Strategy Consultant

• Apr 2022 - Present

Mentor / Venture Advisor

• Jan 2021 - Present

At Innovate Charlotte, we help Entrepreneurs materialize their Business Visions. As a Mentor/Advisor, I work with Seed-Stage Ventures and their Founders who are entering a growth stage. The focus is on guiding them, both from an operational and managerial level, to steer them away from landmines that may jeopardize their start-up. At Innovate Charlotte, we help Entrepreneurs materialize their Business Visions. As a Mentor/Advisor, I work with Seed-Stage Ventures and their Founders who are entering a growth stage. The focus is on guiding them, both from an operational and managerial level, to steer them away from landmines that may jeopardize their start-up.

Licensed Insurance Advisor

• Oct 2020 - Present

Licensed Health Insurance expert for individuals and small businesses. Demystifying the complicated health insurance process - helping people understand what they have, what they need, and their various health coverage options in order to find what is best for them. Licensed Health Insurance expert for individuals and small businesses. Demystifying the complicated health insurance process - helping people understand what they have, what they need, and their various health coverage options in order to find what is best for them.

Chief Executive Officer/Chief Financial Officer & Co-Founder

• Jan 2018 - Jan 2021

Developed and currently manage all non-clinical aspects of physician practice from bricks & mortar to P&L, including: Accounting, Compliance/HIPAA, Credentialing, Facilities, HR, IT, Marketing, Revenue Cycle. Developed and currently manage all non-clinical aspects of physician practice from bricks & mortar to P&L, including: Accounting, Compliance/HIPAA, Credentialing, Facilities, HR, IT, Marketing, Revenue Cycle.

Consultant & Senior Director of Special Projects

• Jan 2007 - Jan 2018

Managed projects with external corporate partners and internal customers, spanning business development, population management, change management and compensation model development.

Payer Contracting Director

• Jan 2006 - Jan 2018

Negotiated payor contracts to include deliverables aimed at value-based payments, risk contracting, healthcare transformation and limited network at-risk product.

Oncology Administrator

• May 2000 - Jan 2018

Administrator for 6-physician oncology department and infusion centers with 4 locations.

Director Of Special Projects

• May 2001 - Jan 2007

Initiated & managed Data Analytics department, performed Revenue Cycle Consulting / Process Improvements.

Managed Care Finance Administrator

• Jan 1999 - May 2000

Negotiated innovative insurance carrier contracts with insurance carriers; developed decision support function. Negotiated innovative insurance carrier contracts with insurance carriers; developed decision support function.

Director of Operations

• 1998 - 1998

Director of 80-person TPA unit, responsible for Managed Care Administration for Company’s largest client, an HMO with 200,000 members (including commercial, Medicare and Medicaid product lines). Responsible for re-engineering operational processes and workflows to effect turn-around of problematic unit.

Director of Risk Management / Decision Support

• 1997 - 1998

Organized and developed start-up of new department; this multi-functional unit (finance, claims, medical and systems representation) was responsible for developing and utilizing analysis tools focused on health care costs and other decision support. Other responsibilities / achievements:• Project manager for HMO expansion effort into four new counties.• Designed risk model implemented for regional provider networks, with quarterly reporting.• Negotiated laboratory capitation contract, resulting in over $500,000 annualized savings.• Implemented in-hospital UR program, saving almost $150,000 per year.• Refined internal NYS HMO reporting process for financial, clinical quality, and pool reporting.• Developed and submitted actuarial rate filings to the state.• Developed rating models / premium projections for insured PPO and triple-benefit HMO products. • Introduced the company to team charters and other team-building and analysis tools.

Healthcare & Management Consultant

• 1995 - 1996

Performed consulting work for various HMOs, including Medicaid HMO and start-up HMO. Performed consulting work for various HMOs, including Medicaid HMO and start-up HMO.

Director Of Operations

• 1994 - 1995

Long-range planning and strategic development, business plan creation. Long-range planning and strategic development, business plan creation.

Special Projects Manager

• 1992 - 1994

Reported directly to the Office of the President for the region's leading Health Maintenance Organization. Project manager for new product development and implementation.

Manager, Cost Control & Risk Management

• 1990 - 1992

Responsible for all elements of cost control and risk management for the HMO and all subsidiaries. Developed and implemented actuarial pricing / premium rating model and underwriting criteria for multiple lines of business.

Internal Auditor

• 1988 - 1990

Responsible for establishing internal audit function. Wrote audit plans, performed all audits, and reported to Board of Directors’ Finance Committee. Coordinated with external auditors. Assisted with corporate budgeting, financial analysis and cash investments.