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

CivicPulse

Developing a GPT to empower local governments and their stakeholders by generating shared insights that are nationally contextualized and locally informed from up to date data. Developing a business process architecture, Lean process improvement and project management initiatives to support the data collection and delivery operations.

Operations Manager

Tech Talent & Strategy

Acting as the product owner of the eLearning and LMS solutions for technical training. Implementing product updates to allow for deploying modular and tailored solutions that take reduced time to market. Project manager for private and public engagements for workforce solutions, staff augmentation and technical training.

Program Manager

Overseeing the operations of the eLearning program and support for enterprise for public and private initiatives. Expanded staff augmentation capacity with the startup scene to diversify.

Client Experience Manager

Launch and growth for Rochester Workforce Development Program in partnership with the City of Rochester to train residents in Full Stack Development, Data Science and Digital Marketing.

Community Organizer

MicroEra Power, Inc.

Accelerating the commercialization of a Department of Energy, NYSERDA and Quake Capital backed energy storage startup aimed at enabling building electrification.

Business Development

Xclusivity

A platform to connect product innovators with beta testers via AI powered match making algorithm. Completed UX interviews at the MVP stage, 2nd place at the 2021 San Antonio Startup Weekend and Finalist at the Swarm Starter Pitch Competition at the University of Rochester. Accepted to the e5 program (award for a free 5th year from the University of Rochester to launch an early stage venture), shut down to prioritize my full time career and the opportunity to join MicroEra Power

Co Founder

University of Rochester

Co-founder of the 1st Rochester COVID-19 Innovation Challenge, an interdepartmental challenge to help local businesses through student engagement. Hosted information sessions, guest speaker for introductory courses to recruit students to the Grand Challenges Scholars Program. Responsible for initiating the admissions process for prospective students

Hajim Dean's Office | Program Assistant 

VelocityTX

Worked with the VelocityTX BioGlobal Accelerator, the startup incubation services alongside Alamo Angels and its pitch events. Led the relaunch of the Business Resources Network.

Programs Assistant - Biomedical/health IT startup incubation

WaitLess Medical, LLC

WaitLess Medical is a health IT startup (YC grad) that solves the queuing issue in hospitals. I worked on software testing, and cold calling health care providers as well as setting up investor outreaches. Assisted with preparing pitch materials for Newchip Accelerator, and Flinn Foundation Competition. Developed XML sitemaps to boost SEO.

Business Development - SaaS Health IT

Polyglot Mexican with an Aramaic last name fluent in Japanese. Operational professional with strategic experience in scale ups. Experience in project management, RevOps, process improvement, business process architecture (BPA) and Lean. 

My involvement with Startup Grind Rochester is distinct from my professional pursuits, reflective of my interest in technical innovation and ecosystem building.

Please note that all publications and comments reflect my personal views.

taplio

The Battle

Mitch Best

Joshua B.

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