Joel Steinmetz

Operations/Organization • Exhibited strong project management and organizational skills • Focused on Organizational Development and Continuous Improvement for higher efficiency of production by developing, documenting, and refining process enhancements • Acted as companywide program manager by integrating and informing cross-departmental needs and functions • Managed various organizational changes, e.g., implementation of new processes and technologies • Reported directly to owner/CEO of PrimeCo Financial • Responsible for 15 million yearly revenue across numerous short- and long-term projects • Created and utilized Power BI and Excel reports to analyze projects management and profitability data • Managed production budgets, costs, and revenue to meet established GM% goal • Established practices for forecasting growth and profitability • Streamlined AR billing process for accuracy, efficiency, and speed of collection Management/Training • Created and implemented Onboarding & Training program for both Staff and Field employees • Developed and instituted companywide Cultural Development program with ongoing practices • Mentored Project Managers, Superintendents, and Foreman; oversaw an average of 140 Field employees • Delivered presentations at leadership team events and companywide staff meetings • Partnered with departmental leaders to create and deliver employee development programs

Management/Training • Trained, managed, and mentored employees in sales, luxury hospitality standards, operations, and wine knowledge • Created and facilitated corporate culture and betterment of employee morale • Instituted cross-departmental educational seminars in various aspects of the wine business • Explained the wine tasting and making process for various levels of expertise to deepen understanding of the numerous aspects of wine production • Authored training manual covering operations and best practices of the tasting room Operations/Organization • Served as de facto estate manager for 1,300-acre estate • Achieved greater efficiency and accuracy in tasting room operations • Worked cooperatively with various departments companywide toward overall financial goals • Attained in-depth knowledge of vineyard management and wine production • Developed overall long-term wine library program Sales/Financial • Created, implemented, and monitored tasting room budget, sales goals, and expenses • Managed 1.2 million in annual wine sales, and average of 7,500 guests annually • Developed growth strategy to increase sales by 10%; reduced operating expenses by 10% • Monitored and performed detailed inventory and sales analysis and projections • Created and updated depletion report to anticipate future trends • Collaborated with winemaker to increase production on future vintages to enable growth

• Authored business and marketing collateral, web pages, blogs, and white papers • Developed and edited business collateral and marketing phraseology for maximum impact • Created and administrated email marketing campaigns • Expressed ideas clearly, enthusiastically, and with precision in written communications • Researched quickly and thoroughly a broad range of e-learning topics

• Researched, developed, and taught courses in Critical Thinking, Ethics, and Philosophical Topics • Organized knowledge and the flow of information for ease of use and clear understanding • Explained difficult material and translated technical knowledge into plain English • Developed instructional documentation, multimedia presentations, and online materials • Managed, tracked, and evaluated students’ progress in understanding • Researched, authored, and published academic articles