Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Sara Van Voorhis

Worcester,MA

Summary

My ability to connect with people, combined with my analytical skills, allows me to bridge the gap between financial education and real-world application aim to stand out in the financial industry by combining expertise with emotional intelligence, making complex financial concepts accessible and actionable. Whether working with clients or strategizing financial solutions, my goal is to empower individuals to build lasting financial stability.

Overview

4
4
years of professional experience

Work History

Banker

Hometown Financial Group
Worcester , MA
06.2024 - Current
  • Exceeded personal sales goals by 80% prior to the end of fiscal year.
  • Opened and managed CD accounts, generating significant deposits for the bank.
  • Advised customers on various banking products and services such as loans, investments, and credit cards.
  • Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
  • improved sales, communication and emotional intelligence skills

Intern

Project Destined
Boston , MA
08.2021 - 11.2025
  • Presented to real estate executives from Blackstone, J.P Morgan, Wells Fargo, and others
  • Completed Greystar Investment Bootcamp Covering topics like market analysis and property valuation
  • Prepared financial analysis of properties including cash flow projections and return on investment calculations.
  • Maintained up-to-date knowledge of zoning regulations and other legal requirements related to real estate property.

Financial Analyst

Lilith Capital
Boston , MA
09.2023 - 01.2024
  • Embraced uncertainty in a startup environment by leveraging creativity and innovative problem-solving to drive financial strategies and growth
  • Attended networking events to engage potential investors and customers
  • Conducted in-depth research across various sectors to identify potential opportunities for the startup

Education

Securities Industry Essentials Licence - Finance

FINRA
Virtual
03-2025

Columbia University Course - Financial Engineering And Risk Mangement

Coursera
Online
02-2025

BBA - Finance

University of Massachusetts Lowell
Lowell, MA
05-2024

Mandated Reporter Training - Volunteering

Center For Hope And Healing Inc
Lowell, MA
06-2023

Bloomberg Market Concepts - Finance

Bloomberg Certification
Virtual
05-2022

Skills

  • Generating referrals
  • Building customized solutions
  • Customer service
  • Emotional Intelligence
  • Financial analysis
  • Market research
  • Financial modeling
  • Microsoft Excel and PowerPoint

Accomplishments

Beyond my career in finance, my deepest fulfillment comes from serving others. For two years in college, I volunteered as a mandated reporter for survivors of sexual violence, spending hours each week listening to people in crisis and providing them with the resources they needed. I also dedicated over a year to researching systemic issues like homelessness and voter suppression, seeking to understand and advocate for those most vulnerable. My passion has always been about more than numbers—it's about making a real, lasting impact in people's lives.

Timeline

Banker

Hometown Financial Group
06.2024 - Current

Financial Analyst

Lilith Capital
09.2023 - 01.2024

Intern

Project Destined
08.2021 - 11.2025

Securities Industry Essentials Licence - Finance

FINRA

Columbia University Course - Financial Engineering And Risk Mangement

Coursera

BBA - Finance

University of Massachusetts Lowell

Mandated Reporter Training - Volunteering

Center For Hope And Healing Inc

Bloomberg Market Concepts - Finance

Bloomberg Certification
Sara Van Voorhis