Andy Lee Email & Phone Number

Seattle Wa

• Oversee management of all brands in the Wine portfolio (forecasting, styles of wines, budgeting, marketing, branding, financial tracking, reporting, and sales planning); resulting in an 14% increase year over year based on 120,000 case sales volume.• Successfully redesigned the sales approach and distributor management technique in order to train the sales team on an evolved sales method• Integral in extensive supplier & marketing interaction to set budgets for brand sales plans.•… Show more • Oversee management of all brands in the Wine portfolio (forecasting, styles of wines, budgeting, marketing, branding, financial tracking, reporting, and sales planning); resulting in an 14% increase year over year based on 120,000 case sales volume.• Successfully redesigned the sales approach and distributor management technique in order to train the sales team on an evolved sales method• Integral in extensive supplier & marketing interaction to set budgets for brand sales plans.• Use expertise and industry relationships to lead procurement of new brands• Create strategic pricing strategies to maximize sales, profit and goal achievement• Work with purchasing department to support sales team while maintaining acceptable turn ratio• Provide account management for key regional restaurant chains• Collaborate with Key Account Management team to present new items and programs to national accounts• Recap sales progress to our winery partners. Show less

Berkeley Ca

• Lead buying team in sourcing 15,000 cases of wine opportunistically per week to meet growing needs of 200 store group• Established pricing protocols to meet and exceed company margin standards• Actively monitored inventories and pricing to ensure gross margin/return on investment goals were achieved• Coordinated sales event planning and execution with finance, marketing, retail operations and logistics departments-including oversight regarding compliance issues• Mentored… Show more • Lead buying team in sourcing 15,000 cases of wine opportunistically per week to meet growing needs of 200 store group• Established pricing protocols to meet and exceed company margin standards• Actively monitored inventories and pricing to ensure gross margin/return on investment goals were achieved• Coordinated sales event planning and execution with finance, marketing, retail operations and logistics departments-including oversight regarding compliance issues• Mentored junior team members in wine evaluation/appreciation, presentation skills and business acumen• Prepared and delivered boardroom level presentations two or more times weekly Show less

Oakville Ca

• Created and implemented strategic sales and marketing plan for all sales channels• Provided owners with the 2011 budget for revenue and established a sales and marketing operations budget-reviewed and provided input into overall winery operational budget• Expanded national footprint from two to eight markets and made strategic distribution changes in New York and California-able to leverage long term relationships with top distributor leadership• Developed company-wide standard… Show more • Created and implemented strategic sales and marketing plan for all sales channels• Provided owners with the 2011 budget for revenue and established a sales and marketing operations budget-reviewed and provided input into overall winery operational budget• Expanded national footprint from two to eight markets and made strategic distribution changes in New York and California-able to leverage long term relationships with top distributor leadership• Developed company-wide standard operating procedures to increase level of professionalism • Worked with winery team to better understand social media opportunities and to best use press and internet to further brand awareness• Supported owner in pursuit of financing for new winery, supplied budgets and forecasts during financial negotiations Show less

Healdsburg Ca

• Delivered 14% increase in revenue during difficult recessionary year of 2008, which included 29% increase in CA• Increased case totals from 23k in 1999 to nearly 81k in 2008 – over 250% increase• Developed strategic sales plan to reflect paradigm shift in company vision-aligned with luxury product line• Provided leadership, motivation, education and tactical programs-elevated analytical reporting• Responsible for all national sales personnel, programming and travel budgets… Show more • Delivered 14% increase in revenue during difficult recessionary year of 2008, which included 29% increase in CA• Increased case totals from 23k in 1999 to nearly 81k in 2008 – over 250% increase• Developed strategic sales plan to reflect paradigm shift in company vision-aligned with luxury product line• Provided leadership, motivation, education and tactical programs-elevated analytical reporting• Responsible for all national sales personnel, programming and travel budgets totaling over 2 million dollars• Maintained strong relationships with industry leaders in all three tiers - distribution, retail and supplier• Worked collaboratively with marketing team to establish new forms of sales collateral and messaging• Participated in team forum to produce public relations platform that supported wine positioning• Led dynamic Regional Sales force of six to increase market share and increase distributor accountability• In collaboration with management team developed direct to consumer sales sense and merchandising• Maintained and developed international sales with presence in 12 foreign countries Show less

Wine Executive Program

Ba, English

Education record