Experience

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  Mcgregor & associates

  Nov 2012 - Jan 2018

  Provided strategic and operational leadership to operations, client service, communications and marketing, business development and account management teams. Managed day-to-day activities of Client Services Department comprised of Account Management, Communications and Marketing, Rate Development, Underwriting and Client Renewals, New Business Development and Customer Service. Selected to supervise VEBA activities including billing, eligibility, rates and contracts reconciliation of accounts between districts and vendors. Recruited as 1st Executive Trainee to pursue growth in general management functions related to healthcare administration.

  • General Manager, Business Development & Operations

    Nov 2016 - Jan 2018

  • Senior Client Services Manager

    Jun 2015 - Nov 2016

  • VEBA Operations Supervisor and Rate Specialist

    Jul 2013 - Jun 2015

  • Executive Trainee

    Nov 2012 - Jun 2013
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  California schools veba

  Mar 2018 - May 2022

  Jointly appointed by California Schools VEBA and Arthur J. Gallagher to serve as the Chief Executive for the 150,000-member joint labor-management trust. Oversaw purchase of nearly 1B in annual healthcare spend. •Supported the VEBA Board of Directors with developing and executing the VEBA strategic plan.•Provided leadership to a diverse group of trustees from numerous public sector unions, school districts, community colleges and school board associations.•Advocated for VEBA in policy issues with local and statewide elected officials.•Responsible for growing Trust employer and union membership.•Managed key VEBA relationships with VEBA stakeholders, including statewide public sector unions, health system leadership, carrier executives and other vendors.•Provided thought leadership around innovative new service lines, insurance products, and progressive contracting strategies.•Provided strategy for the health system and insurance carrier negotiations. Show less

  • General Manager

    Mar 2021 - May 2022

  • Assistant General Manager

    Mar 2018 - Feb 2021
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  Gallagher

  Mar 2018 - May 2022

  Overall Responsibility for a portfolio of multi-employer healthcare purchasing entities with an aggregate healthcare spend of more than 1 billion dollars annually. •Served as the General Manager/CEO of California Schools VEBA, one of the largest purchasing coalitions in the United States. •Became a national thought leader, recognized public speaker and subject matter expert in health insurance risk pooling, consortium development/expansion and multi-employer pool administration. •Consulted multi-employer clients to manage, develop and expand member-centric healthcare programs, generate sustainable long-term growth and achieve market-wide competitive advantage. •Resolved complex business challenges with innovative, high-value cost-containment and/or healthcare improvement strategies with public sector expertise, Taft Hartley, governmental, union domains. •Designed and implemented numerous proprietary insurance networks, leveraging progressive payment models and direct contracting strategies. Show less Executive leadership of enterprise consortium clients, while leading numerous business units including operations, underwriting, client services, communications and marketing, business development and account management. Responsible for growing revenue and ensuring retention of most significant multi-employer clients in a dynamic and politically charged client environment. •Served as the Assistant General Manager of California Schools VEBA, one of the largest purchasing coalitions in the United States. •Advised numerous multi-employer clients from variety of backgrounds including retiree medical trusts, public safety consortiums, skilled labor unions and public education consortiums. •Managed relationships across a variety of public sector employers and union associations including school districts, counties, cities, special districts.•Consulted for a variety of public safety associations such as police, probation, sheriffs and corrections officers. •Developed and expanded channel partnerships with industry consultants and healthcare distribution networks. •Supported highly successful legislative and public affairs efforts on national, state and local policy matters. •Built high-impact network of specialty consultants to support diverse set of client strategy objectives. •Led numerous successful projects aimed at patient/member engagement. Show less

  • Gallagher Area Vice President & California Schools VEBA General Manager

    Jan 2021 - May 2022

  • General Manager, Business Development & Operations

    Mar 2018 - Dec 2020
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  The volition group

  May 2022 - now

  Founder

  President of a healthcare advisory firm focused on supporting plan purchasers and plan members. At The Volition Group, we believe that words are only as effective as their actions, which is why we are a client fee-only firm, and accept zero commissions + zero industry compensation; we practice an unrivaled duty of loyalty to the organizations we support, infused in everything we do. Areas of focus include:•Healthcare strategic planning and execution for employers, unions and multi-employer plans•Procurement and vendor management•Healthcare and health insurance risk management•Healthcare education Show less