Asset Manager Intern
At Merrill Lynch I was an asset manager intern. During the internship I helped prospect new clients for my manager. I created low and medium risk portfolios according to the tolerances of clients.I reviewed client portfolios case by case and suggested improvements to better meet their financial goals. Using Morningstar, I reviewed and analyzed various stocks and mutual funds. Morningstar provides ratios and various statistical information which assisted me in rating of different financial instruments. Also, I advised on different savings plan for college, such as UGMA, UTMA, 529, and Maryland College Savings plans.