Samuel W. Levitt, Scd, Cfa Email and Phone Number
Health care executive, consultant and financial analyst with extensive industry experience in managed care, hospitals/health services, and employee benefits.
Hes Advisors, Inc.
View- Website:
- hesadvisors.com
- Employees:
- 5
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Consultant And Managing PartnerHes Advisors, Inc. Dec 2014 - PresentHartford, Connecticut AreaHES Advisors Inc. is a leading strategic advisory firm serving the healthcare, health information technology and life sciences industries. We assist corporate executives and investors in planning and executing transactions and transformational change with the goals of achieving sustainable growth and excellent financial returns.
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Instructor, Department Of Health Policy & ManagementHarvard T.H. Chan School Of Public Health May 2015 - PresentBoston, MaInstructor for "Financial Transactions & Analysis" course in the Department of Health Policy & Management at Harvard School of Public Health. Introductory financial accounting and analysis course for Masters and Doctoral students. -
Health Care Industry Consultant And Financial AnalystIndependent Consultant/Analyst Dec 2014 - Mar 2023Greater Boston AreaFinancial analysis, strategic planning, and management/operations expertise for hospitals and other health care organizations.
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Health Care Industry AdviserLindy Dec 2014 - Sep 2015Cambridge, MaResponsible for helping to shape industry partnerships and identify key opportunities for expansion. Lindy is reimagining long-term health care, helping people age with dignity and preserve their independence. A centralized coordination service for families to manage all aspects of in-home care. Advised by a dedicated team of health experts, caregivers choose from programs designed to more effectively manage the services they need, from nurses and home health aides, to meal delivery, transportation, companion care, and more. With the comprehensive data and insights we generate, we're positioned to develop next-generation health programs.
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Executive Director & Head Of Financial Repting, Planning And Expense Mgmt, Govt Services FinanceAetna Aug 2012 - Jun 2014Hartford, CtExecutive Director. Led 14 person team providing centralized financial reporting, planning, and expense management for $24B+ revenue Government Services businesses, over 4 Million members -- Medicare, Medicaid, Public & Labor, and Federal Employees Plan -- including monthly close activities, quarterly forecasts, annual operating plan and strategic planning. Managed $2B in annual expenses. Led Government Services finance integration activities related to Coventry acquisition. Managed and fully integrated off-shore finance resources with in-house team. -
Director, Investor RelationsAetna Aug 2010 - Aug 2012Hartford, CtLeading role interacting with shareholders, investors and sell-side (equity) analysts. Developed investor relations strategies and activities.
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Partner & Health Care Industry Equity AnalystDowling & Partners Feb 2002 - Aug 2010Farmington, CtCovered all publicly traded managed care organizations. Produced quarterly reports on covered companies and ad hoc reports. Wrote and edited Health Insurance Weekly and Health Reform Daily. GAAP and statutory statement analysis. FINRA Registrations: Series 7, 24 (General Securities Principal), 63, 86 (waived), and 87. -
Health Care Industry AnalystFox-Pitt, Kelton 2001 - 2002Hartford, CtSell-side analyst covering publicly traded hospital companies. (Swiss Re purchased Conning and merged Conning into Fox-Pitt, Kelton.) -
Health Care Industry AnalystConning & Company (Broker-Dealer Merged Into Fox-Pitt, Kelton) 2000 - 2001Hartford, CtLaunched Conning & Company's health insurance industry research, including first study of Blue Cross Blue Shield plans. Produced equity research on managed care companies and hospitals. -
Health Care Equity AnalystAbn Amro (Global Bank Based In The Netherlands) 1999 - 2000Boston, MaCovered public managed care and hospital companies. -
Managed Care ConsultantPace Healthcare Management (Merged Into Deloitte Consulting) 1994 - 1999Los Angeles, Ca; Morristown, NjExtensive work evaluating and implementing new medical, behavioral health, and integrated disability programs for a major telecommunications company.
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ConsultantGeopartners 1993 - 1994Cambridge, Ma; Morristown, NjWorked with strategy firm on project for AT&T benefits organization while completing doctorate in health care policy & management.
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Financial/Marketing Analyst, Franklin Medical CenterBaystate Health 1988 - 1990Greenfield, MaResponsible for financial and strategic planning, including interface with corporate planning. Participated in hospital managed care contracting, including analytical support. Budget preparation and capital budgeting. Financial analysis and modeling. -
Operations ManagerBlue Cross Blue Shield Of Massachusetts 1986 - 1988Northampton, MaStart-up IPA-model HMO -- Western Massachusetts Health Plan and Berkshire Health Plan. Developed and supervised local claims processing operation. Participated in provider contracting, and developed and implemented annual risk contracting settlement methodology.
Samuel W. Levitt, Scd, Cfa Skills
Samuel W. Levitt, Scd, Cfa Education Details
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Health Policy And Management
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Health Policy And Management
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Anthropology -
William Penn Charter School
Frequently Asked Questions about Samuel W. Levitt, Scd, Cfa
What company does Samuel W. Levitt, Scd, Cfa work for?
Samuel W. Levitt, Scd, Cfa works for Hes Advisors, Inc.
What is Samuel W. Levitt, Scd, Cfa's role at the current company?
Samuel W. Levitt, Scd, Cfa's current role is Health care executive and consultant.
What schools did Samuel W. Levitt, Scd, Cfa attend?
Samuel W. Levitt, Scd, Cfa attended Harvard T.h. Chan School Of Public Health, Harvard T.h. Chan School Of Public Health, University Of Pennsylvania, William Penn Charter School.
What skills is Samuel W. Levitt, Scd, Cfa known for?
Samuel W. Levitt, Scd, Cfa has skills like Financial Analysis, Strategy, Financial Modeling, Healthcare, Management, Executive Management, Strategic Planning, Mergers And Acquisitions, Leadership, Finance, Corporate Finance, Data Analysis.
Who are Samuel W. Levitt, Scd, Cfa's colleagues?
Samuel W. Levitt, Scd, Cfa's colleagues are Benjamin Cisneros, Jeja Cvetkovic, Ecem Yıldız, Jennier Jones, Ralph O'brien.
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