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Work Background
Chief Operating Officer
Fair Deal Home BuyersChief Operating Officer
Sep. 2022Mequon, Wisconsin, United StatesSpearheads organizational change initiatives, enhancing both operations and organizational structure through strategic process development; planning; technology integration; and budget management. Manages a $2M budget and forecasts annual and quarterly financial performance. Also responsible to prepare and share detailed financial reports to provide insights into budget performance and opportunities for improvement.
Co-Creator & Chief Consultant
Boldly + CoCo-Creator & Chief Consultant
May. 2018Nationwide Developed and licensed proprietary productivity and strategic planning tools and methodologies for small and mid-sized organizations, fostering a culture of efficiency, communication, and well-being. Consulted, coached, and led multi-day workshops for individuals, teams, and companies to operate at peak levels through strategic planning initiatives and productivity methods, mindset mastery, and tools. Notable clients and public speaking engagements include: Abbott Laboratories; City of Madison; WI Society of Human Resources (SHRM) State Conference; Greater Madison Area SHRM; Integrity Holdings Group; 7 Figure Flipping; International School Counselors Association.
Executive Director, IT Business Consultancy (Hospitals in South Market)
Advocate Aurora HealthExecutive Director, IT Business Consultancy (Hospitals in South Market)
May. 2016 - May. 2018Milwaukee, WIServed as IT’s strategic liaison for 6 hospital presidents and facilities teams, as well as organizational Revenue Cycle, Finance, and Accounting, driving technology enabled solutions and business transformations. Built highly effective partnerships through delivery of promises, including: problem solving, plan development, clear agreements, conflict and risk mitigation, and change management.
IT Business Systems Consultant & Director, Revenue Cycle
Advocate Aurora HealthIT Business Systems Consultant & Director, Revenue Cycle
Oct. 2014 - May. 2016Greater Milwaukee AreaConsulted and partnered directly with the Business Office leadership to plan, prioritize, scope, and deliver IT improvements with high-quality results in a rapid manner. Ensured seamless adaptation and minimal disruption. Developed, coached, and mentored implementers and programmers, to operate as a true owner of their work who is engaged, growing, exercising their strengths, and is valuable to those they partner with
Sr. Director, Operations and Marketing
Pivot Point Consulting, LLCSr. Director, Operations and Marketing
Sep. 2012 - Sep. 2014Chicago, ILOversaw strategic functions, planning, and implementation across Recruitment, Human Resources, and Consulting Services, achieving 300% team growth and reducing attrition to under 4%. Led numerous marketing efforts, enhancing brand visibility and securing prestigious industry award, such as: Consulting Magazine’s Seven Small Jewels Award; Chicago’s 101 Best & Brightest; Puget Sound’s #1 Fastest Growing Company.
Program Director - Associate Consultancy, Epic Practice
Beacon Partners, Inc.Program Director - Associate Consultancy, Epic Practice
May. 2012 - Sep. 2012Greater Boston AreaGrew the Epic Practice by 500% while reducing voluntary attrition from 22% to 11%. Developed and implemented hiring, training, and implementation programs, methodologies, tools, and processes that yielded a $2MM ROI from a $200K investment. Partnered with Sales to increase Epic Practice sales contracts with healthcare IT organizations nationwide to become the most utilized and revenue-generating practice at $36MM annually. Worked with Marketing to develop external and internal content to advance the company’s communication and exposure.
Professional Services Manager & Consultant (Epic Practice)
Beacon Partners, Inc.Professional Services Manager & Consultant (Epic Practice)
Feb. 2008 - Sep. 2012Implemented Epic applications and led regression testing for Finance, Revenue Cycle, Decision Support, and Community Connect initiatives for large-scale IT implementations, including but not limited to: University of Washington Medical Center, Seattle Cancer Care Alliance, Harborview Medical Center, and Driscoll Children’s Hospital. Led recruitment, hiring, onboarding and orientation, consultant placement, and continuous education/coaching initiatives for the Epic Practice all while supporting Marketing & Sales to ensure strong utilization of consultants.
Implemenation Services - Account Coordinator
EpicImplemenation Services - Account Coordinator
Jul. 2005 - Jul. 2006Coordinated large-scale implementation of the Resolute Hospital Billing application for Children’s Memorial Hospital (Current: Lurie Children’s Hospital) in Chicago, IL, developing improved operational practices and translating into technological design. Developed initial Model (Foundation) System for Prelude, ADT, and Resolute Hospital Billing applications.

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