King of Prussia, Pennsylvania, United States
• Trusted and versatile strategic finance leader and health care executive with a track record of achievement in fast-paced and dynamic work environments. • 20+ years of experience in public and private equity backed company roles, as well as Wall Street “sell-side” roles with extensive relationships across health care sector, private equity, public equity and debt capital markets. • Expertise in a wide range of strategic finance issues including corporate finance, investor relations, IPO readiness, SEC disclosure, corporate governance, business strategy, government (Medicare /Medicaid) reimbursement, managed care, public policy, M&A, capital markets.
• Hired by new Magellan executive team to lead Magellan’s investor relations (IR) program. • Priorities for the role included: enhancing shareholder and analyst engagement; developing an IR narrative better aligned with a significant shift in the strategic direction of the business; improving quarterly earnings preparation processes; and refining public disclosure set. • In 2021, designated by executive team to lead Magellan’s Integration Management Office (IMO) team for Centene Corporation acquisition, which closed in January 2022.
• Established and led investor relations program in advance of 2016 IPO and played significant role in pre-IPO preparation. • Built ARA’s IR function: developed quarterly earnings release, conference call and presentation materials; managed investor and analyst relationships; maintained analyst and shareholder data; conducted internal Regulation FD training; and provided business and market intelligence to management, Board of Directors, and controlling private equity shareholder. • Provided executive team strategic input and oversight for a variety of business initiatives including supplier negotiations; FP&A and budgeting; competitive business analysis; public policy and reimbursement; payor contracting; and new strategic business initiatives. • Played a significant leadership role during ARA’s Restatement process.
• Lead analyst for DB’s Health Care Providers team. Coverage included ~25 publicly-traded companies across multiple industry sub-sectors including acute care and specialty hospitals, physician services, outpatient service providers, diagnostics and contract research, and senior living/post-acute care. • Frequently recognized and ranked highly in Institutional Investor and Greenwich surveys. • Developed innovative and market-moving equity research products. Built and maintained complex market models and company earnings models, and created marketing presentations for clients. • Interfaced continually with high-level executives of companies under coverage, comparable private companies, institutional investors including mutual funds, hedge funds and private equity firms, Government officials and key trade association leadership. • Played a leading role in planning the firm’s various health care events, including conferences, corporate road-shows, expert panels and other value-added client-facing activities.