Jeffrey Brady

Developed an innovative, education-driven hyper-local health and wellness media platform designed to connect local consumers with providers through impactful newsletters and expert-written blog content. This approach generated significant early interest in bridging the gap between consumers and local health and wellness businesses.

Hands-on leadership and consulting expertise for small to mid-size companies needing decisive action in periods of challenge or growth. Draw on extensive experience across industries to create scalable strategies, streamline operations, and guide successful mergers or acquisitions.

• CEO-Level Strategy & Operational Turnarounds: Stepped into interim executive roles to devise and execute turnaround plans, addressing critical challenges to business continuity. Delivered operational improvements and restructuring that enhanced stability and efficiency within tight timeframes.
• U.S. Market Expansion for International Client: Launched U.S. operations for a global health and wellness brand, rapidly building a high-caliber team and establishing critical infrastructure. Achieved key recruitment and operational targets, setting the groundwork for a successful market entry.
• Product Development & Go-to-Market for Customer Experience Tech Startup: Led the creation of innovative strategies for a health and wellness-focused customer experience technology initiative. Developed go-to-market strategies, managed product development, and directed the creation of survey instruments and a mobile application, fostering engagement within local markets and building a substantial base of partnerships.
• Transaction Advisory & Valuation Stability: Provided advisory and interim leadership in high-stakes acquisition scenarios. Developed comprehensive financial models, managed due diligence processes, and facilitated critical business transactions, ensuring valuation preservation and seamless transitions.

A private equity-owned leader in pharmaceutical BPO services, acquired by IQVIA in May 2018.

• Oversaw a team of 600+ across U.S. and Philippines operations, alongside three outsourced tech partners, guiding the organization through an urgent turnaround that secured its long-term viability.
• Launched crisis management within days of joining: when critical platform failures threatened key accounts responsible for 45% of revenue. Built a rapid-response team, set up a war room, and led a complete system overhaul to resolve pervasive client issues.
• Drove $6M technology investment to fundamentally redesign core systems, delivering stability and future-proofing the business against further crises.
• Cut operating costs by 12%, employing strategic process improvements that enhanced efficiency while weathering unprecedented challenges.
• Engaged directly with all major clients, meeting with each to reestablish trust, retain 100% of accounts, and safeguard AHM’s reputation in a high-stakes environment.
• Stabilized and transformed the company, positioning it for an optimal acquisition at full valuation. Successfully secured a strategic exit to IQVIA in 2018, maximizing investor returns and preserving AHM’s market leadership.

• Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
• Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback; fostering a culture of continuous learning and development within the organization.
• Oversaw day-to-day operations across multiple departments, ensuring timely delivery of projects and streamlined workflows.
• Guided teams through periods of significant change by providing clear communication and decisive leadership during transitions.