Driving Operational Efficiency and Growth in Business and Practice Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs and transforming customer service standards. Experienced in leading and supervising operational and sales teams.
Overview
33
33
years of professional experience
8
8
Certifications
1
1
Language
Work History
Founder, Author, Business Coach
Strategic Business Advisers
1 2019 - Current
Founded a Business Coaching Company to work with small to medium size businesses to be more profitable, efficient, and successful
Worked to help small businesses find strategies for rapid profit acceleration, and marketing success
Taught workshops on Finance, marketing, and business strategies to increase top line revenues and bottom line profits
One on One business coaching to help business owners accomplish their goals, be more successful, and ultimately generate more profits
Have worked with a variety of business owners in many different industries and lines of business
Identified strategies that showed a positive ROI before engaging with clients
Authored a book to help Business owners titled “How to Jumpstart Any Business, Twelve Strategies To Increase Profits”.
BOARD PRESIDENT
Hacienda Palo Verde Homeowners Association
01.2016 - 03.2023
Recruited by owners because of business experience, communication fluency, and passion for the community to lead the HOA Board of Directors and provide oversight for the ongoing architectural challenges of the growing community
Responsible for scheduling and leading board meetings and establishing agendas
Primary signatory for legal and other agreements and documents that affect the community
Develops bylaws and ensures the future sustainability of the community
Appoints committees to be accountable for the work of the board
Drafts and reviews the budget, adopts a strategic planning process, and coordinates annual meetings
Serves as the primary point of contact for architectural, construction, real estate, vendors, and other partners
Leverages fluency in Spanish to build a cohesive, inclusive board that represents US citizens, LATAM members, and other international members
Oversees the development of 106 building sites forecast for completion within five years
Coaches members in negotiations, administrative and recordkeeping skills, and managing diverse perspectives
Speaks on behalf of the association in the broader community
Leverages knowledge of Mexican laws in property development and mediates disputes.
Ensured regulatory compliance through regular reviews and updates to organizational policies and procedures.
VICE PRESIDENT, EVERGREEN MEDICAL GROUP
EvergreenHealth
01.2012 - 01.2016
Recruited to provide operational oversight and management of EvergreenHealth's 261 employed providers and reported to the Chief Medical Officer
EvergreenHealth has providers in 36 specialties, including providers in surgical, medicine subspecialties, and primary care, with both inpatient and ambulatory settings
Responsible for clinical integration of 700+ independent providers on staff at EvergreenHealth
Completed billing software conversion from Practice Partner to Cerner
Implementation of the Cerner Electronic Medical Record (EMR) and Patient Portal
Coordinated physician and hospital relationships to achieve goals for the physicians and hospitals as part of an integrated delivery system
Developing a referral tracking program to track and capture system referrals and specialty growth strategy
Developed a secret shopper program to guide patient experience improvement work
Implemented a Clinic Manager and Clinic Medical Director training program
Developed a population health management program and transitioned from volume to quality care
Developed physician/administrative team, dyad leadership.
VICE PRESIDENT OF REGIONAL CLINICS
St. Mary's Dean Ventures
01.2002 - 01.2012
Recruited to provide operational oversight and management of the health system's regional clinics providers in an 18-county area of South Central Wisconsin
Reported to the President and Chief Executive Officer of SMDV and the board of directors
Completed billing software conversion from MDS Gilmore to Epic Practice Management
Implementation of the Epic Electronic Medical Record (EMR) and MyChart Patient Portal
Designed and implemented referral tracking and specialty growth strategy
Developed and maintained relationships with community hospitals in the 18-county region
NCQA Certification Level 3 for patient-centered medical home (PCMH), Whitewater Wisconsin
Implementation of Lean process improvement initiative
Development of physician/administrative team using a dyad leadership model
Met and attested for Meaningful Use Dollars in the first year available for 96% of eligible physicians
Top quartile in Patient Satisfaction Scores in the past 10 years
National Best Practice for Physician Satisfaction in 2008 and 2011
Top quartile in Employee Satisfaction, National Best Practice in two of 11 areas
Developed a new physician orientation program to increase the success of new physicians during their first two years of clinical practice.
VICE PRESIDENT | CHIEF OPERATING OFFICER, Western Region
Tenet Physician Services (TPS)
01.1996 - 01.2002
Recruited to provide operational oversight and management of physician practices from Texas to California
Oversaw managed care and credentialing function for physicians
Ensured compliance with Texas law through Tenet's 501(a) corporation and served as an advisor to its physician-led board of directors
Texas was the only TPS region to achieve a positive EBITDA before divestiture
Developed and trained an influential network of Practice Managers and Regional Directors
Conducted a leadership training program for Practice Managers and Regional Directors
Delivered a physician and patient satisfaction rating above the regional average
Developed an integrated patient delivery system between physicians and hospital partners
Employed and managed physicians in multiple practices in five states while being a resource to other TPS markets
Achieved or surpassed operational budget objectives for each fiscal year
Worked with physicians and physician groups in 10 states to identify operational deficiencies and implement corrective action plans.
ADMINISTRATOR | CEO
Craig Medical Center/Healthcare Solutions, Inc
01.1991 - 01.1996
Co-owner of HSI (Healthcare Solutions, Inc) with founding physician of Craig Medical Center, a privately held multispecialty clinic
Healthcare Solutions, Inc is a for-profit healthcare consulting company
Managed the day-to-day operations of the Craig Medical Center and Healthcare Solutions, Inc
Provided onsite physician practice consultation services for physicians in Colorado
Supervised all aspects of operations, including Accounts Receivable/Payable, Human Resource Management, Patient Satisfaction, Quality Control, Medical Records, Accounting, Budgeting, Strategic Planning, and Marketing and Business Development
Grew the number of physicians from two to 15 full- and part-time within three years
Increased the number of clinic locations from one to four while maintaining the group's financial stability
Maintained a positive EBITDA and cash flow every year while growing at an annual rate of 25%
Established rural healthcare clinic in Baggs, Wyoming
Maintained expense ratios below the national average while increasing patient volume
Completed successful conversion of computer hardware and new billing system and accounting software
Incorporated a physician practice management consulting company for physicians in Colorado
Formed a strategic alliance with the Colorado Medical Society to provide physician practice management services to its members
Recruited physicians for various rural communities in Colorado and set up coverage and specialty backup through physicians at Presbyterian/St