Nolan Thompson nolanthompson@csu.fullerton.edu

Summary statement

Senior at California State University, Fullerton with a passion for investments that can offer organizational and managerial skills learned outside of the classroom. These skills have been acquired while working in various financial service industries, as well as owning and operating my own corporation. Recently, I have become more involved with on-campus clubs, and I have even joined an off-campus softball team. My career goals include becoming a Chartered Financial Analyst, and working my way up to become a portfolio manager at a major firm in New York. Eventually, I would like to own my own firm that helps people generate higher returns on their investments through personal loans or private equity funding.

California State University, Fullerton

Bachelor of Arts in Business Administration, Finance

Graduating Spring 2019

Harvey & Company, LLC

Research Analyst ~ October 2017-June 2018

  • Research companies that may be a potential fit for our clients to merge with or acquire.
  • Analyze companies' information online to find out key data points, such as number of employees and owners' emails.
  • Attend conference calls to take notes on the conversations between our firm and clients or potential company owners to generate lead memos.


Talent Manager ~ June 2012-Present

  • Communicate and negotiate the price of available time slots to generate over $100,000 in revenue.
  • Manage all performers throughout the concert to ensure that the event is organized through its entirety.
  • Prepare spreadsheets of the performers’ information for data collection to present to the CEO.

HeadTalker, Inc.

Chief Operating Officer ~ December 2014-November 2016

  • Addressed client inquiries on a platform with over 70,000 users to ensure customer satisfaction.
  • Managed all financial activity for the company by tracking the spending and billing of clients.
  • Researched through data on our platform to find new trends to keep users engaged.
  • Communicated with potential buyers to facilitate the acquisition of the company in 2016.

Introduction to Investments ~ Spring 2017

  • Performed bi-weekly market analyses to calculate portfolio gains and losses compared to the benchmark.
  • Reviewed fundamental and technical methods to analyze stocks in order to identify intrinsic value and trends.

Financial Management II ~ Spring 2018

  • Calculated solutions for problems dealing with present and future values of annuities and perpetuities.
  • Analyzed balance sheets and income statements to identify whether a company was generating profit.

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