Experience

Broadstep Behavioral Health

• United States
• Mental Health Care
• 100 - 200 Employee

• President & Chief Executive Officer

  • Sep 2019 - Present



ChenMed

• United States
• Medical Practices
• 700 & Above Employee

• Regional President

  • Aug 2018 - Sep 2019

  ChenMed is a physician-led, family-oriented organization committed to bringing superior healthcare to moderate-to-low-income seniors. ChenMed currently operates 43 staff-model medical centers in 6 states, with plans for expansion in 2018 under way. ChenMed is a physician-led, family-oriented organization committed to bringing superior healthcare to moderate-to-low-income seniors. ChenMed currently operates 43 staff-model medical centers in 6 states, with plans for expansion in 2018 under way.



CareServices LLC

• Raleigh-Durham, North Carolina Area

• President - Long Term Care

  • Oct 2016 - Jul 2018

  Care Services is a full-service PBM, offering unique solutions to the Long-Term Care, Government, Corrections and Hospice markets. Care Services is a full-service PBM, offering unique solutions to the Long-Term Care, Government, Corrections and Hospice markets.



DaVita Rx LLC, a subsidiary of DaVita HealthCare Partners (NYSE:DVA)

• San Bruno, CA

• Chief Development Officer

  • Jul 2014 - Aug 2016

  Responsible for business development, payer and pharma relations, sales, marketing and enterprise strategy at DaVita Rx, a wholly-owned subsidiary of DaVita HealthCare Partners, Inc.and a full-service specialty pharmacy. Responsible for business development, payer and pharma relations, sales, marketing and enterprise strategy at DaVita Rx, a wholly-owned subsidiary of DaVita HealthCare Partners, Inc.and a full-service specialty pharmacy.



United Allergy Services

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Chief Operating Officer

  • Mar 2013 - Jun 2014

  Responsible for the overall operations and P&L management of 770 in-office allergy labs, including 2,000+ practitioner relationships, 85,000+ patient lives, 1,000 field teammates as well as the National Clinical Operations Team, Implementations, growth and development Responsible for the overall operations and P&L management of 770 in-office allergy labs, including 2,000+ practitioner relationships, 85,000+ patient lives, 1,000 field teammates as well as the National Clinical Operations Team, Implementations, growth and development



DaVita Kidney Care

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Group Vice President of Operations

  • Jul 2012 - Feb 2013

  Responsible for the short- and long-term strategy plans for $550M+ business for 3 operating divisions. Team included 2 Division Vice Presidents and 1 Group Director plus Finance, Strategy, Human Resources and Legal Director-level teammates. Indirectly managed 2800 teammates across 100 chronic dialysis facilities, 50 home dialysis programs and 100 hospital programs in Los Angeles, Orange County, Riverside County in CA, as well as Las Vegas,NV and Arizona, covering over 10,000 patient lives

• Vice President and General Manager - National Hospital Services Group

  • Mar 2011 - Feb 2013

  Led the short- and long-term strategic plans of $355M+ P&L and managed all hospital lines of business. Managed commercial operations in the U.S. to include 6 Director-level reports and the Vice President-Sales with a national sales team of 13 leaders. Indirectly managed 2,150 acute RNs, 135 Patient Pathway Inc. teammates in over 900 hospitals and 350 discharge programs.

• Division Vice President

  • May 2009 - May 2011

  Developed a new operation division in southern CA with a $40MM P&L reporting to the Senior Vice President of Operations. Supervised 10 direct reports to include Regional Directors, Directors and Administrators in 37 dialysis centers, 12 home dialysis programs and 2 regional acute programs with indirect responsibility of 1,250 teammates

• Group Regional Operations Director

  • Dec 2008 - May 2009

  Promoted to manage, develop and grow a $25MM area of Orange and San Diego counties with 11 direct reports to include the Regional Director. Awarded DaVita’s “unofficial” Core Value award of “GSD” (Gets Stuff Done).

• Regional Operations Director

  • Jun 2006 - Dec 2008

  Joined the team as a Redwood Scholar through DaVita’s MBA Leadership Program, reporting to the Divisional Vice President. Managed 13 Facility Administrators and 1 Clinical Services Specialist within 13 dialysis centers, 10 hospital and 5 home programs in a $15MM Orange County region. Responsible for hiring, coaching and motivating the team to exceed expectations in alignment with corporate goals and initiatives.



Nestlé

• Switzerland
• Food and Beverage Services
• 700 & Above Employee

• Summer Brand Management Intern

  • May 2005 - Sep 2005

  MBA summer intern in the Nestle Nutrition Division, worked on a variety of projects including evaluating the ROI for participation in the Federal Women, Infant and Children program, analyzed online communications and brand enhancement strategies, recommended new marketing campaigns in grocery and convenience stores, and executed new product launch for the infant formula brand Nestle Good Start MBA summer intern in the Nestle Nutrition Division, worked on a variety of projects including evaluating the ROI for participation in the Federal Women, Infant and Children program, analyzed online communications and brand enhancement strategies, recommended new marketing campaigns in grocery and convenience stores, and executed new product launch for the infant formula brand Nestle Good Start



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Aug 2001 - Jul 2004

  Promoted to this role prior to completing a MBA. Helped a wide variety of clients make and execute decisions regarding business strategy and financial structure working within two groups: Utilities Mergers and Acquisitions and Capital Markets-Financial Institutions Group. Responsible for business development and pursuing new clients. Oversaw financial analysis utilizing financial modeling and interpreting complex financial statements, and guided analysts during modeling and pitch creation. Conducted and organized client meetings to support new business development. Worked with senior bankers to advise clients on merger and acquisition strategies. Structured complex equity, convertible and high yield debt transactions. Worked closely with financial sponsors to execute acquisitions and financings of corporate holdings. Led private investments in public entity transactions for banks with the senior partner in charge of each transaction. Show less

• Senior Financial Analyst

  • Jul 2000 - Aug 2001

  Selected out of 100+ Analysts to work for the Corporate Strategy Group reporting directly to the Worldwide Head of the Corporate Finance Division to develop strategic initiatives, advise on client strategies and track deal progress with senior leaders on a weekly basis. Tracked metrics to ensure alignment of activities to quarterly strategic plans and goals. Monitored operations of each group through weekly headcount and productivity reports.

• Financial Analyst

  • Jul 1998 - Jul 2000

  Worked with a wide variety of clients in the Corporate Finance Division – Client Services. Provided financial and sensitivity analysis including Company Valuations, Discounted Cash Flow Analyses and Comparables Analyses for Initial Public Offering (IPO) and Secondary Offering transactions across general industries. Drafted and developed initial pitch materials and descriptive memoranda and participated in due diligence and client pitch meetings. Accompanied clients and senior leadership on marketing and selling roadshows internationally for deal offerings. Show less