Student Information

Student Name

Alvic Plan





Internship Information

Company/Organization: Merrill Lynch (Global Private Client)

Mentor(s):Vivek Sehgal (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 worked on a detailed 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. With my mentor,I also attended informative seminars that described different financial concerns in America presently. These seminars were also an extension of the prospecting project, because I had to record information of every prospect that attended those seminars. Besides prospecting, I learned basic knowledge about the stock market and financial advising and I learned a lot about communicating effectively and presenting yourself in a professional manner.

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