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Phix Health is a provider led clinical services company using proprietary leading-edge care management technology to care for geriatric or chronically ill patients in their home. We strive to create a care environment that is driven by our patients desires for their care. Launched and led the company through initial capital raising, currently overseeing all areas of operations related to P&L management, sales strategy, team building, and product development.

Senior executive leading operations, workflow, and sales strategy for a healthcare IT platform. Co-founded and grew the organization from ground-up, landing 3 major hospital accounts in the first 6 months of operation. Partnered with clients to build, customize, and deliver a best-in-class IT solution.Delivered continual growth in revenue and EBITDA while reducing operational costs. Owned the company P&L with responsibility for revenue and expense projections. Drove additional savings by automating key processes and bringing technology development in-house. Worked with private equity partner to secure a long-term contract to develop a new integrated claims billing system, delivering a fully-automated platform within 6 months.

Bootstrapped and launched a startup medication dispensing company, shaping short and long-term growth plans as head of operations and sales. Assembled and led a sales team in consistently growing revenue and market share, and cultivating relationships with distributors, manufacturers, and third-party reps. Additionally hired, developed and managed 6-person operations team. Generated 10 new clients in the first 6 months and closed more than 50 national accounts during tenure.

Senior sales leader in charge of the East and West Coast divisions of a medical dispensing company, managing a team of 25 sales reps responsible for millions in annual revenue. Expanded role as head of national sales with an integral role in driving overall growth and profitability. Led the organization in companywide sales production and pipeline delivery, personally generating millions in annual revenue with 85% close rate. Created segmentation strategies and negotiated the first East Coast sales alliance eventually adopted as an industry benchmark.

Worked with senior executives of a healthcare investment banking firm on financial planning, capital raising, and expansion strategy for the US market. Built relationships with private equity, venture capital firms, and alternative funding sources to support projects in development. Consistently ranked as a top producer, driving millions in revenue growth during tenure.

Built a book of business from the ground-up, consulting with hundreds of clients on investment needs for excess capital, succession planning, and corporate retirement plans. Ranked among the top 6 of 42 financial advisors within the internal training program.