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Member of the Rare Advisor Drive (RAD) Collective. The RAD Collective is committed to health insurance brokers and consultants. An invite-only network made up of the most forward-thinking industry professionals, we enable innovation, scale, and impact for our members’ businesses through personalized resources and opportunities.

Former Board President, Board Member at Large 2021 - Present Board President Jan 2018 - 2020Treasurer Jan 2015 - Dec 2017Board Member at Large Jan 2011 - Dec 2014

Assisted in market launch of Progyny’s groundbreaking infertility platform. Supported multiple Fortune 100 companies in installation and rollout of Progyny’s model.

- Leadership of National Client Services Team (Account Management), including executive oversight of a team of Client Service Managers representing clients in 42 states totaling over 100,000 member lives. - Member of the Executive Leadership Team working directly with President, COO and CIO on innovation, process development, improvement, staffing and capital investment. - Co-Led ACO national marketing vertical targeting and presenting to national consulting firms and Fortune 500 companies.

- End-to-end development of Value Based Payment / ACO sales strategy, working with internal partners on capabilities assessment and preparation. Distribution channel assessment, marketing, and launch of strategy nationally. - Redefinition and dissemination of value proposition throughout organization, including oversight of collateral and website redesign.- Maintained highest close rate nationally, including three cases in first three months of employment.- Led content development and executive oversight of website redesign. - Development of market presence, Western Region US – cultivated relationships. with 55+ moderate to large brokerage firms in the Western Region from Q3 2015 – Q2 2016.- Qualified pipeline included 25,000 employee lives with high expectation to close in next 12 months. Extended pipeline included 200,000 employee lives over next 5 years.- Developed and executed HR CE employer seminars between Q32015 – Q12016, acting as primary speaker and sponsor in coordination with regional brokerage firms. - Developed and presented Insurance CE presentation, presented at Washington Association of Health Underwriters; have been contacted for additional speaking engagements by industry associations.

- Co-lead development and deployment of first Puget Sound direct employer + ACO agreement for a global aerospace company. Expanded program to two other national locations. - Co-lead development and deployment of an industry focused ACO/Value Based Payment program. - Development and co-lead of Mercer’s national ACO consulting center of excellence. - Implemented several new lines of coverage for global aerospace company. - Negotiated renewal savings in excess of $10m in one year. - Led Contracts work, including management of 45 carriers, contract negotiations and RFPs.

- Developed and recruited Account Management department, including processes, procedures, implementation plans and execution of strategies both internally and externally. - Key engagement team member resulting in growth of 350% book of business growth in 3 years across an 8 state region.- Maintained a 97% persistency rate through high growth period.- Responsible for prospect focused value proposition and sales presentation development.- Hospital vertical focus – implemented 14 hospital programs with domestic networks across 3 states.- Worked with key hospital clients on deployment of domestic networks internally as well as packaging and offering to community.- Supported major metropolitan hospital clients with union negotiations.- Led several process improvement initiatives internally.- Member of Leadership Team.- Led Compliance and Contracts Team.- Led Excess Loss engagement team (claims and marketing).

*FirsTier Administrators purchased Administrators West.Chief Operating Officer – Third Party AdministratorProviding oversight of operations for multi-state Third Party Administrator. Responsible for identifying merger/acquisition opportunities, integration of merger/acquisitions, departmental organization, staffing allocation, budget management, system programming and integration, client retention and management, vendor evaluation and implementation, compliance and quality assurance. Worked with CEO on business planning, branding, strategic partnerships, joint marketing ventures, product development, and merger/acquisitions. Worked with Vice President of Sales on client sales and implementation, strategic marketing, producer training programs, client education, renewal negotiation and presentation.

Sales Manager – Third Party AdministratorIncreased book of business by 50% ($1 million) through sales of self-insured benefit programs and ancillary lines. Managed 30+ private, non-profit and public clients with 90% retention rate. Developed and presented broker training courses for HSAs, HRAs, FSAs, Pharmacy Benefits Management and Self-Insured Benefits. Organized and presented at C-Level client/prospect luncheons. Responsible for development and execution of marketing strategies, branding, joint marketing ventures, vendor relations and implementation, producer training, renewal and contract negotiation, new product and client implementation. Worked closely with Operations Manager to implement Consumer Directed programs, HIPAA, new vendor implementation, new system implementation and development, and quality assurance programs.

Started in Customer Service and quickly moved into lead roles and marketing support from a customer service level.