CLASS VI empowers the entrepreneurial spirit with a comprehensive solution for maximizing company value while enhancing business owners’ quality of life.CLASS VI PATHFINDER lies at the trailhead of this entrepreneurial journey.☑️ OUR MISSION is to position companies 1 to 5 years in advance of a sale or recapitalization event.☑️ OUR APPROACH is based on 100+ transactions delivering $2.5B+ in capital to the business owners we serve.We address 90+ risk factors that… Show more CLASS VI empowers the entrepreneurial spirit with a comprehensive solution for maximizing company value while enhancing business owners’ quality of life.CLASS VI PATHFINDER lies at the trailhead of this entrepreneurial journey.☑️ OUR MISSION is to position companies 1 to 5 years in advance of a sale or recapitalization event.☑️ OUR APPROACH is based on 100+ transactions delivering $2.5B+ in capital to the business owners we serve.We address 90+ risk factors that suppress valuation and provide the investor’s perspective on growth plans.The Pathfinder experience begins with Basecamp, a structured 3 to 6 month exploration of business strengths and opportunities. Entrepreneurs exit Basecamp with a detailed strategic plan, prioritized using our patented algorithm. Because a stronger company is more enjoyable to lead, business owners find that Basecamp benefits them personally as well.After Basecamp, the rest of the Class VI solution unfolds:➡️ Rely on Pathfinder as your guide for strategic execution.➡️ Engage Class VI Partners, our investment banking arm, to escort you through the treacherous waters of a sale or recapitalization transaction.➡️ Turn to Class VI Family Office before, during, and after a transaction to manage your assets to fuel the next adventure.At Class VI, we have deep respect for the role entrepreneurs play in our communities, country, and economy, so we approach our work with great humility. Clients benefit from our characteristic hustle and our dedication to forging relationships that last for life.**Investment advisory services offered through Class VI Partners’ affiliate Class VI Family Office, LLC, a Registered Investment Adviser with the U.S Securities and Exchange Commission. Class VI Partners offers investment banking and private securities transactions through its affiliate, Class VI Securities, LLC. Class VI Securities, LLC is a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA). Show less

Member of Trusted Advisor Group (TA 01455)

During my time at Capgemini I was the project lead for a nationwide data center networking refresh initiative for a Fortune 500 company. I ensured the project remained on schedule, within the project scope, and within the budget. I reported to the executive management team.

Park Place Technologies is the global leader for third-party data center support. Daily engaged in sales activities, project management, customer success, and service delivery.My responsibilities included:>Led and successfully delivered multiple major projects from inception to closures, within the customers' budget>Conducted, pre-project, on-going, and post project status update meetings to ensure alignment with stakeholders >Increased customer outreach… Show more Park Place Technologies is the global leader for third-party data center support. Daily engaged in sales activities, project management, customer success, and service delivery.My responsibilities included:>Led and successfully delivered multiple major projects from inception to closures, within the customers' budget>Conducted, pre-project, on-going, and post project status update meetings to ensure alignment with stakeholders >Increased customer outreach through cold-calling, networking, channel relationships, and in-person meetings>Worked with solutions architects to review the scope/requirements to help identify any risks and impediments>Engaged in RFP processes which entailed weekly/monthly calls to discuss scope of work, timing and resources>Developed a timeline and schedule to ensure the critical path stayed on schedule>Communicated daily with all stakeholders and held daily/bi-weekly/weekly/monthly meetings to ensure the project stayed in scope, on time, and under budget>Worked with multiple VARs to generate cost effective solutions for clients Show less

Movement Mortgage owned a title company called Integrated Title Services which is no longer in business.Served clients as the Regional Marketing Director in NC, SC, VA, TN, and GA.The key component to being the Regional Marketing Director was to develop intentional, genuine relationships. Every client is different so I tailored my marketing and branding experience to address their specific needs and goals. Our goal was to empower our clients by providing them the most efficient… Show more Movement Mortgage owned a title company called Integrated Title Services which is no longer in business.Served clients as the Regional Marketing Director in NC, SC, VA, TN, and GA.The key component to being the Regional Marketing Director was to develop intentional, genuine relationships. Every client is different so I tailored my marketing and branding experience to address their specific needs and goals. Our goal was to empower our clients by providing them the most efficient services in the industry.Clientele management, relationship growth, and process management are other areas that I specialized in. Once I had an understanding of my client, I could identify what areas would most help to assist them in achieving their goals. I acted as a liaison between parties in order to create the best environment for success. Show less

As a Wealth Management Associate with Pharmakon Wealth Advisors of MassMutual, my main objective was to engage with prospective clients in the sales process. After determining whether or not the client was a good fit or not, I made appropriate financial recommendations. My responsibilities included prospecting clients, scheduling meetings, making recommendations, and ensured our clients had a professional and enjoyable experience.

As a True Advisor at True Homes, I had many different responsibilities and duties. The job was the perfect example of franchise management. The most critical pieces were SELLING HOMES, maintaining my store front, market analysis, financial analysis, engaging with and assisting clients, and networking with local real estate agents.

I managed every aspect of the organization and was the speaker for meetings/events for 20-200 people on a monthly basis. I also organized and facilitated events for which I hired speakers and entertainers for weekly large group meetings/events.