Merrill Lynch

Host

Patrick Sullivan
Class of 2008
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Merrill Lynch

Finance

Company Description

Wealth Management/Private Banking

Job Position

Financial Advisor

Job Description

Working with high net worth families on investments, insurance, cash flow, taxes, wealth structuring, trust and estate planning.

Externships

DelEX 2024

Tuesday, Jul 9, 2024 - Wednesday, Jul 10, 2024
9:00 AM - 3:00 PM
In-Person
Business Casual
New York, New York
Learning Goals

Learning the entire wealth management industry by sitting with certain specialists and relationship managers on a large private banking team in NYC.