About Achieving Results LLC

Advancing the work of nonprofit organizations throughout the world

Roselyn L. O’Brien – Roz

Consultant • Coach • Author

Roselyn L. O’Brien has been a successful entrepreneur for more than 15 years leading to the publication of her first book, “Achieving Results: Success Strategies for Nonprofit Management.”

Ms. O’Brien is the co-founder of Achieving Results, LLC and the former principal development consultant and coach for TMW Consulting and CATAlyst Coaching. Serving clients with a wide range of missions, her services specialize in strategic planning and development initiatives that promote optimal individual and organizational performance.

Prior to her self-employment, Ms. O’Brien worked for the American Cancer Society, March of Dimes and the American Diabetes Association in progressive local, statewide, regional and national positions. Her experience includes nearly 20 years as an executive director and national director. In her final traditional employment role, she managed a national campaign surpassing $138 million annually.

Ms. O’Brien’s development experience spans all sources of revenue with emphasis on the launch and management of national signature events, solicitation of corporate support, management of corporate accounts and securing of major gifts. Her specialty event experience includes promotions, sporting events, dinners and galas. She has been credited with developing a series of strategies that maximize success in special event fundraising and is the recipient of numerous awards and honors for her achievements.

Most recently, Achieving Results was hired by London-based Resource Alliance to provide capacity-building services to organizations participating in its Programme Emerge initiative. As lead associate consultant, Roz provided services that included needs assessments, planning and strategy, training, and coaching to organizations across a variety of service areas in New York City, Washington, D.C., and North Carolina.

Originally from upstate New York, Ms. O’Brien attended Adelphi University and Utica College of Syracuse University where she majored in Social Work. She is the mother of one son and the grandmother of two girls. She and her husband reside in Harrisburg, PA.

“As I reflect on my years in nonprofit management, it’s the relationships with staff, volunteers, sponsors, supporters and donors that matter the most.

 

Cultivating and stewarding these relationships enables the creation of opportunities and the ability to overcome challenges, both of which are essential to growing and sustaining any organization with a meaningful mission.

 

Once accomplished, the true essence of a Leader is revealed – the ability to Achieve Results.”

 

Roz O’Brien – June 3, 2018

Stanley G. Markowitz – Stan

Chief Financial Officer

Stanley G. Markowitz has been a successful entrepreneur for most of his professional career. Mr. Markowitz was introduced to the Credit and Collection industry directly after college and he founded Capital Recovery Associates, Inc. after learning the nuances of lending and collecting while working at a local bank and then as the credit manager for a small local department store chain.

Mr. Markowitz soon discovered that he had to create a unique niche for the business to separate from the competition and to grow the business. This took the form of a check collection program. At that time, even collection agencies were wary of bad checks because they were difficult to collect and therefore not a profitable line of business. By tweaking how and when checks were assigned, he made them highly profitable for the company and by returning the full face value of the check to the retailer this program was extremely marketable. With that in mind Mr. Markowitz began to market the check collection program to supermarket chains and major retailers on a national level. Eventually Capital Recovery verified checks at the point of sale and even guaranteed checks. A dominant position in this niche market was enjoyed for many years.

After selling the business and while enjoying an early retirement, Mr. Markowitz assisted others in the credit and collection industry to start or turn around their existing businesses. Later, around the time of the Great Recession in the late 2000’s, Mr. Markowitz became involved with Debt Settlement which is another lucrative offshoot of the credit and collection industry. It was only natural for him to negotiate with banks and credit card companies on behalf of debtors that could no longer afford to pay. He has assisted hundreds of people to get back on their feet financially and helped them to start over. Also, around that time, Mr. Markowitz established a scholarship endowment at his alma mater, the Pennsylvania State University.

He is a lifelong resident of Harrisburg, PA and happily resides there with his wife.

David Deschenes

Managing Director

David brings to Achieving Results LLC a diverse mix of marketing, communications, and research experience from both the nonprofit and corporate sectors. At a Fortune 500 company, he directed the services of a corporate research center, providing qualitative research to more than a thousand employees across three locations in New York and Virginia.

As Press Liaison and Editorial Manager at the financial services consultancy, Greenwich Associates, David worked closely with editors and reporters at The Wall Street Journal, New York Times, Financial Times, Barron’s and many others. David entered into the nonprofit sector with United Way of Western Connecticut where, as Director of Brand Management, he ensured that the results of the organization’s work across western Connecticut was promoted through traditional and new media. In addition to his work at UWWC, David has played key roles on local social service committees including Danbury Housing Partnership and Project Homeless Connect. He also serves as a board member of The Newtown Scholarship Association.

David founded Spectrum Media in 2011 and has worked with a variety of nonprofits and small businesses to develop custom marketing and content strategies with a particular focus on video assets. His nonprofit clients have included Regional YMCA, Association of Religious Communities, The Bridge to Independence and Career Opportunities (TBICO), Western CT Association for Human Rights, Interlude, The Avielle Foundation, Newtown Scholarship Association, and others. Corporate clients have included Liberty Mutual, The Hartford, and Kent Scientific.

He resides in Newtown, CT with his wife and family.

Jeffrey J. Zunic – Jeff

Founder & President  – Philanthropic Endeavors Foundation

Jeffrey J Zunic is the owner of Zunic Advisory Services – a tax, and investment advisory, and financial services firm. He is also founder and president of the Philanthropic Endeavors Foundation. He has spent his entire 30 plus-year career working in the financial services, banking and the philanthropic community. He has significant leadership and operations experience with successful banks, trust companies, as well as programs and capital campaigns for libraries, social service organizations, and other not-for-profit entities. He has a proven track record of managing endowment funds, assisting with major planned gifts, and working on annual campaigns for many charities.

His prior experience includes President & CEO of Counsel Trust Company, an independent trust company he founded; Sr. Vice President for Waypoint Bank; Sr. Vice President, Bank of Hanover and Trust Company; Vice President, PNC Advisors; Vice President, York Bank & Trust Company; and Vice President, Farmers Bank and Trust Company. Jeff has significant charitable experience with organizations such as March of Dimes, Martin Library, Penn State Alumni Association, and many others.