Student Information

Student Name

Sam Yoon

Email

samyoo@epsd.org

Academy

Finance

Internship Information

Company/Organization: Smith Barney

Mentor(s):Phillip Aronoff

Topic of Internship

Financial Adivisors

Background Information

Smith Barney is a division of Citigroup Global Markets Inc., a global, full-service financial firm, that provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world. In more than 500 offices, our Financial Advisors service more than 7.1 million client accounts representing nearly $1 trillion in client assets worldwide. Our clients range from individual investors to small- and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations.

Summary of Internship

An internship at Smith Barney Citigroup essentially guarantees the individual to experience the brokerage aspect from the world of finance. Surrounded by world-class financial advisors, Iíve found myself learning simply by listening to how the advisors interact with their clients. For my mentor, Phil Aronoff, was the assistant branch manager, the internship is flexible in the sense that the intern is not limited in his or her range of tasks. For instance, while having had the chance to directly work with over 10% of the officeís brokers and their clients, Iíve also found myself prospecting for potential employees over the phone, creating Excel spreadsheets, PowerPoint Presentations, Word documents, doing market research, assisting the transferal of clientís accounts, and attending conference calls or other meetings.

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