Student Information

Student Name

Shamarie Moses



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Internship Information

Company/Organization: Merrill Lynch

Mentor(s):Christopher Chung

Topic of Internship


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.

Summary of Internship

I interned with financial planner Christopher Chung and worked with the Chris and Chung Group. My primary duty was to help the Chung group generate more customers. This involved creating a database of potential and current clients. Additionally, I sent out mail to market the group and to encourage people to contact us for financial services. In the office I answered the phone. From observing my mentor I learned different ways of saving and investing money with cd's, stocks, bonds, and funds.

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