I am a Junior Finance and Spanish student at the Isenberg School of Management, at the University of Massachusetts Amherst. I am a motivated worker, with notable leadership and communication skills, who has experience in Financial Planning and Wealth Management. I am currently looking to expand my knowledge and exhibit my skills in a real workspace environment. Feel free to reach out to me personally: jbirch@umass.edu.
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Summer InternCongress Wealth Advisors Jun 2024 - Aug 2024Boston, Massachusetts, United StatesAt CW, I spent the summer of 2024 gaining valuable experience analyzing investment portfolios to support client’s seeking long-term financial goals. I also played a key role in organizing and coordinating a successful speaker series, enhancing the firm's reputation and client engagement.
James Birch Education Details
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High School Diploma
Frequently Asked Questions about James Birch
What is James Birch's role at the current company?
James Birch's current role is Finance Major at the Isenberg School of Management.Spanish Minor | Financial Analyst track | Real Estate Certificate | Seeking internship in international finance.
What schools did James Birch attend?
James Birch attended Isenberg School Of Management, Umass Amherst, University Of Massachusetts Amherst, The Roxbury Latin School.
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