Phil Dell Email and Phone Number

An experienced consultant, Phil works with small, mid-sized businesses, and start-ups on strategic planning, business planning and execution of marketing and sales plans to revitalize their business models and maximize profitability. Clients include ThinkWorks, Oak Street Health, askAFS, Project-Works, Magellan, Luminat, RAZR, Sonder, Mobile Dealer Data, ATI.

ACCOUNT MANAGEMENT- 21 years experience• EAR – Managed largest clients• StayWell – Led distribution network of 30 hospitals• Optum Health – Developed/led Account Management• MEDEX – Led Acct Mgt team• Expertise and achievements o Account management strategy, proposals, contracting, pricing, evaluation, media o Leading account management staff o Assuring positive relationships o Upselling product/pricing exceeding revenue goals o 95% client retention and 98% positive evaluationCALL CENTER/CLIENT SERVICES 7 years experience• Information Services – Lead, National Call Center, Am Lutheran Church, 2 years• NCR Comten – National EAP Call Center –Lead, Phone Counselor, 1 year• EAR – National Call Center - EAP Phone Counselor, Leader, EAP, 4 yearsSALES, MARKETING, PRODUCTS: 22 years experience• EAR -Led sales/marketing/team• Optum Health –Multiple roles-started and led sales/marketing teams• MEDEX – Led marketing/sales team• Evercare Connections – led sales and marketing team• RAZR Marketing – created development of new health division• Expertise o Creation and implementation of sales/marketing strategy, including branding, value proposition, look/feel and more o Creation and implementation of all aspects of specific tactical sales/marketing plans o Pricing, financial and ROI evaluation and reporting o Media strategies, including digital, advertising, promotion and more o Tradeshows, events, celebrations and more o Market research/assessment, including competitive analysis o Product brand extensions, enhancements, development OFFICE AND BUSINESS MANAGEMEN: 15 years of experience• Day to day business, customer service, account management, marketing, business development• Organizing anything• Effectively communicating in all mediums, • Develop/lead teams• Solutions for any circumstances• Knows what it takes to run a successful business,

Leader of all administrative and programming of 6th largest Evangelical Lutheran Church of America congregation in the United States, approximately 8,000 members.• Responsible for day-to-day operations, staffing, staff development, mentoring/staff relations•Led communication staff with integrated multiple platforms.•Led development of $2.6 million/20,000 square foot expansion of campus. •Led annual strategic planning and budgeting.

Evercare Connections (Part of the Ovations Division of UnitedHealth Group), Minneapolis, MN 2002 – 2003 Senior Vice President• Responsible for development of private pay eldercare product line, including management team. • Developed strategic plan, including conducting research for the plan.• Developed marketing/sales strategy, led the selection of marketing communication partner and led initial sales/marketing strategy.

MEDEX Global Group (Privately held insurance company), Baltimore, Brighton, UK, Beijing 1999 – 2002 President and CEO• Grew profitability and expanded annual revenue at an average record of 20%.• Built new management team, including sales, marketing, finance, IT, and HR.• Evolved business model from international business traveler employers target market to expanded wholesale model, focusing on larger aggregator sales.• Created MEDEX Insurance Services, a licensed insurance agency and third party administrator, increasing the organization’s share of product premium from 5% to 68%, with loss ratios below 35%, resulting in 50% of company profitability.• Created strategic relationship with international insurers to complete MEDEX continuum of products by adding global major medical, vision, life, dental, and long-term disability, providing MEDEX a one-of-a-kind competitive advantage.

Optum (UnitedHealth Group) 1990 – 1999 Co-FounderCo-founded organization (and conceived name), which established the health care member assistance program industry. Achieved $150M in annual revenue from zero launch, averaging 59% annual revenue growth from 1991 – 1999, exceeding sales goals every year.Vice President, Marketing 1998 – 1999 Responsible for the top 1999 Optum business initiatives, continued leading marketing activities, business development and marketing and communication, leading a staff of 150.Vice President, Business Services Group 1996 – 1997 Responsible leading Optum New Media, Marketing, Reporting and Information Services, Training, and Communications with a staff of 140. Key achievements:• Created and led Optum New Media, conceptualized Internet application (Optum Health Forums), winning national awards.• Led marketing staff in creation of strategic planning, advertising, promotion- leading to significant increase in brand equity plus record sales.• Director, Sales and Marketing 1990-1996 (company co-founder) Responsible for initial sales, marketing, business development, product development, strategic planning, and account management. Staff grew from 1 to 90. • Created all initial and ongoing strategic plans, sales, marketing, product development, account management and proposal concepts, designs, material, and management processes.• Made initial sales ($15M+).• Grew and managed marketing/sales staff of 25.• Developed and implemented all new products.

Employee Advisory Resource, Division of Control Data (became Ceredian), Bloomington, MN 1984 – 1990 Product Manager/Account Executive • Two years of record sales, with 100% growth, creating and implementing EAR’s first marketing/sales plan.• Lead Account Manager for StayWell, one of the nation’s first health/wellbeing companies; responsible for creation/implementation of strategic plans resulting in 300% increase in revenue, managing 30+ accounts.• Account executive for EAR’s largest account, at their request; responsible for creation and implementation of a national strategy resulting in record utilization and highest company-wide satisfaction results.