The San Francisco Wine Exchange
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The San Francisco Wine Exchange Employees
Employee
Years
Job
Industry
Mary Elizabeth Ballard Mary Elizabeth Ballard's The San Francisco Wine Exchange Experience June 2012 - March 2015
Job Healthcare Recruiter at Clinical Management Consultants
Industry Staffing and Recruiting
Experience
Clinical Management Consultants May 2015 - Present
The San Francisco Wine Exchange June 2012 - March 2015
UC Santa Cruz September 2010 - June 2012
UC Santa Cruz September 2009 - June 2012
The San Francisco Wine Exchange July 2009 - September 2011
Skills
Organization, Multi-state Payroll..., Payroll, ADP Payroll, Employee Benefits, Event Planning, Executive Support
Education
UC Santa Cruz 2008 — 2012
Bachelor's Degree, Mathematics, Economics
Clinical Management Consultants May 2015 - Present
The San Francisco Wine Exchange June 2012 - March 2015
UC Santa Cruz September 2010 - June 2012
UC Santa Cruz September 2009 - June 2012
The San Francisco Wine Exchange July 2009 - September 2011
Skills
Organization, Multi-state Payroll..., Payroll, ADP Payroll, Employee Benefits, Event Planning, Executive Support
Education
UC Santa Cruz 2008 — 2012
Bachelor's Degree, Mathematics, Economics
Brandon R. McLaughlin Brandon R. McLaughlin's The San Francisco Wine Exchange Experience September 2001 - July 2002
Job nonprofit program management
Industry Nonprofit Organization Management
Experience
Golden Gate University July 2012 - September 2014
Golden Gate University April 2012 - July 2012
Golden Gate University School of Law January 2012 - March 2012
Golden Gate University August 2011 - November 2011
The Guardsmen July 2010 - January 2011
The Bar Association of San Francisco (BASF) June 2007 - October 2008
The Bar Association of San Francisco (BASF) January 2004 - June 2007
The Bar Association of San Francisco (BASF) April 2003 - December 2003
Federal Home Loan Bank of San Francisco September 2002 - April 2003
The San Francisco Wine Exchange September 2001 - July 2002
Skills
Program Management, Strategic Planning, Team Leadership, Fundraising, Microsoft Office, Customer Service, Administration, Nonprofits, Management, Editing, Event Planning, Event Management, Social Media, Community Outreach, Marketing, Research
Education
Macalester College 1994 — 1999
Music
Golden Gate University July 2012 - September 2014
Golden Gate University April 2012 - July 2012
Golden Gate University School of Law January 2012 - March 2012
Golden Gate University August 2011 - November 2011
The Guardsmen July 2010 - January 2011
The Bar Association of San Francisco (BASF) June 2007 - October 2008
The Bar Association of San Francisco (BASF) January 2004 - June 2007
The Bar Association of San Francisco (BASF) April 2003 - December 2003
Federal Home Loan Bank of San Francisco September 2002 - April 2003
The San Francisco Wine Exchange September 2001 - July 2002
Skills
Program Management, Strategic Planning, Team Leadership, Fundraising, Microsoft Office, Customer Service, Administration, Nonprofits, Management, Editing, Event Planning, Event Management, Social Media, Community Outreach, Marketing, Research
Education
Macalester College 1994 — 1999
Music
Greg Ralston Greg Ralston's The San Francisco Wine Exchange Experience April 2013 - March 2015
Job Co Founder & Vintner at LAVINEA WINERY
Industry Wine and Spirits
Experience
LAVINEA WINERY July 2014 - Present
The San Francisco Wine Exchange April 2013 - March 2015
Evening Land Vineyards January 2012 - January 2014
Wilson Daniels August 2010 - January 2012
Chateau Montelena Winery June 1997 - June 2009
Chateau Montelena Winery June 1990 - June 1997
Chateau Montelena Winery November 1988 - June 1990
Skills
Wineries, Strategy, Wine, Marketing, Winemaking, Start-ups, Marketing Strategy, Sales, Food, Management, Wine Tasting, Food & Beverage, Business Insights, P&L, Consumer Products, Leadership, Program Management, Pricing, Market Planning, Direct Sales, P&L Management, Trade Marketing, Brand Management, Brand Development, Budgets, Alcoholic Beverages, Key Account Development, Beer, Champagne, Business Planning, New Business Development, Team Building, Public Relations, Marketing Management, Sales Management, Distributors
Education
University of California, Davis - Graduate School of Management 2005 — 2005
Portland State University
B.S.
Santa Clara University
LAVINEA WINERY July 2014 - Present
The San Francisco Wine Exchange April 2013 - March 2015
Evening Land Vineyards January 2012 - January 2014
Wilson Daniels August 2010 - January 2012
Chateau Montelena Winery June 1997 - June 2009
Chateau Montelena Winery June 1990 - June 1997
Chateau Montelena Winery November 1988 - June 1990
Skills
Wineries, Strategy, Wine, Marketing, Winemaking, Start-ups, Marketing Strategy, Sales, Food, Management, Wine Tasting, Food & Beverage, Business Insights, P&L, Consumer Products, Leadership, Program Management, Pricing, Market Planning, Direct Sales, P&L Management, Trade Marketing, Brand Management, Brand Development, Budgets, Alcoholic Beverages, Key Account Development, Beer, Champagne, Business Planning, New Business Development, Team Building, Public Relations, Marketing Management, Sales Management, Distributors
Education
University of California, Davis - Graduate School of Management 2005 — 2005
Portland State University
B.S.
Santa Clara University
Wendy Mathein Wendy Mathein's The San Francisco Wine Exchange Experience March 1993 - September 1995
Job Educational Specialist/Wine Consultant
Industry Wine and Spirits
Experience
SMCHSD May 2014 - Present
Pacific Vine International September 1996 - June 2009
Wine Warehouse September 1995 - September 1996
The San Francisco Wine Exchange March 1993 - September 1995
Skills
Beer, Wine Tasting, Wine, Wineries, Sales, Management, Alcoholic Beverages, Food Pairing, Food, Food & Beverage, Event Management, Restaurants, Hospitality, Brand Management, Market Planning, Brand Development, Pricing, Key Account Development, Marketing Strategy, Marketing
Education
UC Santa Barbara 1988 — 1992
Sociology, Emphases in Economics and German
SMCHSD May 2014 - Present
Pacific Vine International September 1996 - June 2009
Wine Warehouse September 1995 - September 1996
The San Francisco Wine Exchange March 1993 - September 1995
Skills
Beer, Wine Tasting, Wine, Wineries, Sales, Management, Alcoholic Beverages, Food Pairing, Food, Food & Beverage, Event Management, Restaurants, Hospitality, Brand Management, Market Planning, Brand Development, Pricing, Key Account Development, Marketing Strategy, Marketing
Education
UC Santa Barbara 1988 — 1992
Sociology, Emphases in Economics and German
Olivier Portet Olivier Portet's The San Francisco Wine Exchange Experience January 2015 - Present
Job Vice President of Marketing at The San Francisco Wine Exchange
Industry Wine and Spirits
Experience
The San Francisco Wine Exchange January 2015 - Present
Frederick Wildman & Sons September 2013 - January 2015
Polaris Wines May 2011 - September 2013
Wilson Daniels, Ltd. March 2006 - May 2011
Portet Wine Selections August 2002 - March 2006
TransPacific Wine & Spirits (Southern Wine & Spirits) 1999 - 2000
American Wine & Spirits (Southern Wine & Spirits) February 1998 - February 1999
Skills
French, Wine, International Business, Import, Spanish, Wine Marketing, Wine Sales, International Marketing, New Business Development, Product Development, Entrepreneurship, Business Strategy, English, Wine Education, Wine Pairing, Wine Knowledge, Brand Development, Sales Management, Winemaking, Marketing, Champagne, Strategic Planning, Food Pairing, Wineries, Brand Management, Wine Tasting, Alcoholic Beverages, Wine & Spirits Industry, Beverage Industry, Sales, Distributors, Management, Pricing, Key Account Development, Public Relations, Trade Marketing, Retail, Marketing Strategy, Food & Beverage
Education
Thunderbird School of Global Management 2000 — 2002
MBA, International Business, Strategic Management
Santa Clara University 1990 — 1994
BS, Finance, International Business, French
NEOMA Business School 1992 — 1993
International Business
The San Francisco Wine Exchange January 2015 - Present
Frederick Wildman & Sons September 2013 - January 2015
Polaris Wines May 2011 - September 2013
Wilson Daniels, Ltd. March 2006 - May 2011
Portet Wine Selections August 2002 - March 2006
TransPacific Wine & Spirits (Southern Wine & Spirits) 1999 - 2000
American Wine & Spirits (Southern Wine & Spirits) February 1998 - February 1999
Skills
French, Wine, International Business, Import, Spanish, Wine Marketing, Wine Sales, International Marketing, New Business Development, Product Development, Entrepreneurship, Business Strategy, English, Wine Education, Wine Pairing, Wine Knowledge, Brand Development, Sales Management, Winemaking, Marketing, Champagne, Strategic Planning, Food Pairing, Wineries, Brand Management, Wine Tasting, Alcoholic Beverages, Wine & Spirits Industry, Beverage Industry, Sales, Distributors, Management, Pricing, Key Account Development, Public Relations, Trade Marketing, Retail, Marketing Strategy, Food & Beverage
Education
Thunderbird School of Global Management 2000 — 2002
MBA, International Business, Strategic Management
Santa Clara University 1990 — 1994
BS, Finance, International Business, French
NEOMA Business School 1992 — 1993
International Business
Michael Zuppa Michael Zuppa's The San Francisco Wine Exchange Experience June 2015 - Present
Job VP / National Sales Manager
Industry Wine and Spirits
Experience
The San Francisco Wine Exchange June 2015 - Present
Europvin May 2013 - June 2015
K Vintners and Charles Smith Wines March 2012 - May 2013
Constellation Wines US July 2002 - March 2012
E&J Gallo Winery April 2000 - May 2002
Skills
Wine, National Accounts, Food, Sales Operations, Beverage Industry, Key Account Development, Food & Beverage, Cross-functional Team..., New Business Development, Restaurants, Strategic Planning, Team Building, IRI, Wine Tasting, Brand Management, Marketing, Sales, Sales Management, Alcoholic Beverages, Marketing Strategy, Market Planning, Pricing, Wineries, Management, Key Account Management, Brand Development, Distributors, Account Management, Forecasting
Education
University of Maryland Baltimore County 1993 — 1995
Saint Bonaventure University 1990 — 1993
The San Francisco Wine Exchange June 2015 - Present
Europvin May 2013 - June 2015
K Vintners and Charles Smith Wines March 2012 - May 2013
Constellation Wines US July 2002 - March 2012
E&J Gallo Winery April 2000 - May 2002
Skills
Wine, National Accounts, Food, Sales Operations, Beverage Industry, Key Account Development, Food & Beverage, Cross-functional Team..., New Business Development, Restaurants, Strategic Planning, Team Building, IRI, Wine Tasting, Brand Management, Marketing, Sales, Sales Management, Alcoholic Beverages, Marketing Strategy, Market Planning, Pricing, Wineries, Management, Key Account Management, Brand Development, Distributors, Account Management, Forecasting
Education
University of Maryland Baltimore County 1993 — 1995
Saint Bonaventure University 1990 — 1993
Owen Ridings's The San Francisco Wine Exchange Experience January 2009 - March 2010
Job Assistant Winemaker @ Val Du Vino Winery
Industry Wine and Spirits
Experience
Val Du Vino Winery June 2011 - Present
The Hot Dark November 2011 - Present
US Forest Service April 2010 - September 2010
The San Francisco Wine Exchange January 2009 - March 2010
Carlson Marketing March 2007 - April 2008
Street Marketing LLC June 2002 - December 2007
Skills
Event Marketing, Musicianship, Winemaking, Event Planning, Event Management, Social Media, Facebook, Social Media Marketing, Social Networking, Customer Service, Hospitality, Marketing Communications, Marketing Strategy, Microsoft Office, Public Speaking, Management, Musicians, Budgets, Sales Management, Sales, Wine, Music, Marketing, Microsoft Excel, Brand Management, Team Leadership, Copywriting, Email Marketing, PowerPoint, Brand Development, Online Marketing, Photoshop, Outlook, Retail, Research, Digital Marketing, Online Advertising, Public Relations, Advertising, Strategic Planning
Education
Ohio Wesleyan University 2002 — 2006
B.A., Philosophy
Ohio Wesleyan University 2002 — 2006
Bachelor of Arts (BA), Philosophy
Val Du Vino Winery June 2011 - Present
The Hot Dark November 2011 - Present
US Forest Service April 2010 - September 2010
The San Francisco Wine Exchange January 2009 - March 2010
Carlson Marketing March 2007 - April 2008
Street Marketing LLC June 2002 - December 2007
Skills
Event Marketing, Musicianship, Winemaking, Event Planning, Event Management, Social Media, Facebook, Social Media Marketing, Social Networking, Customer Service, Hospitality, Marketing Communications, Marketing Strategy, Microsoft Office, Public Speaking, Management, Musicians, Budgets, Sales Management, Sales, Wine, Music, Marketing, Microsoft Excel, Brand Management, Team Leadership, Copywriting, Email Marketing, PowerPoint, Brand Development, Online Marketing, Photoshop, Outlook, Retail, Research, Digital Marketing, Online Advertising, Public Relations, Advertising, Strategic Planning
Education
Ohio Wesleyan University 2002 — 2006
B.A., Philosophy
Ohio Wesleyan University 2002 — 2006
Bachelor of Arts (BA), Philosophy
Rachel Pringle Rachel Pringle's The San Francisco Wine Exchange Experience September 2009 - July 2010
Job Upper School English Teacher at Polytechnic School
Industry Primary/Secondary Education
Experience
Polytechnic School August 2015 - Present
Polytechnic School August 2015 - Present
Mayfield Senior School August 2011 - August 2015
LadyLUX.com May 2011 - August 2011
Columbia University Graduate School of Journalism September 2010 - November 2010
The San Francisco Wine Exchange September 2009 - July 2010
National Writing Project August 2008 - July 2009
Skills
Community Outreach, Program Management, Curriculum Design, Creative Writing, Music, Editorial, Marketing, Magazines, Leadership, Journalism, Writing, Teaching
Education
Columbia University Graduate School of Arts & Sciences 2010 — 2011
Master of Arts, English & Comparative Literature
University of California, Berkeley 2004 — 2008
Bachelor of Arts, English, minor in music
Polytechnic School August 2015 - Present
Polytechnic School August 2015 - Present
Mayfield Senior School August 2011 - August 2015
LadyLUX.com May 2011 - August 2011
Columbia University Graduate School of Journalism September 2010 - November 2010
The San Francisco Wine Exchange September 2009 - July 2010
National Writing Project August 2008 - July 2009
Skills
Community Outreach, Program Management, Curriculum Design, Creative Writing, Music, Editorial, Marketing, Magazines, Leadership, Journalism, Writing, Teaching
Education
Columbia University Graduate School of Arts & Sciences 2010 — 2011
Master of Arts, English & Comparative Literature
University of California, Berkeley 2004 — 2008
Bachelor of Arts, English, minor in music
Phil Nugent's The San Francisco Wine Exchange Experience April 1996 - December 2014
Job Former National Sales Manager for the San Francisco Wine Exchange
Industry Wine and Spirits
Experience
The San Francisco Wine Exchange April 1996 - December 2014
Skills
Sales, Marketing Strategy, Sales Management, Account Management, Sales Operations, New Business Development, Marketing, Negotiation, Market Planning, Internal Communications, Management
Education
Fairfield University 1970 — 1974
Bachelor's degree, English/Language Arts Teacher Education
The San Francisco Wine Exchange April 1996 - December 2014
Skills
Sales, Marketing Strategy, Sales Management, Account Management, Sales Operations, New Business Development, Marketing, Negotiation, Market Planning, Internal Communications, Management
Education
Fairfield University 1970 — 1974
Bachelor's degree, English/Language Arts Teacher Education
Samantha McBride's The San Francisco Wine Exchange Experience September 2014 - January 2015
Job Donor Services Assistant at Tipping Point Community
Industry Philanthropy
Experience
Tipping Point Community March 2015 - Present
The San Francisco Wine Exchange September 2014 - January 2015
Kowloons Restaurant June 2013 - August 2014
Eugene Therapy September 2012 - September 2013
RP & Associates June 2012 - September 2012
Outdoor Tech® June 2011 - September 2011
Skills
Facebook, Social Media, Marketing, Customer Service, Sponsorship, Administration, Filing, Receptionist Duties, Research, Microsoft Word
Education
University of Oregon 2010 — 2014
Bachelor of Science (B.S.), Psychology
University of Oregon 2010 — 2014
Bachelor of Science (BS), Psychology
Tipping Point Community March 2015 - Present
The San Francisco Wine Exchange September 2014 - January 2015
Kowloons Restaurant June 2013 - August 2014
Eugene Therapy September 2012 - September 2013
RP & Associates June 2012 - September 2012
Outdoor Tech® June 2011 - September 2011
Skills
Facebook, Social Media, Marketing, Customer Service, Sponsorship, Administration, Filing, Receptionist Duties, Research, Microsoft Word
Education
University of Oregon 2010 — 2014
Bachelor of Science (B.S.), Psychology
University of Oregon 2010 — 2014
Bachelor of Science (BS), Psychology
Christina Tognetti Christina Tognetti's The San Francisco Wine Exchange Experience April 2015 - Present
Job Marketing and Event Administrator at The San Francisco Wine Exchange
Industry Wine and Spirits
Experience
The San Francisco Wine Exchange April 2015 - Present
Duckhorn Wine Company March 2014 - December 2014
Saint Mary's College of California W. Soccer Team January 2013 - 2014
Houseplans September 2013 - December 2013
Saint Mary's College of California August 2009 - May 2013
VJB Vineyards and Cellars December 2012 - January 2013
Santa Clara University July 2011 - July 2012
Saint Mary's College of California December 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Leadership, Time Management, Marketing, Social Media, Event Planning
Education
Saint Mary's College of California 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Ursuline High School 2006 — 2009
The San Francisco Wine Exchange April 2015 - Present
Duckhorn Wine Company March 2014 - December 2014
Saint Mary's College of California W. Soccer Team January 2013 - 2014
Houseplans September 2013 - December 2013
Saint Mary's College of California August 2009 - May 2013
VJB Vineyards and Cellars December 2012 - January 2013
Santa Clara University July 2011 - July 2012
Saint Mary's College of California December 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Leadership, Time Management, Marketing, Social Media, Event Planning
Education
Saint Mary's College of California 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Ursuline High School 2006 — 2009
Christopher DeSanctis Christopher DeSanctis's The San Francisco Wine Exchange Experience September 2008 - March 2015
Job Columbus Wine Company Founder
Industry Wine and Spirits
Experience
Columbus Wine Company March 2015 - Present
The San Francisco Wine Exchange September 2008 - March 2015
Domaine Select Wine Estates June 2007 - September 2008
Skills
Wine, Wine Tasting, Marketing Strategy, Wine Education, Wine Sales, Sales Management, Wineries, Event Management, B2B, Sales, Sales Operations, Brand Management, Sommelier, Team Leadership, Wine & Spirits Industry, Key Account Management, Relationship Management, Territory Expansion, B2B Marketing Strategy, Territory Development, Luxury Goods, Special Events..., Building High..., Sales Compensation, Training Delivery, Course Creation, B2B eCommerce, Negotiation, E-commerce, New Business Development, Wine Labels, Microsoft Office, Mac OS, Sales Promotion, Promotions, Key Client Relationships, Client Education, Training, Pricing, Beer, Beverage Industry, Food Pairing, Restaurants, Retail, Key Account Development, Champagne
Education
Wine and Spirit Education Trust 2010 — 2012
Advanced Certificate
Court of Master Sommeliers 2010 — 2010
Introductory Sommelier Course and Exam (Level 1)
American Sommelier Association 2006 — 2006
Vinification & Viticulture; Foundation Course
Nassau Community College 1998 — 2000
Science, Liberal Arts
Columbus Wine Company March 2015 - Present
The San Francisco Wine Exchange September 2008 - March 2015
Domaine Select Wine Estates June 2007 - September 2008
Skills
Wine, Wine Tasting, Marketing Strategy, Wine Education, Wine Sales, Sales Management, Wineries, Event Management, B2B, Sales, Sales Operations, Brand Management, Sommelier, Team Leadership, Wine & Spirits Industry, Key Account Management, Relationship Management, Territory Expansion, B2B Marketing Strategy, Territory Development, Luxury Goods, Special Events..., Building High..., Sales Compensation, Training Delivery, Course Creation, B2B eCommerce, Negotiation, E-commerce, New Business Development, Wine Labels, Microsoft Office, Mac OS, Sales Promotion, Promotions, Key Client Relationships, Client Education, Training, Pricing, Beer, Beverage Industry, Food Pairing, Restaurants, Retail, Key Account Development, Champagne
Education
Wine and Spirit Education Trust 2010 — 2012
Advanced Certificate
Court of Master Sommeliers 2010 — 2010
Introductory Sommelier Course and Exam (Level 1)
American Sommelier Association 2006 — 2006
Vinification & Viticulture; Foundation Course
Nassau Community College 1998 — 2000
Science, Liberal Arts
Stephanie Metzler's The San Francisco Wine Exchange Experience September 2013 - Present
Job Northern California Territory Manager at The San Francisco Wine Exchange
Industry Wine and Spirits
Experience
The San Francisco Wine Exchange September 2013 - Present
Treasury Wine Estates August 2013 - September 2013
Glazer's Distributors February 2012 - May 2013
Cork Wines March 2011 - February 2012
Cork Wines January 2007 - March 2011
Skills
Wine, Account Management, Customer Relations, Marketing Strategy, Events Coordination, Wine Tasting, Wineries, Beverage Industry, Sales, Winemaking, Alcoholic Beverages, Beer, Sales Operations, Wine & Spirits Industry, Champagne, Food, Marketing, Food & Beverage
Education
Southern Methodist University
The San Francisco Wine Exchange September 2013 - Present
Treasury Wine Estates August 2013 - September 2013
Glazer's Distributors February 2012 - May 2013
Cork Wines March 2011 - February 2012
Cork Wines January 2007 - March 2011
Skills
Wine, Account Management, Customer Relations, Marketing Strategy, Events Coordination, Wine Tasting, Wineries, Beverage Industry, Sales, Winemaking, Alcoholic Beverages, Beer, Sales Operations, Wine & Spirits Industry, Champagne, Food, Marketing, Food & Beverage
Education
Southern Methodist University
Jonathan Apt's The San Francisco Wine Exchange Experience July 2013 - Present
Job Western Regional Sales Manager at Morgan Winery
Industry Wine and Spirits
Experience
Morgan Winery October 2014 - Present
The San Francisco Wine Exchange July 2013 - Present
The San Francisco Wine Exchange September 2008 - July 2013
Vinum Global July 2007 - September 2008
Pezzi King Vineyards January 2007 - July 2007
Southern Wine and Spirits January 2003 - January 2007
Skills
Beverage Industry, Microsoft Office, Sales Management, Key Account Development, Wine, Sales, Competitive Analysis, Wineries, Strategy, Wine Tasting, Winemaking, New Business Development, Pricing, Income Statement, Public Speaking, FMCG, Hospitality, Beer, Food Pairing, Marketing Strategy, Budgets, Social Media, Trade Marketing, Marketing, Alcoholic Beverages
Education
Arizona State University 1988 — 1993
Morgan Winery October 2014 - Present
The San Francisco Wine Exchange July 2013 - Present
The San Francisco Wine Exchange September 2008 - July 2013
Vinum Global July 2007 - September 2008
Pezzi King Vineyards January 2007 - July 2007
Southern Wine and Spirits January 2003 - January 2007
Skills
Beverage Industry, Microsoft Office, Sales Management, Key Account Development, Wine, Sales, Competitive Analysis, Wineries, Strategy, Wine Tasting, Winemaking, New Business Development, Pricing, Income Statement, Public Speaking, FMCG, Hospitality, Beer, Food Pairing, Marketing Strategy, Budgets, Social Media, Trade Marketing, Marketing, Alcoholic Beverages
Education
Arizona State University 1988 — 1993
David Maib's The San Francisco Wine Exchange Experience December 2014 - June 2015
Job Accomplished Sales and Marketing Manager with proven leadership skills in: Sales, Finance, HR and Public Relations
Industry Wine and Spirits
Experience
The San Francisco Wine Exchange December 2014 - June 2015
Gruet Winery November 2013 - December 2014
Negociants USA January 2006 - April 2013
Seghesio Family Vineyards April 2001 - March 2006
WINEBOW INC January 1996 - 2001
Prestige Wine Cellars December 1993 - January 1996
Phoenix Consulting January 1991 - November 1993
Heublein Inc./YMC December 1987 - December 1990
US Peace Corps June 1984 - June 1986
Skills
Food Pairing, Wine Tasting, Alcoholic Beverages, Wine, Wineries, Beer, Winemaking, Key Account Development, Wine & Spirits Industry, Sales Management, Beverage Industry, Pricing, Restaurants, Food, Event Management, Distributors, Food Service, Sales, Educational Workshops, Champagne, Grocery, Inventory Management, Wholesale, Market Planning, IRI, Marketing Strategy, P&L, Craft Beer, Catering, Food & Beverage, Hospitality, Marketing, Brand Management, Retail
Education
University of California, Los Angeles 1979 — 1983
BA, Political Science
University of Adelaide
Executive MBA Program
The San Francisco Wine Exchange December 2014 - June 2015
Gruet Winery November 2013 - December 2014
Negociants USA January 2006 - April 2013
Seghesio Family Vineyards April 2001 - March 2006
WINEBOW INC January 1996 - 2001
Prestige Wine Cellars December 1993 - January 1996
Phoenix Consulting January 1991 - November 1993
Heublein Inc./YMC December 1987 - December 1990
US Peace Corps June 1984 - June 1986
Skills
Food Pairing, Wine Tasting, Alcoholic Beverages, Wine, Wineries, Beer, Winemaking, Key Account Development, Wine & Spirits Industry, Sales Management, Beverage Industry, Pricing, Restaurants, Food, Event Management, Distributors, Food Service, Sales, Educational Workshops, Champagne, Grocery, Inventory Management, Wholesale, Market Planning, IRI, Marketing Strategy, P&L, Craft Beer, Catering, Food & Beverage, Hospitality, Marketing, Brand Management, Retail
Education
University of California, Los Angeles 1979 — 1983
BA, Political Science
University of Adelaide
Executive MBA Program
Valerie Beals's The San Francisco Wine Exchange Experience 2001 - 2005
Job Loan Assistant at Umpqua Bank
Industry Banking
Experience
Umpqua Bank May 2008 - Present
The San Francisco Wine Exchange 2001 - 2005
Skills
Banking, Loans, Small Business Lending, Mortgage Lending, Commercial Lending, Portfolio Management, Financial Risk, Lines Of Credit, Financial Analysis, Relationship Management, Commercial Banking, Financial Services, Risk Management, Commercial Mortgages, Asset Based Lending
Education
Fashion Institute of Design & Merchandising
Umpqua Bank May 2008 - Present
The San Francisco Wine Exchange 2001 - 2005
Skills
Banking, Loans, Small Business Lending, Mortgage Lending, Commercial Lending, Portfolio Management, Financial Risk, Lines Of Credit, Financial Analysis, Relationship Management, Commercial Banking, Financial Services, Risk Management, Commercial Mortgages, Asset Based Lending
Education
Fashion Institute of Design & Merchandising