Resume
Matthew A. Funk matthew.funk@temple.edu
EDUCATION: TEMPLE UNIVERSITY, Fox School of Business, Philadelphia, PA
Bachelor of Business Administration, Graduation: May 2018 Major: Finance and Management Information Systems
GPA: 3.84 | Business Honors Program | University Honors Program Dean’s List, Fall 2014-Spring 2017
ACTIVITIES AND AWARDS:
- Temple University Presidential Scholarship Recipient
- Fox BHSA Member (September 2014 – May 2015)
- Temple University Investments Association Member (September 2015 – Present)
- Association for Information Systems (January 2016 – Present)
- William C. Dunkelberg Owl Fund (January 2017 – Present)
WORK EXPERIENCE:
Bank of America Merrill Lynch, Wayne, PA (May 2017 – Present)
Financial Advisor Intern
- Work with the Suburban Philadelphia Market Executive to create weekly reports and assess Financial Advisors’ performance relative to the benchmarks set by both Merrill Lynch and the Suburban Philadelphia Market.
- Monitor clients’ brokerage accounts to ensure that the accounts are properly aligned with the firm’s Allocation Profiles.
- Assist Financial Advisors in updating client accounts when Options, High Yield Debt, and IPO forms expire.
Temple University Fox School of Business, Philadelphia, PA (January 2017 – May 2017)
Peer Teacher
- Assisted students in learning course material for MIS 2501 Enterprise IT Architecture by holding office hours and organizing review sessions to reinforce lessons and concepts taught in the class.
- Lectured the class on IT Architecture topics including virtualization, cloud computing, and networking.
- Collaborated with the class professor to create exams and assess students’ understanding of the coursework.
SKILLS and LANGUAGES:
Proficient in:
- MS Word, Excel, and PowerPoint