Robert Spivey, Jr
West End,NC
Summary
Performance-driven President with 44 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
25
25
years of professional experience
6
6
Certification
Work History
President & CEO
North State Processing, LLC
WEST END, United States
01.2022 - Current
- Farm and Ranch relations- Working with many farmers and ranchers now and have gotten "soft" commitments for us to process their livestock
- Marketing- Spoken to over a dozen retail and wholesale outlets and gotten LOI from them
- Work with CFO in finance and banking relationships-We have worked with several banks and lending institutions to negotiate financing for this project
- Long term planning- Our team has put together projections and operating procedures for this processing plant and have the second operation in the planning.
- Team recruitment- We have assembled and gotten commitment from all the plant management and executives needed to run this plant
CEO
Three Bears Consulting, LLC
Raleigh, NC
06.2021 - Current
- Client Acquisition
- Client Relations
- Coordinate with Client's other professionals
- Team leader of client implementation
- Cultivated relationships with vendors and negotiated contracts Built productive relationships with industry partners and competitors to support strategic business objectives.
CEO
Wealth Strategies For Life
Apex , NC
01.2016 - 06.2021
- Founded WSFL and built this business planning and coaching from from scratch.
- Negotiated contracts with vendors and investment companies
- Managed professional teams for the client
CEO
Financial Directions Group, Inc
Cary, NC
01.1998 - 12.2015
- Was responsible for sales and marketing. Managing employees and building one of the most successful financial services practices in NC.
- Managed and oversaw operations
- Recruited management level employees
- Negotiated and managed contracts with vendors
- Primary contact with banks and other financial institutions
Education
Bachelor of Science - Biology
Francis Marion College
Florence SC1979
Skills
- Company Representation
- Employee Motivation and Performance
- Stakeholder Relations
- Executive Performance Management
- Annual Planning
- Capital and Resource Management
- Leadership and People Development
- Talent Recruitment
- Sales and Marketing
- Profit Growth Strategies
- Management Team Leadership
Accomplishments
-Was recognized as one of the top 5% financial services professionals in the world by the International Forum.
-Was Senior VP of McNeill Financial Group and managed over 150 professionals in 3 states. Became one of the top organizations in the country.
-Founder and CEO of Financial Directions Group and was one of the first Financial Planning groups of its kind in the US.
-Co-Founder of Three Bears Consulting, LLC which worked with companies and their owners to help them position their companies for ultimate sale. Also did tax and financial counseling working as a team with their other professional advisors.
-Co-Founder of North State Processing, LLC. this is a company which will change the farming, ranching and processing industry in North Carolina.
Certification
Certified Family Business Counselor
Certified Wealth Strategist
Certified Exit Planning Professional
Chartered Financial Consultant
Certified Identity Theft Risk Management Professional
Certified Value Builder
Timeline
President & CEO
North State Processing, LLC
01.2022 - Current
CEO
Three Bears Consulting, LLC
06.2021 - Current
CEO
Wealth Strategies For Life
01.2016 - 06.2021
CEO
Financial Directions Group, Inc
01.1998 - 12.2015
Bachelor of Science - Biology
Francis Marion College
Certified Family Business Counselor
Certified Wealth Strategist
Certified Exit Planning Professional
Chartered Financial Consultant
Certified Identity Theft Risk Management Professional
Certified Value Builder
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