Joseph Stephens Ii, Cfp® Email & Phone Number

New York, Ny, Us

New Jersey, United States

Elizabeth, New Jersey, United States

• Develop, execute, and evaluate sales/marketing strategies for a portfolio of luxury beverage brands, generating $20,000,000 in annual revenue. • Grew New Jersey from 5th largest luxury beverage market to the #1 largest market in the U.S. within nine (9) months. • Oversee annual volume of 88,000 cases of luxury wine and spirits, inclusive of revenue and distribution targets. • Administer $250,000 annual budget to achieve product and service goals• Cultivate relationships with key customers, exponentially growing business by 46% per quarter. • Increase new business by 26%. I organize and present at numerous statewide events, promoting Gallo’s products and service quality.• Directly supervise Managers and Specialists, representing $600,000 in compensation costs and indirectly evaluate the productivity of 110 sales’ consultants. • Manage numerous suppliers and create multi-channel programming and pricing strategies for sales’ execution. • Provide blueprints for effective sales’ performance. I develop sales slicks, point of sale, and tech sheets for the company’s entire fine wine portfolio. • Evaluate managers’ achievement of KPI’s and provide suggested performance improvement measures, as needed. • Maximize team performance and sales. I lead weekly educational seminars and Certified Specialist of Wine training classes.• Covid-19 Pandemic Leadership: a. Established an E-Commerce Division to pivot online selling, saving 30 employees from downsizing. b. Maintained current account relationships and grew new customer acquisition via online sales’ initiatives.c. Branded Gallo Wine Sales of NJ as the premier authority on everything e-commerce in NJ.

New Jersey, United States

Surpassed quarterly goal by 600%. I gained $6,000,000 in assets under management; the goal was $1,000,000. • Directed client portfolios and investment plans, providing superior financial advice to enhance clients’ wealth goals and financial security. Spearheaded a B2B client acquisition strategy for Defined Contribution Retirement Plans, increasing new plans by 50%, which was above all other team members.

New Jersey, United States

• Directed sales’ results, talent management, supply chain, and accounting functions, delivering superior organizational performance. Accomplishments include:• Grew sales by 200% in five (5) years, from $2,500,000 to $7,500,000. • Developed and implemented Gerard’s e-commerce site, earning $2,000,000 in new business within less than two (2) years. I cemented the firm as a competitor in the online marketplace. • Orchestrated charity events that highlighted Gerard’s products and services. The events raised $530,000. • Led a team of 20 employees, consisting of two (2) Managers and 18 sales’ professionals. • Under my leadership, employees successfully executed brand-specific marketing initiatives.• Lessened unexpected turnover by 80%.• Created content and executed trainings and educational seminars for staff and customers.• Conducted accounting and payroll activities. I was directly accountable for a $500,000 personnel budget.

Master Of Business Administration - Mba

Bachelor'S Degree, Business Administration And Management, General, 3.75

Activities and Societies: Dean's List