I took over the company when it was less than 2 years old. To grow sales, I added additional revenue streams such as merchandise, on-line sales, a wine-club and appetizers. We revamped our website to add e-commerce and developed two additional e-commerce websites and grew on-line sales to become about 15% of the total sales. Other successes include developing process and procedure operations manuals for all aspects of the business as well developing events and training classes for our customers. Additionally, I revamped our product sourcing and logistics to become more efficient and build stronger relationships with key vendors.I am proud that we have built a steady team here with very little turnover throughout my tenure. We have also tried to foster community among the wineries here over the years and I am humbled to have been the President of the Grapevine Wine Trail for the past 9 years. I have led the effort to make the two annual events that we produce together to be some of the largest wine events in the DFW area.

As the Regional Director I conducted business development activities such as informational seminars and conference calls to educate potential franchisees about Help-U-Sell and it’s marketing system. I grew the region from one office to seven offices. To build market awareness, I implemented a regional marketing cooperative for print and on-line advertising. I prepared a target marketing plan for each new office and trained them on how to implement the marketing plan. As new offices, came on-line I assisted them in site location as well as lease negotiation. We put on monthly meeting to share best practices and market intel. I developed a target marketing system by carrier route that improved marketing ROI by about 40% and was implemented throughout several regions.

As the Director of Logistics and Purchasing, I managed a staff of six and was responsible for all of the purchasing activities of the company including vendor management, negotiation, and developing purchasing processes and procedures. One of my main goals was to reduce the inventory we carried to improve our inventory turn and reduce our overall inventory by nearly 20% annually. This was accomplished by working with vendors on methods to quickly get products, developing a standard inventory for our service trucks, and consolidating warehouses.Another area of responsibility was our vehicle fleet; including acquisition, disposal and maintenance. My first accomplishment was developing a fleet maintenance database where we could track that preventive maintenance was being done consistently as well as tracking repairs. By integrating data from our fleet fuel program we also tracked MPG and mileage by vehicle. This gave us a much better picture of the condition of our fleet. Another achievement was negotiating a capital lease program that reduced our cash flow significantly for vehicle acquisitions. As part of my vendor management responsibility, I evaluated new technologies. In the course of this, we created an international joint venture to develop a remotely monitored video software platform with an overseas technology company. I was named CEO of this new entity and was given credit on a patent for the end product.

I was primarily hired to spearhead due diligence on acquisitions and assisting in transitioning acquired companies. In addition to acquisitions, I was involved in annual planning and creating budgets for the company. Developed budgeting metrics by account to get consistent methodology for the various branch offices. I also prepared monthly variance analysis and participated in month-end review calls with our parent company. Another thing that I enjoyed was a variety of ad-hoc projects such as developing as sales estimator in Excel that was rolled out to all the sales representatives in the company.

Performed financial analysis for potential new business lines developed by the regional medical centers. Worked as financial liaison for various special projects such as a pilot Medicare program as well as outsourced area expansion. Managed a staff of 6 clerical support personnel.

Prepared budgets for 83 store company. Provided monthly financial reports. Performed adhoc analysis.