Matt Roan Email & Phone Number

Boulder, Colorado, Us

It is the mission of the Humane Society of Boulder Valley to protect and enhance the lives of companion animals by promoting healthy relationships between pets and people.

San Francisco, California, Us

Technology and Venture Banking. Coverage for all technology sub sectors including software, hardware, fintech, cyber security, and sustainable technology. Covering the middle U.S.; CO, TX, IL, OH, MO, IN, MT.

New York, Ny, Us

Serves high growth companies in the innovation economy as a member of JPMorgan's Technology & Disruptive Commerce Team. Team mission to help great companies scale rapidly by providing commercial and investment banking services from founding through exit.

New York, Ny, Us

Developing long term, comprehensive relationships, with companies whose revenues are between $20 million and $500 million.Specializing in debt structuring, treasury management systems (CTM for 8 years), and delivering the comprehensive services of JPMorgan Chase & Company.

Boulder, Colorado, Us

• Member of Executive Committee• Chair Finance Committee

Denver, Colorado, Us

Leadership of Fee Income generating activities for Vectra Bank. Developing and implementing strategies for exceeding organizational goals for Treasury Management, Wealth Management, Factoring, Swaps, Foreign Exchange, and 1031 Exchange.• Member of the 8 person Executive Management Team. Focus on implementing and measuring strategic initiatives across the entire enterprise. Major areas of emphasis included risk management, regulatory compliance, sales growth initiatives, human resources requirements, and marketing programs.• Developed a comprehensive strategic plan for Treasury Management and Private Banking. These are the major fee income producers for the bank and thus the highest priority. Evaluated the lines of business, implemented changes, trained the staff, and made adjustments to the course as necessary.• Successfully grew fee income in 7 of 9 key segments.

• Corporate Distressed Debt Restructures• Banking Strategy• Receivership

Denver, Co, Us

Solely responsible for building de-novo department to manage the company’s distressed assets. Built and managed team and coached members and bankers on risk management and mitigation. Conducted difficult workout negotiations, while maintaining strict control over the legal and collection budget.Key Achievements:• Created an entire workout and resolution process for the bank from a decentralized model into a centralized model providing consistent strategy and risk management• Reduced the tier 1 and tier 2 capital /classified assets ratio from 71% to 18%• Represented the bank to the FDIC during its annual safety and soundness exams on the entire classified asset portfolio

Denver, Co, Us

Established a new market and office serving Boulder County and Northern Colorado for the bank. Developed a sales oriented culture and completely staffed the bank. Exceeded sales expectations every year while developing long term relationships in a private bank environment.

New York, Ny, Us

• Developed and executed marketing plan for a new geographic region for the Financial Intuitions Group in the Colorado market, which was later deployed across the Western United States. • Developed long term relationships with $1B and larger financial institutions providing solutions for equity, debt, treasury products, and operations.

New York, Ny, Us

•Responsible for originating commercial loans to middle market clients•Loans included syndications, club deals, construction loans, permanent financing, and term loans.

Minneapolis, Mn, Us

Mba, Finance

Bs, Finance