Experience

Wild Bill’s Craft Beverage Co.

• United States
• Wholesale Food and Beverage
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2022 - Present



Bio Conscious Technologies Inc.

• Canada
• Wellness and Fitness Services
• 1 - 100 Employee

• Strategic Advisor

  • Mar 2021 - Present

  Since 2015, Bio Conscious has helped thousands of people with chronic conditions live healthier lives. Our predictive technology offers prevention as a service, by creating opportunities for intervention earlier than currently possible. At Bio Conscious we are redefining how patients and physicians treat chronic conditions. Our aim is to deliver disease Prevention as a Service™️ Service Since 2015, Bio Conscious has helped thousands of people with chronic conditions live healthier lives. Our predictive technology offers prevention as a service, by creating opportunities for intervention earlier than currently possible. At Bio Conscious we are redefining how patients and physicians treat chronic conditions. Our aim is to deliver disease Prevention as a Service™️ Service



Owen-Dunn Insurance Services

• Chief Operating Officer

  • Mar 2017 - Nov 2019

  As investor and executive, developed and successfully executed a strategy to professionalize the organization, driving high growth and streamlining operations. These efforts culminated in the acquisition of the company by AssuredPartners, an Apax sponsored national rollup company to serve as its platform agency for California. • Led the effort to develop and implement a “shareholder value maximization” strategy to achieve accelerated growth, resulting in 13% organic growth in the… Show more As investor and executive, developed and successfully executed a strategy to professionalize the organization, driving high growth and streamlining operations. These efforts culminated in the acquisition of the company by AssuredPartners, an Apax sponsored national rollup company to serve as its platform agency for California. • Led the effort to develop and implement a “shareholder value maximization” strategy to achieve accelerated growth, resulting in 13% organic growth in the first year compared to industry standards of 5%. • Oversaw the leadership team to ensure execution of new strategy. • Served as chief negotiator with private equity sponsored company resulting in one of the highest multiple transactions in the industry at that time. Show less As investor and executive, developed and successfully executed a strategy to professionalize the organization, driving high growth and streamlining operations. These efforts culminated in the acquisition of the company by AssuredPartners, an Apax sponsored national rollup company to serve as its platform agency for California. • Led the effort to develop and implement a “shareholder value maximization” strategy to achieve accelerated growth, resulting in 13% organic growth in the… Show more As investor and executive, developed and successfully executed a strategy to professionalize the organization, driving high growth and streamlining operations. These efforts culminated in the acquisition of the company by AssuredPartners, an Apax sponsored national rollup company to serve as its platform agency for California. • Led the effort to develop and implement a “shareholder value maximization” strategy to achieve accelerated growth, resulting in 13% organic growth in the first year compared to industry standards of 5%. • Oversaw the leadership team to ensure execution of new strategy. • Served as chief negotiator with private equity sponsored company resulting in one of the highest multiple transactions in the industry at that time. Show less



HealthExpense, Inc.

• Sunnyvale, CA

• Chief Operating Officer

  • Aug 2015 - Mar 2017

  HealthExpense is pioneering the transition to frictionless payments and data-powered patient engagement. HealthExpense’s platform is HIPAA certified and currently supports more than 1M lives. HealthExpense aggregates and integrates financial and healthcare data to clarify care-choices, engage patients and create cost efficiencies for plan administrators, banks, patients and providers. HealthExpense partners with select companies to enrich its data and engagement platform to bring novel… Show more HealthExpense is pioneering the transition to frictionless payments and data-powered patient engagement. HealthExpense’s platform is HIPAA certified and currently supports more than 1M lives. HealthExpense aggregates and integrates financial and healthcare data to clarify care-choices, engage patients and create cost efficiencies for plan administrators, banks, patients and providers. HealthExpense partners with select companies to enrich its data and engagement platform to bring novel solutions to market. Show less HealthExpense is pioneering the transition to frictionless payments and data-powered patient engagement. HealthExpense’s platform is HIPAA certified and currently supports more than 1M lives. HealthExpense aggregates and integrates financial and healthcare data to clarify care-choices, engage patients and create cost efficiencies for plan administrators, banks, patients and providers. HealthExpense partners with select companies to enrich its data and engagement platform to bring novel… Show more HealthExpense is pioneering the transition to frictionless payments and data-powered patient engagement. HealthExpense’s platform is HIPAA certified and currently supports more than 1M lives. HealthExpense aggregates and integrates financial and healthcare data to clarify care-choices, engage patients and create cost efficiencies for plan administrators, banks, patients and providers. HealthExpense partners with select companies to enrich its data and engagement platform to bring novel solutions to market. Show less



ArcWell Medical

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

• Chief Executive Officer

  • Jan 2013 - Aug 2015

  Developed a practice management organization and a medical practice devoted exclusively to providing high-quality, cost-effective primary care to patients in skilled nursing and other high-acuity non-hospital settings. • Lead ArcWell's expansion into California market, initially building new practice in San Francisco Bay Area and then leading a state wide expansion. • Provide strategic oversight for all California operations and business development, including physician network… Show more Developed a practice management organization and a medical practice devoted exclusively to providing high-quality, cost-effective primary care to patients in skilled nursing and other high-acuity non-hospital settings. • Lead ArcWell's expansion into California market, initially building new practice in San Francisco Bay Area and then leading a state wide expansion. • Provide strategic oversight for all California operations and business development, including physician network management, staffing and recruiting, facility contracting, compliance, practice marketing and financial management. • The organization was acquired by IPC Healthcare (IPCM-NASDAQ) in August of 2015. Show less Developed a practice management organization and a medical practice devoted exclusively to providing high-quality, cost-effective primary care to patients in skilled nursing and other high-acuity non-hospital settings. • Lead ArcWell's expansion into California market, initially building new practice in San Francisco Bay Area and then leading a state wide expansion. • Provide strategic oversight for all California operations and business development, including physician network… Show more Developed a practice management organization and a medical practice devoted exclusively to providing high-quality, cost-effective primary care to patients in skilled nursing and other high-acuity non-hospital settings. • Lead ArcWell's expansion into California market, initially building new practice in San Francisco Bay Area and then leading a state wide expansion. • Provide strategic oversight for all California operations and business development, including physician network management, staffing and recruiting, facility contracting, compliance, practice marketing and financial management. • The organization was acquired by IPC Healthcare (IPCM-NASDAQ) in August of 2015. Show less



Matrix Medical Network

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

• Chief Operating Officer

  • 2010 - 2012

  Matrix is a leading provider of prospective assessments for Medicare Advantage health plans, conducting business in 33 states with 50+ health plans. • Restructured Matrix’s entire operational infrastructure to transform it into leading revenue management company. Introduced new technologies, redefined organizational processes and built call center capabilities – all within framework of rapid scalability – moving organization from loss position to significant year-over-year EBITDA… Show more Matrix is a leading provider of prospective assessments for Medicare Advantage health plans, conducting business in 33 states with 50+ health plans. • Restructured Matrix’s entire operational infrastructure to transform it into leading revenue management company. Introduced new technologies, redefined organizational processes and built call center capabilities – all within framework of rapid scalability – moving organization from loss position to significant year-over-year EBITDA growth. • Oversaw system automation efforts to reduce costs and dramatically increase operational throughput, extending to network architecture, application infrastructure, data warehouse, reporting and security. Show less Matrix is a leading provider of prospective assessments for Medicare Advantage health plans, conducting business in 33 states with 50+ health plans. • Restructured Matrix’s entire operational infrastructure to transform it into leading revenue management company. Introduced new technologies, redefined organizational processes and built call center capabilities – all within framework of rapid scalability – moving organization from loss position to significant year-over-year EBITDA… Show more Matrix is a leading provider of prospective assessments for Medicare Advantage health plans, conducting business in 33 states with 50+ health plans. • Restructured Matrix’s entire operational infrastructure to transform it into leading revenue management company. Introduced new technologies, redefined organizational processes and built call center capabilities – all within framework of rapid scalability – moving organization from loss position to significant year-over-year EBITDA growth. • Oversaw system automation efforts to reduce costs and dramatically increase operational throughput, extending to network architecture, application infrastructure, data warehouse, reporting and security. Show less



Votiva Health

• San Mateo, CA

• President

  • 2009 - 2012

  • As President, led transition of acquired Enclara product line into stand-alone company (Votiva Health) under Matrix Medical Network. building Votiva's product line while improving its profitability. Held role concurrently with Matrix COO position. • As President, led transition of acquired Enclara product line into stand-alone company (Votiva Health) under Matrix Medical Network. building Votiva's product line while improving its profitability. Held role concurrently with Matrix COO position.



Enclara Health

• San Mateo, CA

• Chief Executive Officer

  • 2006 - 2009

  Highly innovative start-up that created multi-tiered quality-of-life product suite for end-of-life. • Created industry’s earliest business model for bringing value to all parties during end-of-lie events, and led company from inception to producing $10 million in annualized revenues within three years, with more than 80,000 Medicare Advantage lives under management. Instrumental in raising $8 million in private placement equity. • Built pharmacy business from ground up… Show more Highly innovative start-up that created multi-tiered quality-of-life product suite for end-of-life. • Created industry’s earliest business model for bringing value to all parties during end-of-lie events, and led company from inception to producing $10 million in annualized revenues within three years, with more than 80,000 Medicare Advantage lives under management. Instrumental in raising $8 million in private placement equity. • Built pharmacy business from ground up, including licensing, automation, facilities and key supply contracts. Operational within one month of licensing, the business achieved profitability within 24 months via trajectory of quarter-over-quarter productivity gains. • Secured $1.3 million in National Institutes of Health (NIH) funding to launch first-of-its-kind, online social community exclusively for people involved with end-of-life situations. Pioneered the development of early-stage social strategies in community design, site management and content monitoring in order to foster acceptance, utilization, and value for all users. Show less Highly innovative start-up that created multi-tiered quality-of-life product suite for end-of-life. • Created industry’s earliest business model for bringing value to all parties during end-of-lie events, and led company from inception to producing $10 million in annualized revenues within three years, with more than 80,000 Medicare Advantage lives under management. Instrumental in raising $8 million in private placement equity. • Built pharmacy business from ground up… Show more Highly innovative start-up that created multi-tiered quality-of-life product suite for end-of-life. • Created industry’s earliest business model for bringing value to all parties during end-of-lie events, and led company from inception to producing $10 million in annualized revenues within three years, with more than 80,000 Medicare Advantage lives under management. Instrumental in raising $8 million in private placement equity. • Built pharmacy business from ground up, including licensing, automation, facilities and key supply contracts. Operational within one month of licensing, the business achieved profitability within 24 months via trajectory of quarter-over-quarter productivity gains. • Secured $1.3 million in National Institutes of Health (NIH) funding to launch first-of-its-kind, online social community exclusively for people involved with end-of-life situations. Pioneered the development of early-stage social strategies in community design, site management and content monitoring in order to foster acceptance, utilization, and value for all users. Show less



LifeMasters Supported SelfCare

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

• Vice President, Government Programs

  • 1998 - 2005

  Top three national disease management vendor serving over 450,000 patients. • Responsible for development efforts to re-organize company into commercial and government segments, including integrating business development and sales within units. Led government team to achieve $50 million in annual Medicaid revenues; received award and negotiated waiver for three-year, $140 million CMS demonstration project. • Developed and managed network of state and federal lobbyists to support… Show more Top three national disease management vendor serving over 450,000 patients. • Responsible for development efforts to re-organize company into commercial and government segments, including integrating business development and sales within units. Led government team to achieve $50 million in annual Medicaid revenues; received award and negotiated waiver for three-year, $140 million CMS demonstration project. • Developed and managed network of state and federal lobbyists to support segment market expansion. Managed segment profitability though deal structuring, client management and operational oversight of internal services departments, and led cross-functional pricing committee responsible for managing company’s opportunity response efforts, pricing and risk policy. • As VP, Operations (1998-2003), led company from small start-up to pre-IPO, turning company’s negative gross margin positive and achieving sustained profitability and 2.5x revenue growth each year. Directed product development to transform offering to multi-disease state product line with full co-morbidity management. Closed and contracted for multiple deals valued at >$20 million. Show less Top three national disease management vendor serving over 450,000 patients. • Responsible for development efforts to re-organize company into commercial and government segments, including integrating business development and sales within units. Led government team to achieve $50 million in annual Medicaid revenues; received award and negotiated waiver for three-year, $140 million CMS demonstration project. • Developed and managed network of state and federal lobbyists to support… Show more Top three national disease management vendor serving over 450,000 patients. • Responsible for development efforts to re-organize company into commercial and government segments, including integrating business development and sales within units. Led government team to achieve $50 million in annual Medicaid revenues; received award and negotiated waiver for three-year, $140 million CMS demonstration project. • Developed and managed network of state and federal lobbyists to support segment market expansion. Managed segment profitability though deal structuring, client management and operational oversight of internal services departments, and led cross-functional pricing committee responsible for managing company’s opportunity response efforts, pricing and risk policy. • As VP, Operations (1998-2003), led company from small start-up to pre-IPO, turning company’s negative gross margin positive and achieving sustained profitability and 2.5x revenue growth each year. Directed product development to transform offering to multi-disease state product line with full co-morbidity management. Closed and contracted for multiple deals valued at >$20 million. Show less



The Permanente Medical Group, Inc. Physician Recruitment Services

• Hospitals and Health Care
• 700 & Above Employee

• Director, Teleservice Operations

  • 1995 - 1998

  One of the largest multi-specialty medical groups in U.S., serving the Northern California region of Kaiser Permanente. • Led operations for three call centers serving 2.5+ million people on a 24/7 basis, staffed by 1,200+ employees, handling 17+ million calls annually with annual operation budget of >$70 million. Reduced costs by 20% and increased customer satisfaction 10% year-over-year. • As Team Lead, Conceptual Design (1995-1996), served as chief business architect for… Show more One of the largest multi-specialty medical groups in U.S., serving the Northern California region of Kaiser Permanente. • Led operations for three call centers serving 2.5+ million people on a 24/7 basis, staffed by 1,200+ employees, handling 17+ million calls annually with annual operation budget of >$70 million. Reduced costs by 20% and increased customer satisfaction 10% year-over-year. • As Team Lead, Conceptual Design (1995-1996), served as chief business architect for process re-design by leading a team comprised of operational leaders, internal and external consultants to craft a new vision for TPMG’s teleservice process. Show less One of the largest multi-specialty medical groups in U.S., serving the Northern California region of Kaiser Permanente. • Led operations for three call centers serving 2.5+ million people on a 24/7 basis, staffed by 1,200+ employees, handling 17+ million calls annually with annual operation budget of >$70 million. Reduced costs by 20% and increased customer satisfaction 10% year-over-year. • As Team Lead, Conceptual Design (1995-1996), served as chief business architect for… Show more One of the largest multi-specialty medical groups in U.S., serving the Northern California region of Kaiser Permanente. • Led operations for three call centers serving 2.5+ million people on a 24/7 basis, staffed by 1,200+ employees, handling 17+ million calls annually with annual operation budget of >$70 million. Reduced costs by 20% and increased customer satisfaction 10% year-over-year. • As Team Lead, Conceptual Design (1995-1996), served as chief business architect for process re-design by leading a team comprised of operational leaders, internal and external consultants to craft a new vision for TPMG’s teleservice process. Show less



Kaiser Permanente

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

• Controller

  • 1990 - 1995

  Controller overseeing $72 million annual budget of South San Francisco Medical Center. • Provided financial and business advice to Physician-in-Chief, administrative team, and chiefs-of-services, and prepared financial analyses and recommendations used in operational planning and decisions for the medical center and individual departments. Controller overseeing $72 million annual budget of South San Francisco Medical Center. • Provided financial and business advice to Physician-in-Chief, administrative team, and chiefs-of-services, and prepared financial analyses and recommendations used in operational planning and decisions for the medical center and individual departments.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Accountant

  • 1986 - 1990