Dynamic, people-centric leader committed to fostering empowered, purpose-driven teams that excel in collaboration and innovation. Director of Product Operations with over 20 years of experience in healthcare and financial services, specializing in talent development, data analytics, and guiding teams through growth and transformation amidst operational complexities. Passionate about creating environments that encourage individual contributions and align efforts toward measurable impact while maintaining a steady, empathetic leadership approach. Equipped with an MBA focused on Continuous Improvement and Finance, demonstrating a proven track record in strategic planning and project management to drive high-impact results through innovative problem-solving and effective communication.
Overview
22
22
years of professional experience
Work History
Director Product Operations – Well at Work
WellSpan Health
07.2024 - 10.2025
Led the strategic development, operational execution, and financial performance of a multi-product employer-facing healthcare portfolio, including Employee Assistance Programs (EAP), Wellness, Virtual Primary Care, Bundled Care Programs, Onsite Health Clinics, Biometric Screenings, and Flu Clinics.
Managed a team of three Product Managers and three Product Support Specialists within a highly matrixed, cross-functional environment.
Directed product strategy, road mapping, and operational execution across seven employer-facing healthcare services.
Conducted weekly strategic alignment sessions and financial performance reviews, ensuring accountability for growth, utilization, and margin targets.
Held weekly 1-on-1 coaching sessions with team members.
Oversaw full profit and loss responsibility including budgeting, pricing strategy, forecasting, and financial optimization.
Led contract development, vendor negotiations, and stakeholder alignment across legal, IT, clinical, and business development teams.
Developed standardized go-to-market processes and implementation frameworks to accelerate client onboarding and service deployment.
Wellness Program Transformation: Led the transition to a third-party, white-labeled wellness platform, launching a new digital portal, integrated coaching services, and scalable programming—modernizing an outdated internal solution.
Virtual Primary Care Rebuild: Rebranded the product, re-engineered implementation workflows, and created a market-responsive pricing strategy to drive employer adoption and profitability.
Onsite Health Clinics: Designed a repeatable operational model reducing clinic stand-up timelines from 12+ months to 6-9 months, outperforming industry benchmarks.
Product Portfolio Growth: Built and launched three market-differentiating programs, increasing competitiveness in the regional employer health market and positioning the organization as a leader in value-based direct-to-employer healthcare.
Built a culture of operational discipline and innovation, aligning product, clinical, finance, and technology teams toward shared growth objectives.
Enabled market expansion and increased client retention through enhanced service designs, streamlined implementations, and data-driven product decisions.
Interim Director of Operations - EAP
01.2024 - 07.2024
Led EAP operations with full accountability for financial performance, profitability, and service delivery across employer-sponsored contracts.
Managed a multidisciplinary team of four EAP Specialists and three Support Specialists, providing coaching, performance management, and operational leadership to ensure high-quality member experience and contract compliance.
Directed the strategic transition of EAP services from an internal delivery model to a third-party vendor solution, including contract migration, stakeholder communication, and operational handoff.
Oversaw sunsetting of internal operations, ensuring continuity of care, employer retention, and seamless implementation of new vendor-supported program model.
Partnered with executive leadership, legal, and finance to negotiate contract terms, define service expectations, and optimize cost structure during the transition.
Maintained strong employer relationships through proactive communication, ensuring confidence in the transition strategy, and minimizing disruption to covered employees.
Business Operations Manager – Occupational Health
04.2019 - 01.2024
Led operational, financial, and administrative functions for a multi-site occupational health service line, supporting 17 cost centers including workers’ compensation services, employer health clinics, and ancillary programs. Supported the area’s largest DOT/Non-DOT drug testing consortium in south central Pennsylvania. Managed a billing and collections team responsible for invoice generation, reimbursement, and regulatory compliance.
Directed daily business operations in partnership with the Director of occupational health to standardize services, improve operational efficiency, and enhance employer satisfaction.
Oversaw revenue cycle functions including billing, collections, financial reconciliation, and regulatory compliance for occupational health and workers’ compensation services.
Led annual budgeting process for 17 cost centers, including revenue forecasting, expense management, and financial performance tracking.
Utilized lean methodologies to identify process inefficiencies, implement cost-saving initiatives, and optimize reimbursement.
Produced financial and operational reports, conducted data analysis, and presented insights to senior leadership to drive strategic decisions.
Implemented standardized billing workflows that improved collections and reduced number of days outstanding in accounts receivable.
Developed new reporting tools and metrics to monitor revenue performance across multiple locations.
Identified operational improvements resulting in increased revenue capture and significant cost savings.
Supported the integration and expansion of services by aligning business operations with clinical and strategic priorities.
Business Systems Analyst - Surgical Services
09.2016 - 04.2019
Supported the surgical services administration with all data retrieval, analysis, and visual representation of the data.
Collaborated in the decision process with leadership within the operating room.
Effectively led a process improvement project resulting in over ten hours of saved labor time per week.
Worked closely with the knowledge management team in the development of the surgical cubes tool to create a direct access point to surgical data in Epic.
Developed and maintained monthly visual performance dashboards for leadership to analyze and monitor conditions of their departments.
Reviewed and reported on financial performance metrics for the surgical services department.
Collaborated with leadership in Gastroenterology, WellSpan Wound Centers, Johns Hopkins Pediatric and Plastics service lines in providing surgical data and dashboard support.
Branch Manager
BELCO Community Credit Union
08.2011 - 09.2013
Enthusiastically led a sales and service culture striving to meet and exceed individual and branch goals.
Created periodic reports, reviewed results with the regional manager and VP of sales and service; recommended improvements based on results.
Supervised and managed all branch operations.
Set performance standards and coached staff to accomplish service goals.
Initiated new business relationships and partners by networking through events and functions within the community.
Assisted the regional manager and VP of sales and service with strategic and business plan initiatives.
Independently created a branch analysis model to review branch profitability based on hours of operation to determine if branches should continue to operate at current capacity.
Analyzed member service trends based on complaints, mystery shoppers, and other reports to support the implementation of changes in training, processes and procedures.
Created annual budget for the branch that operated within lien constraints.
Branch Manager
Heartland Credit Union
08.2009 - 08.2011
Increased participation in working towards personal and branch goals.
Created sales tools to aid staff in reaching cross-sale goals.
Upheld relationship-building philosophy.
Originated and processed loans (auto, personal, 2nd mortgages, credit cards).
Performed weekly collection calls.
Monitored all aspects of branch activities and supervised branch transactions.
Underwrote and processed indirect lending applications.
Balanced end of month ledgers for indirect lending commissions paid.
Member 1st Federal Credit Union
Industrial Federal Credit Union
01.2007 - 11.2008
Supervised and managed all branch operations including audit policies.
Developed, motivated, and retained superior staff within their desired career path.
Ensured team awareness and adherence to all security procedures relative to handling cash transactions, branch security, and internal operating procedures while maintaining member and employee confidentiality.
Empowered employees using specialized leadership practices and tools to promote a positive work environment.
Developed and maintained data tracking spreadsheets to be utilized company-wide.
Led institution-wide policy and procedure analysis, as well as implementation, to improve quality and efficiency levels.
Influenced strategic planning by conducting data analyses and generating summaries for department leadership.
Fostered new business relationships by networking through events and functions within the community.
Volunteered for applicable community events.
Supervisor in Retail Sales and Service Representative
Charter One Bank
10.2003 - 07.2006
Coordinated and conducted employee training, emphasizing customer service.
Mentored co-workers to increase performance and productivity.
Executed banking transactions with high efficiency.
Performed monthly and quarterly audits at the branch level.
Established different sales tactics and promotions for branch-level use.
Consulted with businesses concerning their banking needs.
Effectively developed sales leads utilizing in-aisle sales techniques.
Education
M.B.A. - Continuous Improvement/Finance
York College of Pennsylvania
York, PA
08.2015
B.S. - Business Management, CIS Minor
Viterbo University
La Crosse, WI
05.2002
Skills
Microsoft Excel, Word, Access, PowerPoint, OneNote, and Minitab
Smartsheet’s
Microsoft Visio
Proficient in Epic’s EHR and Workbench report building
Press Ganey Improvement
Premier Connect
Advisory Board Surgical Compass
Successfully completed Six Sigma “Black Belt” certification class
SME Lean “Bronze” certification exam (passed December 2014)
Continuous improvement and process efficiency application
Relationship building
Strategic planning
Verbal and written communication
Decision-making
People management
Operations management
Project management
Team management
Creativity and innovation
Financial reporting
Affiliations
Robotics Committee (2016-2019)
Value Analysis Team (2016-2019)
Health and Wellness committee (2015-2016)
Mentor-Star Leadership development program (2016)
100% Club - Sales Goals(2015)
FCD Soccer Club Board Member
Club President (2024-Present)
Club Treasurer (2018-2024)
Director/Owner Junior Academy Program (2019-Present)
Timeline
Director Product Operations – Well at Work
WellSpan Health
07.2024 - 10.2025
Interim Director of Operations - EAP
01.2024 - 07.2024
Business Operations Manager – Occupational Health
04.2019 - 01.2024
Business Systems Analyst - Surgical Services
09.2016 - 04.2019
Branch Manager
BELCO Community Credit Union
08.2011 - 09.2013
Branch Manager
Heartland Credit Union
08.2009 - 08.2011
Member 1st Federal Credit Union
Industrial Federal Credit Union
01.2007 - 11.2008
Supervisor in Retail Sales and Service Representative