Matthew Lobo
Client Relationship Executive @Mlp Wealth Management
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WORK HISTORY
Client Relationship Executive @Mlp Wealth Management
EDUCATION
University of Surrey
Bachelor of Science - BS with Placement, Economics
ABOUT MATTHEW LOBO
I’m a second-year Economics student at the University of Surrey with a growing interest in finance, financial planning, and data-driven decision-making. I enjoy connecting analytical thinking with real-world applications, particularly in risk assessment, investment analysis, and business planning.Currently, I’m undertaking a Financial Planning Internship at MLP Wealth Management, where I’m gaining hands-on experience in client relationship management, investment research, and the preparation of financial reports and suitability analyses. This role has strengthened my technical skills with tools such as CashCalc, Xplan, Quilter, and Transact, while deepening my understanding of how tailored financial strategies are designed and implemented. I’ve also built a strong technical foundation through online training and certifications including- Goldman Sachs - Internal Audit Job Simulation- Fidelity International Investment Management Job Simulation - AmplifyME Finance Accelerator- JPMorgan Chase Investment Banking Job SimulationOutside of work, I’m passionate about football, play guitar, and enjoy exploring how economics influences everyday life, from markets to policymaking.
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