Patrick Roberts Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, United States

04/2019 – Present: Facilitates and coordinates all onsite daily clinical trial activities in a timely manner. Plays a critical role in site feasibility, site implementation, interim and closeout visits as well as managing onsite screening and recruitment of study patients for the Principal Investigator (PI) while adhering to FDA, ICH, and GCP guidelines for all clinical study protocols. Prepares regulatory submissions and supporting protocol documents for IRB review. • Works closely with PI and study participants adhering to GCP guidelines for all clinical study protocols while ensuring that all research activities are performed in accordance with federal regulations and sponsoring agency policies & procedures.• Attends Investigator and Clinical Research Organization (CRO) meetings and coordinate upfront logistics to assure that site-specific details and processes are in play for study initiation. Works closely with CRO to facilitate all research supplies and investigational product are received prior to study startup.• Coordinates/Facilitates CRO monitoring & auditing visits. Responds to Institution audit findings and implements approved recommendations.• Creates and maintains source document updates to database updates of enrolled subjects on clinical trials; maintains subject screening logs, communication logs, protocol deviation logs and all regulatory documentation prior to implantation and during interim and closeout of study protocols.• Performs specimen processing and shipment of biological specimen duties. Ensure all specimens are packaged according to protocol standards.• Ensures that all study material for each clinical trial protocol is available for subject enrollment. Works collaboratively with other members of the clinical research team to ensure protocols are followed and that there is timely documentation and submission of study data.

San Francisco Bay Area

Acts as a central contact for clinical operations for designated patient/clinical subject correspondence associated with clinical recruitment. Performs administrative tasks to support team members with clinical trial execution.• Communicated directly with clinical research participants regarding clinical study protocol, managing travel for site visits.• Tracked timely enrollment against clinical research protocol, using RedCap CRF’s and SmartSheet Project Management tools.• Ensured quality and accuracy of data generated for clinical sites and assists in resolving patient eligibility and protocol deviation issues.• Tracked the progress of assigned clinical trials, such as study subject tracking, essential document tracking and data tracking.• Assisted in the development of the structure data collection filing system and is repository for filing and maintaining study documents.• Assisted in the design, format and content of CRFs, study guides and subject instructions via RedCap.• Prepared, packages, and sends documents and materials to clinical trial sites and vendors as needed.• Reviewed and coordinated travel for subject visit schedules; manage site travel budgets and clinical database to approve site payments.• Provided general support to the Clinical Operations team on other clinical trial-related duties and tasks as required.• Assisted with the organization, management and conduct of internal team meetings, investigator meetings and other trial-specific meetings.

Corona, Ca 92880

Temp Position: Accounts Payable and Purchasing Assistant: Responsible for handling communications from vendors regarding payment of invoices includes investigations and resolving vendor inquiries, and vendor reconciliation.Accounts Payable Responsibilities:• Processed invoices for payments in compliance with policies. Accurately match invoices to purchase orders, review and edit pre-bills for payment.• Researched and answered accounting and billing questions and addressed discrepancies in a timely manner. Reconciled all payment discrepancies.• Contacted each vendor weekly and arranged credit card, ACH or check payments ranging from $25K to $100K per week.• Created and maintained new inventory product detail database, item SKU numbers and pricing. Upload database to QuickBooks and confirm accuracy of upload accurately matching product description, pricing structure, and vendor discount of products sold online.• Managed electronic filing, and maintain technical documents for raw materials. Established, maintained all vendor files and prepared organization’s 1099's.• Provided support for the monthly, quarterly and year-end close processes, including reconciliations and journal entries and credit card statements.Purchasing Assistant Responsibilities:• Obtained competitive request for quotes (RFQ) on all metal and hardware products used for in-house OSHA compliant products.• Finalized RFQ and research and compare vendor pricing; analyze quote comparison to negotiate reduced costs on requested products.• Supported vendors in the delivery of merchandise purchase orders as scheduled shipment of raw material to onsite warehouse.• Assisted Marketing Manager with price updates of products and services. Undertake special projects and ad hoc reports for manager as needed/requested.• Assisted Marketing Manager with inventory levels of through a detailed internal product database using SmartSheet Project Software via QuickBooks.

Po Box 1748, Oregon City, Or 97045

• 2018 – Present: Native American Health Policy Fellow, Caring Ambassadors Program (CAP)• 2016 – 2018: Native American Health Policy Fellow Consultant, National Native American AIDS Prevention Center (NNAAPC)Engaged members of the U.S. Senate and Congressional Staff regarding American Indian/Native American (AI/AN) public health policy of hepatitis C (HCV) prevalence; while creating learning opportunities through direct exposure to AI/AN Organizations.• Collaborated with American Indian/Alaska Native (AI/AN) health organizations to increase peer learning regarding broad access and policy for HCV/HIV.• Provided verbal and written testimony to members of the U.S. Senate and U.S. Congressional staff around issues of health care disparities of HCV/HIV.• Managed travel budget, travel itineraries, rental car and hotel scheduling of all site and conference meeting locations.• Scheduled training webinars, workshops, and facilitated conferences relevant to HCV in Native communities across the nation.• Increased peer to peer culturally competent and appropriate educational opportunities in HCV prevention programs for AI/AN communities to conduct.• Increased onsite HCV/HIV testing services and training and facilitate proper medical care and treatment for Natives at risk of HCV/HIV.• Created HCV/HIV education content for website, social media, e-marketing campaigns and on-site event promotions using social media dashboards.• Developed recruitment strategies and online surveys to create content for static websites, marketing brochures, posters, postcards, online and static social media platforms, and online flash banner advertisements while engaging regional and central IRB approval.

Redwood City, Ca

Serve as a lead during proposal and strategy development for Acerta-Pharma patient recruitment services. Primarily responsible for the strategic development of branded study recruitment and retention strategies for domestic and global clinical research trials. Proactively analyze clinical trial protocols to identify patient recruitment opportunities and help create promotional material needed.• Developed Patient Recruitment marketing strategies and online collateral (static website page text, brochures, posters, postcards, online social media platforms, static webpages, static social media web pages, and online flash banner advertisements) for local and central IRB approval.• Developed tracking and metrics plan to measure the return on investment (ROI) on recruitment strategies utilizing various analytics, recruitment reports and projections to implements changes to strategy/tactics as necessary.• Effectively communicated and described all Patient Recruitment services to internal and external customers. Partner with internal/external stakeholders as necessary to ensure requirements are delivered.• Created standard and customized proposal text by utilizing internal recruitment team members and other resources.• Actively participated (in person or via phone) in bid defense opportunities for Patient Recruitment, including website development and collaboration with other internal groups as needed.• Continuously evaluated new Patient Recruitment tactics and global regulations to enhance the strategic recruitment strategies.• Developed, managed and tracked repository for strategy support and other associated Patient Recruitment materials.

Clinical & Translational Science Institute, San Francisco, Ca

Responsible for the coordination, scheduling, and billing of UCSF phase-one clinical research studies in order to promote research and education in transitional science.• Provided major support for implementation of NIH phase-one clinical research studies, meeting with clinical research staff to draft customized medication order sets and flow sheets as needed.• Incorporated UCSF Medical Center IRB policies into initial meeting with investigative staff and orient study staff with CTSI phase-one work-flow in regard to protocol implementation.• Served as an ongoing resource to new study coordinators when implementing/adhering to institutional policies and procedures (HIPPA, CHR, Research Billing, Registration, and etc.).• Supervised WEB CAMP (billing) data entry at Parnassus CCRC Adult, Pediatrics and Mount Zion sites; verifying accuracy and running ad-hoc reports to troubleshoot discrepancies as needed.• Developed and maintained scheduling systems including sample processing, exercise lab and participants visits while assuring accurate registration into UCSF’s EMR (APeX or Epic).

Clinical & Translational Science Institute, San Francisco, Ca

Responsible for the coordination, production, and implementation of PR&SM recruitment marketing campaigns for clinical studies in order to promote research and education in clinical and transitional science.• Created copy, developed, and prepared clinical study marketing strategies as well as design print and online collateral (brochures, posters, postcards, online social media platforms, static webpages, static social media web pages, and online flash banner advertisements).• Devised new strategic methodologies through the use of Google Analytics and Google Keyword Tools to suggest and develop newly formed Google Ad Word campaigns and social media strategies for clinical research recruitment.• Created, analyze and report back on geo-target marketing campaigns through Google Ad Words, Facebook ads, Craigslist ads to measure the Return on Investment (ROI) of individual campaigns.• Oversaw and executed the coordination of tradeshows and events, while working with internal and external teams to develop booth designs and layout.• Created and copy-edit UCSF/CTSI e-marketing campaigns as well as study specific on-site event promotion using MailChimp, HootSuite and other social media dashboards.• Helped to develop Search Engine Optimization (SEO) techniques to improve visibility of clinical study landing pages through Google organic searches.• Successfully implemented clinical study Facebook & Twitter messaging strategy focusing and incorporating CHR/IRB approved study information into overall messaging posts. • Collaborated and facilitated marketing projects with UCSF staff regarding marketing collateral that is submitted to CHR and assures the all stipulations are address as quickly as possible.• Assisedt with outreach recruitment efforts, pre-screening potential study participants and registering study specific data via Salesforce CRM.

2400 Bridgeway, Sausalito, Ca

Operations Manager: Responsible for all aspects of event operations management for the Sausalito Art Festival Foundation. Assisted and collaborated with the Executive Director on an award winning national Art Festival event attended by over 34,000 patrons.• Project manager who developed working timelines to ensure that operation productions such as headline entertainment costs, merchandising costs, public relations implementation, marketing & advertisement strategies, security & police services, as well as city and insurance permitting costs were met within budget.• Ordered all required services (drayage, electrical, labor, etc.) for events while maintaining relationships with key vendors.• Facilitated the copy and print production of Sausalito Art Festival related materials pertaining to the Festival and Foundation.• Created, developed, copy-edited, proofread, and managed content for organization’s web presence utilizing HTML coding through WordPress CMS.• Implemented newly formed marketing strategies and social media advertisement for Facebook, Twitter and YouTube.• Key liaison to festival committee heads, board of trustees and volunteers. Responsible for all communications to and organization of 1,200 festival volunteers. Manages needs of 42 committee heads to ensure seamless execution of public events.• Managed Festival Artist database in order to process payment receipts in a timely manner and contracted third party payment vendors such as Authorization Net and EventBrite payment processing.• Increased online pre-event ticket sales by $60,000, recommending and implementing an online purchasing system as well as developing specialty promotions for key patron demographics.• Increased Scholarship Fund donations in the amount of $34,000 derived from event Silent Auction by implementing an online Silent Auction strategy.

505 Parnassus Avenue, San Francisco, Ca

Analyst II: Represented Children’s Hospital Directors in all aspects of executive management and analytical support.• Prepared expenses requisitions, issued check requests, order services and equipment as needed.• Acted as a Project Manager providing leadership hosting national conferences (NACHRI) at UCSF and various ad hoc projects.• Prepared, set up complex presentations using PowerPoint incorporating outside professional technical staff with presentations.• Maintained complex multiple calendaring and travel and hotel arrangements, schedules attendance at conferences.• Functioned in project-management role to implement a UCSF dress policy which involving market research, selection of manufacture, distributor and contract management while reporting expense expenditure to Executive and CFO of UCSF.• Performed detailed analysis of national database to report patient satisfaction trends and benchmarking data.• Developed and monitored report expenditures of all accounts, and manage HBS time records for 10 separate pediatric units.Helped assist the UCSF Special Events and Community Relationship office with coordination of fundraising and special events to support advocating fundraising needs for UCSF Benioff Children's Hospital:• Macy’s Tree Lighting Event, San Francisco• San Francisco Police Officer’s Association • Snuggly Soiree, Hosted by Ann and Gordon Getty• Nick Swisher / Swisher’s Wishes Foundation Help to manage and assist in-house events for UCSF Children’s Hospital as well as the coordination of volunteer pool:• UCSF Golf Classic• Stadium to Stadium Walk – Partnered with S.F. Mayor’s Office

350 Parnassus Avenue, San Francisco, Ca

Labor Relations HR Analyst: Represented the UCSF Labor Relations Director in interrelations with public staff, outside agencies and all levels of management in regard to union contracts. Served, as a key resource in response to concerns and questions in director’s the absence.• Managed and interpret UCSF policy according to union labor contracts, assisted with grievance process, employment arbitration and UCOP strike contingency plan. Keeping accurate time records in HBS.• Maintained reports for employee funding changes, new hire and transfer orientations, benefits level determination and administration, monthly leave reports, maintained various databases and spreadsheets.• Performed detailed analysis, coordinated and collected of local data creating reports & graphs with MS ACCESS & Excel.• Updated job descriptions and managed on-line "Brassring" employment system; providing guidance acting as a resource to employee labor relations issues and benefit information; managed and maintained organizational charts.• Managed a complex calendar of events in MS Outlook. Coordinated complex travel arrangements and expense reports.• Managed daily updates to UCSF Human Resource Website though Macromedia Contribute and HTML Coding.

1 Dna Way, South San Francisco, Ca

Reimbursement Analyst - Growth Hormone; Activase and tNKase, Sales Systems: Case managed growth hormone patients including the review and process of daily referrals through the Uninsured Patient Program, providing investigational and analytical skills through third party payers.• Helped with initial design, implementation of standard operation policies for Genentech’s “Access to Care Foundation”.• Genentech’s Certificate of Excellence for identifying eligible patients for commercial payment - a savings of $450,000 annually.• Assessed reimbursement request including the analysis of insurance payment resolving discrepancies in payment levels, reconciled settlement amounts, meeting monthly closing deadlines while generating ad hoc reports through MS ACCESS.• Advocating patient needs through daily communication with the patient’s medical doctors, pharmacist, distributors, sales representatives, and patient family members in regard to financial eligibility of Genentech product (Protropin, Nutropin, Nutropin AQ, Activase, and TNKase). In addition, facilitated drug shipment.• Maintain patient historical database to manage clinical assessments, patient growth charts, and laboratory treatments related to growth hormone therapy in order to report efficacy of growth hormone therapy to patient’s health care provider.• Communicated approval, denial, and financial obligation of the Patient Uninsured Program.

Education record

Education record

Hs Diploma

Education record