Category: Career Work

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Investing in My Future

How I Built My Resume

After my summer interning in Wealth Management, I realized that my sophomore fall semester was going to be an incredibly busy time. I was going to have to look for internships for my sophomore summer, as well as actively recruiting for investment banking internships for my junior summer.

In order to do all of this, I needed a resume to be able to put all of my experiences and skills on. Part of what pushed me to complete my resume so early was that I needed to apply to Foss Hill Financial, Wesleyan’s investment banking club. That application required a resume, so I had to get it done. I researched templates on Wesleyan’s Gordon Career Center website to find one that fit best for financial services roles. The website had templates for all career paths, so I used their recommended finance template. I started putting in my information. The process was not as easy as I thought it would be. Summarizing the work I did over the summer in just a few bullet points is very difficult. There are so many things that I did during my summer, and it was difficult to summarize in just a few words the things I did.

I reached out to my roommate, who had already worked on his resume in the past. We called one night to walk through the process of putting together the resume. We had a shared document that we both could edit and add information on. This document became how we communicated during the process. I would ask questions in the comments section, he would answer with his best input, and he would make edit suggestions for me to look at.

After a lot of hard work, I was able to send my resume into the Gordon Career Center for somebody to look at and approve. I got an email back a few days later saying that my resume was approved and ready to be sent out. Shortly after, I submitted my resume to Foss Hill Financial, and I got an interview.

After prepping for the interview, I was able to secure my spot in the club. As a part of the club, I was assigned a mentor to help with the process. He also looked at my resume and made minor suggestions for edits and rearrangement. After meeting with him to discuss my resume, he decided that it was also ready to be sent out to begin the search process for my sophomore internship, as well as my junior internship. 

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My Summer in Wealth Management

About My Internship Experience

In the summer of 2025, I had the wonderful experience of interning at a wealth management company called Sardelli & Hutchinson Wealth Management. Through this experience, I developed a ton of skills that will help me manage the rest of my career at Wesleyan as well as prepare me for future internships or job opportunities. I started working at the end of May and I knew the very basics of wealth management but was willing to come in as a sponge and learn as much as I could from the advisors. Early on, there was a lot of training that I had to complete, learning some more things about retirement planning, estate planning, education planning, insurance, and a lot of information about regulations. I found those first two weeks very informational and it helped me learn the ropes, but I was also looking forward to being assigned work.

Around mid-June, I was assigned my first project. I was told to do some data entry in the software we used called eMoney Advisor. I was given a few info sheets from new-client meetings from the advisor I worked with and was tasked with inputting all of the information into our simulation program. While it wasn’t super difficult, it was tedious and I found myself getting crossed up with some overlapping information.

To help with this, I made a layout on a piece of paper and wrote everything out rather than trying to input everything right away. This allowed me to cross mistakes off and rearrange things without having to re-run the simulation. I was able to complete the task pretty easily using this method. Later on in the summer, the firm was rebalancing their positions in certain mutual funds, and I was tasked with finding replacement funds with similar fees as the ones we were replacing. I was able to gain knowledge on certain mutual funds as well as use Morningstar, a website that shows information about investments. It was a very interesting experience interning in wealth management, and I was able to learn a lot about the industry while building skills and experiences that will help me going forward. 

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