Mateo Cohen
Wealth Management Specialist Non Registered | St.Edward’s University
- Role
- Wealth Management Specialist - Non-registered at Merrill Lynch
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Mateo Cohen
Hi, I’m a recent Finance graduate from St. Edward’s University with a BBA and a strong interest in helping people make smart, confident financial decisions. I am actively looking for a full-time role in wealth management, private equity, or a related area where I can learn, grow, and contribute. I value integrity, curiosity, and clear communication especially in a field as personal and impactful as finance.I enjoy running, weightlifting, reading (anything from investing books to biographies), and checking out new coffee shops around town. I’m always up for a good conversation whether it’s about markets, personal growth, or a great espresso. If you\'re in the finance space or just want to connect, feel free to reach out. I\'d love to learn from others and explore where I can add value.
Experience
Wealth Management Specialist - Non-registered
Jan 2026 — Present · San Antonio, TX, US
Wealth Management Specialist - Non-Registered at Merrill Lynch Bank of America
Education
El Paso Community College
Associate of Arts - AA
2019 — 2021
St.Edward's University
Bachelor of Business Administration - BBA, Finance
2021 — 2025
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