Student Information

Student Name

Adriana Manzo




Internship Information

Company/Organization: Merrill Lynch (Global Private Client)

Mentor(s):Elias Dau (Financial Advisor)

Topic of Internship

Financial Management

Background Information

Merrill Lynch is one of the world’s leading financial management and advisory companies, with offices in 36 countries and territories and total client assets of approximately $1.6 trillion. Merrill Lynch has three core businesses – Global Private Client, Global Markets & Investment Banking Group and Merrill Lynch Investment Managers. They offer a range of services for private clients, small businesses, institutions and corporations, and financial intermediaries. Through Merrill Lynch Investment Managers, the company is one of the world’s largest managers of financial assets, with assets under management of $501 billion at the end of 2004. They’re growing their business by helping clients grow theirs.

Summary of Internship

At Merrill Lynch, I have attended various client meetings with my mentor and worked on specific client profiles that my mentor analyzes. I learned a lot about communication and organization skills, which are extremely important in the work force. I created my own specific client profile including imaginary clients with invented assets and liabilities. From this project, I learned the financial management process that my mentor follows; these exercises were extremely educational. I also worked on a specific prospecting project. (Prospecting is known as the processes of searching for new potential clients.) This project gave me the opportunity to realize the importance of one’s clients and how forming relationships and connections with others is a key objective.

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