The Stony Brook Foundation is a private 501(c) (3) nonprofit organization advancing the university’s goals and strategic plan by raising and managing private funds on their behalf. Led all the Foundation’s client facing interactions including on campus support, constituent relations, strategic fundraising, and liaison to Advancement events and staff.•Transitioned an Accounts Payable process (~$60MM annually) that was paper-based with manual approvals, to a web-based portal with electronic authorizations resulting in faster payments, increased productivity by reducing manual efforts, increased client satisfaction• Redesigned the Foundation’s website, creating a seamless client experience: updating 85% of the content, revised/rebranded over twenty-two forms adding interactive capability for an enhanced client experience resulting in easier navigation to instructions, form's location, and ability to submit requests• Trained over 600 campus associates on the Foundation’s revised policies/platforms – streamlining the client reimbursement process and shortening the payback period• Lead the Foundation’s client-facing communications, prior to and during COVID-19, encompassing e-blasts, website updates and notable procedural changes. Revamped seven critical business processes aligned with New York State’s requirements, seamlessly supporting the work-from-home mandate enabling clients and staff to quickly and effectively work remotely. • Successfully funded $1.6MM for scholarships, Centers of Excellence, allowing for the hiring of additional hospital staff and enhancing health and wellness programs increasing critical care to the community. Prior to these modifications, funds were dormant and blocked for a variety of reasons (average 3 + years)

Engaged strategic client relationships with an integrated approach to deliver the full breadth of WLT global capabilities across service lines and drive profitable growth within our existing and new clients. Cultivated senior level client engagement; collaborate with Operations to ensure effective service delivery. Strategic clients include: Barclaycard, BlackRock, Citizens, Time Inc. and Sunovion. Led 4 direct reports and 44 associates.• Delivered 2017 client revenue of $85MM, exceeding budget by 6.2% and EBIT ($6.13MM) by 15.3%.• Selected by the division SVP to close out a Barclaycard audit that found WLT “out of compliance.” Spearheaded the efforts of Strategic Sourcing, Human Resources and Information Security; successfully closed out 4 major findings and 5 minor findings in less than 3 months. • Successfully renegotiated client’s rate card to better reflect a change in work mix. Year over year, improved EBIT by 397%.

Senior client leader for a complex multi-service contract with Citibank that includes direct mail Acquisitions programs, existing card member and Citibank Partnership programs, and all print and fulfillment for Citibank’s retail bank operations. Lead a staff of 3 Account Managers and 18 associates in two locations.• Accountable for mailing 1.2 billion direct marketing pieces generating annual revenues of $135MM• Instrumental in making the Citibank account profitable for Williams Lea, closing a gap of $2.4MM • Lead cross functional teams in the development and implementation of operational efficiencies and process improvements, thereby reducing Citibank’s direct marketing expenses by 27.1%• Implemented a postage optimization program driving an additional $1.2MM in EBIT. Leveraged industry best practices to optimize controllable events, thus significantly reducing Citi’s postage expenses.

Began as a Director, Production Operations and advanced to Director, Client Services. As Director, I was responsible for directing client relationships, supporting a team of service professionals focused on client retention and satisfaction. Managed a staff of two managers and 20 professionals resulting in minimal turnover. Budget: $2MM; reported to Vice President, Client Services.• Appointed by Senior Executives to a Leadership Development Team of 1% participation out of a population of 6,300. Team effort improved client retention to 99%, raised associate engagement and increased client satisfaction scores 5 years running.• Monitored and satisfied present clients which assisted sales personnel in prospecting and growing new accounts by 18% yearly.• Led two project teams in the development and implementation of process improvements and automation reducing staffing dollars 24% and overtime expenses 30%.

Accountable for managing customer service efforts providing post-sale fulfillment adhering to regulatory compliance communications. Led a staff of one manager, two supervisors and 13 staff associates. Budget: 1.5MM; reported to Vice President, Client Services.• Researched issues and serviced 225 clients, providing consultative support with a client retention rate of 100%.