Summary
Overview
Work History
Education
Skills
Timeline
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Joseph R. Patterson III

Summary

I am a highly motivated and results-driven individual with a proven track record of exceeding goals and driving success within the legal, private equity, and consulting fields. Leveraging advanced skills in data analytics, software development, and consultative selling, I successfully assist clients in solving their most critical business issues.

Overview

4
4
years of professional experience

Work History

Private Equity Associate

INSIGHT2PROFIT
07.2022 - 06.2024
  • Managed private equity operations – key focus on transaction advisory and due diligence
  • Proficient in modeling pricing opportunities
  • Produced client-facing materials using Power BI for C-Suite executives & PE Board (DFW Capital)
  • Utilized numerous research tools to prospect private equity firms – supported client discussions and helped steer client call direction
  • Analyzed Confidential Information Memorandums/pricing models for various $1B+ portfolio companies

Account Executive

Mspark
09.2021 - 03.2022
  • Independently managed sales growth in the Northern Colorado/Wyoming territory
  • Created full media plans for decision makers while also devising various pricing strategies
  • Sold solution-based advertising mixed with digital components, focusing on client tracking/pixel pinpoint locations

Director of Business Development

Fortz Legal Support, LLC
01.2020 - 05.2020
  • Responsible for over $500,000 in cultivated business sales
  • Managed credit card statements, billings, payment plans, and invoicing (including all collections)
  • Helped secure arbitrations for domestic and international trials – Paris, London, and Tokyo
  • Produced exhibit transcripts utilizing numerous legal software applications
  • Project Leader in Marketing/Analytic Campaign
  • Presented realistic recommendations to General Motors' executive staff and financial leadership
  • Placed third among forty senior campaign teams at Michigan State University

Education

B.S. - Advertising Management

Michigan State University
East Lansing, MI

Skills

  • Customer service
  • Time management

Timeline

Private Equity Associate

INSIGHT2PROFIT
07.2022 - 06.2024

Account Executive

Mspark
09.2021 - 03.2022

Director of Business Development

Fortz Legal Support, LLC
01.2020 - 05.2020

B.S. - Advertising Management

Michigan State University

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Joseph R. Patterson III