Results-driven Leader with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
20
20
years of professional experience
Work History
CEO & President
The Intueri Group / Medical Consulting Partner
01.2011 - Current
Started and developed consulting practice focused on small to mid-size companies up to $250mm annual revenues
Expertise in work flow, talent management and team development, finance, efficiency, human resources, insurance, turnarounds, and exit strategies
Help start-ups create functional processes to build upon
Work with established companies to evaluate systems to create more efficient ways of doing business
Was CEO of public spirits brand and grew revenues 450% in first year – Aristocrat Brands (ASCC)
Help prepare organizations for transition of ownership, retirement, or simple sale
Create value through restructuring of insurance plans and processes
Fill in as acting CEO and/or CFO, or VP for new or established organizations
Develop smooth recruiting strategy and systems
Lead team building activities including leadership training sessions, self-defense seminars, and multi-day focus sessions
Helped another expense reduction firm grow both their inside sales and outside sales rejuvenated
Expanded and updated call center with 3 different campaigns – appointment setting for consultants, appointment setting for Jan-Pro cleaning franchises nationwide, and inside sales for expense reduction services
Key Accomplishments:
Helped launch and then transfer ownership of multiple oil & gas companies that encompassed both intra-state and interstate trucking, manufacturing, employee leasing, rig moving & heavy haul, as well as hot shot services
Helped 62 year old construction company build healthy corporate environment, create up-to- date HR practices, build happy and functioning team, and identify loss leaders in company all to help create value for ownership transition
Launched an IT security start-up as co-founder, President & COO – Everon Technology Corp
Major Intueri Group Projects Identified with
Below
Vital Life Wellness Center
Established foundational processes for business operations.
Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
Made large-scale financial decisions and supervised company spending to reduce material losses and maximize profits.
Identified new revenue generation opportunities to maximize bottom-line profitability.
Engaged positively with staff and leadership colleagues, soliciting and encouraging feedback and collaborative spirit.
Procured and coordinated new resources to achieve sales targets within optimal timeframes.
Developed innovative sales and marketing strategies to facilitate business expansion.
Maintained P&L and shouldered corporate fiscal responsibility.
COO & Interim CFO
The Hospital at Westlake / Arise Austin Medical Center
02.2022 - 03.2023
Consulting Project
Began by overhauling entire Finance department to being efficiency, better reporting, and revamping AP department
Helped team to produce best financials in years that truly reflected what was happening at hospitals which were distressed
Oversaw turn-around where hospitals went from distressed to growth mode
Hired new hospital CFO and transitioned to Chief of Staff/Chief Operations Office
Oversaw all aspect of hospital operations
Lead change in culture from negative, gossip-filled company to one where people were happy to work there and where teamwork was prevalent
Found millions of dollars in savings from cost reductions projects
Saw a trailing 12 month EBITDA growth of $25MM
Key Accomplishments:
Solved accreditation issues with both The Joint Commission and DNV where both hospitals were in danger of losing accreditation
Through conversations and direction regained good standing
Changed entire hospital culture from negative and discouraging to positive environment where teamwork and smiles were normal
Brought in new Hospitalist and new Emergency Department group
Launched new Physician Practice
Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
Identified and pursued business development opportunities to grow organization and increase revenue.
Monitored and analyzed industry trends to identify opportunities for organizational growth and competitiveness.
Negotiated contracts and agreements to secure favorable terms and maximize profits.
Refined organizational structure to consolidate, streamline, and delineate necessary functions.
Developed and implemented recommendations for service improvement.
Represented organization at external meetings and events to promote and build relationships with key stakeholders.
Made large-scale financial decisions and supervised company spending to reduce material losses and maximize profits.
Identified and mitigated operational risks to minimize potential negative impacts on organization.
Managed crisis response to minimize potential negative impacts on company.
Developed quarterly business plans to evaluate cost projections.
Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
Managed procurement activities to secure resource acquisitions at best possible cost.
Established and maintained strong relationships with customers, vendors and strategic partners.
Managed financial, operational and human resources to optimize business performance.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Cultivated company-wide culture of innovation and collaboration.
Monitored key business risks and established risk management procedures.
Maintained P&L and shouldered corporate fiscal responsibility.
Devised and presented business plans and forecasts to board of directors.
Founded performance- and merit-based evaluation system to assess staff performance.
Directed technological improvements, reducing waste and business bottlenecks.
COO
Haymount Urgent Care & Family Medicine / Nova Science Lab
01.2018 - 03.2023
Large multi-location medical practice with 10 medical providers including family medicine, aesthetic services, and wellness programs
Entered practice which was severely in debt, mismanaged, and massively over-staffed
Updated financial systems, payroll, and HR
Helped create, develop, and implement partnership with outside firm to bring revenue generating comprehensive wellness screening program which increased revenue and profitability by $1MM+ annually with EBITDA growth to $3MM in first 18 months
Bottom line was financial turnaround and growth plan set in place.
Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
Identified and pursued business development opportunities to grow organization and increase revenue.
Negotiated contracts and agreements to secure favorable terms and maximize profits.
Refined organizational structure to consolidate, streamline, and delineate necessary functions.
Developed and implemented recommendations for service improvement.
With COVID, created drive-through COVID testing at in-house lab and grew revenue to $60MM annually with 7 locations and grew EBITDA to $44MM
Vice-President of Business Development
The SALT Group
11.2016 - 10.2017
Started as simple consulting project to revamp their outside sales process but grew into the following:
Oversee all aspects of large outbound call center
Helped lead Inside Sales team to 7-figure growth
Manage all aspects of both inside and outside sales teams nationwide
Developed systems for managing results, to drive revenue and to simplify processes
Streamlined sales cycle which resulted in immediate 25% increase in sales
Helped create new Human Resources team and employee-centered management
Developed compensation plans for front-line staff as well as for management
Brought in new technology to manage sales process, build morale, and track results
Performed project management, coordination of space acquisition, renovations, facility planning and office expansion projects.
Delivered high-quality administrative support and management, planning and policy assistance to board members.
CFO/CEO/Board Member
DK Energy Services Group
01.2014 - 01.2016
Improved profitability and top line from 1.5MM to 50MM in 2 years at 15% profit
Directed all finance functions
Work with private equity partners to grow business
Assist in formation of three new companies as part of holding company
Created systems and processes for greater efficiency and profitability
Overhauled payroll, insurance, human resources, and back-office systems while cutting expenses and increasing profit
Recruited top corporate personnel and developed comprehensive HR program
Merged 4 companies’ management under one corporate structure, reducing costs and increasing efficiency
(DK Energy Service, DK Rig Movers, Quantum Machining, & DK
Manufacturing)
Oversee market and competitive analysis to determine growth avenues
Saw company grow from start-up to doing over $50 Million by 2nd year
Key Accomplishments:
Pioneer new systems in management corporation-wide
Restructured corporate organization
Identified new revenue avenues and created divisions to pursue those
Oversaw a corporate split resulting in tremendous growth
Developed all systems for 4 companies in HR, benefits, A/R, A/P, P&L, and training
Secured and developed new 8 story office complex for corporate headquarters
Established foundational processes for business operations.
Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
Built productive relationships with industry partners and competitors to support strategic business objectives.
Made large-scale financial decisions and supervised company spending to reduce material losses and maximize profits.
Identified new revenue generation opportunities to maximize bottom-line profitability.
Engaged positively with staff and leadership colleagues, soliciting and encouraging feedback and collaborative spirit.
Directed market expansions to propel business forward, meet changing customer needs.
Analyzed and tracked business metrics and made appropriate adjustments to meet supply and demand needs.
Addressed employee and managerial concerns and implemented corrective actions to promote compliance.
Reviewed individual department performance and worked with leadership to improve processes, procedures, and practices.
Regional Manager
Kemper Reserve National, Colorado Springs, CO
01.2003 - 01.2014
Improved customer service, management, and recruiting processes
Developed new sales process and system which resulted in unprecedented sales records
Assist in training of 7 commission-based sales teams encompassing 150 Sales Agents with cold-calling and in working leads
Opened and cultivated sales force and customer service teams in 7 states
Created sales strategies to procure new accounts and open new offices in 7 states, setting national records
Set sales objectives and quota guidelines
Act as main representative at industry events
Oversee market and competitive analysis to determine growth avenues
Built over $15 million in collected premium plus renewal annually
Key Accomplishments:
Established new Regional Offices in three states, Colorado, Texas, and Virginia and satelite offices in Illinois, Tennessee, and Arizona
Built and mentored strongest sales team in the company's 50 year history within first two years of employment
Developed and maintained growth for 8 consecutive years and upheld top office position out of 23 states for 3 years
Won Rookie of the Year award for sales within the first year of employment
Set every sales record for 5 consecutive years, holding all-time highest premium office establishing $1,000,000+ lead over 2nd place.
Supervised staff to optimize brand expansion initiatives and productivity.
Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
Forecasted sales and established processes to achieve sales objectives and related metrics.
Masterminded updates to workflows and revitalized teams to meet changing business needs and boost team member performance.
Leveraged profit opportunities by recruiting top talent and managing brand image to exceed plan performance.
Established and maintained operational standards for 7 locations.
Education
Ph.D. - History
London School of Economics
London
2007
MBA -
London School of Economics
London
12.1999
Bachelor of Arts - History and Asian Studies
Wheaton College
12.1992
Graduate -
U.S. Marine Corps
Quantico, VA
07.1990
High School Diploma -
Morrison Academy
Taichung, Taiwan
05.1989
Skills
Team builder, motivator, and leader
Master Scuba Diver
Speak conversational Mandarin Chinese
View challenges and adversity as opportunities and thrive under pressure
Expert in developing sales teams, operational efficiencies, and restructuring finance systems for greater profitability
Business Development
Leadership and People Development
Consulting
Sales and Marketing
Timeline
COO & Interim CFO
The Hospital at Westlake / Arise Austin Medical Center
02.2022 - 03.2023
COO
Haymount Urgent Care & Family Medicine / Nova Science Lab
01.2018 - 03.2023
Vice-President of Business Development
The SALT Group
11.2016 - 10.2017
CFO/CEO/Board Member
DK Energy Services Group
01.2014 - 01.2016
CEO & President
The Intueri Group / Medical Consulting Partner
01.2011 - Current
Regional Manager
Kemper Reserve National, Colorado Springs, CO
01.2003 - 01.2014
Ph.D. - History
London School of Economics
MBA -
London School of Economics
Bachelor of Arts - History and Asian Studies
Wheaton College
Graduate -
U.S. Marine Corps
High School Diploma -
Morrison Academy
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