Functional Skills

Strategic Planning
Business Planning
Private Equity Investing
Financial Planning & Analysis (FP&A)
Leadership Development

Sector Experience

Business Services
Consumer Goods
Financial Services
Healthcare

Experience

Upperline Health, Inc. Corporate Strategy & Development
Chief Development Officer
1/2019 - Present
• Oversight of all aspects of the acquisition process from first conversation through close
• Current LOIs – 46 doctors, 38 locations, $40M revenue
• Management – 4 direct FTEs, 15 Medical Directors
Accomplishments
• Led growth via acquisition $3M TTM revenue to $100M+ in less than three years
• Upperline Acquisitions – 21 deals, 150 doctors, 130 locations, $100M+ revenue
• 2021 Inc. 500 Fastest Growing Companies in America: Ranked #90
• Formed of joint venture partnership with a national leader in ASC management and Upperline physicians to build and buy into multiple ASC

HOSPITAL FOR SPECIAL SURGERY (HSS) Finance
Senior Director, Strategic Financial Planning
1/2013 - 1/2017
• Led transformation initiative that significantly increased enterprise level profitability
• Led Strategic Financial Planning department; reporting to the VP of Financial Planning and CFO
• Development of annual five-year strategic planning process
• Responsible for the evaluation of the financial feasibility and implementation of strategic expansion initiatives
• Matrix Management – Set up shared services between main hospital and joint venture entities
Accomplishments
• Built playbook and launched four ASC partnerships; led business planning, syndication and operationalization
• Stamford Hospital Affiliation – Partnership to build and brand HSS Orthopedics at Stamford Hospital
• Physician Practice Management – Set up two PPMs in Florida and Connecticut