Student Information

Student Name

SangJin Ha

Email

samha@epsd.org

Academy

IT

Internship Information

Company/Organization: Merrill Lynch

Mentor(s):Gianni Martire

Topic of Internship

Finance

Background Information

With offices in 36 countries/territories and total client assets worth approximately $1.6 trillion, Merrill Lynch is one of the world’s premier leading financial management and advisory companies. Merrill Lynch consists of three core businesses – Global Private Client, Global Markets & Investment Banking Group and Merrill Lynch Investment Managers. Merrill Lynch, through its subsidiaries and affiliates, provides investment, financing, advisory, insurance, and related services on a global basis. Merrill Lynch remains the market leader with the scale and position to provide wealth management and investment services to clients across a broad range of wealth levels. Merrill Lynch is able to offer a plethora of services depending on the needs of the individual or the organization. At the core of Merrill Lynch philosophy are the Financial Advisors who manage money for the client by creating a structured monetary plan tailored to their individual needs. The FA’s (Financial Advisor’s) at Merrill Lynch, numbering close to 14,000, are some of the best in the world.

Summary of Internship

At Merrill Lynch, I worked alongside my mentor, Gianni Martire as well as the Wealth Management Group located in the office. I worked out of the Merrill Lynch branch located in Fort Lee, New Jersey. By working alongside experienced financial planners, I was allowed exposure into the world and culture of Financial Planners. I gained invaluable knowledge and experience working with the latest technology in the field.

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