Steve Poteet Email and Phone Number
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Steve Poteet personal email
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I provide professional representation and advisory services to companies, institutions, and individuals who wish to buy,sell or exchange investment real estate. My mission is to provide guidance in achieving the maximum return on real estate investments. A real estate investment portfolio should be managed with the same level of care and planning as all investment segments. A strategic plan should be developed and tactics implemented and monitored to assure desired results. Real estate can provide a great source of wealth and income for generations. To determine if your investment objectives may be well-served by establishing a real estate investment portfolio please contact me to set-up an initial conversation and explanation of my services.My clients typically have a total investment portfolio of $2.5 million or more and may currently have existing real estate holdings.
Windward Advisors, Llc
View- Website:
- towindward.com
- Employees:
- 5
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Business IntermediaryWindward Advisors, LlcNashville, Tn, Us
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MediatorThe Case Masters Jan 2023 - PresentNashville, TnProviding mediation services for parties seeking to resolve disputes prior to ligitation.
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President / Managing BrokerMainstar Realty & Management, Llc Feb 2018 - PresentBrentwood, Tennessee, United States
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Managing BrokerAssocia Tennessee Dec 2015 - Feb 2018Brentwood, TnProvide real estate services to investors who trust our firm to help maximize returns and manage assets. Property management, sales and acquisitions are part of our services menu. -
Investment Real Estate Advisor/BrokerMarcus & Millichap Jul 2015 - Dec 2015Greater Nashville Area, TnRepresenting sellers and buyers of commercial real estate in a manner that brings value to their side of the transaction. Focus on healthcare real estate and income producing properties -
Financial AdvisorMorgan Stanley Wealth Management Mar 2013 - May 2014I work with individuals, families, business owners, and organizations to provide guidance and direction for all matters involving financial services. Individuals and families who are considering the sale of their private business will find value in the "transition services" I facilitate. -
Financial AdvisorMerrill Lynch May 2011 - Mar 2013Greater Atlanta AreaI work with clients to construct a financial management strategy that includes assets and liabilities on the personal/family balance sheet that will help to meet the goals and needs identified. I use the resources of Merrill Lynch and Bank of America to conduct my services and provide clients expertise that has helped to manage wealth since 1914. -
Managing DirectorHealthplace, Inc. Jan 2009 - Aug 2011East Tennessee, Atlanta, GaI was engaged to provide business development projects that required all facets of sales, marketing, and relationship management. In addition, I was expected to analyze the financial impact of solutions for the organization. These projects included the rebranding of a healthcare services company and total marketng plan to increase market share and topline revenue, as well as the sale of a healthcare facility for monetizing of non-essential assets.
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Account ManagerThe White Stone Group Jan 2007 - Jan 2009Knoxville, Tennessee AreaBusiness development activities directed at healthcare organizations located in the northeastern portion of the US. Products and services consisted of SaaS suite of applications for hopsital communications.
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Healthcare Business DevelopmentGallaher & Associates/ Blueridge Developments Mar 2006 - Apr 2007Knoxville, Tennessee AreaDeveloping new healthcare accounts for the company's construction services. New accounts established included hospitals, long-term care facilities, clinics, and physician offices.
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Healthcare Real Estate ConsultantBroadway Developments/Healthplace Consullting Dec 2004 - Mar 2006Knoxville, Tn And San Antonio, TxProvided business development services for commercial real estate developers, healthcare technology companies, and healthcare services providers who provided healthcare products and services to the industry. These activities included strategic planning, marketing programs, sales and distribution design and implementation of programs designed to increase market share and profitability.
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Director New Business DevelopmentLife Companies/Lsi Jun 1996 - Dec 2004Greater Atlanta AreaI was responsible for all sales and marketing for this manufacture of medical monitoring equipment. During my tenure sales increased from$1.5 MM per year to over $20 MM per year. Several new products were introduced and the sales organization was transformed from an independent contractor group to a direct employee group.
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Regional Sales ManagerMicrotek Medical Dec 1994 - Jun 1996Greater Atlanta AreaProvided sales management to independent sales groups who were marketing Microtek's medical products to hospitals and physicians across the southeast United States. -
Vice-President Of Sales And MarketingCarapace Medical Products Jul 1986 - Dec 1994Greater Atlanta AreaServed as Vice President of Sales and Marketing for Carapace Medical providing orthopedic products to physicians and hospital in the US and internationally. Reconfigured the sales channel from a distributor based organization to a direct sales operation. Provided development of international contacts to increase non-US sales.
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Marketing ManagerAmerican Hospital Supply Corp. 1983 - 1986I managed the largest product offering for the company to maximize profitability and expand top-line sales by new product development and marketing.
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Office System SalesIbm Corporation 1978 - 1983I sold office automation systems to improve productivity and quality for business communications.
Steve Poteet Skills
Steve Poteet Education Details
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Conflict Resolution -
Magna Cum Laude -
Business Development -
Business Administration
Frequently Asked Questions about Steve Poteet
What company does Steve Poteet work for?
Steve Poteet works for Windward Advisors, Llc
What is Steve Poteet's role at the current company?
Steve Poteet's current role is Business Intermediary.
What is Steve Poteet's email address?
Steve Poteet's email address is sp****@****inc.com
What is Steve Poteet's direct phone number?
Steve Poteet's direct phone number is +161594*****
What schools did Steve Poteet attend?
Steve Poteet attended Lipscomb University, University Of Tennessee-Knoxville, The Wharton School, University Of Tennessee-Knoxville - College Of Business Administration.
What are some of Steve Poteet's interests?
Steve Poteet has interest in Social Services, Children, Economic Empowerment, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Health.
What skills is Steve Poteet known for?
Steve Poteet has skills like Strategy, Strategic Planning, Management, Business Development, Marketing, Financial Services, Healthcare, Team Building, Finance, Leadership, Sales, New Business Development.
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Steve Poteet
Chattanooga, Tn3bellsouth.net, hdrinc.com, kleinschmidtgroup.com -
1reliantgs.com -
3yahoo.com, utcaerospacesystems.com, uci.edu
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