Maxwell Urquhart

Chief Operating Officer/ Chief Financial Officer at Grassroots California
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Contact Information
us****@****om
(386) 825-5501
Location
Denver, US

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Experience

    • United States
    • Apparel & Fashion
    • 1 - 100 Employee
    • Chief Operating Officer/ Chief Financial Officer
      • Apr 2018 - Present

      Present sales forecasting reports to stakeholders and CEO on monthly basis while collaborating on metrics/goals. Manage all financial books and tax filings, process payroll, and oversee employee salary and raises. Key Achievement: • Decreased company debt by a significant amount over 4 years.

    • Chief Operating Officer
      • Apr 2015 - Apr 2018

      Greater Denver Area Manage and incentivize 6 account managers to ensure metrics are in alignment with licensing, private label, and wholesale clients. Oversee day-to-day operations and manage all technical and software partnerships with 15 service providers and 25 Shopify applications to ensure operational and financial efficiency. Analyze sales reports to ensure KPIs align with business goals. Coordinate schedules for the company’s 6 teams, including roadshow logistics across 20 states and 70 events per year… Show more Manage and incentivize 6 account managers to ensure metrics are in alignment with licensing, private label, and wholesale clients. Oversee day-to-day operations and manage all technical and software partnerships with 15 service providers and 25 Shopify applications to ensure operational and financial efficiency. Analyze sales reports to ensure KPIs align with business goals. Coordinate schedules for the company’s 6 teams, including roadshow logistics across 20 states and 70 events per year. Collaborate with cross-functional teams by utilizing Microsoft Office Suite, Shopify, Salesforce, Square, QuickBooks, ADP, Gusto, and Inventory Management software. Key Achievements: • Successfully closed 57 private label deals totaling 53% of private label sales in 2021. • Strategically led the company in achieving the most profitable year to date in 2021. • Increased sales and grew social media accounts, including Facebook by 191k, Instagram by 127k, and Twitter by 12k through execution of strategic marketing and brand development campaigns with trusted partners. • Effectively adapted to COVID pandemic changes impacting manufacturing, sales, employee management, and logistics to ensure continued operations. • Recognized as Top Salesperson since 2015.

    • Event Manager
      • Apr 2013 - Apr 2015

      Conceptualized and executed multiple trade shows and music festivals. Strategically recruited, trained, and hired all event staff and retail store employees. Key Achievements:  Increased footprint of trade shows and pop-up shops from 20 annually to 70.  Grew sales by successfully securing sponsorships of events.  Successfully designed and oversaw the build-out of the 2nd retail store in Chicago, IL.

    • Sales Associate
      • Apr 2012 - Apr 2013

      Effectively managed client accounts by utilizing Salesforce. Contributed to the ideation and buildout of the flagship store in Denver, CO. Key Achievements:  Contributed to start-up as first hired employee while growing company to 28 people and in revenue.  Increased revenue at events every year by 17%.  Secured sponsorships of multiple events, including music festivals and fashion conventions.  Improved brand awareness by introducing and establishing company social… Show more Effectively managed client accounts by utilizing Salesforce. Contributed to the ideation and buildout of the flagship store in Denver, CO. Key Achievements:  Contributed to start-up as first hired employee while growing company to 28 people and in revenue.  Increased revenue at events every year by 17%.  Secured sponsorships of multiple events, including music festivals and fashion conventions.  Improved brand awareness by introducing and establishing company social media accounts.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2011 - Apr 2012

      Denver, Colorado, United States

    • United States
    • Apparel & Fashion
    • 1 - 100 Employee
    • Sales Associate
      • May 2010 - May 2011

Education

  • Virginia Tech
    Bachelor's degree, Finance, General
  • Choate Rosemary Hall
    2003 - 2006

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