Julie Keating Email & Phone Number

The Braff Group is the leading mergers and acquisitions advisory firm specializing exclusively in health care services, including behavioral health, home health, homecare and hospice, healthcare staffing, home medical equipment, pharmacy services, urgent care, digital health, and ancillary health care services.•Assisted in creating client-winning pitch decks including the company's first $1B Client•Harnessed the intellectual capital of employees’ processes through various Cloud, SaaS, and Web-based productivity tools and platform implementations•Grew organic web traffic 20% with use of powerful and creative CTAs•Analyzed and improved email marketing campaign metrics by 27%•Customer Service ResponsibilitiesUnlike many brokers and investment sectors that work many sides of the negotiating table which can create conflicts of interest, we provide sell-side only transaction advisory services including representation, divestiture strategy, debt and equity recapitalizations, and valuation.Since the firm’s inception in 1998, we have closed more than 335 transactions, more than any other mergers and acquisitions advisory firm covering these sectors.

TeamHealth is a physician-led, patient-focused company, founded by doctors, whose success stems from the ingenuity, dedicated teamwork and integrity of its people.•Planned, negotiated contracts, secured sponsorships, and provided logistics for many large-scale marketing conferences and business development events while staying within budget and meeting objective KPIs;•Designed effective presentations in response to RFPs;•Travel coordination, Collateral Prep, Meeting Speaker/Host;•Prospecting, Deal Process Management, Strategic Development;•Managed and updated provider and facility information into CRM;•Routine maintenance of website and social media accounts;•Responsible for scheduling meetings, conference calls, travel;•Maintained various files of correspondence, reports and audits;•Maintained and updated provider files, which includes but may not be limited to provider notes and proformae;•Prepared, maintained and updated spreadsheets when assigned;•Reviewed and process Accounts Payable invoices in Catalyst and as assigned;•Processed expense reports in Concur;•Customer Service Responsibilities;•Answered and routed phone calls; when appropriate;•Assisted with ordering supplies;•Supported Medical Director(s) as needed and assigned;•Served as Liaison with Facility Admin Staff while charge is away;•Provided vendor registration information and completed facility applications as needed;

Ft. Lauderdale

Meeting short-term operational needs and advanced long-term strategic plans through a combination of innovative HR technology, human insight and expertise.Entrusted to provide all administrative and business development and marketing responsibilities for three fast paced Florida offices, having provided technical training and management support for up to 40 C-Level Partners, and two Managing Partners concurrently, including Tatum’s co-founder for a year, and Tatum’s National Managing Partner/Acting President for 2+ years. Exceptional ability to multi-task administrative matters including accounts receivable, billing and HR as well as planning local and regional marketing/conference events including contracting, sponsorships, logistics, literature, catering and execution. Designed presentations and materials for bi-weekly meetings and networking socials. Coordinated multiple daily and travel calendars using Microsoft Outlook. Maintained prospect client pipeline and created comprehensive reports in data management application, Salesforce.com. Monitored Partner revenues, utilization reports and timecards to provide feedback to Partners for their performance which defines their compensation. National firm-wide “above and beyond” efforts include designing several documents and presentations that serve to streamline the on-boarding system and protocol training processes, as well as being responsible for training new administrative personnel nationwide. Managed through the sale and integration of Tatum to SFN Group, a strategic workforce solutions company that provides professional and staffing services.