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Boston, MA

Financial Advisor Intern with Baystate Financial

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This past summer, Conor was 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.