Experienced executive leader with expertise in strategic planning, vision setting, operational oversight, and performance improvement. Deep knowledge and experience in the Intellectual and Developmental Disabilities (I/DD) field, including an understanding of available supports and identified gaps in the service system.
Overview
22
22
years of professional experience
Work History
Executive Vice President and Chief Operations Officer
UMAR Division of Monarch
10.2023 - Current
Responsible for oversight of all clinical and fundraising operations for the UMAR division.
Serves as a member of Monarch's executive leadership team, contributing to the strategic planning, vision-setting, and development activities to ensure achievement of established organizational goals.
Responsible for ensuring engagement and outreach with internal and external stakeholders to advance the organization's growth
Responsible for budget development and financial management of all UMAR division expenses and revenue.
Reports to the Chief Executive Officer and ensures critical information is shared in an effective and timely manner.
President and CEO
UMAR Services Inc.
01.2023 - 10.2023
Negotiated the acquisition of the organization through collaboration and engagement with a key provider partner, and through information sharing and engagement with the Board of Directors, program participants, and families in order to ensure continuity of care for our members
Reported to the Board of Directors and ensures critical information is shared in an effective and timely manner.
Monitored legislative changes that could affect the organization's operations or funding sources.
Represented the organization at community events and public forums to promote its mission.
Guided senior management team in setting and achieving organizational goals.
Director, I/DD Network Development
Vaya Health- Asheville, NC
12.2021 - 01.2023
Responsible for the development, implementation, oversight, and performance of administrative work directly related to the management of the Vaya network of providers that make up the Intellectual and Developmental Disabilities (I/DD) continuum of services and supports
Conducted analysis of the provider network and implemented network management strategies to ensure timely and quality access to services across the Vaya region.
Served as an internal and external resource with knowledge of services available in the network and actively pursued, addressed, and filled gaps in services per the network development plan.
Partnered with internal work teams, often leading such teams, to complete organizational priorities.
Ensured that engagement with contracted providers was consistent and aligned with contract obligations.
Director, I/DD Care Coordination
Cardinal Innovations-Kannapolis, NC (promotion)
02.2016 - 12.2021
Responsible for clinical and operational oversight of Cardinal’s entire Intellectual and Developmental Disabilities (I/DD) Care Coordination unit, inclusive of the I/DD Assessment team (over 220 staff across 20 counties)
Responsible for the development of departmental procedures and protocols, as well as key performance indicators to ensure the highest quality of care coordination and compliance with regulatory requirements.
Responsible for the establishment and growth of I/DD Care Coordination teams in each of Cardinal's newly established regions, inclusive of hiring and training staff in all positions.
Provided supervision of key departmental leadership positions, inclusive of 4 Regional Managers, Assessment Team Manager, and the Clinical Director.
Responsible for budgetary decision-making and ensuring fiscal responsibility.
Served as organizational representative on local and statewide workgroups and initiatives.
Corporate Manager, I/DD Care Coordination
Cardinal Innovations-Kannapolis, NC (promotion)
09.2011 - 02.2016
Provision of supervision and technical assistance to I/DD Care Coordination Regional Managers
Collaboration with various department representatives to refine operational practices for the department
Development of training materials and ensuring staff receive adequate training
Completion of activities related to company-wide expansion into new regions.
Care Manager and Registry Specialist, Utilization Management
PBH- Concord, NC
12.2007 - 09.2011
Review of service requests and determined appropriateness based upon medical necessity
Assistance with transfer of member registry data from spreadsheet to PBH's CI system
Development of templates for correspondence with individuals/families on the DD Registry of Unmet Needs
Development and maintenance of positive working relationships with families and providers
Clinical review of assessments to determine eligibility for DD services and placement on the DD Registry of Unmet Needs.
Community Alternatives Program (CAP) Case Manager
Footprints Carolina- Gastonia, NC
04.2003 - 12.2007
Linking, monitoring, coordinating, facilitating, and assessing services needed by youth and adults in the I/DD community
Development of treatment plans, the facilitation of treatment team meetings, and monitoring of given services through monthly face to face visits with members and quarterly visits with their guardians
Completion of daily intervention strategy notes and maintaining current and accurate charts on each member on my caseload.
Community Based Services (CBS) Worker
Turning Point Services- Lincolnton, NC
06.2002 - 03.2003
Provision of direct 1:1 daily support to children with intellectual and developmental disabilities
Application of effective treatment interventions to support members to improve their socialization, daily living, and self-care skills
Completion of daily progress notes documenting provision of CAP waiver services
Collaboration with CAP case manager to ensure adequate supports were requested in the Individual Support Plan.
Education
National Leadership Consortium On Developmental Disabilities
University Of Delaware
01.2017
Bachelor of Arts - Psychology
University of North Carolina At Chapel Hill
Chapel Hill, NC
05-2002
Skills
Strong written and verbal communication
Outstanding interpersonal and leadership skills
Detail-oriented and strong ability to meet deadlines
Person-centered approach to support of the I/DD population
C-suite, executive level leadership experience
Strategic planning and program development
Data-driven decision-making
Operations Oversight
Timeline
Executive Vice President and Chief Operations Officer
UMAR Division of Monarch
10.2023 - Current
President and CEO
UMAR Services Inc.
01.2023 - 10.2023
Director, I/DD Network Development
Vaya Health- Asheville, NC
12.2021 - 01.2023
Director, I/DD Care Coordination
Cardinal Innovations-Kannapolis, NC (promotion)
02.2016 - 12.2021
Corporate Manager, I/DD Care Coordination
Cardinal Innovations-Kannapolis, NC (promotion)
09.2011 - 02.2016
Care Manager and Registry Specialist, Utilization Management
PBH- Concord, NC
12.2007 - 09.2011
Community Alternatives Program (CAP) Case Manager
Footprints Carolina- Gastonia, NC
04.2003 - 12.2007
Community Based Services (CBS) Worker
Turning Point Services- Lincolnton, NC
06.2002 - 03.2003
National Leadership Consortium On Developmental Disabilities
Bachelor of Arts - Psychology
University of North Carolina At Chapel Hill
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