Stephanie Preston, MBA

(501-c3 nonprofit empowering underrepresented contractors within the construction industry) Grow CAIA’s capacity to serve more contractors, increase funding opportunities, and create a more equitable construction industry in West Michigan through tracking and maintaining program data, establishing and analyzing KPI metrics, addressing contractor inquiries, and serving as a key connector between contractors, board members, and vendors. Govern efficient program delivery and resource usage for underrepresented contractors.  Establish CRM Platform (Less Annoying CRM), build out all data, workflows and automations. Onboard users and champion platform adoption. Reduced time spent on manual processes by 50%  Develop Operational processes/SOP for non-profit sustainability, productivity, and longevity  Build tracking system for quantitative key metrics regarding contractor growth, funding increases, and success of educational programming

Creatively drive project completion and solve problems using logic, data analysis, demonstrated peer leadership, and strong business acumen across a fully-global team. Recognize the right questions and analysis to course-correct processes, organizational restructuring and drive gross margin growth among products. Work with executive team through ownership transitions, leading change management and synergy creation.  Partner with North America executive product heads to create, implement and track SMART growth goals to meet global objectives. Build budget waterfalls and metrics to meet 5x EBIT growth goal for 2025  Analyze data from CargoWise logistics platform to assess adherence to process and increase margins  Drive organizational restructuring from functional structure to matrix structure and re-assess leadership roles/responsibilities  Build Monday.com platform for project management, onboard users and govern platform adoption

Streamline operations, facilitate communication across team members, and support firm leadership team in developing and executing strategic initiatives. Acting as a trusted advisor to the team and ensuring that firm objectives are met efficiently by coordinating projects and managing client relationships to drive key business priorities and encourage the firm’s growth and success.  Revamped compliance project process, reorganizing over 80 hours of work to align immediate and future priorities  Expert at crafting client experience from initial interaction through long-term retention  Closed over $30M in assets under management from new client relationships  Achieved an unprecedented 76% completion rate by crafting and controlling process for scheduling a full book of business client review summit  Experience with Salesforce, Wealthscape and Fidelity Platform  Adjusted SOPs / Standard Operating Procedures to enhance efficiency of daily functions

Provide high-level support to CEO in a fast-paced, family-owned, multi-billion-dollar global company. Consistent collaboration across C-Suite executive team and respected as a delegate extension of the CEO and Bissell Family. Demonstrated ability to prioritize and operate multiple concurrent projects while supervising and developing direct reports. Highly organized and detail-oriented, with the ability to alternate between working independently and collaboratively. Proven ability to communicate and build relationship with executives, board members/shareholders, customers/consumers, and internal/external partners. Earned High Impact Leadership Training designation.  Decreased CEO and executive meeting schedule by 20% through strategic rechartering and repurposing of meetings  Organized and orchestrated events for diverse internal and external groups ranging from 10-500 attendees  Implemented new administrative processes to enhance efficiency and productivity  Entrusted with interviewing, training, supervising, developing and reviewing multiple direct reports  Earned HILT / High Impact Leadership Training designation – intensive topic-focused leadership training  Facilitated and performed analysis on a human-resourced based project to review and right-shape roles and responsibilities of top global talent and presented to C-Suite resulting in organizational role adjustments  Supervised private and commercial travel logistics for personal and professional travel and events

Obtained Series 65 Licensure. Coordinate projects from conception to completion as well as interact with team leads and executives on CEO’s behalf to ensure smooth functionality of project operations. Handled appointments and projects while maintaining expense reports and compiling documents for meetings. Recommend strategies and plans to make informed decisions and increase productivity. Build relationships with prospective and key clients and oversee events for company to increase efficiency.  Reduced 30% of meetings from executive calendars through prioritizing based on company goals and vision  Acquired over $100MM in assets under management through prospecting meetings with CEO  Accomplished creation of $7B in combined assets under management by supporting through due diligence resulting in company acquisition by Brookstone Capital

Managed CEO’s calendars, organized meetings and all travel planning. Implemented business development strategies to improve organizational processes. Collaborated with CEO, Board of Directors, executives and lead physicians to manage medical practices and maintain high levels of quality.  Assisted CEO through negotiations with Board of Directors, Investment bankers and Private Equity to ultimately finalize majority sale of private practice to Private Equity firm.  Reduced expenses by identifying and updating administrative processes  Mergers/Acquisitions: Increased patient revenue from $38M to $83M in two years by finalizing 9 acquisitions in under 18 months  Ensured effective management of $2.8M capital raise involving more than two dozen individual shareholders  Analyzed and reviewed client experience process for elective procedures resulting in organizational role changes and increase revenue.  Conducted net promoter score survey of more than 500 employees, analyzed results and implemented proposed business plans. Guided Vision and Values creation for organization.  Improved recruiting and training processes, reducing costs and improving retention by 10%  Organized events for groups between 10 to 300 attendees

Supported Director and Manager in ensuring that all vendor contracted receivables were collected accurately and in a timely manner. Trained and assisted buying teams to increase efficiency.