Highline Wealth Partners

Independent SEC registered investment advisor (RIA) that manages portfolios for a variety of investors including corporations, partnerships, individual investors, trusts, foundations, retirement plans, 401K plans and other tax-exempt entities.

Director- Private Wealth Advisor

Director

Wells Fargo Advisors

Associate Vice President- Investments

Park Place Home Mortgage

Senior Loan Officer

Lehman Brothers

Institutional Fixed Income Sales: Worked with large money managers and central banks to facilitate trading for porfolios

Associate

Real Estate's Financial Planner | 25 Years Demystifying Retirement for Investors

You can retire sooner than you think.

But you need a few things.

-> A plan to reduce taxes (so you can keep more income)
-> A strategy to give you more time (so you can enjoy life more)
-> A roadmap to maximize your investments (so you can build generational wealth)

After decades advising executives, founders, and real estate professionals, I discovered the real issue isn’t a lack of strategy, it’s a lack of alignment.

That’s why I created the Wealth Edge Blueprint™, a complete, integrated system that helps high earners eliminate wealth leakage, build true financial infrastructure, and lead their wealth the same way they lead their business.

I help high-income entrepreneurs build wealth that actually feels like success.

1)By aligning your tax strategy, investment plan, and business structure into one cohesive system.
2)Eliminate hidden wealth leakage, bring clarity to your finances.
3)Help you create the kind of legacy you can feel now,not just later.

If your income is up but your financial life still feels scattered, this is the shift you've been looking for.

Ready to learn how?
Send me a DM now.

Please schedule a meeting with me here: https://calendly.com/hmeyer_highline/financial-freedom-call

Twitter: @HMoneyTalks1
IG: @hughmeyerofficial and @money_talks_now







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Disclaimer: all items listed in the "Skills & Endorsements" section of this webpage are unsolicited and intended to apply to this individual's profile alone, not that of Charlesworth & Rugg, Inc. DBA Highling Wealth Partners. These "Skills & Endorsements" are in no way indicative of current or future performance or of investment selection.

Hugh Meyer, MBA

Mosaic.tech

Business Development Representative

Sales Development Representative

Pavilion

Member

Highspot

Highspot is the sales enablement platform that reps love. We empower companies to elevate customer conversations that drive strategic growth. Our intuitive platform combines intelligent content management, training, contextual guidance, customer engagement, and actionable analytics. Go-to-market teams use Highspot to deliver a unified buying experience that increases revenue, customer satisfaction, and retainment


- Worked 6 SMB accounts, doing research on over 30 contacts as part of a 2-week project
- Learned how to confidently articulate Highspot’s value proposition to key personas
- Partnered with Account Development Leadership to create content around ‘Best Practices’ for new graduates entering into sales

Account Development Intern

Clari

- Created a project team of 6 people to develop a strategy to revamp the company's sales playbook
- Worked with Value Engineering to collect customer data and develop new case studies
- Conducted account and contact research on 10 accounts for the Enterprise AM team so they could prepare their account planning for Q3
- Built call libraries in Gong of the best post-sales calls for different product uses cases 
- Helped develop onboarding plan for Account Development Managers
- Worked with ADMs to develop messaging for MQLs and account planning for Q3
- Created written content, documenting my experience as an intern at Clari
- Presented to leadership in the last week of my internship on my experience at Clari this past summer

Account Management Intern

HubSpot

- Learned the purpose and function of sales for an organization
- Identified the necessary skills to succeed in consultative sales today
- Developed an understanding of HubSpot's sales process and sales teams
- Did a mock cold call at the end of the program, translating all of the skills I learned during the co-op

Spring Co-Op

Venture L

- Worked directly with the CEO and did research on how freelancers network and run their businesses
- Built a lead list of 40 freelancer communities, qualifying them based on company-based criteria
- Assisted with outbound prospecting and sales to strategically reach out to freelancers and see if Venture L's product fits their business

Growth Intern

SoftwareONE

- Did research on over 100 non-profit organizations to verify their addresses
- Took notes and assisted in data clean-up on contacts that no longer worked at a certain company
- Called existing contacts and discussed with them about SoftwareOne and inquired if they still preferred them as their software vendor

Lead Prospecting Intern

The Leon Foundation of Excellence

- Participated in a leadership program which entailed of large and small group exercises that touched on emotional healing, storytelling, and leadership
- Switched between the intern and the student as I gave feedback on how to better develop the curriculum and who would best benefit from the program
- Engaged with leaders from different industries to collaborate on strategies that can help the students that go through the program

Curriculum Intern

The Johns Hopkins University

- Collaborated with other students on a week-long project to create solutions that could improve the UI/UX for incoming freshmen during Virtual Orientation week
- Used design thinking principles, such as wireframing, to develop an app prototype that shows the user their daily Orientation schedule on a single page, with a simplified UI

Design/Research Intern

Johns Hopkins University School of Education

- As an office clerk, I specialized in general duties such as data entry, filing and scanning paperwork, and event planning
- During the fall semester, I assisted in event planning for a symposium called "Schools, Prisons, and Concentrated Property," which detailed the school and prison pipeline in Baltimore City
- After the symposium, I spent a week entering and organizing data, on-site and remotely, from the donors of the symposium for the office to send personal "Thank You" notes for their contributions to the symposium

General Office Clerk

Helping SaaS founders and finance leaders go from the head-scratching process of wrangling their financial data to automating their FP&A operations so they can make strategic finance the core of their organization.

taplio

The Battle

Hugh Meyer, MBA

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