Functional Skills
Software Skills
Sector Experience
Notable Clients
Experience
• Client track record in navigating 1115 waiver, ILOS mechanisms and providing go-to-market, product, technology and financing strategy to enable social services to scale with managed care dollars.
- Successfully enabled a large national food bank and pantry services network to define a sustainable, for-profit go-to-market strategy by connecting with MCOs and ACOs in appropriate states with 1115 waivers and regulatory backdrop.
• 10 investments since 2019; 1 exit (PathologyWatch); 9 currently active; 9.3x TVPI
• Launched UberEats and fast follow with Instacart for SNP / homebound populations.
• Defined go-to-market strategy and across flex rewards, NEMT and food as medicine initiatives.
• Executed on data-led product strategy for 100+ managed care plans.
• Built a valuable product that was exceptional at defining care journeys and engaging vulnerable hard to reach populations - led to acquisition by Optum in 2023.
• Raised $6m in venture funding from top tier health investors (eg. ACS, Flare, Trevor Fetter).
• Grew >$1m revenue partnering with state departments of health and managed care.
Managed the deal execution process to deliver credit approval and funding by coordinating internally with risk, derivatives, regional branch officers, syndications, etc, and externally with clients, lawyers, consultants, regulatory advisors, and syndicate lenders.
Generated in excess of US$25m in income for the bank from deals which I project managed to financial close.
Served top tier private equity sponsors such as Blackstone, KKR, TPG/Northstar, Carlyle, & CVC.
Coordinated across product groups to present deal proposals and reviews to credit committee and meet tight client deadlines.
Managed up to 8 staff to deliver statutory accounts, audits, regulatory submissions across multiple departments to strict timelines
Received 3 Outstanding Contribution Awards for exceeding all performance and leadership expectations.