Lucia McMullen
Wealth Management Summer Intern @Axial Financial Group
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WORK HISTORY
Wealth Management Summer Intern @Axial Financial Group
Boston, MA, US
At Axial, I collaborated with advisors to develop investment recommendations for a wide range of clientele. I conducted ETF research to ensure funds are aligned with clients’ liquidity, long term planning, and ESG goals, specifically for retirement. Additionally, I updated asset allocations across investment vehicles for 500+ clients using Commonwealth Advisors CRM software.I was hired to continue client outreach and social media campaign work remotely for an Axial advisor in Fall 2025. I currently execute targeted email and personal campaigns for client engagement, resulting in 11 potential client leads.
EDUCATION
Academy of Our Lady of Mercy - Lauralton Hall
High School Diploma
Boston University
Bachelor of Science - BS, Business Administration and Management, General
ABOUT LUCIA MCMULLEN
I am Lucia McMullen, a dedicated student at Boston University pursuing a degree in Business Administration. Passionate about exploring diverse facets of the business world, I am eager to absorb knowledge and insights that contribute to my academic and professional growth. I thrive on hard work and have an insatiable love for learning.I am currently contributing as a Finance Intern at No More Nobody, a UK-based circular fashion startup. My role involves developing three-year financial forecasts to support fundraising initiatives, conducting industry and market research, and analyzing the company’s carbon footprint to integrate sustainability into financial planning. My academic foundation in business management complements my hands-on experience in wealth management at Axial Financial Group, where I supported investment recommendations and client engagement. Passionate about sustainability and strategic growth, I strive to apply my analytical skills and market research expertise to develop impactful solutions for organizations.
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