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.
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Wealth Management InternGrove Street Fiduciary, Llc May 2024 - Aug 2024Peterborough, 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. -
Tasting Room Associate And ServerLabelle Winery May 2023 - Aug 2024Amherst, New Hampshire, United States -
InternBounty Management Corporation Sep 2023 - Jun 2024BostonAssisting in the day to day operations at Bounty Management Corporation.
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Learn To Row And Developmental Rowing Team CoachAmoskeag Rowing Club Jun 2023 - Sep 2023Hooksett, New Hampshire, United StatesI 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. -
Intern At Apex Wealth ManagementApex Wealth Management May 2023 - Jul 2023Bedford, New Hampshire, United StatesI 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.
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Line CookThe Copper Door Jun 2022 - May 2023Bedford, 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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Sam McDonough
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1us.mcd.com
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