Resume

Operations for a healthcare advocacy company.

Worked across M&A, portfolio operations, fundraising, and workflow improvement.

• Led sourcing, evaluation, financial modeling, and due diligence for seniors healthcare buyouts.
• Managed roughly half of the portfolio, optimizing market position and financials to drive 4% adjusted EBITDA growth.
• Spearheaded company-wide AI implementation and training that produced 2-10x improvements across admissions, scheduling, deal triage, and ambient charting.
• Supported strategic rebranding and repositioning of an operating platform that doubled AUM in 12 months.
• Helped restructure multiple tranches of debt and preferred equity, and aligned organizational structure to reduce overhead by $3M.

Helped build a mental health practice across growth, finance, systems, and operating cadence.

• Launched brand, website, paid ads, CRM, and offshore talent workflows, scaling to 100+ clients and 8+ therapists in 12 months.
• Built AI-driven automations that reduced no-shows by 28%, improved insurance collection to 91%, and increased client retention by 10% versus industry average.

Small consulting projects around growth, operations, and AI workflows.

• Sourced small businesses seeking growth and operations improvement, then shipped projects across triage, scheduling, automation, and marketing.