Mary-Elizabeth Cooper

Registered Wealth Management Client Associate at Merrill Lynch

Role
Registered Wealth Management Client Associate at Merrill Lynch
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Mary-Elizabeth Cooper

I am currently a Registered Wealth Management Client Associate with Merrill Lynch. I am responsible for providing clients with a high level of service in operational and administrative areas, offering efficient and proactive client services while building and nurturing client relationships. I currently hold my SIE, Series 7, 63, and 66I am a Bryn Mawr College graduate with a degree in Economics (concentration in International Economics) with minors in Psychology and English. I am a highly motivated individual, who is interested in going into business. I am team-focused, analytical, and results-oriented. My background in economics has prepared me well for analytical roles. I have supplemented that education with a background in Psychology and English as well to have a more holistic education. I am currently the Co-class President for my graduating class, where I hold yearly conferences with the other alumni in leadership positions and send out a yearly newsletter. I was the Head of Social Committee for Bryn Mawr\'s SGA for the 20••••19 school years, and a THRIVE Mentor to the incoming class for Bryn Mawr in the 20••••19 school year. Lastly, I was a student-athlete for two yearsKey Programs I have attended:Warwick Economic Summit, University of Warwick, England •Served as an ambassador for Bryn Mawr College and recruited delegates for the summit•Attended lectures and networked with experts in the field of economics Smith College Enterprise and the Environment, Oxford University: July 2018•Attended a two-week program designed to give in-depth knowledge about the relations of economics and finance. •Worked with 35 other students on case studies and debates regarding the BP Oil Spill and RWE sustainable finance plan.Harvard Business School Peek Weekend: June 2017•Attended program designed to expose college students to business school. •Worked within the women’s cohort on five case studies including Beyoncé and music distribution and IDEO. University of Pennsylvania Law Global Institute for Human Rights: May 2017•Attended a weeklong program that focused on Women’s rights, immigrant and refugee rights, and business and human rights. •Met with lawyers, experts in academia, and activists for human rights at Skadden Arps. •Presented idea for increasing education and sanctuaries for women in third world countries to a member of the Commission on the Status of Women at the United Nations.

Experience

  1. Registered Wealth Management Client Associate

    Merrill Lynch

    Mar 2020 — Present · Charlotte, NC, US

    Currently hold SIE, Series 7, Series 63 and Series 66

Education

  • Bryn Mawr College

    Bachelor of Arts - BA, Economics

    2015 — 2019

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Mary-Elizabeth Cooper — Registered Wealth Management Client Associate at Merrill Lynch in Charlotte, NC, US | Unifers