Experience

Ellie Mental Health-Winston Salem-NC

• United States
• Mental Health Care
• 1 - 100 Employee

• Owner, Ellie Mental Health, Winston Salem, NC

  • Apr 2022 - Present



Excalibur Consulting LLC

• Greensboro/Winston-Salem, North Carolina Area

• Managing Director/CEO

  • Jun 2018 - Present

  Founded and leads Excalibur Consulting, a healthcare company that provides a platform which enables healthcare providers and organizations to leverage CMS value based programs including annual wellness, behavioral health integration, and care management programs as a strategic bridge in the transformation from fee-for-service to value-based reimbursement. Leads clients in navigating complex documentation, quality reporting, and regulatory requirements relative to value based care initiatives. Through strategic partners, offers patent-pending technology that facilitates accelerated data extraction across EHRs at a fraction of the cost of traditional methods. Implements state-of-the-art population health technologies that accelerate the deployment of population health management solutions and drive positive patient outcomes. Excalibur Consulting also specializes in assisting medical and mental health agencies in billing, laboratory services, process improvement, and implementation of novel lines of business. Consults with non-profit, for profit, and healthcare organizations and recommends improvements to business unit operations and cross-functional opportunities for process optimization. Recognized as a highly respected leader in positioning organizations for dynamic change and profitable expansion, as well as process improvement projects and strategic planning. Demonstrates advanced skills in identifying problems, developing solutions, and creating a long-term organizational road map. Viewed as a strategic and tactical visionary and accomplished implementer. Show less



LabSource, LLC

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Director, Territory Sales

  • Jun 2014 - Jun 2018

  Spearheaded territory sales and operations for toxicology and laboratory development in NC, SC, GA and VA. Commissioned and led office and sales representatives along with operations staff. Efficiently managed 20+ direct reports while providing developmental opportunities for both sales and operations personnel. Promoted the company’s interests to governmental agencies, academic institutions, hospital systems, and medical organizations and societies locally and nationally. Sought and cultivated partnerships with complementary service providers. Worked closely with marketing, outside sales, and operations to develop and execute strategic sales and marketing plan, product offerings and sales program including national account targets, pricing, incentives, and territory initiatives. Show less



Foriest for Congress Committee

• Congressional Campaign Consultant and Treasurer

  • Aug 2011 - Nov 2014

  Provided strategic planning, financial planning, fundraising services, technological expertise, and overall leadership for a congressional campaign. Planned and directed the development of informational programs to maintain favorable public perceptions of the organization’s accomplishments and agenda. Established and maintained cooperative relationships with representatives of community, consumer, employee, and public interest groups. Prepared budgets and submitted estimates for program costs as part of the campaign’s plan development. Negotiated advertising and sales contracts, while executing advertising policies and strategies for the organization. Developed internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Coordinated and directed the financial planning, budgeting, procurement, and investment activities of all parts of the organization. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jul 2008 - Jul 2011

  Informed investment decisions by analyzing financial information and forecasting business, industry, or economic conditions. Monitored fundamental economic, industrial, and corporate developments by analyzing information from financial publications and sources, investment banking firms, government agencies, trade publications, company sources, and personal interviews. Applied mathematical and statistical techniques to address practical issues in finance such as derivative valuation, securities trading, risk management, and financial market regulation. Researched and developed analytical tools to address issues such as portfolio construction and optimization, performance measurement, attribution, profit and loss measurement, and pricing models. Show less



GSK

• United Kingdom
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Senior Pharmaceutical Sales Executive

  • Mar 2005 - Jun 2008

  Managed, promoted and supervised the marketing of pharmaceutical products to office and hospital based physicians, pharmacists and associated healthcare professionals within a defined geography. Emphasized product features based on analyses of customer needs and technical knowledge of product capabilities and limitations. Negotiated proposed contracts, prices, and terms of sales and service agreements. Reviewed operational records and reports to project sales and determine profitability. Prepared budgets and approved budget expenditures. Maintained customer records using automated systems. Collaborated with colleagues to exchange information including selling strategies and marketing information. Demonstrated expert knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership techniques, production methods, and coordination of people and resources. Show less



Pfizer

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Senior Pharmaceutical Sales Representative

  • Nov 2003 - May 2005

  Managed, promoted and supervised the marketing of pharmaceutical products to office and hospital based physicians, pharmacists and associated healthcare professionals within a defined geography. Emphasized product features based on analyses of customer needs and technical knowledge of product capabilities and limitations. Negotiated proposed contracts, prices, and terms of sales and service agreements. Reviewed operational records and reports to project sales and determine profitability. Prepared budgets and approved budget expenditures. Maintained customer records using automated systems. Collaborated with colleagues to exchange information including selling strategies and marketing information. Demonstrated expert knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership techniques, production methods, and coordination of people and resources. Show less



US Army

• United States
• Armed Forces
• 700 & Above Employee

• Captain

  • Jan 1999 - Jan 2003

  Directly managed operations, staff, and assigned specific duties for a military unit comprised of 90 personnel. Established and implemented departmental policies, goals, objectives, and procedures conferring with organization officials, government officials, and staff members as necessary. Recommended and implemented measures to improve worker motivation, equipment performance, and work methods. Served as a link between senior leadership and soldiers by handling questions, interpreting and administering documents and helping resolve work-related problems. Performed difficult staffing duties including dealing with understaffing, refereeing disputes, and administering disciplinary procedures. Conducted and administered fiscal operations including accounting, planning budgets, authorizing expenditures, and coordinating financial reporting. Negotiated with suppliers and customers to improve supply chain efficiency and sustainability. Directed inbound and outbound logistics operations including transportation and training activities, safety performance, and logistics quality management. Identified and implemented procedures and controls to eliminate potential work problems including organizational change, communication, information flow, inventory control, and cost analysis. Show less