Sarah McNeil
Financial Representative Intern @The Bulfinch Group
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WORK HISTORY
Financial Representative Intern @The Bulfinch Group
Needham, MA, US
EDUCATION
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration - BBA
University of Massachusetts Amherst
Bachelor of Business Administration - BBA
ABOUT SARAH MCNEIL
I am a driven fourth-year Isenberg School of Management at UMass Amherst student studying to get my BBA in management. Throughout my coursework, I have become familiar with financial skills and learned leadership and sales skills. I am the secretary and captain of the UMass Club Field hockey team, which has taught me how to manage my time efficiently and communicate with different teams in the east to schedule games. As a result, I have learned to utilize those management skills and apply them throughout my life, and it has interested me to continue down that path. I am eager to begin my professional career in wealth management, gaining experience and knowledge in understanding the role of a financial representative. I am extremely hard-working, confident, and have strong communication, problem-solving, and relationship-building skills that I am eager to bring to a team. In the long term, I see myself building strong relationships with my clients, helping them feel financially stable, empowered, and confident in entrusting me with their financial future.
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