Dedicated Portfolio Management professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organization.
Overview
15
15
years of professional experience
Work History
Republic National Distributing Co
05.2010 - Current
Portfolio Manager
08.2021 - Current
Spirits/Wine
Directly manage portfolio of 18 suppliers with 2023 projected revenue of $234M
Establish, initiate and optimize business development strategies based on company targets, product specifications, market data, and budget factors
Analyze sales/inventory data to identify and address stock levels
Portfolio Manager: Diageo/MHUSA GA & NM
08.2018 - 08.2021
Supplier’s main point of contact for both GA & NM
Direct inventory management, priority/program calendars, and goal tracking, responsibilities in GA
Responsible for supplier relations, inventory, priority and program management in NM.
Portfolio Manager
12.2016 - 08.2018
Spirits
Directly managed a portfolio with 80 suppliers and revenue of 90 million in 2017
Responsible for inventory management, fund management, plan calendars, incentives, and sales trend analysis and supplier relations.
Marketing Manager: Atlanta Wholesale Wine
08.2014 - 12.2016
Managed fine wine portfolio with revenue of 20 million in 2015
Responsible for new items, inventory management, programs and pricing
Increased gross profit by 2%, gross profit dollars by 43%, total revenue by 14%, and case volume by 8
District Manager: Atlanta Wholesale Wine
05.2010 - 08.2014
Off-Premise Atlanta Wholesale Wine
Led fine wine team of four with revenue base of 5.6 million annually
Successfully coached team which resulted in increased revenue of over 12% between ‘11/’13.
Beverage Director
Concentrics/Murphy’s
06.2008 - 12.2009
Main point of contact for all vendor relations for entire restaurant group
Directly managed Murphy’s restaurant and retail beverage programs
Education
B.A. - Psychology
University of Georgia
Athens, GA
Level 3 With Distinction -
Wine & Spirits Education Trust
London
Skills
Partnership Building
Growth Tracking
Budgeting and Allocation
Data Analytics
KPI Tracking
Vendor Relations
Quarterly Forecasting
Interdepartmental Collaboration
Inventory Management
Critical Thinking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Your time is limited, so don’t waste it living someone else’s life.