Professional project leader with 20+ years of experience delivering strategic projects with high impact, on time and on budget. He has led projects with up to 100 professionals. He has led successful projects reporting directly to the C-suite. He offers solid communication skills and is good at helping others learn. He offers project leadership experience in healthcare, a background in achieving financial value as a venture capitalist, and with raising the skills of others as a college professor.
The Stephen Group, Manchester NH, Partner 2012-present
Lead projects to improve government healthcare agencies through policy, process and systems innovation. Worked with Commissioners in Florida, Texas and Mississippi. In Arkansas, worked with a legislative task force to assess the impact of the Affordable Care Act, and redesign a new approach for the State. In Florida, led a team to develop data analytics tool that prioritizes case work for Medicaid and other benefits. In Mississippi, recommended over 100 systems and process improvements the State is now implementing. In Texas recommended nearly 200 systems, policy, training and process improvements. The state has made great headway on the recommendations and is now entering year two of the resulting statewide “transformation” program led by the Commissioner.
The Lucas Group, Boston MA, Partner 2005-2012
Led due diligence and strategy projects for major private equity firms. Assisted with PE diligence or strategy projects with portfolio companies including Comfort Keepers, MooreCo, Lumber Liquidators, Team Express, Insituform, Provider Gateway, APX and others.
Gemini Consulting, Cambridge MA, Director 1994-1998
Led large-scale, multi-year projects to improve business performance. Led a team of 100 professionals at St Vincent Hospital to improve clinical process and develop IT strategy. For Kmart, led two major outsourcing projects as well as a project to select the new company-wide accounting software. For Lexis/Nexis, Standard and Poors Mobil Oil and Emco led teams to improve process. Led post-implementation change management following ERP implementation at a global chemical company.
KPMG, Burlington MA, Senior Manager 1987-1994
Developed, selected and implemented accounting systems for a range of companies. Developed IT strategy for a major utility. Managed several IT-related teams for BCBS of MA: software quality, claims process and accounting.
Bain & Company, Boston MA, Consultant 1981-1984
Built the beginnings of Bain’s healthcare practice. Assisted the presidents of five hospitals to reduce their operating costs through benchmarking and best practices. Developed business strategy for Dun and Bradstreet. Built a new services product for Baxter Travenol. Assisted Boston Edison with mergers and acquisitions. Developed market strategy for Dun & Bradstreet and Moody’s Investor Service.
3i Capital, Waltham MA, Vice President 1999-2002
3i is a $10 billion global venture capital and private equity firm. Invested in early stage information technology companies including deNovis, a healthcare software company as well as OpenAir and Quantiva. Active on the boards of each of these firms.
Early Stage Companies
BridgeHRO, Inc., Lexington MA, COO 2003-2005
Built an HR outsourcing firm. Managed a team to take over the HR functions of a $6 billion global chemical division of British Petroleum. This involved a $10 million system implementation and rebuilding the HR staff supporting 26 sites in Europe and North America. Built and managed the team which included US, Chinese, French and South American professionals.
UBQC, Inc., Lexington MA, CEO 2002-2004
Together with a Boston University professor, wrote a patent for a unique method of storing data in a fault tolerant manner across many different computers. Obtained initial venture capital funding and launched the company.
Granitar Systems, Framingham MA, Client Partner 1998-1999
Led major development projects as part of a VC-financed company that developed web-based systems. Led a team of 100 to develop law.com, a destination site providing bookstore, information, on-line training and state-based information for lawyers throughout the U.S. Also led development of the customer service site for a major on-line brokerage.
Practice Management Systems, Wellesley MA, CFO 1984-1987
Built a medical billing software company. The company grew to be the largest software provider in the Northeast, before successfully selling to a competitor during nationwide industry consolidation.
Brandeis University, Waltham MA, Lecturer 2012-present
Full time teaching assignment. Teach undergraduate business fundamentals and data analytics. Over the past 3 years, led Masters students to conduct 35 semester-long client consulting projects. Examples include new product strategy for ATT WIFI, HR data analytics for EMC, China market entry for Infor, new market assessment for Amica, and new product design for the largest auto auction company in the US.
Tufts University, Medford MA, Lecturer 2010-2011
Taught Entrepreneurship at the undergraduate level. Students include upperclassmen from schools of engineering, liberal arts and international relations. Students researched and wrote a business plan for a start-up they developed.
University of California, Irvine CA, Lecturer 2009-2011
Taught new venture management in the Healthcare Executive MBA program. With a class comprised of MDs and students with other graduate degrees, the course used cases, lectures and invited speakers to teach the management aspects of how to design, plan and run a small business.
Doctor of Management, Case Western Reserve University, Cleveland OH 2010
Masters in Management, MIT’s Sloan School of Management, Cambridge MA 1981
Bachelors in Business Administration, University of Alaska, Fairbanks AK 1976
CPA, Massachusetts and Alaska
Certified as an ISO9000 auditor
Professional Ski Instructor, certified in teaching adaptive skiing. Coach, Special Olympics of Massachusetts