Clearwater Compliance helps healthcare organizations and their service providers establish/assess and strengthen their HIPAA-HITECH compliance and information privacy and security risk management programs, identify gaps and prioritize remediation efforts to ensure the greatest return on capital and resource investments. It delivers that return on information privacy and security compliance and risk management investment through educational offerings, proprietary software, risk management solutions, and professional services and consulting.• Leads the day-to-day operating activities of a successful software and services company with a customer base in excess of 450 healthcare organizations• Recommended strategies and assisted CEO with development and implementation of key product/service definition, pricing, marketing, and channel sales strategies• Created, documented, and implemented multiple business processes for startup business that is now an emerging company, including sales processes and building a sales team, contract negotiation and administration, financial management, team recruitment and retention, product and brand marketing, professional services delivery and customer implementations, support, communications and development• Led the development and successful delivery of a series of educational events that have been successfully conducted since 2012 resulting in a significant new revenue stream and a highly-effective PR and sales generation tool• Oversaw consolidation of accounting and finances of merged companies, re-architected general ledger, and implemented financial reporting to better depict the business and enable informed management decisions

Achieve worked with healthcare providers and their patients, providing a unique means for patients/guarantors to pay 100% of the self-pay portion of their medical bills. Our program provided a new payment alternative for the patient, reduced bad debt for the provider, while creating a positive, patient-centric impression on the patient, driving loyalty and supporting the hospital's mission in the community it serves.• Engineered delivery processes; created team culture; identified and empowered new leadership.• Led the strategic design and deployment of the technology platform to enable service delivery and reporting.• Identified key business metrics; led development of processes for measurement; set goals; communicated and aligned team; and enabled delivery/remediation to manage the business to those metrics. • Implemented efficiencies and cost reductions that extended investor committed capital by one year.• Doubled revenue while reducing costs by 40% in one year by refocusing sales to revenue cycle service providers.• Full P&L responsibility, serving in the capacity of CEO, COO, and CFO.

Independent consulting firm providing strategic and tactical execution planning for small and start-up businesses. • Resolved compliance issues and retained $2 million customer by designing compliance management and creating customer service and processes for a start-up institutional pharmacy company serving the long-term care market.• Focused and aligned a management team and secured full funding for the start-up of an on-line learning company providing quality, accredited curricula and engagement for home-schooled high school students.

• Improved timeliness and accuracy of financial and clinical outcomes reporting from a 12-month rolling average of 35% to 96% within 18 months and measurably increased customer satisfaction. • Created and led the data management and reporting team. Conceived strategic and technology roadmaps and designed and led the implementation of new electronic healthcare record platform to govern, parse and store massive volumes of healthcare data.• Spearheaded the retention of a $48 million health plan customer. Identified root cause for data corruption issues. Led team, devised and executed plan to re-engineer processes and rebuild all databases with no interruption of services. • Supported growth of $330 million in revenue and enabled a 15% annual reduction in IT costs while leading the transformation of IT services to a customer-focused, business-driven, professional services organization. • Led total re-engineering and business adoption of tools and processes for IT portfolio management, project management, and the systems development life cycle.• Played key role in winning back a strategic, $29 million customer after having lost them to our then arch-competitor.

• Directed the post-merger integration of a cardiology imaging installed-solution company and a central radiology managed- solution company to one medical digital imaging distribution and management platform.• Enabled 72% revenue growth within six months; created a new value proposition; repositioned, rebranded, re-priced and launched new product portfolio. • Reduced losses by 58% within six months and doubled the life of capital raised. Merged operational and administrative infrastructure; retooled staff; created new management structure; reengineered business and accounting processes; championed a customer-centric service culture; devised new customer contracts; negotiated new partner agreements.

• Attained $2 million book of commercial insurance business within the first year.• Created a new business from concept through launch and operation. Developed business plan; constructed financial models; raised investor capital. • Led day-to-day service operations, developed products; selected and implemented systems; developed operational and financial reporting processes; hired and trained staff; opened facility; oversaw branding design team.

• Recruited to serve concurrently as COO for two companies having common ownership--iMagic and Tecniflex (Now BancSource). • Led turnaround and growth of iMagic’s revenue from $4.7 million with a loss of $3.2 million in 2000 to run-rate revenue of $8.2 million and profit of $157,000 in 2001. Responsible for total P&L, including product roadmap, systems design and development, sales and marketing, installations and support, client management, HR, and accounting.• Spearheaded design and execution of iMagic investor exit strategy; attracted potential buyers; facilitated the sale of the company in December 2001 that exceeded investor expectations; assisted buyer with transition and integration.• Established new operational infrastructure while Tecniflex grew from $9 million to $20 million in revenue. Developed new business partners and support systems. Integrated acquired companies. Introduced several new maintenance products.

$750 million division of Cendant comprised of FISI-Madison Financial Corporation, Benefits Consultants, Inc. (BCI), and Long Term Preferred Care, Inc. (LTPC). BCI was a leading direct marketer and third party administrator of health and life insurance products. LTPC was a leading provider of long term care insurance plans. Both Cendant International Membership Services & FISI-Madison Financial were wholly-owned subsidiaries of Cendant.• Directed operations of 1,100-employee division including strategic planning and budgeting, maximizing operational efficiencies, merger integration, product integration, business process improvement and performance measurement.• Created the COO role and drove increased profitability by integrating operations of three separate companies into one $750 million division; reduced operating costs by $6.5 million annually.

• Executed successful turn-around of unprofitable international company. Reduced operations staff by 45%, adapted systems and operational processes; spearheaded strategic direction; crafted tactical plans for international expansion.• Opened new 12 offices/call centers globally serving the world’s largest banks in 23 countries; adapted products, strategies, products, and services developed in the USA to each market. Managed 800+ employees.• Increased revenue from $6 million to $125 million in five years. Negotiated client and partner contracts; oversaw and integrated acquisitions; realized synergies with other international divisions.

• Facilitated growth from $6 million revenue with 30 employees to $120 million revenue with 250 employees.• Sustained EBITDA at 50% by successfully restructuring personnel, products, processes and systems to support organic growth, and integrating products and processes of merged/acquired companies into a single organization.• Oversaw operational analysis of potential acquisition candidates. Completed acquisitions. Led integration of products, services, systems, processes, and personnel of acquired companies.• Achieved customer retention rate of 96% consistently. Built effective client services and product delivery organizations resulting in high customer satisfaction.