Experience

Bento

• Entertainment

• Self-Funded Dental Admin/Member Platform

  • Mar 2023 - Present

  Bento is a SaaS platform that enables anyone to build, launch, and administer their own custom dental plans, providing easy access to better oral health with modern transparent experience to millions of Americans. Bento’s platform empowers employers of any size and budget to offer a dental plan that’s right for them. By replacing traditional dental insurance companies with self-funding, financial transparency, real-time claims payment, and an AI-driven member app w/ 24/7 support, employers deliver a more valuable benefit to employees and their families.



Rowboat Health

• Founder/Principal

  • Mar 2019 - Present

  Rowboat Health 1. advises select entrepreneurs and companies seeking to sell to self-funded employers, healthplans, healthcare purchasing coalitions, and Third Party Administrators. 2. promotes and develops group purchasing coalitions of employer-payers, including Healthy Retailers, an emerging coalition of employers working hard to preserve employer-sponsored healthcare in a challenging industry. Rowboat Health is guided by: 1. The Lean Launchpad Method (Steve Blank) - Build it by, for, and with your customers. 2. Disruptive Innovation (Clayton Christensen) 3. The Health Rosetta Movement (www.healthrosetta.org) and the writings of its founder, Dave Chase, as well as some of its early supporters including Tom Emerick, author of “Cracking Health Costs”, and the former Head of Benefits at WalMart, where he was credited with designing and implementing their Centers of Excellence program.



McAuley Education Foundation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Advisor / Consultant

  • May 2022 - Present

  Education is the solution to poverty. McAuley Scholars are middle-school students with huge potential lacking guidance. Academic Mentors (high school) and Life Mentors (retired executives) plus a defined study/organizational skills and Math/ELA/Science support program seeks to identify tomorrows ethical leaders from economically disadvantaged communities and provide advice and financial support for prep/high school tuition. Education is the solution to poverty. McAuley Scholars are middle-school students with huge potential lacking guidance. Academic Mentors (high school) and Life Mentors (retired executives) plus a defined study/organizational skills and Math/ELA/Science support program seeks to identify tomorrows ethical leaders from economically disadvantaged communities and provide advice and financial support for prep/high school tuition.



Academy Education / Academy EdTech

• Co-Founder

  • Oct 2013 - Aug 2022

  - Secure, private, parent-owned app. FERPA-compliant data sharing w/ school. - Personalized Education Profile / Learning Plans; cognitive assessment, academic gaps, key factors. - Credentialed Advisor; dedicated, year-over-year support. - Integrate and manage; student academics, development, extracurriculars, sports, etc.

• Co-Founder

  • Mar 2011 - Mar 2018

  Executed a plan with business partners to build a successful education start-up. Started as an after-school enrichment and tutoring center, now a full-service K-12 Education Center, S.T.E.M. education provider offering services through a dozen charter schools; On-campus robotics and coding to public schools,Launched HomeLearners Academy; supplemental services to a large and fast-growing homeschooling population in multiple markets across California. K12 ParentWise: K12 Tutoring, Parent Support and Consulting offered through employers; secure, private EdProfile/EdProject smartphone app, integrating out-of-school data inputs from parents.



Willis Towers Watson

• Norway
• Financial Services

• Sales/Benefits Producer

  • Feb 2008 - Mar 2010

  - validated 57% of salary guarantee in Year 1. - Established first industry specialty for retail and search/staffing industries. With a cracker-jack team of Account Managers and CSRs, designed, implemented and managed the benefits strategy and administration of a group of medical, dental and pharmacy clients during a merger of Hilb, Rogal and Hobbs and The Willis Group. Ended the first 12 months with $244k in new revenue while retaining all clients. Successfully executed a business plan to target two new industries for HRH through relationship building and sponsorship of executive conferences with the American Staffing Association and National Retail Federation gaining new clients and establishing relationships with national retailers such as JCPenney and BestBuy.



Aetna

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• National Accounts Client Executive, Large Self-Insured Employers

  • Oct 2003 - Jul 2007

  - Achieved Top Salesperson at end of year 1 out of 5 national reps. Exceeded goal by 28%. - Managed, retained, and grew 6 jumbo self-insured clients representing $25+ million in ASO and other fees. - Added more than one product (Dental, Aetna PBM, Group Insurance, etc) to each client + fee-based admin extras. - Variable compensation was at least 300% of base salary for 3 years. ● Led a team of Account Managers, Product Specialists, Health Care Professionals/Clinicians, other business units at Aetna to successfully manage and retain 7 jumbo medical (active and retiree/Medicare) dental and pharmacy clients, including ConocoPhillips, Affiliated Computer Services (ACS), now part of Xerox, Flowserve Corporation and the City of Fort Worth, totaling ~ $25 million in annual revenue. ● Responded to RFPs with well-developed multi-component, professional proposals including unique quantitative and qualitative analytical tools documenting strengths and weaknesses relative to the competition. ● Retained largest ($7 million) client after bid process increasing revenue by over 15%. ● In an earlier speciality product position (Group LTC) achieved top salesperson for two years.



John Hancock Financial Services

• United States
• Investment Banking
• 1 - 100 Employee

• National Director of Business Development and Sales Support

  • Nov 1999 - Oct 2003

  - Created National Sales Support unit for Group LTC with first-ever CRM (SalesLogix) with prospects and brokers/consultants. - Developed with my team wildly successful sales collateral, campaigns, contests, etc. - Credited as key contributor in increasing year-over-year revenue by 38% despite dropping from 6 to 5 sales reps Operations: Took over the implementation project for a Customer Service Application for group insurance product called the CARE System leveraging work done by Anderson Consulting and my own MBA program focused on technology for financial services firms. Managed a complex capacity model for client installations across a multi-functional team. Managed team of software programmers dedicated to the completion and ongoing development of the application. New business expansion: One of a team of 4 who presented and won Senior Management approval for eGroup, an innovative distribution and service model for Group Life insurance. Business Development and Marketing: Proposed and rolled out new sales CRM system to support prospecting and marketing efforts of sales team. Key team member in development of new product, (CareCHOICE) marketing and distribution strategy. Managed a marketing team of 6 to support sales and account management teams.



The National Catholic Bioethics Center

• United States
• Religious Institutions
• 1 - 100 Employee

• Director of Development And Public Relations

  • 1997 - 1999

  Worked closely with the recently appointed President of the major Catholic medical ethics think tank in the revitalization of the Center, with a name-change, redesign of marketing collateral and collaboration with Catholic Healthcare Systems, Dioceses and congregations of religious women and men across the US. Served in a key role in planning and executing the Center’s bi-annial Bishop’s Conference on Bioethics attended by a majority of the Center’s primary constituency and sponsor, the US Bishops Significantly expanded client/membership base. Rebuilt relationships with former clients and collaborators, including the reestablishment of a productive relationship with the Catholic Healthcare Association.



Archdiocese of Boston

• United States
• Religious Institutions
• 200 - 300 Employee

• Parish Consultant

  • 1994 - 1997

  Filled multiple roles at Archdiocesan youth services agency serving over 350 parishes and their ministry teams leading middle and high school programs. Authored and executed an immensely successful vocation-awareness and marriage and family education program. Revitalized event programming to double attendance and reach. Filled multiple roles at Archdiocesan youth services agency serving over 350 parishes and their ministry teams leading middle and high school programs. Authored and executed an immensely successful vocation-awareness and marriage and family education program. Revitalized event programming to double attendance and reach.