Caleb Smith Email and Phone Number
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I help design tailored risk management and insurance programs for affinity groups and associations at Higginbotham. Additionally, I lead the corporate development function of the Refuge Group and have responsibility for managing the firm’s portfolio. I am an active partner in GC Logistics LLC and Trace Advisory Group LLC.Previously, I worked for Align Technology (the maker of Invisalign) as a Financial Analyst supporting Worldwide Commercial Operations and Global Marketing. I started my career as an Analyst at Highland Associates, a leading independent institutional investment adviser in Birmingham, Alabama. I earned my undergraduate degree at Samford University, where I graduated cum laude with a Bachelor of Science in Business Administration with a Finance concentration. During my time at Samford, I was president of the student managed Bulldog Investment Fund as well as the school’s chapter of the Financial Management Association. Through college, I held a corporate finance and tax internship at Align Technology in San Jose, California, an investment sales internship at the Birmingham office of Berkadia, and a research analyst internship at Highland Associates.
Higginbotham
View- Website:
- higginbotham.com
- Employees:
- 3
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Managing Director, Program DevelopmentHigginbothamJackson, Ms, Us
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Managing Director, Program DevelopmentHigginbotham Mar 2024 - PresentFort Worth, Texas, Us -
Director, Program DevelopmentHigginbotham Mar 2023 - Mar 2024Fort Worth, Texas, UsSupports the development and growth of commercial insurance programs for small business affinity groups and associations
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Vice President, Corporate DevelopmentThe Refuge Group, Inc. Oct 2020 - PresentManages the corporate development function of Refuge Group including mergers, acquisitions, investments and divestituresQuality Transport Services (QTS), GC Transports, LeFleur Limousines:- Responsible for the revenue growth strategy for Refuge Group’s transportation holdings- Manages the QTS & GC Transports sales and marketing teams in Mississippi, Ohio and Arizona- Prepares responses and pricing models for new opportunities in paratransit and NEMT - Identifies acquisition targets and leads due diligence and integration processes- Supports the CEO and CFO in preparing the company's annual operating plan- Oversees GC Transports Disadvantaged Business Enterprise (DBE) subcontractor program including utilization and complianceSonoran National Insurance Group, Peakstone Financial Services:-Negotiated and structured the partnership between Sonoran National Insurance Group, Peakstone Financial Services, and Higginbotham Insurance Agency in 2023U-Save Car and Truck Rental:- Led the 2022 divestiture of the U-Save Auto Rental of America franchise system to Green Motion International- Managed U-Save's franchise sales team and supported them through the strongest new unit franchise sales year of the past 20 years (2021). - Previously responsible for U-Save’s go-to-market strategy and revenue growth- Successfully established programs for franchisee fleet financing -
Director, Business DevelopmentThe Refuge Group, Inc. Mar 2018 - Sep 2020Responsible for identifying new profit center and diversifying Refuge Group's portfolioSupported the launch and establishment of Non-Emergency Transportation Resource Center LLC (NETRC), Trace Advisory Group LLC, Kalos Support Services LLC, and GC Logistics LLCQuality Transport Services (QTS), GC Transports, LeFleur Limousines:- Expanded transportation service in North Carolina, South Carolina, Georgia, Arizona, Mississippi and Ohio- Successfully negotiated, structured and oversaw the acquisition and integration of two transportation businesses in Arizona (Quality Transport Services of Arizona in 2018 & Phoenix EI Transportation Inc. in 2021)- Corporate representative during an eight-week project implementation in Cleveland, Ohio (June 2019), the project was profitable within six months
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PrincipalGc Logistics Jan 2023 - PresentRidgeland, Mississippi, UsJoined the ownership group of GC Logistics LLC in 2023 Active in the management and growth of the businessFocused on maintaining and growing GC Logistics' competitive position as a choice provider of facility support and logistics services for Federal, state, municipal, and private clients across the Southeast United States -
Vice President, Business DevelopmentGc Logistics Oct 2020 - Dec 2022Ridgeland, Mississippi, UsSupported the growth plans and strategic vision of company principles Responsible for identifying contractual opportunities with local, state, and national partnersPrepared pricing models and responses for new contract opportunitiesManaged relationships with third-party vendors and subcontractors
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Director, Business DevelopmentGc Logistics Mar 2018 - Oct 2020Ridgeland, Mississippi, UsEstablished GC Logistics’ first federal contracts with the U.S. Department of Agriculture, the U.S. Department of Interior, the U.S. Department of Veterans Affairs, the U.S. Department of Justice, and the U.S. Department of DefenseExpanded government services to include student transportation, grounds maintenance and advanced sanitation (including the development of the SaniSpace brand)Expanded diversified service lines across Mississippi and Louisiana
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PrincipalTrace Advisory Group May 2020 - PresentRidgeland, Mississippi, UsTrace Advisory Group is a woman-owned, SBA and Mississippi-certified, small disadvantaged firm offering the best in accounting, compliance auditing, grants management, and operations support services to federal, state, and commercial clients nationwide. Trace Advisory Group’s team has over 35 years of management consulting experience and include Certified Public Accountants (CPA), Certified Internal Auditors (CIA), Project Management Professionals (PMP), and Certified Fraud Examiners (CFE). -
Vice President, Business DevelopmentU-Save Car & Truck Rental Oct 2020 - Sep 2022Ridgeland, Mississippi, UsSupported the CEO in negotiating and structuring the successful divestiture of the global U-Save system to Green Motion International (2022). The combined business now represents the largest fully franchised car rental company in the world. Managed U-Save's franchise sales team and supported them through the strongest new unit franchise sales year of the past 20 years (2021). Previously responsible for U-Save’s go-to-market strategy and revenue growthSuccessfully established programs for franchisee fleet financing -
Financial Analyst, Worldwide Commercial Operations, Global MarketingAlign Technology May 2016 - May 2018Tempe, Arizona, UsFull business case development and forecast responsibilities for new products and marketing initiativesWorked with international marketing and sales teams across Europe, The Middle East, Africa and Asia Pacific to develop the Advantage Doctor Loyalty ProgramSupported the business development team in identifying new strategic opportunitiesDeveloped multi-factor financial models for volume sensitivity and correlation analysisTeamed with cross-functional VP’s to develop the company’s first long range planManaged a sixty-million dollar marketing budget to less than two percent variance to plan over two yearsFortune 1000 high-growth company, experience living and working in the Silicon Valley and Research Triangle regions -
AnalystHighland Associates; Birmingham, Al Jun 2015 - May 2016Birmingham, Al, UsWorked under the direction of the consulting team to assist in ongoing client service and client projectsAssisted with drafting communication pieces / publicationsWorked under the direction of the CIO to assist in the ongoing research efforts of the firmSupported the areas of Investment Manager Research and Capital Markets ResearchParticipated in the development and implementation of risk management tools and systems -
Research InternHighland Associates; Birmingham, Al Jan 2015 - May 2015Birmingham, Al, UsConducted data gathering and analysis to support ongoing research initiativesMaintained internal databases, information systems, and risk management models
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Investment Sales InternBerkadia Jan 2015 - May 2015New York, Ny, UsResearched possible investmentsPrepared thought pieces and investment theses -
Finance And Business Process InternBusiness Resource, Llc Aug 2014 - May 2015Assisted with marketing researchCompiled and prepared financial data for offering memorandumsMaintained business process software and databases (SalesForce, ACT etc.)
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Finance And Tax InternAlign Technology Apr 2014 - Sep 2014Tempe, Arizona, UsFinancial database management and reconciliation using Excel, Hyperion Financial Management, and JDE.Financial modeling and analysis.
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Office AssistantSamford University, Campus Recreation Jan 2012 - Sep 2014Responsible for supervising the gym and ensuring the safety of visitors
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FounderSmith Logistical Services Mar 2013 - Jan 2014Developed and operated a startup estate liquidation and organizational firm to help clients prepare for large scale moves.Hired and managed two employees.
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RunnerMoses Phillips Young Brannon & Henninger Llp Jan 2013 - Apr 2013
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Assistant Detail Center ManagerGoo Goo Car Wash Dec 2011 - Dec 2012Helped drive additional revenue by ensuring an all around positive customer experience, and acted as a liaison to higher management.
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Office AssistantKelley Sammons Toole And Ellison Llp Jul 2012 - Aug 2012Assisted with simple tax returns, prepared K-1’s, ran errands
Caleb Smith Skills
Caleb Smith Education Details
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Samford UniversityFinance
Frequently Asked Questions about Caleb Smith
What company does Caleb Smith work for?
Caleb Smith works for Higginbotham
What is Caleb Smith's role at the current company?
Caleb Smith's current role is Managing Director, Program Development.
What is Caleb Smith's email address?
Caleb Smith's email address is ca****@****ave.com
What is Caleb Smith's direct phone number?
Caleb Smith's direct phone number is +120593*****
What schools did Caleb Smith attend?
Caleb Smith attended Samford University.
What are some of Caleb Smith's interests?
Caleb Smith has interest in Cooking, Entrepreneurship, Stock Analysis, Greek Life, Sports, Hunting, Carpentry, Fishing.
What skills is Caleb Smith known for?
Caleb Smith has skills like Microsoft Excel, Powerpoint, Microsoft Word, Microsoft Office, Time Management, Research, Teamwork, Public Speaking, Customer Service, Leadership, Bloomberg, Sap Business One.
Who are Caleb Smith's colleagues?
Caleb Smith's colleagues are Karthikeyan Selvakumar, Pradeep Airport.
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