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

SouthState Bank

IT Business Office Analyst

J.J. McDonnell & Co Inc

Business Operations:
- Led reporting and analysis efforts pertaining to the various segments of the business driving department KPI improvements.
- Highlighted and suggested best practices for current business operations.
- Documented business processes through flowcharts via Microsoft Visio.
- Established fluent reporting methods through the company ERP system and provided analysis to upper level management via Microsoft Excel.
- Company wide pricing analysis and member of the J.J.'s Price Margin Team.
- Assisted with Ad-Hoc projects as they arose.


Human Resources:
- Handled day-to-day operations in the department 
- Worker’s Comp administration and OSHA compliance.
- EEO compliance and reporting.
- Effectively handled employee relations.
- Managed and orchestrated the company HRIS (Paylocity).
- Led recruiting efforts by updating job postings, interview process innovation, and coordination of onboarding with adequate candidates.
- Supervised and coordinated temporary recruitment services.
- Payroll reporting and overtime analysis.
- Implemented company-wide trainings.
- Managed and established COVID-19 protocols.

HR & Business Operations Analyst

Coastal Sunbelt Produce

Provided payroll administration and Human Resource services across multiple entities of The Coastal Companies, the leading foodservice distributor of produce and dairy in the Mid-Atlantic.  Duties included but were not limited to:
- Creating and distributing confidential financial reporting for executive level management.
- Ensuring compliance with federal and state labor laws.
- Coordinating worker's compensation for all employees across all company locations.
- Managing and enforcing COVID-19 prevention protocols along with all other company policies.
- Initiating, reviewing and finalizing personnel actions forms company-wide.
- Engaging with crew members to help provide them with solutions and additional information for confidential dilemmas by encouraging an open-door policy.

Payroll Administrator & HR Specialist

Ajilon

Staffing consultant providing Human Resources, Financial and Operational services.  For the entire duration of this position, I was assigned to Coastal Sunbelt Produce, the leading food service distributor of produce and dairy products in the Mid-Atlantic.
Duties included but were not limited to:
- Administering leave of absence accommodations while ensuring HIPAA confidentiality.
- Building a repository for the company's every day issues, easing their filing processes.
- Validating invoice amounts and adjusting credits accordingly with nationally recognized brands.
- Performing employment verifications as well as processing employment eligibility and I-9 paperwork.

Consultant

HoganLax LLC

Provided oversight to all hiring and staff operations of over two hundred employees over the course of five seasonal lacrosse tournaments.  Served as the Information Chair during tournaments providing information to all customers with questions regarding the events while simultaneously commanding a workforce of up to thirty members.

Staffing and Logistics Intern

MARYLAND MOLD AND WATERPROOFING LLC

Foreman

An emerging leader, supporting SouthState Bank as an IT Business Office Analyst.  Recent MBA graduate from Johns Hopkins University - Carey Business School, with a concentration in Leading Organizations. 

I look forward to connecting and conversing with you as I expand my professional background and knowledge.

taplio

The Battle

Mitch Best

Griffin Giles

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