HPM is an interventional pain management company operating in rural communities across ten states. HPM provides comprehensive, patient-centered care to address the root cause of pain and promote overall well-being. For more information, visit www.myhpm.com.

RokketMed is a healthcare/fintech company that offers a tax-free health savings card, has an online marketplace to help patients find affordable health care services and provides rapid testing products. Hired as COO to enhance current offerings, launch additional revenue streams and secure additional funding.Doubled 2022 revenues through the implementation of new service lines.Refined financial model and pitch deck for a capital raise. Currently pursuing venture capital and private equity funds in my network for an equity raise. Renegotiated current service contracts. Leading business development activities to spike growth.

Provided leadership and strategic vision to expand company from startup to the leading solution in the market. Responsible for sales, including RFP responses, proposals and client contract terms. Spiked company revenues by 20x through redesign of company to achieve 30% EBITDA margins.Simplified SaaS pricing structure to bolster annual recurring revenue and company valuation.Increased clients revenue with a sustained 175% ROI through customized solutions. Managed investor relations, increasing equity and debt financing by 150% to launch new product innovations.Developed and managed annual budget and financial models.Implemented operational and administrative procedures, reporting structures and operational controls.Led DevOps process to meet the workflow needs of healthcare providers through constant software improvement, achieving a 98% client retention rate.Integrated software with products in contiguous sectors to create client value and streamline provider workflow. Halved on-site training time through remote digital webinars and electronic training materials.

Hired as Senior Research Analyst to build healthcare services franchise and drive trading volume. Leveraged New York investment bank experience to build Nashville firm, improving health care services trading by 20%.Directed development of healthcare franchise including creation of sector whitepapers, public appearances, and investor tours of public and private healthcare companies.Hosted policy speaking series with health care politicians, including Senator Bill Frist, M.D. and U.S Congressman Jim Cooper. Cultivated relationships with healthcare executives to provide unique insight to investors on market moving events.Earned recognition by StarMine as the top ranked analyst for EPS estimate accuracy for Healthcare Providers and Services.

Hired as lead associate overseeing healthcare facilities team previously at UBS. Projected market catalysts and provided advice to nearly 1,000 institutional investors, internal sales, and trading.Coordinated analysis and organization of investment banking initiations, including an IPO that exceeded initial pricing by 25%. Individually researched and developed initiation report on a behavioral health company with an underperform rating, successfully predicting the failure to achieve its revenue growth target and precipitous decline in stock value.Institutional Investor All Star Analysts team for health care facilities coverage.Initiated coverage of healthcare facilities sector, including Hospital, Skilled Nursing and Behavioral Health companies.

Hired to provide hospital expertise to healthcare research team. Provided market moving research recommendations to executive management and institutional investors.Institutional Investor All Star Analysts team for health care facilities coverage.Individually appeared before internal research and investment banking committees. Built financial and valuation models to ensure consistency and accuracy. Coverage universe included Hospitals, Nursing Home, Medical Supplies and Devices companies.

Executed multiple performance improvement assessments, redesigns, and implementations. Focused on M&A, operational and clinical engagements at U.S. and international healthcare institutions. Maintained billable utilization exceeding 100%. Saved more than $10M annually by transitioning business office from hospital network to hospital.Identified and achieved $15M in process improvement changes for a non-profit California health system.Co-created PwC’s Project Management Office, leading large multi-disciplinary consulting teams. Reported consulting deliverables and results to boards and executive leadership.