Dallas-Fort Worth Metroplex
Creating accountable, sustainable and scalable organizations by blending service-based leadership with vision, detail oriented infrastructure development, clear communication and training, and coordinated implementation. Extensive health care experience as an executive, project manager, and direct care provider.
ASC Planning, Development & Operational Integration, PM system development, Financing, Healthcare Real Estate, and ASC & RE securities
Planning and development of ASCs and new practice locations involving site search and selection, lease negotiations, design and construction management. Developed comprehensive Monday.com project management system, ASC development pro forma, and budget & equipment planning and tracking models. Utilized EOS and Ninety.io.
Hold multiple securities licenses to lead Broker-Dealer dedicated to brokering USPI Private Placement Memorandums. Supervise registered representatives on 5 -10 deals per year, including documentation, communications, agreements, and regulatory filings (SIPC, FINRA, SEC). Oversee training, policy review, compliance, and internal audit activities.
Project and financial planning and implementation of 75+ de novo, relocation, and expansion ambulatory surgery centers, totaling over $550M. Tasked with managing the implementation of a growing pipeline of de novo projects. Spent several months working with interdepartmental leaders and staff to define a comprehensive list of tasks, milestones, deliverable and responsible parties. Created a comprehensive Excel based work plan that guided the teams through discussions and task completion between project approval and first case. Created financial and data tracking tools and implementation resources supporting the unique needs of de novo projects and newly hired de novo staff. Partnered with development leads, operation leaders, design and construction partners, legal, accounting, IT, managed care, materials management, and other department stakeholders through center opening. Supported operations teams through Year 1 to manage cash burn analysis calls, complete loan implementation and close out the development budget. Refined proforma development using the aggregate data collected and analyzed from completed de novos. Based on de novo successes, the role expanded to include some ASC relocation and expansion projects. Being recognized as a process development leader led to being invited by the USPI president to work with a small group of development, operational and legal leaders to improve interdepartmental processes, relationships and outcomes. Began training new hires to take over de novo implementation late in 2021 to being leading a new enterprise-wide relocation, expansion and renovation feasibility and approval initiative and sourcing all capital development financing in addition to managing USP Securities corp.
Developed implementation infrastructure for the newly initiated, “United Real Estate Partners” subset of USPI. Promoted in less than one year. Rapidly built expertise in real estate, healthcare facility development, financing, and capital project management. Worked with architecture, construction, legal, operational and financing partners. Impact & Accomplishments: ▪ Developed capital development financial model for budgeting, expense tracking and reporting that delivered critical capability unmet by Oracle and used as the basis for financing draws, calculating tenant rental rates and reporting budget variances. ▪ Proposed the name "United Real Estate Partners" and developed logo, website, and marketing brochures.
Administered comprehensive acupuncture treatments and wellness consultations addressing issues such as menstrual and reproductive health, chronic illness and pain, injuries, allergies, emotional health, digestive and bowel issues, and headaches. Managed all day-to-day business operations, including client scheduling and billing, ordering business and clinical supplies, designing and managing website; directed office renovations; and managed subleasing practitioner tenants.