Tim Melley
Worcester,MA
Summary
Personable and efficiency-driven professional with multiple years of experience in the financial planning industry. Skilled in collaborating within team-oriented environments while maintaining strong attention to detail, accuracy, and accountability. A fast learner with the ability to quickly adapt to evolving technologies and processes, consistently delivering organized, high-quality support to both clients and colleagues.
Overview
4
4
years of professional experience
Work History
Financial Advising Intern
Commonwealth Financial Group - Kerri Melley
Worcester, MA
12.2023 - Current
- Reviews Large/Small projects to improve employer productivity
- Organizes hard copy/digital files
- Maintains confidentiality regarding sensitive client data
- Engages in planning meetings, internal business planning, and advisor development conferences
Pro Shop Attendant
Tatnuck Country Club
Worcester, MA
05.2023 - Current
- Enhance member satisfaction and increase member/staff interaction.
- Create and maintain an organized and appealing store
- Maintain an efficient and organized bag storage room.
- Organize visually pleasing amenities throughout the range, course, and pro shop
Planning Experience Intern
Commonwealth Financial Group
Boston, MA
06.2025 - 08.2025
- Collaborated with multiple financial advisors to optimize administration processes, focusing on improving client record management and organization of revenue generating opportunities.
- Analyzed internal system inefficiencies and led data collection across 12+ departments to enhance intranet performance and usability, streamlining access to information essential for advisor performance.
- Restructured and optimized internal insurance policy records by verifying confidential client data for over 100 households.
Maintenance
Bancroft School
Worcester, MA
06.2021 - 08.2023
- Maintained routine equipment/facility maintenance to ensure smooth running operations
- Assigned to daily upkeep of indoor and outdoor spaces
- Responsible for problem-solving and troubleshooting
Education
Bachelor of Science - Sports Management - Business Administration
University of New England
Biddeford, ME12-2026
Exercise Science
Ithaca College
Ithaca, NYHigh School Diploma -
Bancroft School
Worcester, MA06-2022
Skills
- Administrative Support
- Public Speaking
- Project Management
- Efficiency
- Personable
- Respectful
- Adaptable
Timeline
Planning Experience Intern
Commonwealth Financial Group
06.2025 - 08.2025
Financial Advising Intern
Commonwealth Financial Group - Kerri Melley
12.2023 - Current
Pro Shop Attendant
Tatnuck Country Club
05.2023 - Current
Maintenance
Bancroft School
06.2021 - 08.2023
Bachelor of Science - Sports Management - Business Administration
University of New England
Exercise Science
Ithaca College
High School Diploma -
Bancroft School
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