Student Information

Student Name

Ronak Patel




Internship Information

Company/Organization: Merrill Lynch

Mentor(s):James Egan

Topic of Internship


Background Information

Merrill Lynch is a leading global financial management and advisory company with a presence in 40 countries and territories across six continents. It serves the needs of both individual and institutional clients with a diverse range of financial services, including personal financial planning, securities underwriting, trading and brokering, investment banking and advisory services and etc. With total client assets of approximately $1.8 trillion in total client assets, Merrill Lynch is the undisputed leader in planning-based financial advice and management for individuals and small businesses. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. Merrill Lynch owns approximately half of BlackRock, one of the world's largest publicly traded investment management companies, with more than $1 trillion in assets under management.

Summary of Internship

As an intern at Merrill Lynch, I perform basic office tasks such as filing, answering phone calls, organizing paperwork, creating letters and sending emails, in addition to creating spreadsheets on customer resources. By completing these tasks, not only am I able to expand my office skills, but I am also able to gain real life experiences to prepare me for a corporate and professional lifestyle. While completing all of these tasks, I am able to gain knowledge about the rules and regulation present in the financial district. By working with documents like options forms, mutual fund letters and monthly statements, I am able to attain information on stocks, mutual funds and rules without having a major role in the workplace. The work I do at Merrill Lynch, as mediocre it may be, provides me with a first-hand experience of the financial world.

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