Functional Skills
Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
Customer Experience
Operational Efficiency
IT Transformation
Technology Strategy
Data Modeling
Voice of the Customer
Clinical Operations
Business Analysis
Business Development
Business Operations
Software Skills
.NET
C#
JavaScript
Microsoft Excel
PHP
SQL
SQL Server
AWS
Zapier
Hubspot
Sector Experience
Business Services
Healthcare
Life Sciences & Pharma
Retail
Technology
Case Study
Case Studies
Sales Leadership
Business Services
Sales Strategy
Sales Operations
Experience
Coordinista
Information Technology
Board Advisor
3/2022 - Present
Strategy, fundraising, and business development advisory for Coordinista, a SaaS company that drives care efficacy, efficiency, and savings in transitional care management (TCM).
C-Link Consulting
Management Consulting
Founder
1/2018 - Present
Advisory and solution implementation services to drive value through operational excellence, RevOps, FP&A, and technology strategy. Clients range from re-revenue to $1BN+ organizations in digital healthcare, professional services, and light manufacturing.
IndividuALLytics
Operations
Chief Executive Officer
1/2022 - 3/2022
Business operations, product development, fundraising, pitching, vendor management, medical devices, practice management
IndividuALLytics
Start-Up
Chief Operating Officer
7/2021 - 12/2021
Business operations, product development, fundraising, pitching, vendor management, medical devices, practice management
Hygieia
Operations
Chief Operating Officer
9/2020 - 4/2021
Recruited to plan and position operations for 600% patient expansion in 2021.
Medical Weight Loss Clinic
Operations
CEO
10/2016 - 12/2017
Elevated to develop and execute a turnaround program to prevent bankruptcy. Delivered best results in 7 years. Successful exit
Medical Weight Loss Clinic
Operations
CIO & EVP
1/2012 - 9/2016
Joint (P&L) responsibility, with a focus on strategic operations, business development, and sales
Medical Weight Loss Clinic
Information Technology
CIO
7/2007 - 2/2012
Drove a complete digital transformation from pen and paper, to resolve a lack of standardized process, inconsistent customer service, shrinkage, and rising costs
Winston & Strawn
Information Technology
IT Manager - Europe
5/2005 - 6/2007
Resolved communication and security issues preventing European attorneys from maximizing growth. Recruited and directed teams across Europe to exceed customer service expectations and standardize processes