Student Information

Student Name

Shamarie Moses

Email

Jnnf2459@yahoo.com

Academy

Engineering

Internship Information

Company/Organization: Merrill Lynch

Mentor(s):Christopher Chung

Topic of Internship

Stocks

Background Information

Merrill Lynch, once the undisputed leader of the herd, now finds itself in a bullfight for dominance with retail/wholesale financial supermarkets. Known for its bull logo, the firm offers financial services for private, institutional, and government clients, including mutual fund, insurance, annuity, trust, and clearing services, besides traditional investment banking and brokerage. Merrill Lynch operates in three segments: the Global Markets and Investment Banking Group, which generates more than half of its sales; Global Private Client Group, which is its wealth management side; and Merrill Lynch Investment Managers, which the firm has merged with BlackRock, Inc. -- it provides asset management services.

Summary of Internship

Merril Lynch is an investment banking company. I intern there. My mentor is Christopher Chung. My basic dutites are to acquire new customers for him. My day to day duties are to make phone calls, and mail out letters to them. I make a stock database on excel to keep track of customers.

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