Stephen Peterson Email & Phone Number

San Francisco Bay Area

Somatic business coach with a scope encompassing leadership, career, and life. Helping people embody the people they are called to be.Self-employed consultant working at the intersection of finance, strategy, and operations. Some engagement highlights:Business coach for individuals in varying sectors (education, tech, healthcare, consulting) from independent contributor to C-suite.Project management in entrepreneurship: Helped physician launch private practice by educating on insurance contracting and relationships and creating and optimizing billing and operational workflows; maintain revenue cycle operations; management consulting.Advising: Finance and accounting consulting for CEO of health co-operative.Data methodology: Composed investigative data analytics report for food cart startup which 1) built scalable machine learning algorithm for segmentation of prospective competition by nine transit hubs, 2) analyzed data to draw conclusions, and 3) identified relevant KPIs and developed their future data collection plan.Continuous process improvement: revenue cycle optimization for multi-specialty private practice and multi-provider physical therapy practice.Project management: led multi-specialty private practice through successful attestation of Merit-based Incentive Payment System (MIPS) for their Electronic Medical Record system.

J&J/UCLA Community Health Advocate Management Program (executive education):-Trained and co-led team of 8 teaching associates. -One-on-one coaching & collaboration with 9 supervisors of and directors of community health workers (CHWs) in co-designing customized strategic plans that addressed business opportunities with the end goal of advancing their organizational missions and impact. Facilitated group meetings to reinforce learnings from lectures and connect them to strategic plans.

An intensive Tech Immersion program designed to give incoming full-time MBA students accelerated access to & mastery of advanced elective content on Technology Management and Product Management to help them prepare for recruiting into Technology Management roles. Identified and communicated specific learning gaps with individualized recommendations for improvement opportunities (as well as providing general recommendations for success) for 50 students over three projects.

Critical Milestones in Preparing for a Life of Leadership: Leadership development specialization course that hosted 11 guest speakers from c-suite at Fortune 500 companies. Identified and communicated learning gaps and provided individualized recommendations for pathways to improvement for 90 students over three projects.Topics covered: Becoming self aware and leading authentically; Setting a vision; Leading change-initiating and sustaining change; Crisis management; Managing organizational cultures of innovation and creativity; Managing up, across, and down; Negotiating with collaborators, competitors, and colleagues; Assessing personal values, giving back, & leading a life of significance; Storytelling and narrative in organizations.

Los Angeles, California, United States

J&J/UCLA Healthcare Executive Program (executive education):One-on-one coaching & collaboration with 8 healthcare executives from Federally Qualified Healthcare Centers across the United States in co-designing customized strategic plans that addressed business opportunities with the end goal of advancing their organizational missions and impact on 400,000 annual patients.Plan topics included: workforce development; mental health services revitalization; building data driven decision making culture under digital care umbrella; talent onboarding for success; productivity optimization to build service capacity; operations improvements.

Los Angeles, California, United States

Finance lead & strategy advisor on team which developed a comprehensive market entry analysis (with >125 primary research interviews) and strategic recommendation with financial forecasting on behalf of a New Zealand-based multidisciplinary R&D company for one of their agricultural technology products. Part of the Global Access Program.

Los Angeles, California, United States

J&J/UCLA Community Health Advocate Management Program (executive education):One-on-one coaching & collaboration with 10 supervisors of and directors of community health workers (CHWs) in co-designing customized strategic plans that addressed business opportunities with the end goal of advancing their organizational missions and impact. Facilitated group breakouts to reinforce learnings from lectures and connect them to strategic plans.Topics included: improving pediatric asthma outcomes; improving staff retention & confidence; bridging gaps between operational and administrative silos; improving HIV/AIDS outreach & outcomes; building mobile clinic to increase community access to care; talent onboarding of clinical healthworkers (CHWs) that reflect their community.

Los Angeles, California, United States

J&J/UCLA Healthcare Executive Program (executive education):One-on-one coaching & collaboration with 8 healthcare executives from Federally Qualified Healthcare Centers across the United States in co-designing customized strategic plans that addressed business opportunities with the end goal of advancing their organizational missions and impact on 350,000 aggregate patients.Plan topics included: building a culture of leadership development; initiation of opiate treatment program; creating workflow for development of cross-functional tiger teams (and creation of the first one to address vaccination); building capacity through technology implementation; filling inpatient-to-clinic care gaps for mothers & families post-partum; creation of in-house pharmacy

San Jose

Management of all clinic activities with the exception of providing direct patient medical care.Continuous process improvement: Conducted a comprehensive clinic overhaul via financial analysis and negotiations with employees and vendors to update operations, resulting in profitability in 93rd percentile (nationally).HR: Supervised team of 8 employees; sourced, interviewed, and hired 5 employees; established and directed meetings; payroll; conflict resolution; provided financial literacy education.Project management: Initiated and completed transition from paper to electronic medical records (EMR). Led physicians and staff to comply with EMR 26-point metric standards of Affordable Care Act for 4 consecutive years; created internal file sharing network to improve workflows.Collaborated with merger team to manage due diligence for clinic sale and transition to Stanford Healthcare.

San Jose

Case evidence analysis and evaluation under the supervision of a senior partner.

Mountain View, Ca

Data evaluation and editing on one of Google’s premier programs.

Master Of Business Administration - Mba, Specializations In Leadership Development And Social Impact

Activities and Societies: Leadership roles: -Public Speaking Club: Director -> VP of F/EMBA -Challenge for Charity C4C: Director -> VP.

Bachelor Of Arts - Ba, Rhetoric

Activities and Societies: Intramural Sports: Soccer, Basketball, Football, Softball, Ultimate Frisbee

Brazilian Literature, Marketing, Linguistics, Philosophy, Et Al.

Activities and Societies: English tutoringAll courses taken in Brazilian Portuguese with local students in fully-immersive setting.