mbwt operations plan

7/30/2019 MBWT Operations Plan

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Operations and Organization Plan

Jamie Sweeley

Eric Van VlietAdrian LoezaMichael Lan

Gladys Vargas

11/11/12


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Table of Contents

Company Description ....................................................................................................... 3Mission Statement ..................................................................................................................... 4Product Market/Scope .............................................................................................................. 4Main Competitors ..................................................................................................................... 5

Operations Plan ................................................................................................................. 7Key Partners .............................................................................................................................. 7Key Suppliers............................................................................................................................. 8Resources ................................................................................................................................... 9Key Business Processes ........................................................................................................... 11

Employment Process ............................................................................................................ 11In-house Process ................................................................................................................... 12Customer Process .................................................................................................................. 12

Day of Tour........................................................................................................................... 13Legal Form............................................................................................................................... 14

Management Team and Organization .......................................................................... 14Management Structure ........................................................................................................... 14

Roles and Responsibilities .................................................................................................... 15Professionals and Consultants ............................................................................................... 16Stakeholders ............................................................................................................................ 17

Founders ............................................................................................................................... 17Advisory Board Members ...................................................................................................... 18

Appendix A: Grids .......................................................................................................... 19

Appendix B: Figures ....................................................................................................... 20

Appendix C: Flow Charts .............................................................................................. 21

Appendix D: Resumes..................................................................................................... 22

References:....................................................................................................................... 30


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Company Description

Five business students at California State University, Monterey Bay identified a need in

the market and founded Monterey Bay Wine Tours (MBWT). Eric Van Vliet, co-founder,

discovered an opportunity and market niche; He found a sharp growth of wineries in the

Monterey County area opening wine tasting rooms. MBWT is based out of Monterey, but

provides tours throughout Monterey County. In recent years, the Monterey area has

become better known for the wine produced there. MBWT seeks to help this reputation

grow by providing tourists and locals a fun, safe way to experience Monterey County

wines and wineries.

MBWT is the areas only full service wine tour company. The companys tours fall into

two different categories, public and private. With its public tours, you will join eight to

ten other guests on one of three tour routes (Carmel, Carmel Valley, & Santa Lucia.) The

public tours will also include shuttle service to and from your residence; a gourmet picnic

and complimentary MBWT wine glasses. In contrast, the private tours are designed to

give you as many options as possible. You can choose the vehicle, the guide, the wineries

visited, and will provide an overall more private setting. If this isnt enough, MBWT also

goes above and beyond by offering the most professional and knowledgeable guides in

the area.

We share with you our extensive knowledge of general wine information, the Monterey

County wine region, and the wineries visited. MBWT provides tourists and locals the

opportunity to experience Monterey County wines and wineries in a fun, safe way. Our

guides are knowledgeable, professional and great drivers. With a variety of vehicle and


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tour options available, we can provide you an unforgettable experience regardless of your

budget.

Monterey Bay Wine Tours was started in 2012 by a group of CSUMB business school

graduates who wanted more than just a job after graduation. They have used their passion

and business knowledge to grow MBWT into the premiere wine tour provider in the

Monterey area.

Mission Statement

Monterey Bay Wine Tours (MBWT) is dedicated to providing tourists and locals with

quality, affordable wine tours, and sightseeing services. To achieve this mission, we will

build and maintain customer relations through a mix of quality customer service,

reasonable pricing, and experienced tour guides.

We will develop a foundation to guide our employees to make ethical decisions and to

guide the companys culture. MBWT's focus is to provide high standards of lifestyle and

culinary experiences.

Product Market/Scope

Monterey Bay Wine Tours (MBWT) will offer tourists and locals the ability to purchase

and select from three different packages (Standard, Premium, Deluxe) of wine tour

essentials through our online website. The services that MBWT will provide are wine

tours, sightseeing, small lunch with a MBWT glass, hotel or central location pickup, and

an education on wine.

We are targeting incoming baby boomers and new generation of wine buyers and

drinkers as well as locals since many baby boomers and retirees live in the area. MBWT

targets this select group because these age segments want to relax or sightsee. In addition,


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customers want to make sure their vacation or get-a-away has a comfortable at home

feeling. Therefore, tourists and locals will benefit from the value of MBWT services, as

MBWT captures value in return. There are many sightseeing services in the Monterey

County but none of which focuses on wine tours and sightseeing for both drinkers and

non-drinkers. This gives Monterey Bay Wine Tours an opportunity to market to this

niche segment giving MBWT a competitive advantage in the area.

In addition, MBWT has a competitive advantage due to the mix between service features,

prices, and quality customer service. The service features include wine tour essentials like

small lunch, a MBWT glass, and education in wine. MBWT will also offer destinations

to the Monterey Bay Aquarium and Carmel Plaza. Monterey Bay Wine Tours prices will

embed a fix price for tours that include hourly labor costs, service feature costs, overhead

costs, and operation costs.

Furthermore, building and maintaining customer relations is vital to our business, which

is why we rank quality of customer service as top priority. Close relationships with our

customers will add value by creating loyal customers. Throughout the process of our

services, MBWT maintains communication with the customers by verifying needs and

providing a sense of independence in creating their first wine tour experience.

Main Competitors

Our main competitors are:

Monterey Bay Wine Trolley The Monterey Bay Experience Elite Limousine


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Ag Venture Tours and ConsultingGrid 1, Competitive Analysis Grid, in Appendix A compares Monterey Bay Wine Tours

to its competitors. We compared them on a set of four criteria:

Variety of Wineries Educated Tour Guide Vehicle Used Service and Quality

The criteria are rated with a scale of 1 being low and 5 being high. Our competitive

advantage lies in the mix between variety in wineries and service and quality. Variety of

wineries consists of the uniqueness of experience customers will receive while on the

tour. Service and quality includes customer service as top priority. Monterey Bay Wine

Tours wants to insure that all our customers have a wonderful and memorable experience.

Comparing MBWT to its direct competitor Monterey Bay Wine Trolley, the price and

ease of use are similar. Monterey Bay Wine Trolley offers better service features and has

more marketing support. While MBWT will excel in the quality of customer service,

Monterey Bay Wine Trolley doesnt offer high-quality customer service. In any instance

that you have an issue with a product bought from Monterey Bay Wine Trolley,

customers will have to deal directly with the seller from wineries. Indirect competitors

offer more services, less customer service, a higher price, easier use, and similar

marketing support. Finally, the benefit of a do it yourself tour is the cost aspect. Do it

yourselfers have the ability to utilize retail wineries to bring down costs; however, what


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they gain in cost reduction, they increase in ease of use of their vehicle and time

consumption.

Operations Plan

Key Partners

The reputation of MBWT will be the key factor in what firmly establishes the

partnerships in the area. The key partners are the wineries that MBWT will be touring at

and hotels the customers will be staying at. With three distinct tour routes (Monterey,

Carmel, and Carmel Valley), it is important to establish relationships with wineries along

each of those routes. These wineries include:

Monterey:

Pierce Ranch Vineyards Baywood Cellars Carmel Ridge Winery Le Mistral Bargetto Winery

Carmel:

Caraccioli Cellars Galante Vineyards Manzoni Cellars Scheid Vineyards Tudor Wines

Carmel Valley:

Chateau Julien


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Boekenoogen Winery Holman Ranch Vineyards Silvestri Vineyards Dawns Dream Winery Cima Collina Talbott Vineyards Bernardus

MBWT would need to have an open line of communication with each winery. To create

this open line of communication, we will have a person of contact at each winery. When

each tour is scheduled, the partner that is working the phones that day will call up the

coordinator of the wineries scheduled. Each winery will have its own fixed price for the

tour. Once payments have cleared in the account, the wineries will be sent a check with

their amounts owed.

A good relationship with the hotels and motels in the area is also a partnership that will

need to be developed. In the beginning MBWT will have fliers and informational

pamphlets at the hotels where the other pamphlets are viewed for guests. Over time the

reputation of MBWT will be established and the partnerships with the referrals from the

hotels will be a massive asset. The concierge at the nicer hotels will be referring MBWT

to their clients that have no specific destination in mind.

Key SuppliersThe key suppliers that we will need to be working with directly are for the gourmet

lunches and snacks that need to be provided on the tours. We willbe using Phils Fish

Market, located in Moss Landing. They are well known for all of their fresh seafood

dishes and small bites. The food will be prepared in the morning and dropped off at the


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central location by 9 am. The food that will be ordered is a variety of specials and

sandwiches. If customers call and specify for a private tour that they want a specific food

from a specific place that is possible as well.

Another perk that MBWT customers enjoy are complimentary wine glasses emblazoned

with the MBWT logo with every tour. Of course this necessitates a need for MBWT to

find a supplier of such glasses. Discountmugs.com is the perfect solution for this issue.

They have been selected due to their experience with similar businesses, competitive

prices and product quality.

ResourcesAn essential part to any operations model is identifying the resources that will be needed

to get the company up and running. These resources will act as the tools MBWT will use

to add value for their customers. It is important to be as accurate and thorough as

possible with this analysis because it will serve as the basis for the financial model. To

ensure that all the possible resources needed have been accounted for, we will start at the

very first of business activities.

The core of how MBWT adds value for customers and differentiates itself from

competitors is the use of an interactive website. What makes the MBWT website

different than others is the ability to see up-to-the-minute tour schedules and to make

reservations online. This e-commerce element of the website will add value for customers

but will increase costs significantly. At the very minimum, the resources needed to get

the website up and running include a computer and a printer with scanning/copying

capabilities. Also, considering the fact that no one in the current MBWT management


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structure has any website design experience, a website designer will have to be hired as

well.

While a MBWT will have a significant online presence, a local retail location will not

only make MBWT more accessible to existing customers, but will also help attract new

customers. In order to truly accomplish these two things, MBWTs retail location needs

to be in a traditional tourist area in Monterey such as cannery row or fishermans wharf.

Other than these functions, this facility will also serve as a place to conduct

office/administrative activities and a meeting place for our tours. Square footage is not a

huge concern as most of these activities can be performed in a small location. However,

great effort should be made in finding a location with sufficient parking for customers, as

this is a huge added value for them.

The biggest capital investment of the whole business will be the tour vehicles. In order to

maximize profits in the most efficient way, MBWT will only buy a small number of

vehicles initially. This is due to the fact that MBWT predicts business to start slow. If a

large number of vehicles were purchased there would be huge overhead costs associated

with this excess capacity. Other vehicles will be rented from local car rental companies

when needed until the optimal number of vehicles owned can be determined. Other than

the sticker price, insurance, and registration, customization costs for painting the MBWT

logo on the vehicle must be considered also. While the vehicles are central to the core

operations model, additional resources are needed to offer other small perks.

MBWT tagline is way more than just a ride... and one way we plan to live up to this

statement is to offer a few small perks. This includes a professionally educated tour

guide, a MBWT wine glass and a gourmet picnic lunch. The most important of these is


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the professionally educated guide. Costs associated with these guides include recruitment

costs, training costs and uniform costs. Our wine glasses will need to be purchased in

bulk customized with the MBWT logo on them and the gourmet picnic lunches would

need to be purchased from a local market/caterer the day of the tour. These last two items

are relatively inexpensive but give customers the sense of getting a lot of bang for their

buck.

The sum of all of the aforementioned capital investments represents the resources needed

to start MBWT. This is important because once all the resources needed have been

identified; we can start to calculate the total amount of funds needed to start the business,

which will be discussed in further detail in the financial model. Start-up costs are

extremely important to know because they provide us with basis of forecasting sales,

setting prices and how to budget. The more time is spent analyzing and calculating these

costs, the greater the chance the business will be successful and most importantly,

profitable.

Key Business Processes

Employment Process

The need for quality employees educated on wine is of the utmost importance for the

success of the MBWT. The process we will use for recruitment is offer internships during

the summer. These internships will be offered to students who attend the following

colleges: Cabrillo Community College, CSU San Luis Obispo, and Monterey Peninsula

College. Each one of these colleges has a wine or beverage course or courses. The

interns would need to have taken this course or have a surplus of knowledge of wine.

This would enable the interns to be fully educated and prepared for the job.


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Kristen Mattson, graduate of the Wine program in CSU San Luis Obispo, will conduct

the training. The training that MBWT will provide is focused on the specialized wines

that are offered at the winerys that will be toured. Once training is completed, the

interns will be taken on a trial run and evaluated by Kristen Mattson. The trial run will

consist of people that are given a free wine tour and are giving their input afterward.

After evaluation she will determine who has the most character, is personable, and is

informed on the wineries.

In-house Process

The founding members will be responsible for the administration duties. There will be a

founding member on the phone from 8-5 Monday thru Friday. The reason for the

founding members being responsible for the administration duties is because we have the

most pride in making our company succeed rather than an intern that can be hired. Each

founding member will work the phones one day a week. During the work day there is a

calendar that is a master list that will coordinate when and where the tours will be placed.

This calendar will be where the tours are scheduled at the final process.

Customer Process

The customers can place orders two ways, by phone or by the shopping cart on the

website.

When the phone calls come in, the orders will be placed and any questions the customers

has will be answered. Once tours are booked and paid for by phone they are scheduled on

the master schedule.

When a customer places an order on the website, there will be a layout which identifies

what the customer is looking for. The wineries will be grouped together by region. If the


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customer would like a wine tour that goes to Carmel-By-The-Sea and Monterey they

would need to pay for a private tour. There will be five drop down boxes. One identifies

if it is group or private, next is date, then region, preferred wineries, and last is if they

need to be picked up at a hotel. Once the first category is selected the next is limited to

that selection. For example, the region allows for only wineries in that region to show on

the drop down menu. If private tour is chosen then all dropdowns wont be limited like

with the public tour. Once all options are chosen to book the tour, they are required to

pay the amount owed. Once the payment is received this is when tour will be booked in

master calendar.

Once as the orders are placed in the master calendar, the founding member will inform

the winery of the tour that will be taking place and the time.

Day of Tour

The tour guide/inter will pack the ban with the gourmet lunch packs and snacks for the

afternoon. These items will be placed in a cooler. The people that elected to be picked up

at the hotel will be picked up at nine am. Following this, the van will meet at the central

location and the tour will begin at 10 am.

The van will then go to the first destination. The intern will be giving the history of the

winery on the tour. The customers arrive at the tour and are greeted by the owners of the

winery. The owners or managers then do their presentation of the wines. Following the

sampling, the customers enjoy their gourmet lunches. Everyone returns back into the van

and goes to the next winery. During the ride the customers can ask the intern any

questions and get feedback on their experience. This process happens again. After this

tasting people are given a snack that is hardy. Depending on the tour and timing there


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may be three wineries visited. Once the last winery is visited, the customers are dropped

off at the central location. The others are dropped off at their hotels.

Legal Form

We will be a Limited Liability Corporation (LLC.) We decided to be an LLC because of

the limited liability to the members of the company. Since we are operating a moving

vehicle the LLC will help protect all the stakeholders from the risk of being sued.

Another benefit is that the LLC has pass-through taxes similar to a partnership.

Our CIO, Adrian Loeza, has knowledge on how to set up LLCs. He has filled out LLC-

1, the Articles of Organization, to the Secretary of State of California. Once the LLC-1 is

accepted, our operating agreement will be drawn up and our LLC-12 will be submitted to

the state. Each stakeholder will have an equal part in the company.

Management Team and Organization

Management Structure

Figure 1 in appendix B provides the management team structured as a hierarchy whereEric Van Vilet, President and CEO, oversees all management below:

Jamie Sweeley, Chief Financial Officer (CFO)o Office Manager

Adrian Loeza, Chief Investment Officer (CIO) Michael Lang, Director of Marketing Gladys Vargas, Chief Operations Officer (COO)

o Site Managero Customer Support


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o Seasonal EmployeesRoles and Responsibilities

Eric Van Vilet: President & CEO

He has ultimate management responsibility for the organization. She oversees the

company operations to insure production efficiency, quality, service, and cost-effective

management of resources.

Jamie Sweeley: CFO

She is responsible for overseeing all financial management, planning and investment for

the organization. She is also responsible for overseeing the office manager.

Adrian Loeza: Chief Investment Officer/ HR

He is the person responsible for submitting all legal paperwork and hiring. Adrians role

as CIO is management of the companys funds invested in alternative investment

categories and develops and executes a continuous plan of investment practices and

formulates a investment strategies. He is the point of communication with and between

the board of directors, senior management and the companys shareholders. Furthermore,

he is charge of human resource activities in the company including hiring the right

personnel when needed.

Michael Lang: Director of Marketing

He is the public relations specialist and is responsible for advertising and promoting

Monterey Bay Wine Tours services. His primary purpose is to create awareness and

inform customers about the services provided. This includes working with newspapers

and social media to manage the companys brand and attending public events to ensure

that MBWT is visible to the customers.


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Gladys Vargas: Chief Operations Officer

She is responsible for coordinating all operations and wine tour activities. This will

include supervising and assigning tasks to a site manager and customer support. Gladys

ensures that each tour is properly designed according to customers specifications.

Key Employees

Office Manager

The office manager position will be a rotating position between the founders of the

company. The reason for this is that rotation gives each founder a connection to the

customer base. They will be in-charge of running the day-to-day operations of the

business. This will include processing incoming orders as well as following through

previous orders. The office manager will be on site to offer customer support through

emails, phone calls, and walk-ins. MBWT will provide all customers with high quality

customer service by giving each customer one-on-one attention.

Site Manager

The site manager will oversee seasonal employees during the tourist seasons.

Customer Support

The customer support representative will be in charge of handling customer orders,

questions and issues.

Professionals and Consultants

Website Developer

We have hired Andrea Taylor to be the Website Developer for our company. She is also

a CSUMB graduate of 2012. She majored in Business Administration with a

concentration in Computer Information Systems. She has experience in website


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development and will focus on making sure the website is up and running. Also, when a

customer makes a purchase online, the information will be sent to a database.

Stakeholders

Founders

Eric Van Vilet- President/Chief Executive Officer

Monterey Bay Wine Tour will be led by CEO, Eric Van Vilet. He has strong leadership

skills due to his security background.

Jamie Sweeley- Chief Financial Officer

Jamie is a business major with a concentration in accounting at CSU Monterey Bay and

has work experience with financial institutions. She interned at eBay Inc. Marketplaces

during the summer and is also currently employed at CSUMBs Academic Skills and

Achievement Program as the accounting tutor.

Adrian Loeza- Chief Investment Officer / HR

Adrian is goal-oriented, team-based, and organized. He has experience working with

start-up companies. He worked with Union Bank in Monterey and helped promote

various charity events.

Michael Lang- Director of Marketing

Michael has proficient skills in operations trends which will be essential to selecting the

adequate products to be included in the website. Keeping up to date with the latest

fashion of the wine industry, in order to attract customers will be a top priority in the

performance of Langs responsibilities.

Gladys Vargas- Chief Operations Officer

Gladys has experience in management operations and organizational skills. She is also


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pursuing an accounting concentration and has been able to apply her knowledge in the

accounting industry. Being the Residential Advisor of the CSUMB dorms has allowed

her to gain experience in customer service. Her responsibilities include performing

check-in & check-out procedures, safety for students and setup activities. For this reason

customer satisfaction has become a high priority in her careers development.

Advisory Board Members

Our Advisory Board Members include:

Jennifer Warner Employee at Hayashi and Wayland Accounting Firm Knowledge on wines Financial Management Community Relations

Steve John Opened Pinkberry and Eriks Deli and Caf Experience in hospitality industry Experience and Expertise in opening up a business in Monterey County Community Relations

Dan Bohen Opened Pinkberry and Eriks Deli and Caf

Experience in hospitality industry

Experience and Expertise in opening up a business in Monterey County Community Relations


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Appendix A: Grids

Competitive Analysis Grid

Name MontereyBay Wine

Tours

MontereyBay Wine

Trolley

MontereyBay

Experience

EliteLimousine

AgVenture

Tours and

Consulting

Do ityourself

Variety

of

Wineries

4 4 3 4 4 (1-2)

Educated

Tour

Guides

(5) Even (3) Advantage(4)

Advantage(4)

Even (3) (1-2)

Vehicles

Used

Trolley Trolley 15PassengerVan

Limousine 15PassengerVan

Varies

Service

and

Quality

(5) $99 perperson (3)

$50-80 perperson (2)

$379 for 6hours (5)

$70-75 (4) (2)

Figure 1 Competitive Analysis Grid

(Ag Venture Tours, 2012), (Tours of Monterey, 2012), (The Monterey Bay Experience,2010), (EliteLimo.net, 2007)


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Appendix B: FiguresFigure 1: Management Structure Figure

Eric Van Vilet:President &

CEO

Jamie Sweeley:CFO

Office Manager

Adrian Loeza: CIO/ HR

AdministriveAssistant

Michael Lang:Director ofMarketing

MarketingAnalysis

IT Director

Gladys Vargas:Chief Operations

Officer

Site Manager/Cust Supp/Employees


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Appendix C: Flow ChartsFlow Chart 1: Employee Recruitment and Training Flow Chart

Flow Chart 2: Winery Tour Flow Chart

Recruit InternsInterview

Process

Train interns byChrista who is a

graduate of winesfrom San Luis Obispo

Take out to wineries

to specialize Evaluation Take out in the field

Customer Placesorder on website

Once as customershave signed up and

date closes. Itinerarysent to winery

Hotel pick up at 9 amMeet all others at

central location for

tour start

Begin wine tour Visit winery Lunch Visit second winery

SnackDrop off at central

locationDrop rest of

customers at hotels


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Appendix D: ResumesResume 1:

EDUCATIONSpring 2013(Expected graduation date)

California State University- Monterey Bay Seaside, CA

Bachelor of Science (B.S)Business Administration, AccountingConcentration(In Progress)

Deans List Fall 2011 (3.9 GPA), Spring 2012 (4.0 GPA)

2011 Cabrillo College Aptos, CA

Associate of Arts (A.A) - Business Administration (conferred: 2011) Deans List- Fall 2010 (4.0 GPA), Spring 2011 (3.8 GPA)

SKILLS/TRAITS

Excellent interpersonal communication skills Experience interacting with all types of personalities Detail oriented Highly successful in a team atmosphere Dedicated and independently motivated Strong knowledge of computer programs: Word, Excel, Power Point, Access, Allegiance

EXPERIENCE

5/07Present Opal Cliffs Recreation District Santa Cruz, CASecurity Manager (30-40 hours/week)

Accommodate a diverse assortment of guests in a professional manner Safely mediate many volatile situations in a professional manner Collaborate with board members with security staff hiring Conduct training for new employees Prepare work schedules for security staff

2/124/12 United Way- VITA Program Seaside, CATax Preparer (3-5 hours/week)

Assist low-income families and individuals with tax preparation Educate customers on tax credits, deductions and filing status Hands on experience with TaxWise software

ERIC VAN VLIET 4 1 5 8 G l a d y s A v e S a n t a C r u z , C A 9 5 0 6 2P H O N E 8 3 1 . 7 1 3 . 7 0 0 6 E V A N V L I E T @ C S U M B . E D U


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2/116/11 KUSP Public Radio Station 88.9 Santa Cruz, CAAccounting Department Intern (8 hours/week)

Compiled a variety of Excel spreadsheets Performed various data entry projects with the computer program Allegiance Gained QuickBooks experience by entering deposits and creating invoices Observed bookkeeper reconcile accounts, compile financial statements and

reports, ect. Performed an assortment of basic office related tasks (copies, mailings, ect.)

5/068/06 Whitings Foods Santa Cruz, CACashier (25-35 hours/week)

Executed customer orders in various eating establishments in the Santa CruzBeach Boardwalk amusement park

Developed cash-handling and customer service skills


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Resume 2:

EDUCATIONFall 2012(Expected graduation date)


Bachelor of Science (B.S)Business Administration, AccountingConcentration

2010 Cabrillo College Aptos, CA

Associate of Arts (A.A) - Business Administration (conferred: 2010)

SKILLS/TRAITS

Financial Needs Analysis Team leadership Building Key Strategic Relationships Technology Integration Accounting/bookkeeping Product/Service Training Knowledge of Taxation and Guidelines Individual Client Consultation Bilingual: English and Spanish Sound knowledge of account management, marketing, and financial services Ability to think creatively and work under pressure Strong financial modeling and analytical skills

EXPERIENCE

8/08Present Union Bank Monterey, CASenior Relationship Banker

Conduct financial need analysis and recommend appropriate products to meet clientneeds and the sale of business and consumer loans

Coordinate with bankers or departments to cross-sell additional needed products orservices

Deliver informational sales presentations to potential clients and assists throughoutcompletion while strengthening client relationship

Manage and maintain signature and priority banking portfolio assigned or acquired Follow and adhere to all bank operational security policies and procedures mandated

from bank and federal regulations

Explain service features including service charges, interest rates, and etc. Open new accounts in compliance with established policies and procedures Prepare all paperwork and assist the customer with signing of documents necessary to

ADRIAN LOEZA 1 0 0 2 G r e e n V a l l e y R o a d W a t s o n v i l l e , C A 9 5 0 7 6P H O N E 8 3 1 . 5 8 8 . 8 0 3 8 A d r i a n . L o e z a @ g m a i l . c o m


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process new accounts

Assist maintenance of internal customer records Analyze and respond to the needs of clients, balancing risk, and opportunity Analyze and approve clients credit needs Implement audit plan to the branch

Other positions held: RadioShack, Watsonville, CA: Hired as Sales Associate and promoted to Assistant Store

Manager


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Resume 3:




Deans List Fall 2011, Spring 2012

SKILLS/TRAITS

Proficient in Word, Excel, Outlook, and PowerPoint Ability to multi-task and work in a high pressure environment Excellent communication and organization skills Able to interact and communicate comfortably with clients to meet and exceed client expectations Problem solving and analytical skills Excellent time management skills Able to set aggressive goals and meet them

EXPERIENCE

8/12Present CSUMB Academic Skills Achievement Program Monterey Bay, CAAccounting Tutor

Tutor: Managerial, Financial, and Intermediate Accounting

7/128/12 eBay Inc. Marketplaces Summer Accounting Internship Seaside, CAMarketplaces Accounting Intern

Identified key accounting terms for revenue recognition in recently acquiredcompanies

Created a case study of Paypal Integration into India for VP Nik Sathe Created a master inventory for the eBay fashion closet and discussed risks and

future controls

Performed task clean up in Blackline, which is a reconciliation tool forcontrollership team

Assessed which employees had access to controllership folders whichcontained important financial data and reviewed the appropriateness ofindividual access

Performed an Inventory of the Fashion closet at eBay Inc.

JAMIE SWEELEY 3 1 4 P e s t a n a A v e S a n t a C r u z , C A 9 5 0 6 5P H O N E 8 3 1 . 4 1 9 . 2 4 0 3 J s w e e l e y @ c s u m b . e d u


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2/116/11 Volunteer Income Tax Assistance (VITA) Seaside, CABasic Tax Preparer

Review information on intake sheets Input information into Tax Wise Analyze information to see if client qualifies for any credit or filing status Show client what they will be receiving and instruct them on the ways to

receive their refund

4/089/10 Farr Financial Santa Cruz, CACommodities Broker/New Accounts Representative

Client base retention and expansion via calling to perform account set-ups andmaintenance

Negotiation with clients of payable commissions Educated current and new clients on usage of trading software Made cold and warm calls to initiate new clients


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Resume 4:




Deans List Fall 2011, Spring 2012

SKILLS/TRAITS

Excelled in Computer science technology courses. Bilingual (Fluent in Spanish and English) Self-motivated with a strong work ethic for professionalism and timeliness Excellent verbal and written communicational skills Exceptional organizational abilities Quick and eager to learn

EXPERIENCE

8/115/12 CSUMB Student Housing and Residential Life Seaside, CAResidential Advisor

Advisor to over 40 residents on the floor Administrative duties of work orders, monthly reports, program proposals

Enforced community standards Built relationships with residents Educated residents on community standards and housing expectations Completed area rounds for student safety Documented incident reports

6/1112/11 CSUMB School of Business Seaside, CAStudent Assistant

Greeted and answered questions of guests Managed phone calls and the school of business e-mail Completed computer documents Administrative duties of scanning, filing, and documenting

8/10-Present Volunteer Income Tax Assistance (VITA) Seaside, CAAccounting Department Intern (8 hours/week)

Compiled a variety of Excel spreadsheets Performed various data entry projects with the computer program Allegiance Gained QuickBooks experience by entering deposits and creating invoices Observed bookkeeper reconcile accounts, compile financial statements and

reports, ect. Performed an assortment of basic office related tasks (copies, mailings, ect.)

GLADYS VARGAS 3 0 3 1 A n t i e t a m C t . M a r i n a , C A 9 3 9 3 3P H O N E 2 0 9 . 6 8 4 . 2 7 7 2 G v a r g a s @ c s u m b . e d u


29/30


30/30

References:

Ag Venture Tours. (2012). Ag Venture Tours. Retrieved September 23, 2012, from

http://www.agventuretours.com

Tours of Monterey. (2012). The Wine Trolley. Retrieved September 23, 2012, from

http://www.toursmonterey.com/WTPages/WTTicket.html

The Monterey Bay Experience. (2010). The Monterey Bay Experience. Retrieved

September 23, 2012, from http://themontereybayexperience.com/wine-tours-in-

santa-cruz/shared-tours/

EliteLimo.net. (2007). EliteLimo. Retrieved September 23, 2012, from

http://www.elitelimo.net/monterey_tour.html
http://www.agventuretours.com/http://www.toursmonterey.com/WTPages/WTTicket.htmlhttp://themontereybayexperience.com/wine-tours-in-santa-cruz/shared-tours/http://themontereybayexperience.com/wine-tours-in-santa-cruz/shared-tours/http://www.elitelimo.net/monterey_tour.htmlhttp://www.elitelimo.net/monterey_tour.htmlhttp://themontereybayexperience.com/wine-tours-in-santa-cruz/shared-tours/http://themontereybayexperience.com/wine-tours-in-santa-cruz/shared-tours/http://www.toursmonterey.com/WTPages/WTTicket.htmlhttp://www.agventuretours.com/

mbwt operations plan

Documents