Zachary Ramaswamy
Financial Advising Intern at Baystate Financial | Junior Finance Major at Isenberg School of Management, UMass Amherst
- Role
- Financial Advising Intern at Baystate Financial
- Location
- Franklin, MA, US
- LinkedIn followers
- 500 followers
About Zachary Ramaswamy
I am a full time student majoring in finance at the Isenberg School of Management and am…
Experience
Financial Advising Intern
May 2025 — Present · Boston, MA, US
Help develop and manage financial plans and strategies for clients. Use networking skills for initial outreach and building a client book, and work with senior advisors to develop necessary skills to run meetings with clients. Apply knowledge of life, accident, health and sickness insurance. Licensed to sell insurance products in Massachusetts.
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