Marketing Videos



Social Media

A pioneer in the social media vertical as a founding BoA member of the social media SCRM web platform, I've established my digital marketing bona fides. I am currently listed as an influencer across a number of social media rating platforms:   Kred: 782 - Influencer ~ Klout: 67 - Influencer    LinkedIn ~ Facebook ~ Facebook BalanceBeam ~ Google+ ~ Twitter ~ Instagram      

Content Creation

As an author of 2 wine business marketing blogs, and as a commissioned writer for Wine Business Monthly, I'm able to create compelling content for both internal and external audiences.


Proficient in a variety of platforms on Macs and PCs, including Pages/Word, Numbers/Excel, Keynote/Powerpoint


Proficient in creating and delivering presentations to both internal and external audiences, in person or online, utilizing: SlideShare, iMovie (writing, filming, editing) and Photography

Work experience

Work experience
Aug 2012 - Present


BalanceBeam Partners

BalanceBeam Partners is a CPG brand marketing shop advising wine companies on strategic and tactical multi-channel marketing and sales opportunities, in domestic and international markets

Nov 2011 - Sep 2012

General Manager

Grgich Hills Estate Winery
  • Focused on talent acquisition to staff all sales channels, including DTT, DTC, Three-Tier Wholesale, National Accounts and Export, in order to diversify and grow brand sales in the short term and sustainable sales in the future 
  • Developed a strong online multi-platform social media presenkce through community management, and reduced points of friction and shopping cart abandonment by reimagining the eCommerce interface, and by managing the redesign of the winery website 
  • Improved the DTC visitor experience by creating a progressive tasting program with multiple point-of-service and multiple sales transaction locations that resuolted in significant revenue enhancement
  • Increased brand equity by developing a targeted account CRM program and by weaning sales partners and the market from brand damaging discounting
Oct 2002 - Nov 2011


Think Wine Marketing

Reviewing, Evaluating & Developing multi-platform brand marketing solutions for family agribusiness companies operating in the wine business vertical

Aug 2009 - Apr 2011

Board of Advisors - Marketing

As the marketing member of the Board of Advisors:

  • Proposed the adoption of digital strategic marketing initiatives and the change in focus from consulting to a focus on the development of SMO and SCRM as viable income producing products
  • Advised on the development of the 'digital information pipeline'
  • Led Customer Aquisition and Business Development was purchased by in April 2011 and the Cruvee engine became the key product module for Vintank, including SMO and SCRM 


Jul 2012 - Jul 2012


UC Davis



Jim Caudill

Tim McDonald

Rick Breslin

Paul Mabray

Joe Orlando