I am currently a senior at St. Lawrence University from Severna Park, Maryland. Throughout my years here, I've been lucky enough to be a part of the varsity lacrosse program and crown royalties investment club. Pursuing a double major In Business In the Liberal Arts and Economics, coupled with a statistics minor, has allowed me to explore my interests in finance while building upon my analytical and quantitative skills.
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This past summer, Conor took part as a Financial Services Intern with Baystate Financial, working with a team of senior advisors to provide retirement planning, education funding strategies, investment management, and insurance products. He was able to learn a plethora of information about the finance industry while "test-driving" a full-time career of a financial planner In such a short time period. A notable amount of time was spent on network outreach via email, phone, etc with the primary goal being to identify and bring In potential clientele that could benefit from Baystate's services. Naturally, as Conor had more conversations with clients and senior advisors, he demonstrated the ability to sound as confident, professional, and effective as a full-time financial advisor or consultant would be. For the 3 months he was with Baystate, Conor experienced the complete process of client addition, from approaches to specific tax-benefit and portfolio recommendations. Overall, Conor was given an excellent opportunity to explore an In-depth view of the finance industry and will have the opportunity to take this knowledge with him into a number of potential fields of interest.