Directed Bernstein’s Print-Communications Department, and instituted a continuous improvement approach with all operations, strategic sourcing, and project management efforts. This position provided a truly gratifying opportunity to generate meaningful impact in three distinct areas. Strategic Sourcing/Vendor Management: • Spearheaded over eleven strategic sourcing initiatives for Printing, Courier and Voice Blast services over ten-year period which resulted in > $1 MM savings and improved services. This effort included the assessment of current spend and the supply market; total cost analyses; identification of suitable suppliers; negotiation with suppliers; implementation of new supply services, and the tracking of results.• Challenged vendors to have a continuous improvement mentality in their services provided. For example, worked with courier vendor to be the first in their class to provide real time proof of delivery information at snail mail-type prices, and conceptualized new troubleshooting measure (i.e. scrubbing of wave file) for voice blast vendor which improved service for my analysts while enhancing vendor product suite. Operations Management: • Restructured departmental workflow to more effectively meet deadlines and to better manage analyst-franchise expectations. The improved reliability allowed the analysts to better market their product more effectively.Project Management: • Researched business requirements, developed and implemented Microsoft Office authoring solution for company Blackbook product that simplified and expedited the document production process by 77%. This highly acclaimed effort maximized the efficiency and effectiveness of analysts' teams, editorial staff and research management. Cost savings of $400K annually were also achieved through resulting position eliminations.

Established operational policies and procedures for production activities. Trained and mentored Production staff to design and format reports in time-sensitive environment. Coordinated workflow to meet expectations of Bernstein’s analyst franchises. Functioned as liaison between editors, production, research management, compliance, IT, and AB purchasing to ensure a meaningful collaborative process for the production of company reports. • Transformed department's report production process from raw postscript file submissions to PDF-FTP workflow for the printing of company reports. This improvement enhanced file security, significantly improved quality control and expedited research delivery to clients.• Instituted training and mentoring program for direct reports and provided documentation of new production protocols to increase accuracy of reports.• Improved department’s productivity by 18% by addressing low morale issues. Utilized proactive listening, and introduced tangible measures to boost effective communication, along with employing consistent recognition for good performance.

Ensured contact information data integrity for Bernstein's 5000 Institutional Clients, and created client-data reports based on ad-hoc queries requested by Institutional Sales. – Enhanced the daily Callsheet reports by revamping the query generation process and coordinated with the sales force on implementing statistical analysis and performance metrics. – Devised static on-demand software queries which reduced the processing time for sales force database requests.