facebook pixel
#SummerSpotlight with Tony Valentino ‘21: This summer I've been working at Merrill Lynch, Private Wealth Management in Chicago, IL as a seasonal client associate. Some of my responsibilities have included the updating of loan accounts, compiling month over month return data on accounts within client portfolios, as well as the organization and analysis of our wealth management fee structure, in order to normalize what we charge based on wealth amounts. More recently, I have been working on fund transfers to ensure that the accounts within a client's portfolio are being invested correctly. I have been fortunate to work with a very experienced and skilled wealth management team at Merrill, and have also been able to regularly meet with both clients and outside fund managers to gain valuable experience this summer. #brownwrestlingalumshelpingbrownwrestlers #internships #BrownAlums #buildingresumes #BrownConnect #GoBruno 🐻🤼‍♂️💪🌿

 152

 2

    Suggested Credits
    Tags, Events, and Projects