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.

Developed, documented, and implemented health and safety policies, procedures, and training based on OSHA regulations; revised and maintained exposure control planning and incident reporting processes. Taught approximately 30 classes per year on bloodborne pathogens to students, staff, faculty and medical practitioners; courses included instruction on exposure determinations, prevention methods, special room care procedures, and compassionate support during exposure incidents. Handled all reporting, documentation, and billing of injury-related personnel emergencies and facility issues; developed and maintained strong working relationship with Concentra Medical Centers for workplace injuries and illnesses. Spearheaded development of practitioner resource center and creation of student and personnel health and employment information management system, ensuring all literature and records were updated and notifications of approaching license expirations were sent out.

Performed patient intake by gathering and assimilating patient documentation; took vital signs and physical assessments; assisted physicians by attending physical exams with patients. Administered pregnancy, urine, and HIV tests and emergency birth control. Educated patients on sexually-transmitted diseases, birth control, pregnancy, delivery, nutrition, and baby care and development.

Developed, managed and documented new programs and initiatives advocating for home visiting programs. Wrote proposals for grants and other fund-raising projects. Managed consultants and scheduled work teams and staffing for conference booths. Designed website to provide support materials for home visiting programs. Developed and distributed trainer newsletters and quarterly mailings with current research data, educational materials and field updates. Represented organization as spokesperson at various conferences. Provided technical support to home visiting programs.

Directed all activities and programs for three agencies designed to promote maternal child and health and prevent child abuse and neglect by creating long term home based support systems for at risk, first time mothers. Supervised staff teams in three NGOs, managed staff training, fundraising efforts (increased project scope and financial strength 5 fold), community partnership development (including a city-wide campaign in partnership with CVS Pharmacy), database creation and reporting, and budgeting. Worked with Advisory Board consisting of regional managed care and business executives and physicians. Held leadership position with regional Healthy Families America Consortium, collaborated with national chapter, served as a Healthy Families America Peer Reviewer for local program accreditation. Developed educational materials on prenatal and child health, child development and safety, parent-child interactions and bonding, parenting skills, and other family issues for in-home presentations.

Worked with high wealth individuals to identify, interview, and evaluate the strength of mission-aligned NGO organizations, programs and financials to support their philanthropic grantmaking decisions.

Conducted, reviewed, coded and analyzed open-ended interview responses from union members across various industries and organizations to assess and inform pertinent issues and decisions. Part-time position.