David H.W. Lee Email & Phone Number

Ontario, Canada

Purpose: Lead the analysis and provide recommendations for pricing on Propane, Heating Oil, and related equipment and services for the Home Market. Ensure all Home pricing tactics are implemented within the organization. (Remote Work)-Review, approve & manage all propane return on capital employed submissions.-Review and approve all requested discounts for new propane and heating oil accounts and discounts given to match competitors' pricing. Ensure all current parameters and guidelines are updated annually before submission for approval. -Set standards and monitor variable vs. fixed pricing for propane. -Review actual volumes for all customers and make any required adjustments or recommendations if the customer is not meeting set criteria -Gather and compile all competitive pricing or marketing information, and monitor accordingly. -Set fixed propane pricing by market each year. Includes managing the process with supply, sales and gathering required approvals. -Analyze, recommend and implement new areas of revenue opportunity. -Various project work as assigned regularly by CFO McDougall Group or VP Pricing and Supply, including testing of IT changes and ongoing Epicor upgrades for pricing. -Monitor the Home markets account loss reporting, tracking any customer issues related to pricing.-Monitor and review the Home market Account Gains Report. -Review all low margin accounts and make recommendations for adjustment if required. -Review and document tactical approach to pricing annually. -Business sales reporting as required and relative to capacity. -Report to CFO & VPs – To provide reports and make recommendations based on the company's needs. -Interfacing and coordinating with various department representatives assigned to the same projects or assignments.-Annual fuel Volume Forecast & Strategic Purchasing for Fixed Propane.-M&A Pricing & Service Plan Integration & project implementation for the company.

Ontario, Canada

Purpose: Providing sales process analysis and support to the Home, Business, and Auto Markets, as well as Corporate Retail, consistent with the Company’s strategy for organic growth in all functional sales areas. (Remote Work)-Prepare competitive, customer, market, and pricing analyses and present findings as directed by the VP, Sales. -Compiling all sales reporting packages of each functional sales leader and analyzing and summarizing the results and trends as directed by the VP, Sales.-Organize and formalize daily, weekly and monthly sales procedures and compile them into a manual for each functional sales area.-Collaborate with the marketing department to monitor, and evaluate the effectiveness of all functional sales areas marketing initiatives.-Collaborate with the marketing department and Esso stakeholders to ensure that all community investment and brand elevation programs are being processed accurately and in a timely fashion.-Monitor and share progress, compliance, and activity with the VP, Sales on Esso programs, including Mobil Hero Program, Esso Tracker, Circle of Excellence, Leaders In Excellence. -Recommend and implement process improvement through new analytic approaches and creative thinking.-Provide support to each sales team with the business planning and profit planning cycle.-Actively participate in departmental, interdepartmental, and company meetings as scheduled on behalf of sales to record meeting minutes and takeaways.-Monitor and share updates on industry knowledge gained from resources including CIPMA, NACS, CCSA CAPP, Federal Government, Natural Resources, CPA. -Technical Training for sales staff and liaise with VP, Sales, and IOL to arrange additional training as required. -Coordinate and assist with planning of training, conferences, and events for the sales teams.-Maintain/update project plans as directed by the VP of Sales.-Supply Chain Support. Terminal Fuel allocation management using Esso portal.

2684 Drew Rd. Mississauga, On L4T 3C4

Purpose: To provide direct support to the Director and Regional Sales Manager and Territory Managers Business Markets in the ongoing development of existing and prospective customers to ensure growth targets are met. -Prospect, identify and target new customers within the Commercial market for our fuel and lubricant products.-Support Territory Managers in achieving determined key performance indicators for fuel and lubricant sales, volume, new account growth, and margin where applicable. -Following up with customers to ensure quality service and timely deliveries (list of C/D accounts to be provided by TMs).-Manage smaller volume, lower-maintenance accounts, engaging Territory Managers as required, enabling Territory Managers to concentrate on higher volume accounts.-Supporting the Director and Regional Sales Manager and Territory Managers with maintaining accurate sales forecasts/pipeline, along with data collation & report creation. -Assist with developing quotations & tenders in cooperation with the Director and Regional Sales Manager and Territory Managers.-Direct inquiries from customers about our products and services to the respective Territory Manager.-Conduct ongoing customer needs analysis and research of customer requirements.-Assist with strategies to implement new business development and retain current business with MEI product offerings.-Identify and assist in resolving customer concerns with operations/contractors for delivery issues, quality, or applications on time.-Identify and contact sales leads and referrals on time.-Assist with some interface, communication, and coordination of activities with Sales, Credit, and other department personnel.-Display leadership in the Business Market such as customer focus, sound business decision making, judgment, new ideas, positive attitude, and professional image.-Technical Training for managers, including computer, portal & MS Access.

Toronto

National Branch Manager for Wiper Manufacturer-Develop and implement a market plan, working with Marketing, Sales Management, and other relevant functions.-Identify and assess the market fields with growth potential, create the sales and marketing strategic plan.-Identify market-specific opportunities and develop strategic and operational plans to drive sales growth.-Analyze and formulate the product brand range, services & price to create a market-specific portfolio.-Analyze market requirements and trends by conducting market research supported by ongoing visits to customers, studying the competition.-Continuously evaluate market conditions related to the division, competitor analysis, product timetables, pricing, sales & marketing strategies, and training programs.-Facilitate training for the sales force staff.-Leading customer meetings & presentations for new products at the annual automotive show in Las Vegas. -Supply chain management. Product forecast & Inventory management & product control.-Product defective management and control.-Export&import&Cargo management between Asia & North America. -Financial budgeting & profit forecast analysis.-Ongoing travel to Asia & North America to attend and lead business meetings

-Business Development for a warehouse distributor for automobile merchandise (Automotive Parts, Washing fluids, wipers, lubricant, & air refreshers)-Responsible for marketing, managing financial records, ordering supplies, customer care and business presentations.-Product development based on market trends.-B2B development through market research and customer visit.-Vendor management and purchase negotiation for a variety of products.-Global sourcing & product development (specializing in Asian suppliers).-Inventory Management & Warehouse management, including forecasting.

-Responsible for research, schedule coordination, event planning, and facilitating various communications within Ottawa and from riding

-Advisor to a corporation selling windshield wipers to distributors such as Canadian Tire and Shell Corporation-Responsible for business marketing and customer relations -Assisted with the negotiation and execution of a $40 million contract in 2009

Honor B.A., International Relations And Affairs & Political Science

Activities and Societies: -Debating Club: Senior Debating Coordinator -ELD: Senior Facilitator -Model United Nations: General Assembly.

High School Diploma