Proven healthcare leader with over a decade of experience in clinical operations, team development, and quality care delivery across independent living, assisted living, memory care, and skilled nursing. Currently serving as Regional Health and Wellness Director for Arizona communities, providing strategic clinical oversight, leadership development, and operational excellence. Skilled in fostering high-performing teams, enhancing regulatory compliance, optimizing revenue through accurate assessments, and driving process improvements that enhance resident care and safety.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Regional Health and Wellness Director
Cogir Management USA
06.2022 - Current
Oversee clinical operations for multiple assisted living and memory care communities across Arizona.
Care Revenue Optimization: Monitor and analyze care revenue, ensuring that care plans are accurately aligned with levels of care service. Collaborate with clinical and administrative teams to identify opportunities for maximizing revenue through accurate documentation, routine audits and efficient care delivery.
Conduct clinical audits and mentor community-based nursing leaders.
Developed and implemented streamlined systems to enhance operational efficiency, ensuring timely follow-ups on resident care, compliance audits, and staff training.
Supported new community transitions and stabilized clinical operations during leadership changes.
EHR Transition from Newly Acquired Communities and Training Assistance: Assist with the transition of Electronic Health Record systems for newly acquired communities, providing on-site support and training to ensure staff are proficient in the new system, improving workflow efficiency and compliance.
Collaborated with healthcare professionals to improve patient outcomes and satisfaction.
Organize and perform mock audits to assess the accuracy and compliance of the clinical department . Develop standardized POC templates for the team to utilize, ensuring they are comprehensive, compliant with regulations. Provide training on how to properly create and update POCs, offering guidance and feedback during audits to improve overall care delivery and documentation practices.
Staff Development and Coaching: Provide ongoing training and mentorship to healthcare staff, focusing on improving clinical skills, leadership, and adherence to company policies.
Regional Health Services Specialist / Nurse (IL/AL/MC)
Oakmont Management Group / Ivy Living
10.2021 - 05.2022
Provided clinical support to newly developed, acquired, and stabilized communities.
Supervised wellness nurses, medication technicians, memory care directors and care teams.
Conducted pre-admission and ongoing assessments to maintain accurate care plans.
Conduct regular audits, reviews, and training sessions to ensure adherence to policies and procedures, and implement corrective actions where necessary to maintain high standards of care and operational excellence.
Trained and mentored new Health and Wellness Directors, Memory Care Directors and Resident Care Coordinators, strengthening leadership capabilities and ensuring smooth transitions in newly acquired or stabilized communities.
Implemented risk mitigation strategies, reducing falls, medication errors, and incident reports through proactive staff training and resident safety measures.
Facilitated cross-community collaboration, fostering best practice sharing among Health and Wellness Directors to enhance overall clinical performance.
Health and Wellness Director/ Memory Care Director
The Oaks at Paso Robles / Westmont Living
01.2019 - 10.2021
Managed care operations for assisted living and memory care programs.
Contribute to the planning, development, and implementation of a new Westmont community, focusing on staff development, care strategies, and operational processes to ensure a successful launch.
Collaborate with the Community Relations Director to develop and implement marketing strategies, outreach programs, and community engagement initiatives. Support efforts to raise awareness about the community’s services, attract prospective residents, and build strong relationships with referral sources and local organizations.
Improved communication with families and responsible parties, ensuring transparency in care updates, service plan changes, and overall resident well-being.
Oversaw assessments, service plans, and regulatory compliance.
Developed individualized care plans tailored to each resident’s preferences, routines, and specific health needs, fostering a more personalized approach to wellness.
Led staff recruitment, training, and retention efforts, reducing turnover and building a strong, high-performing care team.
Strengthened emergency preparedness protocols, training staff on response procedures for medical emergencies and resident elopement risks.
MDS Nurse Coordinator (SNF/Rehab)
Compass Health
07.2016 - 01.2019
Conducted comprehensive MDS assessments across five facilities to ensure accurate medical records.
Quality Improvement Initiatives: Work with the Quality Assurance and Performance Improvement (QAPI) team to integrate MDS data into improvement projects and monitor care outcomes.
Reimbursement Monitoring: Use MDS data to monitor and optimize reimbursement levels, ensuring accurate billing codes for services rendered.
Care Plan Reviews: Lead care plan/Standards of care meetings and ensure that MDS results are incorporated into individualized resident care strategies.
Improved accuracy of care plans by collaborating with multidisciplinary teams.
Reviewed RUG scores to verify correct reimbursement levels, ensuring all clinical services provided were accurately reflected in documentation.
Regulatory Compliance: Ensure timely and accurate submission of MDS data to meet state regulations and prepare for audits.
Charge Nurse / Restorative Aide (SNF/Rehab)
Danish Care Center
04.2012 - 07.2016
Delivered direct care and medication administration on rehabilitation and long term care unit.
Monitored conditions and collaborated on care adjustments.
Participated in quality improvement initiatives.
Assisted in delivering restorative programs focused on ADLs and mobility.
Managed patient admissions and discharges for optimized workflow.
Monitored patient progress for timely interventions and adjustments in care.
Collaborated with physicians and specialists to optimize patient treatment.
Coordinated nursing care on unit through staff assignments, assisting and rounding with physicians, monitoring patient orders, and communicating with ancillary departments.
Providence Capital, Balboa Capital,Mar Vista Financial
03.2006 - 04.2011
Developed and managed client relationships, exceeding sales targets.
Contract Negotiation: Negotiate contracts and pricing with clients to close deals and meet sales goals, ensuring terms are favorable for both parties.
Performed financial reviews and first-line underwriting.
Managed client portfolios to enhance customer satisfaction and retention.
Boosted sales revenue by developing strong relationships with clients (Vendors).
Adapted sales and marketing strategies to align with market changes.
Lead Generation: Identify and prospect new business opportunities through research, networking, and leveraging existing relationships.
Account Growth: Develop strategies to expand existing accounts by offering new products, services, or solutions that meet evolving client needs.
Sales Presentations: Conduct presentations to potential clients, highlighting the company’s products or services and demonstrating their benefits.
Market Research: Stay informed on industry trends, competitor activities, and market conditions to better tailor sales strategies and product offerings.
Education
Associate of Science - Nursing
Cuesta College
San Luis Obispo, CA
01.2014
Business Studies - Emphasis in Marketing
Fullerton College
Fullerton, CA
01.2010
Skills
Regional & Multi-Site Clinical Leadership
Staff Development & Training
Assisted Living & Memory Care Operations
Regulatory Compliance & Survey Readiness
Resident Assessments & Care Planning
Fall Prevention & Risk Management
Budgeting & Cost Management
Incident & Infection Control Management
EHR Systems (YARDI, PCC, QuickMar)
New Development & Acquisition Transitions
Program management
Conflict resolution
Certification
Licensed Vocational Nurse (LVN), Active
Current BLS/CPR Certified
RCFE Administrator License
Certified Nursing Assistant (CNA)
Rehabilitation/Restorative Nursing Assistant Training
Professional Highlights
Reduced agency staffing reliance to zero across Arizona region.
Improved revenue capture through accurate reassessments and level of care reviews at Oakmont/Ivy Park Living.
Played a key role in the development and launch of a new Westmont community, overseeing clinical operations, vendor relationships, and care delivery systems.
Successfully transitioned and stabilized new communities, ensuring clinical excellence and regulatory compliance.
Developed strong pipeline of future Health and Wellness Directors through mentorship and training.
Successfully developed and mentored a team of Health and Wellness Directors at Oakmont, improving leadership skills and increasing staff retention across multiple communities.
Contributed to maintaining a high census rate at Westmont by developing strong marketing strategies, enhancing resident satisfaction, and supporting seamless transitions for new residents.
Successful transition and integration of Electronic Health Record systems across several states, ensuring seamless system implementation, staff training, and operational alignment.
Timeline
Regional Health and Wellness Director
Cogir Management USA
06.2022 - Current
Regional Health Services Specialist / Nurse (IL/AL/MC)
Oakmont Management Group / Ivy Living
10.2021 - 05.2022
Health and Wellness Director/ Memory Care Director