Provider of commercial window and pressure cleaning services. All job sizes.Luxury hotels, condos, and communities. Government buildings - local, county, state. Commercial buildings of all sizes. Over 30 years in business.

Capstone Financial Group is threefold—Capstone Financial Group, a middle market investment banking firm, Capstone Auto Group, the parent company of three automotive dealerships (Sold in 2013), and Capstone Home Technologies, a smart home technology company.Duties:Prepare financial information and corporate memorandums for all potential and existing clientele.Maintain company web-site which includes optimizing for search engines and continual updating of website with media coverage of Capstone.Prepare potential buyers lists for clientele looking to be acquired, as well as prepare and sent lead letters to the selected potential buyers.Innovated the Online Data Room, an online login and data management system which streamlined the due diligence process by organizing information for clients and potential buyers. This includes preparing, monitoring, and assigning online data room access for potential acquirers.Update, maintain, and perform queries on company database (in Access).Send out monthly newsletter and updated online newsletter.Prepare mass mailings, maintain spreadsheets and company management presentations.Assist Capstone Home Technologies with company advertising strategy, updated company website to include video of its television ads. Graphic design work included design of airport ads, stationary, custom mass mailings by location and demographics.Coordinate Social Media strategy for all three entities including utilizing Twitter, Facebook, and YouTube to publish news, articles, advertisements, and general company information as well as implementing these social media tools into each website.Heavy Microsoft Office use including Microsoft Word, Powerpoint, Excel, Access, and Visio.

Overhauled Capstone Auto Group’s complete online strategy which included implementing a new website, lead management software, coordinating inventory flow to online sources, and training of employees on the new software.Prepare monthly mass email campaign for Capstone Auto Group including service specials, vehicle specials.The dealerships were sold in early 2013.

Duties include customer service contacts, assembling estimates, scheduling work assignments, recruiting labor, overseeing work on larger jobs and maintaining the company database, which I created. Performed any size pressure washing or window-cleaning job (including high rise) anywhere in the Southeast, including Hilton Head Island, Auburn, Montgomery and Birmingham.

Duties included completing financial statements and valuations for potential clients, providing tours to potential buyers through client’s facilities, travelling to trade shows looking for and contacting new prospects (looking to sell, buy or raise money). Duties also included assembling and completing detailed company and financing memorandums, detailed internet searches for company prospects, and creation and management of continually expanding company database. Created company Web page (www.capstonefinancialgroup.com). Heavy word processing and desktop publishing using Microsoft Office was required. I was also responsible for internet marketing of acquisition opportunities and continually updating company web pages. Duties also included putting together targeted mailings seeking potential buyers and sellers throughout the U.S. and Canada.

Contracted through Custom Staffing to work in the word processing/presentations department of the firm. Duties include editing and creating proposals, tables, and graphs for bankers using Microsoft Word and Microsoft Excel. Also included some reception duties such as faxing, book making, and mailing. Completed company database which detailed companies and target companies. The job also included providing details on the companies including company description, date acquired, merger revenues, etc.