Core Competencies
Excellent Communication Skills
Influencing, Mediation, & Negotiations
Leadership Skills & Motivator
People Nurturing / Developing Relationships
Reliable Decision-making with Integrity
Staff Coaching & Mentoring
Strategic Alliance / Partnership Development
Acquisitions & Integrations
Analytical Skills
Budget / P&l Management
Business Development
Change Management
Collaborating
Culture Champion
Consultant / Freelance Writer 01/2021 – Current
Consulting with Private Equity firms on acquisition targets in the healthcare, training, education, certification, health & safety, and membership verticals. This role includes identifying targets, data analysis of business strategy, best markets and global/regional trends in targeted industry.
Nova Health, Eugene, OR 01/2019 – 12/2020
Chief of Staff
Collaborated with leadership in executing business operations strategy for urgent care / primary care clinics while identifying continuous improvement initiatives using data driven business metrics to assure operational excellence / performance management of $35m/year Private Equity owned outpatient medical care organization.
Supported CEO in the coordination of the overall financial and business administration, and operational efficiencies critical for the company to achieve strategic initiatives and market growth while providing high quality patient care
Assisted in managing de novo clinic operations and acquired location integration; Directed new acquisition integration teams & recruiting (4 acquisitions)
Assumed contract management including medical provider employment agreements (60+ Urgent Care, Primary Care, & Therapy providers); worked with attorneys to finalize agreements, addenda & amendments, and reporting
Consultant 01/2017 – 12/2018
Consulted with Private Equity firms on acquisitions in training, education, certification, health & safety, and membership verticals, including identifying targets; mediating negotiations; business metrics, regulatory and compliance, best markets and global/regional trends in targeted industry; and management business acumen.
Health & Safety Institute (HSI), Eugene, OR 12/2009 – 05/2016
Chief Operations Officer / Senior Vice President, Operations (11/2012 – 05/2016)
Promoted to collaborate with leadership to execute strategic direction; produce operational efficiencies; mentor a customer service ethic; build local and global relationships; and role model overall culture of Private Equity owned $32m/year health & safety company.
Initiated Organizational Change Initiatives to cultivate company culture assuring commitment to a customer-centric philosophy
Directed new acquisition integration teams (5 acquisitions)
Assumed oversight of corporate attorneys along with contract management; developed structured internal contracting frameworks for dealing with customers and vendors, created templated agreements and contract matrix; resulted in 80% decrease in use of custom contracts
Vice President, Production (12/2010 – 11/2012)
Recruited to enhance the leadership and motivate the Production team fostering accountability, collaboration and engagement while promoting empowerment, feedback and partnership.
Planned, directed and coordinated the development and revisions of all courses and programs created by HSI, while ensuring the use of the most appropriate, effective and economically viable methods for the production of these courses and programs.
Installation of new Project Management strategy to more accurately track projects, meet deadlines and improve project internal communications
Increased use of content contractors freeing up full-time staff to manage projects / recruiting; resulted in full-time staff and associated employee expense reduction by 20%
Renegotiated agreements with each independently owned international Licensee; resulted in new 5-year commitments and the continuation of the associated royalties
International Business Consultant (12/2009 – 12/2010)
Provided oversight and direction to international licensees in Greece, Japan, and New Zealand, along with newly acquired Canada office.
Restructured Canada product sales from passive to active, including creation of a Customer Loyalty Partnership Program to enhance maintenance of customer experience
Created customer service outreach program for top 50 Canadian accounts to research & solicit ongoing customer input resulting in 30% increase in product sales and a more communicative approach to service, marketing and strategic initiatives
Reduced annual operating expenses of Canada office by 25%
Divers Alert Network (DAN), Durham, NC 02/2003 – 09/2009
Chief Operating Officer & Executive Vice President (07/2006 - 09/2009)
Promoted to provide operational and budgetary oversight of $16 million/year non-profit, and to implement long-term strategic plans to increase impact while reducing costs associated with 250,000 membership. Cultivated international relationships and introduced operational performance improvement strategies better assuring global brand.
Negotiated groundbreaking alliance with largest competitor; exceeded previous year individual memberships by 7,000 & individual insureds by 11,000; resulted in $1.2m in additional revenue equaling single best year in company history
Appointed Worldwide Project Manager to facilitate international P&l management; build partnership consensus and operational consistency; influence governance, marketing and business strategy; and drive innovation strategies internationally
Vice President, Training (02/2003 – 07/2006)
Recruited to lead Training, including 3,500 instructors and trainers in North, Central and South America, and the Caribbean. Charged with developing new initiatives and recruiting new instructors / trainers to generate additional revenue streams and develop business model globally.
Partnered with international DAN offices to standardize training courses, safety standards and products improving customer experience
Streamlined and organized grant application / approval process and increased visibility of Oxygen Grant and AED Matching Grant Programs resulting in 75% increase in oxygen unit grant awards and 50% increase in AED grant awards annually
Professional Association of Diving Instructors (PADI), Rancho Santa Margarita, CA 05/1990 – 02/2003
Manager, Membership / Customer Support; Manager / Supervisor / Coordinator / Consultant, Training & Education
Promoted several times in Training & Education department, then hand-selected to re-engineer Membership / Customer Services Call Center for technological, policies and budgetary efficiencies.
Transformed Membership Call Center using TQM & Lean Six Sigma methodologies to increase productivity 75% and reduce staffing headcount 25%
Early Career Experience
Gained foundational knowledge base of healthcare management, finance, health and safety, small business strategy, P&l responsibility, capital purchases, and leadership by progressing through roles in healthcare administration & purchasing; property, casualty and life insurance sales; and scuba instruction.
Profile
Education BA, Communications / Journalism - California State University, Fullerton
Speaking/Writing Primary and contributing author / editor of numerous publications including industry-related books, manuals, periodicals, and newsletters.
Excellence in public speaking, verbal and written communication: Featured Master of Ceremony, Moderator, Presenter, Educator, and Instructor Examiner at Trade / Consumer Shows, Organizations and Instructor Examinations both internationally and domestically.