Grayson Hogard 🍪🌎

Grove Cookie Company

Enhancing Your Relationships One Cookie at a Time!

Our goal is simple:
• boosting your relationships
• assisting you in creating more client and prospect engagement
• making the process of gifting a streamlined and enjoyable experience.
• making direct mail projects a breeze!

Grove Cookie Company specializes in crafting out of this world, soft and delicious cookies.

Woman & Veteran-Owned

Founder

Bonneville Power Administration

• Inbound freight coordination for high voltage electrical equipment throughout BPA’s service territory.
• Hazardous material transportation training liaison.
• Designed and partnered with other company stakeholders in the development of the new hazardous material transportation policy.
• Implemented the BPA Hazardous Material Transportation Policy: training, curriculum, learning management software.

Logistics Management Specialist

Leadership position leading 5 team members in day to day operations:
• Inventory
• Fulfillment
• Strategic planning
• Long term storage coordination

Warehouse Supervisor

An awesome experience learning the ins and outs of heavy haul transportation and rigging.

I was able to travel all around the Pacific Northwest learning about BPA and seeing how our electrical grid works!

Rigging & Heavy Haul Transportation

Warehouse team member.

Standard functions included:
• Receiving
• Inventory
• Shipping

Warehouse Associate

Warehouse Team Member

United States Army Reserve

Military Police

US Army

Deployed to Afghanistan in support of Operation Enduring Freedom.

Detainee Operations

Cookies as a Service™️ | Founder @ Grove Cookie Company | The B2B Cookie Company

Thanks for stopping by and welcome to the cookie madness!

My wife and I founded Grove Cookie Company in 2021 (Instagram: @grovecookiecompany).

We are the premier B2B cookie company focused solely on enhancing your professional relationships.

What started as a fun side hustle crafting small batch, soft and delicious cookies, became a fun and exciting business that quickly outgrew our home kitchen.

In 2022, we moved our operation out of our home and into our very own production facility in Tigard, Oregon.

We use quality ingredients from companies known for their ethical treatment of animals and a commitment to sustainability, like Ghirardelli & Bob's Red Mill.

We offer nationwide shipping, DoorDash delivery, and pickup.

Cookies delivered - 2021, year 1: 13,990
Cookies delivered - 2022, year 2: 52,437
Cookies delivered - 2023, year 3: 220,186
Cookies delivered - 2024, year 4: 207,588 (increased our prices 33% in August)

Find me on IG: @graysonhogard

Message me if you'd like to try our cookies! We love shipping samples all across the United States.

Enhancing Relationships One Cookie at a Time!

Grove Cookie Company specializes in crafting out of this world, soft and delicious cookies.

Our goal is simple - make the process of gifting a streamlined and enjoyable experience for you, the gift giver.

Grayson Hogard 🍪

Coastal Capital Advisors

We help people in tech maximize their wealth, optimize their equity compensation, and pursue their dreams.

We believe that investing now with the right plan in place will lead you to reach your dreams, whether that’s taking a year off work to travel the world or an earlier retirement.

Founder & Financial Planner

Procore Technologies

Account Executive I Mid Market

Inside Sales, Enterprise Account Executive

Business Development, Strategic Accounts

I work with large construction managers and general contractors to help their teams become more efficient, collaborative, and ultimately, more profitable

Enterprise Business Development

Procore is a cloud-based construction management software application built for the construction industry professional, striving to make project management effortless, one task at a time. With Procore’s easy-to-use and collaborative software, users can manage their projects at anytime, from anywhere, with any Internet-connected device. Since their founding in 2003, Procore has earned a spot on the Deloitte Technology Fast 500 list and named one of INC.’s 500/5000 Fastest Growing Companies for the third year. For more information about Procore Technologies, or for a free online demo, visit http://www.procore.com.

As a Business Development Representative at Procore, and an expert in the construction software industry, the services I provide are simple:

- Understanding your business, the challenges you face, and your company goals
- Assist prospective clients in gaining a clear understanding of the construction software industry as a whole
- Explain clearly both what Procore DOES, and DOES NOT, do
- Identify the optimal solution based on a company's needs

Business Development Representative

Travel

I traveled to Australia, Singapore, UAE, Turkey, Argentina, Chile, Peru, Ecuador, and various parts of the United States.

I learned how to adapt to unexpected circumstances and devise new plans due to intermittent travel mishaps and unforeseen events.

I refined language and communication abilities through dealings with people from around the world. I learned to use both non verbal and verbal communication to surmount communication and language barriers.

Traveler

Citi

•	Proactively execute integrated sales, service and relationship strategies to support growth and retention of business customers
•	Develop new business relationships, as well as fulfill client needs for existing clients, through segment-based sales plans and communication Citi’s value proposition to achieve revenue growth targets and maximize operating capabilities and profitability. 
•	Act as a trusted advisor to clients and direct them through financial matters by educating and counseling them in order to increase client satisfaction and product engagement
•	Solicit clients actively via telephone, mail, referrals, and high level networking
•	Maintain close contact with clients and provide full customer service, both proactively and on demand
•	Ensure compliance with all legal and regulatory requirements
•	Assist in training of new team members
•	Recognize early warning signs and monitor clients to anticipate changes in risk rating
•	Proactively identify issues and restructure relationships to mitigate potential future risk

Associate Relationship Manager

•	Successfully completed Citigroup’s highly selective 10-week formal Commercial Credit Training program orchestrated by Citi’s Independent Risk organization, consisting of advanced topics in accounting, financial analysis, credit underwriting, and the overall credit process from prospecting to deal structuring
•	 Execute sales, service and relationship strategies to support the Orange County Commercial Banking team’s portfolio growth and retention of business customers with annual revenues between $30 Million and $1 Billion
•	 Underwrite commercial mortgages, term loans, lines of credit and other credit products for middle-market clients
•	Analyze and evaluate the creditworthiness of companies through historical and forecast financial models to determine debt service capacity and financial condition

Business Analyst

AppFolio Inc.

•	Utilized computer knowledge to move client’s data to online format.
•	Daily telephone/e-mail contact with clients to assist them in transitioning to the new software
•	Rewrote and clarified the process for training new hires
•	As a result, this led to increased customer satisfaction by providing timely assistance to clients, as well as an improved training process for new hires.

Implementation Specialist

Meem Media

•	Started a social media management company working with organizations to improve communication through various social media applications
•	Duties include marketing, sales, program design and launch, and remote maintenance of social media programs
•	These efforts led to high customer satisfaction and increased market share for Meem Media

President

From 2016 - 2020, I worked in software sales for Procore, but I was burning out and I felt stuck.

So in 2020, I decided to walk away from my high-paying tech job.

But, before I did, I had a hunch.

I believed tech employees (and Procorians specifically) were ignored by the financial services industry. 

While the industry wanted to serve retirees who had already made it with big portfolios, there are a large number of high income tech professionals in my generation that want and need planning now, not in 20+ years.

So we launched Coastal Capital Advisors in early 2020, and now I build financial plans for Procore employees and their families so they can avoid the burnout and become work optional.

And the results have been pretty fantastic.

Since then, I've helped Procorians:

→ make decisions around their Procore equity
→ navigate their Procore benefits
→ optimize their cash flow 
→ maximize their 401(k)
→ buy houses 

If you want to learn more about how we work with Procore employees, there's 3 ways I can help you.

1) THE TECH FINANCIAL PLANNING NEWSLETTER

Join 1,100+ tech professionals getting a 5-minute (or less) email on the 1st and 3rd Saturdays of each month about financial planning, taxes, investments, and company stock

→ GO HERE: https://mailchi.mp/fd781696f237/tfp-landing-page

2) THE FINANCIAL PLANNING FOR PROCORE EMPLOYEES WHITEPAPER

Many of our clients are current and former Procore employees.

As a result of this experience, we've attempted to point out the unique financial circumstances and opportunities that Procore employees face.

→ GO HERE: https://mailchi.mp/751de6c609df/procore-whitepaper

3) WORK WITH ME 1:1

You'll need 4 things to build your successful and secure financial plan

▪️ 𝐄𝐪𝐮𝐢𝐭𝐲 𝐂𝐨𝐦𝐩 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 - Make the most of your company stock
▪️ 𝐒𝐚𝐯𝐢𝐧𝐠𝐬 𝐏𝐥𝐚𝐧 - Make sure you are saving the right amount and using the right accounts
▪️ 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐏𝐥𝐚𝐧 - make sure you're set up in a way that fits your larger goals
▪️ 𝐓𝐚𝐱 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 - Pay the least amount of tax over your lifetime

Want to get started?

→ GO HERE: https://calendly.com/joe-marshall-cca/get-to-know-meeting

Joe Marshall

Procore's Q4 open trading window is starting. Here's what we're working on with clients over the next month:

- Plan for vesting RSUs (11/20) and ESPP (11/15) - how much to hold, how much to sell. In most cases, we've discussed this many time in the past, so for the most part, it should be reiterating the plan, not something entirely new

- sell any existing holdings. On top of what's new, many clients have a decent chunk (or more than decent) that they've built up over the years. For most clients, we will likely trim a decent chunk here, especially in light of the jump after earnings last week. 

Again, for the most part, this plan has already been set - we are just executing it.

- what to do with the cash - this part is unique for every client. Some clients are diversifying into their brokerage accounts. Others are paying down debt. Some are building up cash for a down payment, and a couple still have stock options to exercise.

- will there be a tax consequence from selling? And how will we pay it. After selling it's a great time to run a tax projection to make sure clients are on track and there aren't any big surprises

---

The fun part too is we have brought on a number of new clients recently, so we get to execute this with them for the first time. E-Trade can be a bit overwhelming, especially if you've never sold stock before. So we hop on a screen share and walk through it with them.

I exist so tech professionals don’t have to stress about money. I plan for them. I Founder @Coastal Capital Advisors I Girl Dad

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Grayson Hogard 🍪

Joe Marshall

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The Battle

Grayson Hogard 🍪

Joe Marshall

Followers

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Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Joe Marshall's LinkedIn Performance

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