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Joe Burgess
Corporate Secretary/Assistant Controller at Landmark Builders
Professional Background
Joe Burgess is a distinguished finance professional with a robust background in accounting and finance, with a keen focus on real estate, investment management, and corporate finance. He has carved out a highly successful career, showcasing a blend of expertise across various high-profile organizations. Joe's impressive journey began with his education, where he graduated as the top student from the School of Business at Western Carolina University, earning a Bachelor's degree in Accounting with a concentration in Computer Information Systems (CIS). This exceptional academic foundation laid the groundwork for his rise in the finance sector.
Throughout his career, Joe has held several prestigious positions, starting as a Staff Auditor at Ernst & Young, one of the 'Big Four' accounting firms. This role equipped him with the necessary skills and insights into auditing practices and financial compliance, which he has carried throughout his career. He later advanced to serve as an Audit Manager at The Daniel Professional Group, Inc., where he further honed his managerial skills and technical expertise.
Joe's career trajectory took a turn toward corporate finance when he joined BDO USA, LLP as an Audit Senior. This experience enhanced his strategic thinking and financial analysis capabilities, allowing him to implement effective financial strategies in subsequent roles.
As a rising star in the finance world, Joe transitioned into the role of Director of Finance at Habitat for Humanity Forsyth County. Here, he applied his financial acumen to promote and support the organization's mission of providing affordable housing solutions. His time in this impactful position underscored his commitment to community service and corporate responsibility.
Joe's career continued to flourish as he took on various Controller positions in reputable organizations, including STS Superior Distribution Company, Salem Creek Retail Store, and A. Watts Construction/Real Estate. In these roles, he implemented financial systems and controls that significantly improved operational efficiency and financial reporting accuracy.
His expertise reached new heights during his tenure as Controller-Real Estate, Investment Management, and Hospitality at EEA Realty. In this capacity, Joe managed complex financial operations within the real estate sector, demonstrating his multifaceted skill set and ability to adapt to industry-specific financial challenges.
Currently, as the Corporate Secretary and Assistant Controller at Landmark Builders, Joe is instrumental in steering the company's financial health and strategic direction. His ability to monitor financial performance and provide valuable insights for decision-making has made him an indispensable part of the leadership team.
Education and Achievements
Joe Burgess completed his Bachelor of Science in Accounting and Computer Information Systems (CIS) with remarkable honors at Western Carolina University, graduating first in his class. His strong academic performance reflects his dedication to his field and desire to excel. Further enriching his educational credentials, Joe also pursued studies at Gardner-Webb University, which contributed to his continued professional development and growth.
Throughout his career, Joe has earned several professional accolades due to his outstanding work ethic and commitment to excellence. His ability to lead teams towards achieving financial goals while overseeing compliance with regulatory standards has set him apart as a leader in the finance industry.
Notable Achievements
- Top Graduate: Graduated #1 from the School of Business at Western Carolina University in Accounting/CIS, showcasing exceptional academic performance.
- Leadership Roles: Held numerous leadership positions, including Director of Finance and Controller roles across various sectors, including real estate and distribution.
- Audit Expertise: Developed strong auditing and compliance skills through positions at Ernst & Young and BDO USA, LLP, earning a reputation as a trusted finance professional.
- Community Impact: Served as Director of Finance for habitat for Humanity Forsyth County, helping to address housing issues and improve lives through community engagement.
- Strategic Financial Management: Managed complex financial operations at EEA Realty, demonstrating a thorough understanding of investment management and asset protection.
tags':['Accounting','CIS','Financial Management','Real Estate','Investment Management','Hospitality Finance','Corporate Finance','Audit','Community Service','Leadership','Western Carolina University','Habitat for Humanity','Landmark Builders','EEA Realty'],'questions':['How did Joe Burgess develop his expertise in accounting and finance?','What strategies did Joe Burgess implement to excel as Director of Finance at Habitat for Humanity?','How did Joe Burgess achieve the top graduate status at Western Car
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.