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.
