Matthew David Lebowski

Current Employers

Employment History

• 07/2020 → 05/2022
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2018 → 03/2020
  Network Adjusters Inc
  Denver, CO
• 09/2017 → 01/2018
  Avenica Inc
  Denver, CO
• 05/2015 → 12/2016
  Qualfon
  Fort Collins, CO
• 01/2017 → 07/2017
  Jimmy Johns
  Littleton, CO
• 03/2020 → 07/2020
  Unemployed
  Denver, CO
• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO
• 08/2022 → Present
  Bank Of America, N.A.
  Greenwood Village, CO

Other Businesses

I*: 2404280 Entity Type: Charitable Name of OBA: Urban Peak Address: Denver, CO 80223 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 05/02/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Urban Peak is a non-profit organization in Denver that provides a full convergence of services for youth experiencing homelessness. My role would serve on the young professionals board where in addition to volunteer hours spent at the shelter, we would act as support for the board of directors. I would also act in capacity of the Fundraising Coordinator within the Junior Board as well. Duties would include: ? Propose ideas for Ignite's annual fundraiser and facilitate discussion with Ignite Board to identify the selected fundraiser ? Be point person for the event pre- and on-site logistics, like confirming a venue, materials to execute the fundraiser idea, and identify advertisement needs ? Mobilize Board to support the fundraiser efforts, including inviting each of their networks to attend the event I have confirmed with Urban Peak I would not be responsible for managing funds, donations, nor any other type of assets.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-29
• S63 Uniform Securities Agent State Law Examination
  2021-07-09

Other Names

• Matt Lebowski