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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

Aug 2012Present


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 2011Sep 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 2002Nov 2011


Think Wine Marketing

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

Aug 2009Apr 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 



Jim Caudill

Tim McDonald

Rick Breslin

Paul Mabray

Joe Orlando