Patrick Lee Email & Phone Number

Cincinnati, Oh, Us

Jeffersonville, Indiana, Us

Key member of PharmaCord's Executive Committee leading three distinct functions which are each essential to the company's explosive growth trajectory - Finance/Accounting, Human Resources and Marketing. Finance/Accounting• Developed the company’s financial reporting process, internal controls and risk management policies • Pricing oversight for all new business opportunities, including the creation of higher-margin, subscription-based pricing models for the company’s technology-based solutions• Led the migration to a new HRIS, which resulted in substantial operating efficiencies across the organization, from payroll processing to new employee onboarding Human Resources• Full accountability for the recruitment of 500+ new PharmaCord employees across all functional areas from Operations to Support Services • Managed the HR function through the unpredictable period of the pandemic, which created fluid strategies regarding worksite locations, vaccination requirements and many other unforeseen external challenges• Instituted numerous employee benefit offerings, such as company paid short-term disability insurance and tuition reimbursementMarketing• Complete oversight for the company's Marketing function which is centered on building the company's brand in the local market and in the industry to appeal to new employees and prospects alike• Led the Marketing team through several significant branding evolution campaigns, including two separate technology branding nomenclatures• Oversaw the creation of content for dozens of business development presentations, ensuring the messaging was aligned with the unique need of each life science prospect

Jeffersonville, Indiana, Us

PharmaCord provides novel patient access and support solutions that better commercialize innovative therapies.

Strategic support to the life sciences sector

Woonsocket, Ri, Us

Transitioned into a newly created role to lead long-term care business strategy, product development and certain aspects of integration following CVS Health’s acquisition of Omnicare. Following the completion of numerous post-closing objectives, exited the company to identify the next opportunity to drive stakeholder value enhancement.New Product Development• Organized a newly developed Product Development function for CVS Health’s long-term care business to identify and commercialize strategic opportunities• Oversaw the successful launch of a pharmacy offering for independent living ($3 billion market) and an onsite flu clinic service for senior living facilities (500+ clinics launched in year one)Business Development & External Partnerships• Activated a cross-sell opportunity for CVS Health’s pharmacy benefit manager (PBM) business within Omnicare’s client base, including the conversion of Omnicare’s largest client that generated $50 million in annual drug spend• Developed an innovative solution for payors to enable higher quality of care and lower costs for residents of assisted living communities, while positioning CVS Health for accelerated growthIntegration Oversight• Established a prioritization process which included acting as executive sponsor to ensure financial discipline related to the company’s use of capital for IT projects

Cincinnati, Oh, Us

Executive officer reporting to Omnicare’s President and Chief Executive Officer with dual responsibility for the company’s strategy and investor relations functions. Served as a key advisor to the CEO while the company transformed its business operations and strategic direction that resulted in a three-year total shareholder return of 214% (compared to a 61% return for the S&P 500). Assumed increased responsibility during tenure at Omnicare while achieving a wide range of accomplishments.• Established a framework for assessing the company’s strategic alternatives and played a critical role in all aspects of the $13 billion sale to CVS Health (strategic assessment, management presentations, due diligence)• Led Omnicare’s integration planning efforts during its merger with CVS Health• Pursued numerous strategic partnerships designed to propel organizational growth

Cincinnati, Oh, Us

Evolving role for this former Fortune 500 healthcare services company included responsibility for investor relations, communications and certain aspects of strategic development. Responsibilities in this role were continuously dynamic and increasing and consisted of several important achievements.Redesigned Investor Relations Program• Revamped Omnicare’s investor relations program amid heightened investor scrutiny that included shareholder activism, abrupt management changes and a failed hostile takeover attempt, all while improving investor perception (top quartile score based on Rivel S&P 500 Buy-side Norm)• Instituted a new global investor targeting program that better prioritized investor targets based on the company’s fundamentals and strategic direction (utilizing buy-side investment criteria)• Unlocked over $1.2 billion in market capitalization by recommending and implementing the adoption of “adjusted cash earnings”, which better conveyed the company’s cash flow characteristics• Analyzed and advised management and the Board regarding various capital allocation alternatives• Named to the Institutional Investor All-America Executive Team within the Health Care Technology & Distribution sector for Best Investor Relations and Best Investor Relations Professional as ranked by the buy-sideGo-to-market Optimization• Launched pilot programs for the company’s $750 million Assisted Living pharmacy platform that served as the framework for the current model• Conceptualized and led the introduction of OmniPlanFinder, a technology offering intended to reduce healthcare costs (https://www.omnicare.com/benefits/web-based-solutions/omniplanfinder/) • Enhanced Omnicare’s go-to-market approach through the creation of a customized tool that aligns sales messaging with provider preferences

Cincinnati, Oh, Us

Communicated Omnicare’s strategic messaging to current and prospective stakeholders. Additional responsibilities included developing and executing the company’s buy-side investor targeting efforts, attracting and retaining sell-side coverage, gaining a thorough understanding for and proactively conveying to management the movements in Omnicare’s stock with respect to its technical attributes and shareholder fluctuations, and performing extensive competitive analyses while closely monitoring developments within the peer group, healthcare sector and political arena.

Dublin , Ca, Us

Led the investor, analyst and media messaging efforts for this $600 million pioneer (now a part of TriNet Group Inc.) in the HR Outsourcing industry. Wrote all investor communication materials, including press releases, conference call scripts, annual report copy and web site content. Drafted and distributed regular updates on the company’s communication efforts to the Board of Directors. Provided in-depth competitive intelligence to the company’s leadership team. Collaborated on Corporate Development projects.

Dublin , Ca, Us

Joined Gevity to help integrate the company’s messaging with its new strategic direction and ultimately become the organization's lead spokesperson. Additional responsibilities included coordinating the company’s domestic investor targeting program, managing the production of the annual report to shareholders, and interpreting quarterly operating data to prepare the executive team for periodic shareholder communications.

Irving, Tx, Us

Supported the investor relations efforts for this $2.5 billion leading specialty retailer of fine jewelry (now a part of Signet Jewelers Ltd.). Responsibilities included the drafting of investor materials, including press releases, investor presentations, the annual report to stockholders and the proxy statement. Additionally, as administrator of Zale’s long-term incentive program, calculated the compensation expense associated with restricted stock/units and stock options.

Irving, Tx, Us

Irving, Tx, Us

Irving, Tx, Us

Irving, Tx, Us

Irving, Tx, Us

Bachelor Of Business Administration (Bba), International Business, Economics

Master Of Professional Accounting, Accounting