Experience

PeopleCare Health Services

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

• Co-CEO

  • Jan 2017 - Present

  Drive corporate growth at PeopleCare Health Services, the home healthcare company with the largest geographic footprint in its field in the state of Colorado. Responsible for all aspects of the business with direct oversight over corporate development/M&A, finance, legal, and IT. Partner with fellow Co-CEO and Executive Team to manage 800+ employee company and deliver the highest quality of care for clients, a positive and supportive employee culture, and value expansion for investors. Drive corporate growth at PeopleCare Health Services, the home healthcare company with the largest geographic footprint in its field in the state of Colorado. Responsible for all aspects of the business with direct oversight over corporate development/M&A, finance, legal, and IT. Partner with fellow Co-CEO and Executive Team to manage 800+ employee company and deliver the highest quality of care for clients, a positive and supportive employee culture, and value expansion for investors.



Summit Life Corp

• United States
• Hospitals and Health Care

• Managing Director

  • Jan 2007 - Present

  Healthcare Management and Investment Direct growth of portfolio companies through both organic means and through acquisitions. Directly responsible for strategy and business development. Actively support the greater healthcare industry by serving on outside boards, committees, and task forces for the Colorado Department of Public Health and Environment, Colorado Department of Health Care Policy and Financing, Colorado Foundation for Medical Care (now “Telligen”), Center for Improving Value in Health Care (CIVHC), Colorado Regional Health Information Organization (CORHIO), and others.



American Specialty Health

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Consultant

  • Dec 2006 - May 2007

  Served as independent consultant and provided guidance to successor Chief Financial Officer on corporate governance and corporate finance issues, interpretation of past transactions, and finance staff management.

• CFO

  • Jun 2004 - Dec 2006

  Key member of executive management team responsible for driving double-digit revenue and earnings growth while winning a “Best Place to Work in San Diego” award from the San Diego Business Journal. Responsible for financial planning, budgeting, accounting, reporting, performance analysis, treasury, underwriting, purchasing, and corporate governance. Restructured the finance organization resulting in significant improvements in finance staffing, IT, and internal controls. Clearly communicated financial results of operations to boards of directors, CEO and fellow management team members, commercial and investment bankers, and current and prospective shareholders. Expanded available capital base by negotiating renewal and 200% expansion of syndicated credit facility. Directed acquisition of new office locations including aggressively managing all office lease negotiations. Supported joint venture and new business initiatives by performing cost / benefit analyses and negotiating contractual agreements. Directed annual enterprise valuations. Directed accounting staff’s support of independent auditors’ annual GAAP and statutory-based audits. Directed compliance with financial regulatory requirements including Department of Insurance and other regulatory agency reporting requirements in over 40 states. Improved corporate risk management insurance coverage while reducing aggregate policy cost. Directed development and implementation of enhanced cash forecasting model, resulting in improved working capital management and a 200% increase in investment earnings. Reengineered cost accounting procedures to drive improved management information and support key decision making. Aggressively negotiated consultant and vendor contracts and implemented service level agreements to control quality and costs. Successfully negotiated 40% reduction to IRS-proposed adjustment to 2002 taxable income.



ValueOptions, Inc.®

• United States
• Health, Wellness & Fitness
• 500 - 600 Employee

• CFO - Fortune 500 Employer Solutions Division

  • Jan 2002 - Jun 2004

  Key member of management team responsible for designing and successfully implementing a corporate reorganization in 2002 and a consolidation of geographically decentralized finance and operations areas into a corporate shared services center in 2004. Served on project teams charged with debt refinancing, corporate bond issuance, office lease negotiation and office relocation, and due diligence on prospective M&A and JV candidates. Managed financial planning, budgeting, accounting, reporting, and performance analysis for division responsible for Fortune 500 and mid-market corporate clients. Responsible for pricing all new business and contract renewals. Drove division-wide cultural change by embedding financial discipline in key sales and operating areas. Established ROI targets for IT projects and ensured control over capex and SG&A expenses. Evaluated and reengineered operational and financial processes, and developed and implemented policies, procedures, measurements, and controls to drive improved efficiency and effectiveness. Clearly communicated financial results of operations to division president and corporate COO, CFO, and CEO.



Pantellos

• IT Services and IT Consulting

• Director of Finance

  • Jan 2001 - Jan 2002

  Designed and developed this Internet start-up’s financial settlement IT infrastructure including electronic payments and electronic invoicing. Co-developed with global money center bank a first-of-its-kind electronic payments platform for targeted transaction volume of $750 million, and managed cross-functional and cross-organizational implementation team. Led due diligence on strategic alliance partners and negotiated contracts for targeted savings of $10 million in materials and services procurement costs. Built and nurtured alliances with financial institutions, financial application vendors, clients, and investors.



Digital Horizons

• Greater Denver Area

• CFO

  • Jan 2000 - Jan 2001

  Partnered with CEO to pursue M&A opportunities, leading to a successful sale of the company. Developed five-year financial plan including projected cash flows from operations, capital expenditures, bank financing, and new equity financing. Performed cash flow sensitivity analysis and budget variance analysis on revenues and operating and capital expenses. Generated over 10% cost savings by negotiating master lease agreement, ensuring compliance with covenants, and ensuring adequate insurance coverage. Designed and implemented employee stock option plan to build culture of shared ownership and individual accountability. Directed general ledger accounting, cash collections and disbursements, and payroll processes. Clearly communicated financial results of operations to board of directors and fellow management team members.