Sonam Maggon
About Sonam Maggon
Sonam Maggon is a Senior Business Analyst with expertise in personal investing and strategic advisory. She has over eight years of experience in the financial services industry and is a CFA Level 3 candidate.
Work at IRIS Software
Currently, Sonam Maggon serves as a Senior Business Analyst at Iris Software Inc. since 2020. In this role, she applies her extensive knowledge in personal investing and strategic advisory to enhance business processes and deliver value to clients. Her responsibilities include analyzing business requirements, developing strategic solutions, and ensuring alignment with industry standards. Her tenure at Iris Software has allowed her to leverage her expertise in investment management and financial analysis.
Education and Expertise
Sonam Maggon holds a Master of Technology (M.Tech.) in Electrical, Electronics and Communications Engineering from MDU, which she completed from 2012 to 2014. Additionally, she earned a Bachelor's degree in the same field from VCE, studying from 2008 to 2012. She is also a CFA Level 3 Candidate, indicating her advanced knowledge in financial analysis and investment management. Her educational background supports her specialization in personal investing and strategic advisory.
Background in Financial Services
Sonam Maggon has over 8 years of experience in the Investments and Financial Services Industry. Her career includes significant roles in technology and business consulting, as well as requirements management. Prior to her current position, she worked at Fidelity Investments as a Business Analyst from 2016 to 2020, where she contributed to various investment projects. Earlier, she held roles at UnitedHealth Group, including Senior Quality Assurance Analyst and Quality Assurance Engineer, from 2012 to 2016.
Specialization in Personal Investing
Sonam Maggon specializes in personal investing and strategic advisory, focusing on retirement portfolio models, fixed income, derivatives, valuation models, equities, and risk assessment. Her strong interest in personal advisory services enhances her ability to guide clients in making informed investment decisions. This specialization reflects her commitment to providing comprehensive financial solutions tailored to individual needs.