Matt Thelen

3425 Moorhead Ave.

Boulder, CO 80305

Mobile: (720) 338-3676

Email:

Education:

University of Colorado Boulder, CO

Leeds School of Business Graduation: May 2008

Major: Finance

Certificate: Entrepreneurship

GPA: 3.8

Experience:

J.P. Turner & Co L.L.C. Denver, CO Financial Growth Firm Intern December 2006 - May 2007

·  Reported financial analysis of mutual funds and individual securities using industry standard databases such as Morningstar, Bloomberg, Streetscape, Thompson Financial and various others.

·  Created reports sent to clients discussing their specific investments, the economy and possible new investments.

·  Constructed client portfolios to assess risk vs. return. Used these findings to match client expectations/objectives to appropriate investment portfolios.

·  Participated in industry conference calls, reported critical information to decision-making leadership.

·  Gathered data and updated monthly financial reports, including revenues and assets, C-Share Mutual Funds, annuities and other monthly reports.

·  Ran quantitative income analysis to forecast retirement goals and assets required to meet those goals.

Employment:

Carino’s Italian Grill Longmont, CO

Shift Manager, Certified Employee Trainer, Bartender March 2004 - Present

·  Manage over to 20 employees per shift. Responsible for the performance and motivation all restaurant employees. Help give guidance for all employees to excel at their jobs.

·  Approve and provide all discounts and other amenities in order to ensure total guest satisfaction while implementing effective solutions to ensure flawless service.

·  Train new hires, using teaching and shadowing techniques.

·  Win restaurant-wide contests in sales and customer satisfaction feedback consistently.

·  Awarded employee of the Month, July 2005.

· 

FirstBank Boulder, CO

Bank Teller February 2006 - September 2006

·  Accepted and distributed various forms of currency, both foreign and domestic, including wire transfers and issuing extremely large bank checks and bonds.

·  Called upon to multitask between marketing, human resources and sales as needed in order to handle customer relations, confidential documents, and conduct financial transactions.

·  Offered solutions to customers’ needs delivering flawless service to a demanding clientele.

·  Maintained and updated customers’ databases with relevant service and marketing information.

·  Entrusted with bank codes and keys with access to tens and hundreds of thousands of dollars.

GL Fence & Construction Aurora, CO

Fence Engineer August 2003 - June 2004

·  Built high quality fences, meeting strict deadlines, budgets and customer specifications.

·  Managed inventories and reduced material costs.

Interests and Achievements:

·  Beta Gamma Sigma member, the highest recognition a business student can attain.

·  Dean’s List Fall 2004 - Present.

·  Awarded tens of thousands of dollars in scholarships based on academic achievement and humanitarian work.

·  Competed in International DECA competition (Marketing and Sales role-play events), placing 2nd in CO (2003).

·  Voted Captain of various competitive soccer teams by peers due to leadership and work ethic (2002-2003).

·  Hobbies include competitive sports, skiing, camping, traveling to Spanish-speaking countries, humanitarian work, reading and philosophy.

·  Personally funded college education while maintaining a 3.8 GPA.

Skills: Skilled in Morningstar, Streetscape, Microsoft Office and conversational Spanish.