Matt Gonzalez
McAllen
Summary
At Texas Regional Bank, my role as a Wealth Management Analyst sharpened my financial analysis skills and deepened my understanding of client relations and market research. Partnering with seasoned professionals, we navigated complex financial landscapes and delivered tailored strategies to our clients. I am Currently pursuing a Bachelor of Science in Business Administration, I am honing my expertise in Financial Planning and Artificial Intelligence. My commitment to excellence is demonstrated through maintaining Microsoft Office Specialist and LinkedIn certifications, setting a foundation for my aspiration to become a Certified Financial Planner.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Wealth Management Analyst
Texas Regional Bank
03.2024 - 08.2024
- Assisted in evaluating financial plans for high-net-worth clients
- Conducted market research to support investment strategies
- Prepared professional reports and client-facing presentations
Quality Control Operator
Texas Regional Bank
06.2023 - 08.2023
- Reviewed financial transactions to ensure accuracy and regulatory compliance
- Reported discrepancies and collaborated on improving data processes
- Supported internal audit efforts and compliance documentation
Service Crew Member
Hamlin Pools
06.2022 - 08.2022
- Delivered customer support and pool maintenance services
- Supported team operations in a fast-paced, hands-on environment
- Built strong client-facing communication and reliability skills
Mixologist
Shake Express
06.2021 - 10.2021
- Prepared and served beverages efficiently in a high-volume setting
- Maintained bar cleanliness and managed closing responsibilities
- Provided positive customer service experiences
Education
Bachelor of Business Administration - Financial Planning & A.I. in Business
Texas A&M University
TX05.2026
Skills
- Financial Analysis & Modeling
- Market Research & Investment Strategy
- Client Communication & Relationship Management
- Proficiency in Microsoft Excel & Financial Software
- Strategic Decision Making & Problem Solving
- Team Collaboration & Leadership
Accomplishments
- Ironman 70.3 Finisher – Completed a 70.3-mile triathlon demonstrating endurance, discipline, and mental toughness
- Magna Cum Laude – Graduated in the top 5% of high school class
- Athletic Achievements – Former NCAA DIII Cross-Country/Track Athlete at Trinity University; active triathlete and CrossFit competitor
Involvement
- TAMU Triathlon Team
- Scholars of Finance – Analyst
- Financial Planning Student Association
Certification
OneDrive for Business Essential Training
PowerPoint Essential Training (Microsoft 365)
Microsoft Office Specialist: Excel Associate (Office 2019)
Affiliations
- TAMU Triathlon Team
- Scholars of Finance – Analyst
- Financial Planning Student Association
Timeline
Wealth Management Analyst
Texas Regional Bank
03.2024 - 08.2024
Quality Control Operator
Texas Regional Bank
06.2023 - 08.2023
Service Crew Member
Hamlin Pools
06.2022 - 08.2022
Mixologist
Shake Express
06.2021 - 10.2021
Bachelor of Business Administration - Financial Planning & A.I. in Business
Texas A&M University
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