Maxwell Smith

Maxwell Smith Email and Phone Number

Improving exit & investment outcomes for tech founders | Founder-Focused Investment Banking @ Vista Point Advisors
san francisco, california, united states
Maxwell Smith's Location
Miami, Florida, United States, United States
Maxwell Smith's Contact Details

Maxwell Smith personal email

n/a
About Maxwell Smith

At Vista Point Advisors, I work as part of a team dedicated to helping software & internet founders through successful M&A and capital raise transactions. As your advisor, we:* Shoulder the process and protect your time so you can focus on running your business* Bring buyers to the table and narrow to the best buyers based on our past experience* Have tough conversations with buyers without tarnishing future relationships* Act as a hands-on partner that hustles alongside you and is always available* Foster competition to improve the ultimate outcomeThe First Step----------------------The first thing you can do as a founder is to educate yourself about what it looks like to work with an investment bank. Please take a look at the library of content our team put together to help you better understand the M&A processwhen run through an investment bank.www.forfounders.guide

Maxwell Smith's Current Company Details
Vista Point Advisors

Vista Point Advisors

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Improving exit & investment outcomes for tech founders | Founder-Focused Investment Banking
san francisco, california, united states
Website:
vistapointadvisors.com
Employees:
22
Maxwell Smith Work Experience Details
  • Vista Point Advisors
    Senior Associate
    Vista Point Advisors Nov 2023 - Present
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  • Vista Point Advisors
    Associate
    Vista Point Advisors Nov 2022 - Nov 2023
    San Francisco, California, United States
    Vista Point Advisors is a boutique sell-side investment bank focused on providing unconflicted advice to founder-led software & internetbusinesses in M&A and capital raise transactions. Our strategy is to partner with entrepreneurs of growing businesses who are interested inunderstanding their options in the marketplace.
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  • Appinio
    Business Development Associate
    Appinio Aug 2022 - Oct 2022
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  • Hub International
    Employee Benefits Advocate
    Hub International Aug 2021 - Aug 2022
    Winter Park, Florida, United States
    Coordinated a book of 100+ 50-99 sized employer groups to assist with employee benefit inquiries and healthcare-related projectsImplemented superb professional communications among clients and industry leaders to deliver premium customer serviceOptimized data management across several CRMs by aiding in the creation of a data processing standard for over 600 clientsAcquired compliance and industry knowledge through obtaining licensing from the Florida Office of Insurance… Show more Coordinated a book of 100+ 50-99 sized employer groups to assist with employee benefit inquiries and healthcare-related projectsImplemented superb professional communications among clients and industry leaders to deliver premium customer serviceOptimized data management across several CRMs by aiding in the creation of a data processing standard for over 600 clientsAcquired compliance and industry knowledge through obtaining licensing from the Florida Office of Insurance Regulation.2021 HUB International Florida Rookie of the Year Show less
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  • Swally
    Coo & Cmo
    Swally Jan 2022 - Jul 2022
    Florida, United States
    • Developed a Multi-Media campaign driving a 60% increase in organic growth across all mainstream social media platforms• Directed product development in progressing from wireframe to a fully functional minimal viable product that received invites to top accelerator programs • Conducted over 50 UX interviews and leveraged metric-driven traction gathered from surveys into several app features• Created an international college ambassador program with over 15 students driving downloads… Show more • Developed a Multi-Media campaign driving a 60% increase in organic growth across all mainstream social media platforms• Directed product development in progressing from wireframe to a fully functional minimal viable product that received invites to top accelerator programs • Conducted over 50 UX interviews and leveraged metric-driven traction gathered from surveys into several app features• Created an international college ambassador program with over 15 students driving downloads and promoting content Show less
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  • Stetson University
    Radio Host
    Stetson University Aug 2019 - Aug 2021
    Deland, Florida
    Host of Maxxpolicy. A weekly round up of local, state, and national political news. Conversations on philosophy, technology, and music are quite frequent, as are the enlightening guests.
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  • Stetson University
    Contributing Writer
    Stetson University Aug 2019 - Aug 2021
    Opinions writer for Stetson Universities student-operated magazine, The Reporter
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  • Stetson University
    Director Of Marketing And Student Outreach
    Stetson University Feb 2019 - Aug 2021
    Directed all marketing for Stetson Universities Student Government as well as the senates outreach to the student body
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  • Stetson University
    Director
    Stetson University Feb 2019 - Aug 2021
    Director of GreenFeather for the Center of Community and Engagement. Greenfeather is Stetson University's longest philanthropic tradition, a week-long competition dedicated to raising at least a $10,000 grant for local non-profit organizations
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  • Stetson University
    Operations Assistant Admissions Department
    Stetson University Sep 2018 - Aug 2021
    Deland, Fl
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  • Stetson University
    F.O.C.U.S Orentation Leader
    Stetson University Jan 2019 - Dec 2019
    A leader of Stetson Universities Freshman Orientation week
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  • Sigma Nu Fraternity, Inc.
    Commander (President)
    Sigma Nu Fraternity, Inc. Dec 2019 - Dec 2020
    Deland, Florida
    President of the Sigma Nu Delta Mu chapter, leading 50+ dedicated men towards a path of honor. Striving to maintain Sigma Nu's mission of creating Ethical leaders through personal growth and fostering life long friendships and commitments to the Fraternity.
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  • Sigma Nu Fraternity, Inc.
    Recorder (Secretary)
    Sigma Nu Fraternity, Inc. Nov 2018 - Nov 2019
    Delta Mu Chapter Handles sensitive Chapter paperwork as well as takes minutes at all Chapter meetings Generates positive press and marketing material for the chapter. Assists in tracking a $30k budget
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  • Munizzi Law Firm
    Legal Assistant
    Munizzi Law Firm Aug 2019 - Nov 2020
    Deland, Florida
    Assisted Partners in proactively improving client relationships to increase client referrals by 60%Developed and implemented a marketing plan, improving client and referral source outreach by 43%Administered an office budget of $7,000 to ensure the office was always stocked with snacks for partners and clientsMaintained and coordinated Partner calendars through G-suite managing over 20 different meetings a week
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  • Atlas Network
    Institute Relations Intern
    Atlas Network May 2020 - Aug 2020
    Streamlined grant applications processing time by 4 days with an average grant size of $15kDeveloped an interdepartmental Excel, Salesforce, and Power Query process identifying regions of strategic growth opportunities and weaknesses creating 10 new partnersCo-produced “Atlas Nexus” podcast increasing average weekly downloads by 50% utilizing AdWords and SEO
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  • New Home Star
    Sales Assistant
    New Home Star Feb 2018 - May 2018
    Deland, Fl
    Relay Information between Buyer and BuilderEnsure that the Buyer receives every detail they want in their future home
  • Starbucks
    Barista
    Starbucks Sep 2016 - May 2018
    West Chicago, Il
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Maxwell Smith Skills

Team Leadership Public Speaking Political Campaigns Communication Cultural Awareness Politics Political Science Team Management International Relations Problem Solving Social Media Project Management Microsoft Office Customer Service Teamwork English Resiliency Public Relations Public Policy Writing Professional Communication Data Entry

Maxwell Smith Education Details

Frequently Asked Questions about Maxwell Smith

What company does Maxwell Smith work for?

Maxwell Smith works for Vista Point Advisors

What is Maxwell Smith's role at the current company?

Maxwell Smith's current role is Improving exit & investment outcomes for tech founders | Founder-Focused Investment Banking.

What is Maxwell Smith's email address?

Maxwell Smith's email address is ma****@****nal.com

What schools did Maxwell Smith attend?

Maxwell Smith attended Stetson University, West Chicago Community High School.

What skills is Maxwell Smith known for?

Maxwell Smith has skills like Team Leadership, Public Speaking, Political Campaigns, Communication, Cultural Awareness, Politics, Political Science, Team Management, International Relations, Problem Solving, Social Media, Project Management.

Who are Maxwell Smith's colleagues?

Maxwell Smith's colleagues are Kara Frazier, Owen Albert, Liliane Kaissar, Valerie Chagares, Lindsay Miceli, Michael M., Tara Rasoolian.

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