Mateo Romero

Portfolio Manager | Wealth Advisor | MSc in Finance

Role
Senior Investment Counselor at Citi
Location
Miami, FL, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Mateo Romero

Economist and MSc in finance with over a decade of progressive experience in the domestic…

Experience

  1. Senior Investment Counselor

    Citi

    Mar 2019 — Present · Miami, US

Education

  • UNIVERSIDAD AUTONOMA DE MEXICO

    Preuniversitario

  • Universidad de Chile

    Master of Science (M.S.), Finance, General

    2012 — 2013

  • Wharton Executive Education

    Investment Management Analyst Certification Program

  • Universidad Santo Tomás

    Economista, Economics

    2004 — 2010

Skills

  • Econometrics
  • Equity Derivatives
  • Wealth Management
  • Linux
  • Derivatives
  • Bonds
  • Microsoft Office
  • Foreign Exchange
  • Equities
  • Mac Os
  • Internet
  • Microsoft Excel
  • Spss
  • Windows
  • Fixed Income
  • Financial Markets
  • Series 7
  • Finance
  • Fx Trading
  • Strategic Financial Planning
  • Investment Banking
  • Capital Markets
  • Inversiones
  • Liderazgo
  • Lead
  • Trading
  • Análisis Financiero
  • Investments
  • Acciones
  • Fund of Funds
  • Bloomberg
  • Financial Analysis
  • Asset Management
  • Fx Options
  • English
  • Finra
  • Corporate Finance
  • Structured Products
  • Gestión De Activos
  • Spanish

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Mateo Romero — Senior Investment Counselor at Citi in Miami, FL, US | Unifers