Matthew Stephenson

FINANCIAL ADVISOR TECHNOLOGY TRAINER

Morgan Stanley

Jul 2011 - Jul 2012 (1 year 1 month)

Strategy & Trading • Financial Sales • Investment Research • Risk Management Investor Education Training Instructional Design Public Speaking and Presenting Specialties:- Financial writing - technical and non-technical System design, 'black swan' risk management Public speaking and presenting Published training, curriculum design, adult learning theory Very proficient with Excel, Word, Power Point, Bloomberg Conversant in Spanish

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CEO

PARAGON ELITE TRADING INC, PARAGON FUNDED TRADER

Jul 2009 - Current (16 years 10 months)

Paragon Elite Trading is a technology-based, higher learning school where even the most novice or inexperienced investor can learn to trade like a professional. Our coaches represent some of the best minds and teaching approaches in the business. You can ALWAYS sample something new without dropping what pays the bills now. Why not try? No long-term contracts. No entry fee. No downside to your curiosity. After years and years in the corporate machine, living a life of complete freedom and autonomy is something none of us ever imagined would really be a possibility. The job market is not what it was when our parents were counseling us to "go to college, get a job with a 'solid' company, put in your time, and you'll be taken care of". We now l

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Chief Executive Officer

PARAGON ELITE TRADING INC, PARAGON FUNDED TRADER

Jul 2009 - Current (16 years 10 months)

Paragon Funded Trader was designed around the same principles Matt has taught for years: execution quality, high-probability setups, strict risk management, and behavioral discipline. Not a platform built to collect challenge fees but one built to identify and fund traders who are already doing the work. Matt's coaching and training work didn't stop when Paragon Funded Trader launched — it expanded. The founder's mission is unified: train traders the right way, then fund them without friction. Today, those who enroll in a Paragon Funded Trader assessment can be guided by seasoned traders and coaches through Paragon Elite Trading — an ideal combination of access to funding and world-class mentorship, all in one place.

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CEO | Head Trader

Paragon Elite Trading Inc.

Mar 2009 - Current (17 years 2 months)

Mentor, Coach, Strategic Partner Development, Capital Funding

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PARTNER, PORTFOLIO MANAGER

Alta Capital Management

Jul 2002 - Mar 2009 (6 years 9 months)

Managed a concentrated All-Cap Quality Growth (ACQG) strategy of 30-35 companies. =- While under my management, the portfolio outperformed its benchmark in both absolute and risk-adjusted terms. The ACQG portfolio offered consistently superior growth, risk and valuation metrics than those of its benchmark since inception. Managed the research team's fundamental analysis on current and prospective portfolio companies of all market capitalization sizes. Scrutinized business models to assess viability and potential, and trained Analysts in equity analysis and valuation. Developed detailed, company-specific cash flow and earnings models, conservatively projecting growth drivers, revenues, expenses, earnings and cash flows in order to calculate

SENIOR VALUATION CONSULTANT

Accenture

May 2000 - Jul 2002 (2 years 3 months)

Managed and conducted business valuations for mergers, acquisitions and litigation support. Managed and conducted damage analysis engagements for litigation support. Interviewed and corresponded with clients throughout engagements. Conducted economic and industry research utilized in the valuation of closely held securities, or private equity. Performed extensive analysis of financial statements in developing transaction multiples used in equity valuations. Developed company-specific financial models to analyze profitability and leveragability. Developed detailed cash flow projections in valuing private entities.

BRANCH MANAGER

U.S. Bank

May 1999 - May 2000 (1 year 1 month)

Consistently ranked in the top 5% of regional peers in revenue/fee production and client retention. Coordinated and managed six employees within the branch. Directed branch to become the second most profitable branch in the region, per Full-Time Employee. Achieved a branch ranking of "5" on two consecutive quarterly reviews (highest possible ranking). Created Lobby Management program to cut average customer wait time by 60% (~20 minutes). Passed internal audits by scoring above 90% each quarter.

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VOLUNTEER REPRESENTATIVE

church of Jesus Christ of latter day saints

Oct 1994 - Oct 1996 (2 years 1 month)

Tijuana; Mexicali; San Luis Rio Colorado; Baja California Del Norte Mobilized and trained over 65 full-time volunteers throughout Baja California del Norte and San Luis R.C., Mexico. As volunteers we were committed to performing community service, helping to strengthen family relationships, and discussing common beliefs in God and spirituality in hopes of creating a more positive environment where we traveled.

Matthew Stephenson

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