Sam Mcdonough

Sam Mcdonough Email and Phone Number

Junior at Bentley University Pursuing Dual Majors in Finance and Psychology
Sam Mcdonough's Location
Bedford, New Hampshire, United States, United States
About Sam Mcdonough

I am a current junior at Bentley University pursuing a double major in Finance and Psychology. This past summer I worked at Grove Street Fiduciary, a fee-only RIA where I am gained exposure to all fields within wealth management as well as what it really means to be a CFP with a fiduciary responsibility. I had the pleasure of participating in numerous in-person client meetings which was both a rewarding and inspiring experience, solidifying my desire to become a Financial Advisor and CFP. I have also recently committed to working with Fidelity Investments for the summer of 2025 in a Client Relations position where I hope to gain more knowledge of the financial planning industry and how to truly serve clients well.I am passionate about helping others and welcome any and all opportunities for growth and improvement in my knowledge of financial planning.

Sam Mcdonough's Current Company Details

Junior at Bentley University Pursuing Dual Majors in Finance and Psychology
Sam Mcdonough Work Experience Details
  • Grove Street Fiduciary, Llc
    Wealth Management Intern
    Grove Street Fiduciary, Llc May 2024 - Aug 2024
    Peterborough, New Hampshire, United States
    • Developed compliance procedures for employee use of AI, office setup for prospective clients, and more.• Reviewed client data to create meeting agendas, gaining insights into their personal and financial backgrounds.• Communicated face-to-face with clients in in-person meetings at the office.
  • Labelle Winery
    Tasting Room Associate And Server
    Labelle Winery May 2023 - Aug 2024
    Amherst, New Hampshire, United States
  • Bounty Management Corporation
    Intern
    Bounty Management Corporation Sep 2023 - Jun 2024
    Boston
    Assisting in the day to day operations at Bounty Management Corporation.
  • Amoskeag Rowing Club
    Learn To Row And Developmental Rowing Team Coach
    Amoskeag Rowing Club Jun 2023 - Sep 2023
    Hooksett, New Hampshire, United States
    I coached two learn to row classes and 1 developmental rowing team this summer. Working with a wide range of ages in all classes, ability to communicate effectively and respectfully was key. Having rowed for five years already, I was able to take my pre-existing knowledge of rowing and help others grow their skills. In this roll I was in charge of over 20 rowers at a time as well as making sure all participants and their boats were safe and well taken care of. Making line ups, assigning boats, and continuing my rowing education were other tasks I was responsible for.
  • Apex Wealth Management
    Intern At Apex Wealth Management
    Apex Wealth Management May 2023 - Jul 2023
    Bedford, New Hampshire, United States
    I helped Apex Wealth undergo a business move that transfered client information to a third party. For this role, I helped keep SEC compliance regulations in order and created investment policy statements for each client under management. Working with Derek DeAngelis, a seasoned investor and business owner, I learned the value in client relationships, the importance of staying in SEC compliance, and a wide range of investing related information.
  • The Copper Door
    Line Cook
    The Copper Door Jun 2022 - May 2023
    Bedford, New Hampshire, United States

Sam Mcdonough Education Details

Frequently Asked Questions about Sam Mcdonough

What is Sam Mcdonough's role at the current company?

Sam Mcdonough's current role is Junior at Bentley University Pursuing Dual Majors in Finance and Psychology.

What schools did Sam Mcdonough attend?

Sam Mcdonough attended Bentley University.

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