Matium

I help materials companies grow by automating the tedious tasks and streamlining their communication with their Network via Matium.

Director of Business Development (Growth Guy)

BlueFin Strategies LLC

Principal

Morgan Stanley

In 2022, I assisted Vic Roy with transitioning his Private Wealth business to Morgan Stanley. This business consisted of a multi-family office approach with an average client net worth of $50M+. We also continued our initiative in Exit Planing towards the SMB/MMB space by advising on multiple eight and nine figure exits. This clearly led to a deep focus on estate and legacy planning. 

Within my first few months at Morgan Stanley, I was invited to apply and ultimately accepted to be a member of the prestigious PWAA program that only accepts 10 members per cohort.

During the transition to Morgan Stanley, I was able to re establish as well as enhance many of the tax optimization strategies that I deployed at UBS.

Private Wealth Advisor 

Investment Consultant

I joined Managing Director Vic Roy in 2021 as a partner to lead the strategic planning practice within his private wealth business. Within the first year on the team, I implemented multiple strategic planning initiatives that helped to boost production by 25%+ during a bear market. These strategies helped our clients to optimize their tax efficiency as well as protect their downside.They included:

- Pairing direct index investing with opportunity zone funds
- Security backed lending arbitrage with structured yield investments 
- Pre sale planning around the SALT Tax workaround among other strategies 
- Private foundation creation and implementation

Financial Advisor 

During my time as a WPA, I worked with the top teams in the DC market to create and execute strategic planning engagements. The majority of my work was with founders planning around M&A or exit transactions. One of the teams that I worked with exclusively was The Capital ESOP Group, one of the leading advisors in the 1042 space.

While in the role, I worked on billions in collective exit value where strategic planning led to tens of millions in tax optimization.

Wealth Planning Associate 

Spire Holding LLC

- Co-led effort to launch Nashville office that focused on building the entertainment side of the portfolio.

- Identified opportunities to increase revenue intra company by connecting properties through partnership to boost ROI. 

- Developed, placed, and executed 5-hour ENERGY's national country music platform with anchor artist Dierks Bentley. This included nationally broadcasted television advertisements as well as a joint marketing campaign with 7/11 stores. 

- Created custom marketing platform for Sugarlands Distilling Co. around country music star Cole Swindell including a custom product line and royalty agreement. 

-Used artist/brand specific social analytic and demographic analyzation process to design and pitch partnership programs for artists such as Dierks Bentley, Cole Swindell, and Luke Combs among others. 

- Worked with clients and venues to create marque activation and hospitality experiences at concerts around the country to further enhance partnerships.

Music Division - Co-Director / Business Development 

-Enhance portfolio of sports and entertainment clients/properties through targeted marketing and social media

- Helped identify opportunities for revenue growth by expanding partnerships

- Assisted in pitch creation for prospective and current properties

Business Development Intern

South Carolina Gamecocks

- Assist with preparing of practice or games daily 
- Work closely with position coach with in-practice/in-game procedures
- Carried Steve Spurrier’s headset wire

Student Manager (Football)

- Assisted The Capitol Group with their institutional consulting practice including construction of product offerings 
 
- Gained knowledge of financial planning tools and techniques notably in the executive deferred compensation space.

- Worked closely with upper management to develop excel sheets and marketing tools that were used complex wide

Institutional Consulting Intern 

Georgetown Athletics

- Researched social media tactics specifically dealing with kids club and former athletes
- Developed plans for new approaches dealing with community outreach via social media

Marketing Intern

Naval Academy Athletic Association

- Assisted in creation of award winning “Rock, Paper, Scissors” promotion 
- Work daily with photoshop in creating promotional materials 
- Organize halftime and in game promotions
- Work in office to help create new promotions
- Worked hand and hand with the Baltimore Ravens to create a dual Social Media contest to promote both the Ravens as well as Navy Athletics

Marketing and Promotions Intern

In 2015, I carried Steve Spurrier’s headset at USC. 

In 2016, I was on the NASCAR circuit (not a driver).

In 2017, I toured with Dierks Bentley (not a musician).

Since 2018, I have advised entrepreneurs with a collective net worth in the billions of dollars on efficient optimization and exit strategies.

Now, I am helping to future proof the supply chain, build Industry 5.0 and give business owners a path to greater exits with Matium. 

I also founded BlueFin Strategies to continue to help founders and entrepreneurs optimize all aspects of their balance sheet. 

Remember: It’s not what you make, it’s what you keep

CFP® | CEPA® | FMVA®

What do these random letters mean? I took some tests that make me knowledgeable on Exit Planning, Estate Planning, and Valuations.

Mitch Best

Sharpvue - Cloud Video & Surveillance Trailers

Chief Revenue Officer

Upnine

Chief Sales Officer

Kastle Systems

DTiQ

Protection 1 Security Solutions

Senior Vice President, Field Sales

ASG Security

Chief Sales and Marketing Officer

Director of National Accounts

Bob Ryan is a visionary performance-driven Chief Revenue Officer with a proven track record of sales growth in entrepreneurial, private equity and corporate business environments.  He happily serves as the Chief Revenue Office for Sharpvue, a leading cloud video surveillance company headquartered in Irmo, South Carolina.  

Prior to Sharpvue, Bob served as Chief Sales Officer at Upnine, based in Norwell, MA.  Upnine is a comprehensive managed service company with programs designed for mission critical integrated physical security, networking, IOT, and wireless connectivity platforms designed to proactively manage system health and ensure maximum operational uptime.

Previous to Upnine, Bob served Kastle Systems as its Chief Sales Office, overseeing a nationwide sales force of 140+ Business Development Managers while propelling the company to three consecutive years of record growth.  He has a diverse 34-year background of success in the electronic security services industry and related business sectors.

As CMO and SVP of Sales for ASG Security, Bob Ryan led the company’s sales management, product development and overall marketing strategy.  Well known for his dynamic leadership style, he successfully integrated the sales and marketing functions of ASG to achieve significant internal growth.  He served a pivotal role on ASG’s senior management team that built the company from $870K in RMR (Recurring Monthly Revenue) in 2003 to $10.5M by 2015.  Upon its sale to Apollo Global Management in July 2015, ASG was recognized as the 10th largest U.S. electronic security company.

At Protection One, Bob was responsible for leading the outside sales force of 565 sales reps across the company’s residential, small business and commercial sales channels throughout 70 U.S. locations.   As the company’s Senior Vice President of Field Sales, he assembled the company’s sales management roster by leading talent acquisition across all markets.  He was instrumental in the company’s integration activities combining both ASG and Protection One’s sales forces into a consolidated sales platform under the ADT brand.

Over the course of his career, Bob has been an active security industry advocate and frequent guest speaker across prominent industry organizations.  He has won numerous awards for sales & marketing excellence including 10 SAMMY Awards for ASG Security.

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Mitch Best

Bob Ryan

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