Summary
Overview
Work History
Education
Skills
Key National Partnerships
Certification
Additional Professional Qualifications
Personal Information
Core Executive Competencies
Executive Highlights
Timeline
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JOSE ORTIZ

Port St. Lucie

Summary

Accomplished Behavioral Healthcare Executive with extensive leadership experience driving strategic growth and national account development. Established and expanded relationships with Fortune 500 employers, EAP providers, and healthcare systems, enhancing access to behavioral health services. Focused on delivering impactful partnerships that align with organizational growth objectives.

Overview

14
14
years of professional experience
1
1
Certification

Work History

National Representative - Strategic Accounts, EAPs, Unions & First Responders

Bradford Health Services
04.2025 - Current
  • Managed logistics for national events promoting addiction recovery resources and support.
  • Managed budgets related to travel costs associated with advocacy activities.
  • Advocated for patient needs through effective communication and relationship building.
  • Coordinated national outreach initiatives to enhance service accessibility and awareness.
  • Collaborated with healthcare providers to ensure comprehensive patient care and support.

EAP, Union & First Responder Liaison

Lakeview Health
02.2020 - 04.2025
  • Developed new strategic partnerships, labor union relationships, EAP contracts, and referral networks that generated approximately $1.5 million in annual revenue during the first year, growing to more than $3.5 million annually through sustained business development and account expansion efforts.
  • Developed and maintained partnerships with more than 25 labor unions nationwide.
  • Expanded referral networks through relationships with EAP providers, first responder organizations, healthcare systems, municipalities, and employer groups.
  • Conducted executive briefings, educational presentations, workforce wellness trainings, and labor-management meetings throughout the United States.
  • Coordinated treatment solutions for union members, first responders, veterans, healthcare professionals, transportation employees, and skilled trade workers.

Provider Relations & Outreach Coordinator

Florida Center for Recovery
08.2014 - 01.2020
  • Implemented community outreach and engagement plans to reach vulnerable communities.
  • Developed community partnerships to enhance outreach initiatives and engagement efforts.
  • Managed communication strategies to promote programs and resources effectively.
  • Coordinated educational workshops and events for diverse audiences and stakeholders.
  • Facilitated meetings with community leaders to strengthen collaboration on recovery initiatives.
  • Organized volunteer opportunities to support community involvement and recovery efforts.
  • Evaluated outreach programs to identify areas for improvement and development.
  • Fostered community outreach by coordinating rapport-building events to liaise with community members.
  • Designed flyers, brochures, newsletters, and other materials to advertise programs or services offered by the organization.

Intake Coordinator

Florida Center for Recovery
09.2012 - 08.2014
  • Coordinated patient intake processes for behavioral health services and substance recovery.
  • Coordinated the intake process for new clients, including scheduling initial assessments and providing necessary paperwork.
  • Communicated with patients to gather essential information and assess needs effectively.
  • Scheduled appointments and coordinated care with healthcare providers and support staff.
  • Streamlined intake workflows to enhance efficiency and improve patient experience.
  • Managed confidential patient records and maintained compliance with HIPAA regulations.
  • Utilized electronic health record systems to document patient information accurately.
  • Facilitated communication between patients, families, and treatment teams for effective care.
  • Assisted in training new team members on intake procedures and best practices.

Education

High School Diploma -

Vista II
Allentown, Pennsylvania

Skills

  • EAP management
  • First Responder Programs
  • National Account Development
  • Business Development
  • Contract Negotiation
  • Crisis Management
  • Account Growth
  • Strategic Partnerships
  • Referral Network Growth
  • Executive Relationship Management
  • Health Program Management
  • Labor Negotiation
  • Public Speaking & Training
  • Bilingual communication

Key National Partnerships

  • Lyra Health
  • American Airlines
  • Chevron
  • Freightliner
  • UFT
  • UAW
  • CWA Local 1109
  • Iron Workers
  • CBTU
  • TSA / Charlotte Douglas Airport

Certification

  • QPR Certified, 26
  • BMQPR Certified, 26
  • Certified Event Interventionist (CEI)
  • Crisis Intervention Certification
  • First Responders Program Training Certificate

Additional Professional Qualifications

Fluent in English and Spanish, with extensive experience working with diverse populations, labor organizations, healthcare professionals, first responders, community stakeholders, and employer groups throughout the United States.

Personal Information

Title: National Director, Strategic Partnerships & Labor Relations

Core Executive Competencies

  • Strategic Partnerships
  • National Account Development
  • Business Development
  • Labor Relations
  • Employee Assistance Programs (EAPs)
  • Workforce Wellness
  • Executive Relationship Management
  • Public Speaking & Training
  • Referral Network Growth
  • First Responder Programs
  • Union Engagement
  • Crisis Intervention
  • Market Expansion
  • Bilingual Communication (English & Spanish)

Executive Highlights

  • Instrumental in developing new strategic partnerships, labor union relationships, EAP contracts, and referral networks that generated approximately $1.5 million in annual revenue during the first year, ultimately expanding to more than $3.5 million annually through consistent year-over-year growth and national account development.
  • Developed and maintained partnerships with more than 25 labor unions nationwide, supporting thousands of members and their families.
  • Established strategic relationships with Lyra Health, American Airlines, Chevron, Freightliner, UFT, UAW, CWA Local 1109, Iron Workers leadership, CBTU, and other key partners.
  • Built national referral networks spanning EAP providers, labor organizations, healthcare systems, municipalities, transportation organizations, and employer groups.
  • Represented organizations at national conferences, labor-management forums, workforce wellness initiatives, and first responder behavioral health events throughout the United States.

Timeline

National Representative - Strategic Accounts, EAPs, Unions & First Responders

Bradford Health Services
04.2025 - Current

EAP, Union & First Responder Liaison

Lakeview Health
02.2020 - 04.2025

Provider Relations & Outreach Coordinator

Florida Center for Recovery
08.2014 - 01.2020

Intake Coordinator

Florida Center for Recovery
09.2012 - 08.2014

High School Diploma -

Vista II
JOSE ORTIZ