2012
The Hotchkiss School
High School
2004-2008
Sofia Gerard Skills
Investment Banking
LBO
Capital IQ
Bloomberg Terminal
Derivatives
Financial Modeling
Due Diligence
Finance
Financial Analysis
Private Equity
Microsoft Office
Investment Properties
Real Estate
Sellers
Sales
Strategy
Customer Service
Sofia Gerard Summary
Sofia Gerard, based in New York, NY, US, is currently a Managing Director at Patricia Industries. Sofia Gerard brings experience from previous roles at Laborie and Partners Group. Sofia Gerard holds a 2008 - 2012 Bachelor of Science in Economics @ The Wharton School, University of Pennsylvania. With a robust skill set that includes Investment Banking, LBO, Capital IQ, Bloomberg Terminal, Derivatives and more. Sofia Gerard has 2 emails and 3 mobile phone numbers on RocketReach.
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