A strategic Study Management Organization, balboa RESEARCH SMO+ leverages its broad scope and scale to collaborate early on cutting edge therapeutics with pharma and device sponsors. With 10 Principal Investigators and 23 dedicated research staff at 6 fully equipped research sites across San Diego and Imperial counties, it successfully executes ~70 clinical trials per year. balboa RESEARCH SMO+ leverages direct access to 150k+ charts and 40k+ unique patients per year through our affiliation with balboa NEPHROLOGY (BNMG), one of the top nephrology practices in the UShttps://balboacare.com/balboa-research/

Global Accountability. Reported to CEO, Section 16 named executive officer (NEO). Directed P&L for global product portfolio. Direct reports: VP Marketing; VP R&D; Facilities Manager; Europe Business Development Manager; and Japan subsidiary (including Sales, Marketing, Finance, RA, QA, Clinical Development). Collaborated closely with CFO on M&A due diligence, in- and out-licensing, raising capital and investor engagement. One of 3 executive participants on quarterly earnings calls. Created and deployed global commercialization/product launch strategy. Extensive investor relations engagement through press releases, investor notes, financing roadshows, and collaborating on SEC documents (annual reports, 10-Ks, 10-Qs, etc.).

Led turnaround and internal culture shift; led ~600 staff and ~$350 million in revenue with full P&L responsibility. Direct reports: 6 BU leads, Strategic Accounts Team, Finance, R&D, RA, QA, HR/GA, Manufacturing, Customer Service, Logistics/Supply Chain, and Corporate/ Government Affairs. Global BD Leadership Team member; Greater Asia Leadership Team member. Extensive external engagement (industry leadership at American Chamber of Commerce in Japan & American Medical Device and Diagnostics Manufacturers Association, government relations at PMDA, MHLW, etc.)

First leader of 2 discreet business units (Preanalytical Systems & Medical Surgical Systems) with combined staff of 50+ and revenues of ~$60 million to major hospitals, clinics, and research labs. Directed combined P&L, identifying synergies benefiting both BU’s. Led local due diligence and post-acquisition integration teams. Executed successful divestitures. Significant and willing contributions outside of direct accountabilities: executive sponsor of Japan SAP implementation, leader of Japan’s Global Marketing Powerhouse implementation, BDJ annual meeting sponsor, and real-world crisis management experience.

Directed 18 sales and service staff in Asia Pacific region (China, Korea, Australia, NZ, Singapore and Japan) with ~ $50 million in revenue. Led regional sales and operations planning, and communication with plants.

Managed strategic global business and developed trusted executive relationships with Medtronic and Abbott through in-depth interface with their global R&D, strategic marketing and manufacturing centers of excellence. Led 12 sales engineers at client facilities worldwide. Executed IP agreements, drove co-development.

Conducted market analyses identifying niches susceptible to disruptive technologies. Built new product development team targeting key unmet market needs, leveraging in-house human factors and industrial design capabilities. Secured $100 million distribution agreement for pioneering new product. Managed IP, licensing and securing contract manufacturing agreements. Led market launches in Europe, S. America and US. Led M&A teams through multiple due diligence processes.

Director of sales at a medical device start-up.

Ballard Medical acquired by Kimberly-Clark in 1999

Served as a voluntary missionary for The Church of Jesus Christ of Latter Day Saints (often referred to as the Mormon Church) in the Tokyo North Mission.