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United States
Work Background
Stella Chief Revenue Officer
Feb. 2023 - May. 2024Chicago, Illinois, United States
MOBĒChief Commercial Officer Employer
May. 2021 - Sep. 2022Working with the CEO to develop and execute the market launch of MOBE's wellness solution for employer segmentation. This included working with internal partners to develop products based on market demand. Lead, coach & develop professional sales staff to achieve membership & margin targets, continually improve performance & translate key initiatives into action. Conduct day to day Management of sales and service teams. Monitor daily performance & workflow of staff to deliver on expectations. Manage & enhance relationships with brokers/consultants. Develop distribution channels and manage carrier relationships.
Canopy HealthVice President of Business Development and Marketing
Jun. 2017 - Apr. 2021Emeryville, CACanopy Health is an alliance of caregivers focused on improving health, advocating for our entire population, and supporting individuals in a way that is empathetic and respectful. Working with the CEO to develop and execute the market launch of Canopy Health products. This included working with alliance partners across our network to ensure execution of product services are delivered to members. Lead, coach & develop professional sales staff to achieve membership & margin targets, continually improve performance & translate key initiatives into action. Conduct day to day Management of marketing and business development team. Achieve commercial new group membership enrollment forecast for assigned segment. Monitor daily performance & workflow of business development staff to deliver on expectations. Manage & enhance relationships with brokers/consultants. Develop distribution channels and manage carrier relationships. I started at Canopy Health as the Director of Business Development and Marketing and was promoted to VP in April 2019.
Sutter HealthDirector Broker Relations and Outreach
Oct. 2015 - Jun. 2017San Francisco Bay AreaSutter Health enhances the well-being of people in the communities we serve through a not-for-profit commitment to compassion and excellence in health care services. Created role within the organization focused on strategic relationships for Sutter Health with targeted brokers and consultants.
Sutter HealthDirector Employer Products and Sales
May. 2013 - Oct. 2015San Francisco Bay AreaSutter Health enhances the health and well-being of people in the communities we serve, through a not-for-profit commitment to compassion and excellence in health care services. Managed a team whose main focus was on the promotion of Sutter’s services. Focused strategy for onsite wellness with employers designing challenges and campaigns focusing on chronic risk factors.
Safeway HealthStrategic Accounts Director
Sep. 2012 - Apr. 2013Pleasanton, CASafeway Health, a small and growing B2B company, focuses on bringing Safeway’s health benefit solutions to other employers. Our holistic solution to health, wellness and fitness helps employers improve their employee’s health status, enables their employees to be smarter healthcare consumers and dramatically reduces overall healthcare spend. Through targeted incentives, innovative plan designs, tailored and integrated health and wellness programs, as well as other mechanisms, we engage employees more directly in healthcare choices and decisions. We have established healthy behavior as currency that earns financial rewards as well as improves personal health. My role focused on implementing healthcare solutions for large employers.
Claremont Insurance ServicesDirector of Market Research and Strategy
Nov. 2010 - Oct. 2011Claremont has a clear, singular purpose – to serve the business interests of brokers. Operating with the vision and leadership of health insurance pioneers, our strategic management consultants fully comprehend the entire insurance sales and service process. This allows us to offer industry knowledge combined with product expertise upon which you can depend. As part of the Claremont leadership team my role included working with senior management in the development of market strategy while expanding and developing core services.
DVR Consulting, LLCPrincipal
Jan. 2010DVR Consulting, LLC specializes in providing comprehensive business consulting services for organizations aiming to develop effective go-to-market strategies, particularly in the employer market. With a focus on healthcare startups, we empower companies to innovate and thrive in a competitive landscape. Our expertise extends to benefits consulting services tailored for employers and brokers/consultants, ensuring optimal solutions that meet the unique needs of each client. With over 14 years of experience in business relations and marketing strategy, we are committed to driving growth and success for our clients. At DVR Consulting, LLC, we combine strategic insights with industry expertise to deliver results-driven solutions that pave the way for market success and sustained growth.
Edgewood Partners Insurance Center, LLCPrincipal
Apr. 2009 - May. 2010EPIC is a retail Employee Benefits and Property & Casualty Insurance Brokerage Firm with over 250 employees in seven locations throughout California. E∙P∙I∙C’s market focus is Technology, Life Science, Financial Institutions, Retail, Hospitality, Alternative Energy, Construction, Real Estate, Non-Profits, Public Entities and other specialty niches.
WillisVice President
Jan. 2004 - Apr. 2009Willis Group Holdings Limited is a leading global insurance broker, developing and delivering professional insurance, reinsurance, risk management, financial and human resource consulting and actuarial services to corporations, public entities and institutions around the world. Willis has more than 400 offices in nearly 120 countries, with a global team of approximately 20,000 Associates serving clients in some 190 countries.
MarshAssistant Vice President
Feb. 1997 - Feb. 2004As the world's leading insurance broker and risk advisor, Marsh is devoted to finding the opportunity in risk. Companies look to us to help them navigate the daunting global risk landscape, seeing risks others don't and unlocking opportunities others can't. I transitioned from Marsh to Primary to gain additional experience and training in sales. Successfully generated and closed $750,000 of new business in one year. Willis purchased Primary where our team continued adding to the book of business growing revenue to $1.5M.
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