Functional Skills

Business Development
Business Planning
Commercial Due Diligence
Innovation Management
Integration Management (IMO)
Leadership Development
Market Intelligence
Operations Management
Performance Management
Product Development
Project Management
Sales and Operations Planning (S&OP)
Strategic Planning

Sector Experience

Business Services
Financial Services
Healthcare

Languages

English
Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

LM&A Management Consulting
Principal
7/2014 - Present
Consulting services focused on growth and financial performance.

Commonwealth Care Alliance Corporate Strategy & Development
SVP, Corporate Planning
8/2016 - 12/2023
Mission-driven healthcare services organization that offers high-quality health plans and care delivery programs designed for individuals with the most significant needs. Responsible for business planning of the organization and thought leader on market strategies. Worked across markets to ensure execution of a markets strategic plan that aligns growth, mission, and other market activities.

Key member of leadership team that executed a multi-state growth strategy; in seven years grew from one state with $835M revenue and 17,000 dually eligible Medicare/Medicaid members to over $2.5B revenue and 100,000 individuals in four states. Developed and led several innovative programs which significantly enhanced the care for patients.

Universal American Corporate Strategy & Development
Vice President, Strategy & Corporate Analytics
9/2007 - 6/2014
Oversaw the strategic development and operational improvement of key programs including sales and marketing, business development, corporate analytics, network development, market intelligence and compliance oversight.

Deloitte Management Consulting
Sr. Manager, Health Plan Strategy & Operations
6/2005 - 8/2007
Provided strategic consulting services to health plans. Responsibilities included initiating and selling work, managing overall client relationships, leading multi-disciplinary teams, delivering projects and developing points of view on a range of health insurance related issues.

Williams Capital Group Finance
Principal, Sr. Equity Analyst
7/2002 - 5/2005
Conducted and published equity research on stocks in the managed care sector. Developed relationships with 140 new institutional clients. Built and maintained financial models. Noted for publishing a series of industry primers (Managed Care, Reserves, Consumer Directed Healthcare) and detailed insight into earnings through primary research. Speaker at industry conferences.

UnitedHealth Group Operations
Vice President
1/2001 - 12/2001
Responsible for a corporate program that worked across all business segments of a $25 billion health insurer to maximize value from e-business investments and to leverage solutions across Internet initiatives. Managed seven strategy and technical professionals.