Sonal Patney

About Me

Versatile Corporate and Investment Banker

Location

Great Neck, NY
New York City, NY
Education
    Columbia University in the City of New York
    September 2021 - May 2023
    degree
    Master's
    major
    Economics
    coursework
    Accounting
    Macroeconomics
    Microeconomics
    NEW YORK UNIVERSITY, COLLEGE OF ARTS & SCIENCE
    September 1993 - May 1997
Work Experience
    Banker, Author, Presenter, Mentor
    New York City, NY, United States, 10075
    January 2020 - present
    title
    Banker, Author, Presenter, Mentor
    overview
    - Member of varying finance associations, published a fairly new book on sustainable finance debt, and Small Business Mentor in Long Island; worked on various consulting roles and long-term roles at boutique and bulge bracket banks. - How Should We Think About Debt Capital Markets Today? ESG's Effect on DCM": Book published in October 2022 by Europe Books for international distribution. - SCORE Small Business Mentor (Mentoring Award in 2023 while working with about 100 clients; advised winning Founder's PitchFest client for venture competition.
    CASTLE PLACEMENT LLC
    Managing Director
    New York City, NY, United States, 10075
    June 2023 - August 2023
    BQ MEDIA LAB AG
    Corporate & Investment Banker, Advisor To CEO
    Melbourne, AU
    January 2019 - December 2020
    ARCH & BEAM GLOBAL
    MANAGEMENT CONSULTING & ADVISORY
    Walnut Creek, CA, United States, 94598
    January 2017 - December 2017
    CHATSWORTH SECURITIES
    Managing Director
    Greenwich, CT, US
    January 2015 - December 2016
    See 8 More
Fun Fact

I love games and puzzles, any kind.

Passion

I am goal-oriented.

Skills
Languages
EnglishHindiSpanish
Technical skills
Microsoft ExcelMicrosoft PowerPoint
Gigs / Freelance
    Varsity Tutors
    Online Learning Platform Tutoring Across Various Subjects
    September 2024 - present
Volunteer
    SCORE Long Island
    January 2021 - July 2023
Leadership
    Margaret Anderson Kelliher for Governor
    Political Consultant
    January 2009 - January 2010
    SCORE Long Island
    Small Business Mentor
    January 2021 - July 2023
    NYU Alumni Club of Minnesota
    Founder & President
    January 2010 - December 2012
    NYU SHRUTI (South Asian Students Association)
    Student Body Vice President
    May 1993 - May 1997
    UBS Invesment Bank + NY Times Communites Fund
    UBS + New York Times Neediest Cases Fundraising Lead
    January 1999 - January 2000
    See 3 More
Hobbies
Dancing, Cooking, Music
Videos