• Lead the Order Management, Logistics, and Warehouse Fulfillment teams to support $30M+ in annual sales across multiple channels: e-commerce, national/international wholesale, retail, and custom gifting.• Drive operational efficiencies that enhance profitability while maintaining a high standard of service in the luxury confections industry.• Manage cross-functional teams to streamline supply chain processes, reduce operational costs, and improve order fulfillment.• Oversee strategic initiatives aimed at scaling operations, implementing new systems, and integrating automation to support business growth.• Foster collaboration across Sales, Marketing, and Customer Service teams to ensure alignment and seamless execution of customer orders and logistics.• Monitor and manage KPIs related to shipping costs, fulfillment accuracy, and on-time shipping metrics.• Support both domestic and international market expansions by optimizing supply chain and logistics capabilities, meeting market-specific demands and regulatory requirements.

As a senior leader, I led the Order Management and Logistics team to drive operational efficiencies and profitability to support $30M+ in sales (e-commerce, national and international wholesale, retail, and custom gifting) for a luxury confections company.• Oversee all outbound logistics with a monthly average of 12,000 cartons shipping via UPS, FedEx, FTL, and LTL for domestic and international shipments.• Active senior advisor for onboarding new clients and ensuring proper execution of vendor guidelines operationally for national and international accounts (examples: Hy-Vee, Loblaws, Neiman Marcus, Faire, Total Wines, etc.)• Created and developed Supply Chain performance measures leading to a 46% savings in consumable spending (shipping supplies) and increased freight revenue• Streamlined inter-departmental communication (planning, sales, order management, production, inventory, wholesale shipping, and logistics) and processes to increase fill rates and execute on-time shipping

As an executive leader, I oversaw purchasing, inventory management, supplier partner chargebacks/accounting, and administration functions to support $90M+ in sales for a leading California Wine and Spirits distribution company.• Streamlined product purchasing by integrating demand planning into the procurement software Blue Ridge, which reduced manpower, reduced excess inventory by 35%, improved inventory turns from 5 to 8 turns, and reduced out of stocks• Strategically reduced on hand product inventory from $13M to $9M by identifying excess inventory, create promotional pricing, and work cross-functionally with sales to execute• Implemented post-acquisition plans with Convoy Beverage Alliance to increase profitability, communication, and teamwork between the two companies to increaseon-time deliveries• Successfully integrated PocketAdvantage with our ERP system and provided service enhancements to the salesforce thru visibility of inventory, promotions, and product details

• Managed top revenue driving brands that made up 40% of overall revenue• Rebuilt the Brand Management and Purchasing teams due to office relocation (7 positions)• Improved operating gross margins by 20%, negotiated special pricing and managed purchasing, participated in trade shows, and facilitated the launch of new products• Spearheaded cross functional collaboration throughout supply chain

Reorganized department structure to streamline buying and pricing procedures to increase efficienciesCollaborated with department members to refine and formalize proceduresWorked closely with COO to employ operational strategies to align the department with company goals

Place orders as needed to insure inventory levels are maintained to meet goals, sales forecasts, upcoming promotions, marketing initiatives and other company needs. Coordinate direct import buying from multiple sources to maximize movement of product at lowest possible costs while maintaining adequate levels of inventoryWork with suppliers and logistics to ensure timely and accurate deliveries of purchase ordersResolve issues related to deliveries, inventory levels and pricing issues Negotiate pricing with suppliers on existing and new products taking into consideration different FOB opportunities when product ordered direct.Work with suppliers to develop incentive programs that will maximize sales of product.Coordinate with marketing to announce incentives and provide appropriate tools to facilitate program successProactively undertake product data maintenance including: vendor, brand and item set upResponsible for maintaining & providing product information according to deadline necessary for completion of price book on a quarterly basisResponsible for communicating product information to relevant departments such as customer service and sales to facilitate knowledge of new releases, pricing, out of stock situations etc.Assures that upcoming promotions, new product introductions and other marketing initiatives are incorporated into purchasing plans and forecasts as necessary.

Prepare sales vs. goals results by preparing and forwarding daily sales tracking reportsTrack, investigate, and resolve sales data errors Manage monthly brand goal trackers in Diver, sales analytics systemAssist the COO in logistics management on projects Liaison between office staff and IT supportManage the day-to-day operations of the officeOrganizing and maintaining files and recordsPlanning and scheduling meetings and appointmentsManaging projects and conducting researchPreparing and editing correspondence, reports, and presentationsMaking travel and guest arrangementsEvent planningRepresents the executive by attending meetings in the executives absence; speaking for the executive

Provided administrative support to the Vice President of Sales, Chain Division, to include pricing, program initiatives, vendor presentations, and reporting. Liaised with the suppliers, vendors, and our operations team to execute the needs of our vendors.Duties:Prepare depletions reports and sales analysis for suppliers and vendors. Prepare pricing and new item forms for presentations to vendors.Discuss chain pricing and strategies with suppliers.Coordinate the workflow internally for upcoming vendor programs and new items with the purchasing, customer service, and the warehouse departments to execute product to vendor.Maintain price tables internally and send out to chain sales representatives once a month highlighting any current programs.Provide administrative assistance through running ad hoc reports as needed.Work closely with brand managers and update/maintain pricing grids. Work with suppliers to obtain support when needed for vendor programs.

Gingerandsugar.comGinger and Sugar provides event design, styling and coordination. Whether you’re planning a fun Sunday champagne birthday brunch or a lavish celebration with one-of-a-kind vintage-inspired style, we’re available to help you realize your vision. With extensive experience in customizing very special events for a variety of clients, we look forward to working with you to make your big day unforgettable.

Maintained client satisfaction by resolving any post travel customer service complaints/criticisms. Liaison between the client, the company, and vendors for fair solutions to any client concerns.Compiled Sales data to provide advertising stats and results to our villa owners and hotel clients.Liaised with insurance company to seek compensation for incidentals & damage done to our properties in Cabo San Lucas. Effectively managed all client reviews left on Review Sites (ie. Flipkey, Tripadvisor) to maintain client satisfaction.

I'm currently a full time student at San Jose State University pursuing a bachelors degree Business Administration/Management. While attending school I recently started working part time at Earth, Sea, and Sky Vacations as a Sales and Marketing Assistant.

I recently stepped down from my full time position as Client Service Manager at Niemann Capital Management to focus on education. I'm currently pursuing a degree in Business.

• Managed the Client Service Department with a total of five employees who provided exceptional service and operational support for over 200 financial advisors and 3,000 end-client accounts. Provided external communication and training to our financial advisors regarding operational changes and procedures (updated forms, new policies, etc.). Created new workflows to maximize efficiency. Liaised with senior management, peers and technology team to help develop and implement new internal and external tools. Performed HR duties to include hiring, performance and bonus reviews. Routinely worked with financial custodians, such as Charles Schwab and Fidelity, to improve mutual practices and remedy inefficiencies.

Primarily responsible for performing cashiering and maintenance items on Mutual Fund, VA and VUL accounts for 200 financial advisors nationwide. Provided effective customer service for all clients and associates by utilizing in-depth knowledge of company products and procedures. Contributed to the ongoing development of company’s proprietary software, revised internal processes, created a Resource Guide outlining operation procedures, cross-trained with other employees in our department, and trained new employees. Utilized strong multi-tasking skills, initiative, and organizational skills to complete all work within tight daily deadlines.

Managed commission demands for three real estate offices totaling over 100 agents. Responsibilities included set-up, revisions, closing and dispersing commission checks. Performed accounts payable, agent quarterly billing, billing review, vendor set-up and check requests for all offices. Collected and tracked office receivables and set-up cash receipt transmittals. Assisted Office Administrator with general office needs.