Ledger
Chapter 00 · 2001-2014
Prologue: Origins
- Sales region grown to 20 states
- Master importer covering all states
- New division built in New Berlin, WI
- Licensed in all lines of insurance
- Green Valley Gaming, Inc., Service Manager2001-2004
- Green Valley Wine and Spirits, Sales and Brand Manager2004-2007
- Allstate Financial Services, Director of Business Development; Exclusive Financial Specialist2014
Industry
- Distribution and Logistics
- Food, Beverage and CPG
- Financial Services and Professional Services
Functions
- Revenue and Channels
- Operations and Supply Chain
- Finance and Accounting
Blueprint
The three-tier system from the middle: importer, distributor, retailer
Before I built companies, I learned how product moves and how equipment and money are managed: inside a wine and spirits distributor, a gaming equipment operation, and a financial services practice.
Three-tier system
Build notes
- Learned the three-tier system from the inside, as the middle tier.
- Grew a regional sales territory to 20 states.
- Ran brands through the company's master importer business, covering all states.
- Built a new division in New Berlin, Wisconsin.
- Green Valley Gaming: refurbished and re-engineered gaming hardware, updating and upgrading equipment.
- Allstate: trained licensed sales professionals and built balanced client portfolios as an Exclusive Financial Specialist.