Guiding healthcare services businesses (i.e. medical groups, IPAs, hospital systems) and private equity investors on how to successfully navigate value-based care. Working with start-ups to craft strategies for market entry.- financial and risk leadership (CFO/CRO)- management of critical data to properly assess risk and monitor performance- contracting with payors and providers- financial systems and reporting- clinical operations and value-based programs- HCC/RAF and quality measures- talent identification & development, focus on finance, accounting & analytics- business development / M&A- raising capitalExperience working under a variety of models, including Medicare Advantage (MA), ACO Reach, Commercial HMO, managed Medicaid.Transaction experience: - start-up risk-bearing primary care business, acquiring assets in the Southwest with PE backing, transitioning acquisitions' care model to value-based care- sourced a unique opportunity to invest in a JV with a health system to create a risk-bearing MSO and grow an IPA network in San Diego and Riverside counties. Identification of potential investors and other transaction partners.- start-up oncology company focused on targeting major cancers and providing all aspects of care under a value-based model

Graybill Medical Group is the largest primary care group in North San Diego. Managing over 50k lives across San Diego and South Riverside.

One of the nation's largest value-based oncology groups, generating significant savings for payors and improving quality of care for cancer patients. Took TOI public on the NASDAQ (ticker: TOI) from start to finish in less than a year, while standing up a public company reporting infrastructure and building out a high performing team. Improving internal controls & RCM performance Managing contract negotiations with major payors and drug suppliers.

Chief Financial Officer for Providence medical groups and ambulatory network across California, covering all population health efforts in Orange County, Los Angeles and Northern California. >$2Bn P&LSenior leadership role in coordinating effective patient care within multiple integrated delivery networks, including 15 acute care hospitals, ambulatory outpatient centers, ancillary services as well as over 300 specialty and primary care clinics. Through our MSO we also support a large and growing affiliate network of physicians. Lead efforts around driving profitability in managed care, with California holding the vast majority of Providence's value based contracts, now one of the highest growth and most profitable segments of the entire organization. We manage over 500,000 capitated risk lives in both commercial and Medicare Advantage products and a total of 750,000 lives under value based reimbursement.

Formerly known as HealthCare Partners / DaVita Medical Group, sold to Optum in 2017. Southern CA continues to be Optum's largest market, coordinating care and taking full risk for patients including commercial, medicare and medicaid. Oversaw a team of regional finance professionals who provide financial leadership across the California operations. Lead special projects, providing input into our M&A and contracting efforts, membership growth and retention strategy and forecasting analytics.

CPP Investments is the privately-run investment manager for Canada's national pension fund, currently managing over $500Bn of global assets. I was one of the early team members to build an international private equity platform. Focus on large-scale infrastructure investments (utilities, roads, airports), PE fund investments and direct investments in healthcare services. Started my career in investment banking, based in Toronto and London, UK with RBC Capital Markets.Note: left to pursue my MBA at Dartmouth from 2008 - 2011, returned to CPP afterward.