Wealth Management Intern Resume Example Merrill Lynch

WEALTH MANAGEMENT INTERN

Education

BBA: Economics, 2019
University of Southern California - Los Angeles, California

High School Diploma: 2015
Byram Hills High School - Armonk, NY

Work History

Wealth Management Intern, 02/2017 to Current
Merrill Lynch – Los Angeles, California

Working directly under Managing Director
Fostered business relationships and provided significant increase in customer service, resulting in solidification of client base and significant revenue expansion.
Reaching out to clients on behalf of private equity sponsors (Apollo, Blackstone, Silver Lake) for alternative investment opportunities
Creating financial goals analysis reports to initiate a unique and comprehensive blueprint for prospective clients

Associate, 09/2016 to Current
Blackstone Launchpad – University of Southern California

Chosen from a large applicant pool to work as an advisor to the Blackstone Launchpad
Blackstone Launchpad at USC currently has several startups under its wing with around $1 million in funding
Part of the management team to further connect the Blackstone Launchpad with the student base
Help to organize 1,000 pitch competition at USC enabling students to pitch their ideas to investors for potential seed funding
Connect with startup employers in the Los Angeles area and found over 50 potential job opportunities averaging over $70,000 base salaries for USC students looking to work in the startup ecosystem
Personally interviewed and connected with top leaders in the venture capital industry to understand the mindset it takes to succeed for both the entrepreneur and the venture capital firm (this included Greycroft co-founder Dana Settle)

Summer Analyst, 05/2016 to 08/2016
Tannor Capital Management – White Plains, NY

Formed debt repayment models for various Chapter 11 Bankruptcies such as $18B Caesar's Entertainment Case

Analyzed credit investment opportunities including various Plan of Reorganizations to prioritize the debt holders and calculate the pay-back on their bankruptcy claim based on liquid asset value
Cold-called hundreds of creditors a day
Personally closed over $500,000 in bankruptcy claims from various creditors across multiple bankruptcies (Caesars, Circuit City, Kalobios Pharmaceuticals)
Displayed historical returns to be included in a deck for the formation of a new fund

Summer Associate, 05/2015 to 08/2015
Clark Dodge Asset Management – White Plains, NY

Consolidated financial data and materials for key leadership meetings
Organized client database to make it more efficient and reached out to clients to schedule meetings
Gathered industry information for potential investments

Golf Caddy, 06/2014 to 09/2014
The Whippoorwill Club – White Plains, New York

Entrepreneurial Endeavors

Ice Pop Salesman:

Traveled to Jones Beach every weekend this past summer and sold Fla-Vor-Ice pops that I had bought in bulk for $1 each.
Totaled over $4000 in profits after business expenses.

Resume Overview

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