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

Where I learned it Producer Tier 1 Master importer Tier 1 Distributor Tier 2 Retailer Tier 3 Consumer

Build notes

  1. Learned the three-tier system from the inside, as the middle tier.
  2. Grew a regional sales territory to 20 states.
  3. Ran brands through the company's master importer business, covering all states.
  4. Built a new division in New Berlin, Wisconsin.
  5. Green Valley Gaming: refurbished and re-engineered gaming hardware, updating and upgrading equipment.
  6. Allstate: trained licensed sales professionals and built balanced client portfolios as an Exclusive Financial Specialist.