Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Matthew Steffl

Saint Michael,MN

Summary

I am a finance major at the University of North Dakota with a strong passion for investment strategies and wealth management. Through my leadership roles in the Wealth Management Club, I have developed skills in financial analysis, teamwork, and strategic decision-making. My coursework and extracurricular activities have given me practical insights into financial planning and investment evaluation, and I am eager to apply these skills in a professional setting.

Overview

4
4
years of professional experience

Work History

Server

Olive Garden
09.2024 - Current
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.

Server and Bartender

Riverwood National And Vintage Golf Courses
02.2024 - 09.2024
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.

Sales Associate

Adidas Outlet
07.2020 - 02.2024
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Managed online shipping and return affairs.

Education

BBA - Finance With A Minor in Accounting

University of North Dakota
Grand Forks, ND
05-2027

High School Diploma -

Saint Michael High School
Saint Michael, MN
05-2024

Skills

  • Microsoft Office
  • Cash handling
  • Upselling and Sale promotion
  • Wealth advisory and portfolio management

Accomplishments

    The Wealth Management Club at the University of North Dakota manages two distinct investment funds designed to provide both practical learning experiences and a unique challenge for its members. One fund is primarily invested in the S&P 500, showcasing the stability and importance of mutual funds as a cornerstone of long-term investment strategies. The second fund is actively managed by club members, who collaboratively research and select individual stocks or other investments, allowing them to test their analytical and decision-making skills. This dual-fund structure not only emphasizes the value of diversified portfolios but also creates an engaging and competitive environment where members strive to outperform the benchmark fund while honing their investment expertise.

Timeline

Server

Olive Garden
09.2024 - Current

Server and Bartender

Riverwood National And Vintage Golf Courses
02.2024 - 09.2024

Sales Associate

Adidas Outlet
07.2020 - 02.2024

BBA - Finance With A Minor in Accounting

University of North Dakota

High School Diploma -

Saint Michael High School
Matthew Steffl