Joseph Valentic Email & Phone Number

Detroit, Mi, Us

I serve Cornerstone Education Group as the Chief Financial Officer and a member of the executive team. In this role I have direct oversite of the finance and operations team. I am also integrally involved with strategic planning and the implementation of the Entrepreneurial Operating System to help the school achieve its unique mission. Cornerstone's mission is to prepare its students to live the Complete Life, a virtuous life, a life of excellence, in the unfolding of the American Promise. The phrase Complete Life refers to Rev. Dr. Martin Luther King, Jr.’s teaching that a Complete Life is a life of Length, which is to live for a purpose born, a life of Breadth, which is to be a person for others, and life of Height, which is to know God. We currently serve more than 3,000 children in Detroit.

Servant leader, strategist, teacher, speaker and author, helping people and businesses to achieve their true God given potential, through the integration of what is best in business and faith resources.

As President of the Growth Advocate, I help middle market businesses to achieve their vision for growth by providing integrated access to Capital, Strategic Leadership, and advisory services. I bring a truly unique perspective to serving our clients based on having over 25 years of diverse experience serving the middle market including: investment banking, executive leadership (CFO/COO), consulting, M&A, corporate banking, public accounting (Deloitte) and board leadership.Our VisionWe are passionate about helping people and their businesses achieve their true potential for growth. Our vision is to help leaders, and the organizations they serve, to reach their full potential. We will accomplish this through a unique service model that integrates the delivery of capital, strategic planning and the leadership resources needed to achieve their vision.

Trinity Growth Services provides Catholic business owners with the integration of faith, funding and formation services. We help Catholic business owners to get the capital and strategic planning services they need to achieve their mission, while also integrating resources to help them along their faith journey.

New York, Ny, Us

I help businesses and real estate firms to obtain the capital they need to achieve their growth goals. My entire career has been focused on serving small and medium sized businesses. Having served this sector for over 25+ years, I bring real business, economic and strategic insight to solving my client's needs. I assist client's in structuring and placing the entire capital stack including: senior debt, mezzanine/subordinated debt and equity. Our capital sources run the spectrum including: banks, debt funds, private equity, family offices, hedge funds, insurance companies and accredited individual investors. I am passionate about building lasting relationships that add true value. I am thrilled to work for Inveniam Capital Partners in serving our clients. Inveniam is an innovative, digital marketplace that aims to transform the structure and operations of middle market corporate finance and substantially increase the availability of capital for Small and Medium-Sized Enterprises. Inveniam has built a powerful technology platform that combines its proprietary Workflows for Investment Services Engine (“WISE”) and the distributed ledger technology of the blockchain to effect that transformation. The company is also building an extensive and growing network of strategic partnerships, known as our Professional Services Network (“PSN”), with law firms, accounting firms, regional consulting firms and financial institutions to provide substantial deal flow and unique financing opportunities.Inveniam Capital Partners places equity and registered investments through its affiliate Park City Capital, Inc, of which I am registered representative.

New York, Ny, Us

Inveniam Capital Partners is a tech enabled, strategic and financial advisory firm offering a unique integration of advisory services and access to capital markets for small and medium-sized enterprises and not-for-profits. Our motto is the foundation of our business: “Aut Viam Inveniam Aut Faciam”, translated: “I will find a way or I will make one”. We execute on this motto by combining best in class strategic consulting, extensive transnational and fund management experience, with the latest technology to meet our client’s needs at every stage of their life cycle.The integration of our consulting and capital markets experience with technology, allows us to provide our clients with access to debt and equity capital markets more efficiently than any other model. Our model creates real efficiency for both the client and the investors, by first ensuring that our clients are well prepared to receive capital. Then, based on our deep knowledge of the client and of the capital providers in our system, we can find the ideal match. Once our clients receive the capital they need, our consulting team helps them to optimize the use of that capital and ultimately the value of their organization. Our consulting services, combined with our tech enabled capital platform, will help small and medium-sized enterprises and not-for-profits to accelerate and drive sustained growth in America. Over the last decade, Inveniam has facilitated debt and equity transactions for clients with an aggregate value of over $5 billion.

I am the founder of a strategic consulting practice called The Growth Advocate. We are passionate about helping people to achieve their true potential for growth. Our vision is to help leaders and the organizations they serve to reach their full potential. We accomplish this through a unique integrated services model that aligns the delivery of strategic planning, financial planning and business resources needed to achieve their vision. We help spec and deliver the following resources: debt and equity capital, technical and operational resources, project based assets, strategic partners and permanent staff.

I am strategic executive leader with 25 years of financial and business services experience. I have had the opportunity to see inside hundreds of businesses to see what works and what doesn't. In addition to this experience, I have a unique ability to integrate analytical and creative thinking to help businesses translate vision in executable strategy and to solve the most complex of problems. My experience and abilities, combined with my personal passions for building relationships, learning, communications and helping others, enables me to provide a wide variety of solutions to a broad array of industries. The following are some of the services I can provide.• Businesses Transformation - help businesses to break through and achieve their vision• Strategic Planning – Assist in reviewing and developing strategic business plans• Professional Leadership for Family Businesses in transition• Executive Coaching - helping executives achieve their full potential• “Integrator” - for companies using the "Entrepreneurial Operating System/Traction" • Chief Financial Officer for business seeking true strategic leadership• Chief Operating Officer for businesses needing true strategic executive leadership • Fin Tech - for tech firms needing strategic/financial leadership with passion for technology• Private Equity positions requiring broad financial services experience and a networking ability• Capital Raise for small and middle market businesses• M&A Due diligence• Payment Processing Solutions - Integrated Solutions, Cost Savings and Optimization Projects• Research and analysis projects for market strategy or business transformation• Contract Financial Institution services – strategy, compliance, commercial loan valuation• Strategic Partnerships – identification, design, and negotiation

Detroit, Michigan, Us

Executive Vice President and Chief Financial Officer 10-1-2014 to PresentEffective October 1, 2014 Joe was promoted to EVP and CFO. In this role, Joe was effectively Chief Operating Officer and CFO. He had direct responsibility for all facets of the company's strategic planning and execution. He had direct oversight and leadership of the company Revenue Support Teams: Finance, HR, Legal, IT and Operations. He reported directly to the chairman and CEO of the company. In addition to these roles, he also retained all direct oversight for financial reporting, capital strategies and acquisitions. Joe was also instrumental in building and maintaining mission critical strategic partnerships with clients, vendors, referral affiliates, financial institutions and key payments industry partners, such as Global Payments and MasterCard.Chief Financial Officer 12-1-2012 to September 30, 2014In this role Joe had direct responsibility for all financial and shared services areas of the company including finance, Human Resources, Information Technology, and Legal. He was also integrally involved with strategic planning, partnerships and helping the company to launch into a new channel, Electronic Payments as a service/Software as As Service, helping to oversee the launch of a software payment platform for real estate payments and a B2B platform that includes both card acceptance and e-invoicing. International Bancard is a financial technologies (fintech) services company that provides payment processing solutions (also known as Merchant Services provider). The company enables businesses to accept credit card and ACH payments, through conventional credit card terminals, custom web applications, and integrating companies to its white labeled payment gateway. Payment applications technology was available for multiple industry segments including: Medical, loan servicing, Rent Payments, B2B payments, e-commerce, and recurring billings.

Detroit, Michigan, Us

Chief Financial Officer 12-1-2012 to September 30, 2014In this role Joe had direct responsibility for all financial and shared services areas of the company including finance, Human Resources, Information Technology, and Legal. He was also integrally involved with strategic planning, partnerships and helping the company to launch into a new channel, Electronic Payments as a service/Software as As Service, helping to oversee the launch of a software payment platform for real estate payments and a B2B platform that includes both card acceptance and e-invoicing. International Bancard is a financial technologies (fintech) services company that provides payment processing solutions (also known as Merchant Services provider). The company enables businesses to accept credit card and ACH payments, through conventional credit card terminals, custom web applications, and integrating companies to its white labeled payment gateway. Payment applications technology was available for multiple industry segments including: Medical, loan servicing, Rent Payments, B2B payments, e-commerce, and recurring billings.

Farmington Hills, Michigan, Us

Served as board member for 5 years including one year as Treasurer of the Board and on the Compensation Committee. During tenure on the board actively involved with major strategic planning and leadership initiatives including long term planning, complete rebranding of the CU, field of membership changes, and execution of a large merger.

Senior Advisor for Gateway Asset Management. Provided advisory services for the commercial banking space, including: M&A asset valuations, SWOT analysis, loan review, special assets management, and risk management. Provided advisory services for over 40 banks throughout the nation.

Your Advocate LLCPresident of financial advisory services consulting firm. Provided the following advisory services: M&A Due Diligence for Commercial Banks, Debt Placement, Commercial loan underwriting, capital advisory services, banking, corporate finance and turnaround work. Affiliated with partner firms including Gateway Asset Management, Clayton, UHY, Summer Street Advisors, Newport Consulting, Olejnicczak Advisors, Esquire Bank, and EDSI Consulting

Us

Dallas, Tx, Us

Worldwide, Oo

Business Strategy Course, Business Strategy

Fintech Online Course, Fintech - Business

Professional Development Program: Advanced Business Strategy: Gaining A Competitive Edge

Masters, Economics

Bachelor Of Science, Accounting

Bachelors, Accounting