Transformational Healthcare Executive Value-Based Care and Population Health Leader Founder Investor Entrepreneur Innovator Disruptor

20+ years of leading-by-example, motivating and developing great leaders and teams, and producing strong clinical and financial outcomes through growth and performance excellence.

Charismatic, results-oriented, healthcare executive leader with two decades of balancing strategic planning, operational and financial excellence. With a strong business acumen and thorough understanding of the healthcare industry, consistently produced high performance and growth through performance standardization and innovative thinking. Proven track record of establishing significant payor and provider relationships and partnerships, developing and managing joint ventures, and negotiating key managed care payor and provider contracts. Exceptional team builder and motivator with highly developed sense of insight and people skills.

Core strengths include:

Charismatic visionary

Developing new business

Driving clinical and operational excellence

Rapid growth for operational turnarounds

Solver of complex problems through innovation

Building engaging relationships

Developing and leading of culture

Maximizing team performance

Consistently focused on customer/patient satisfaction

Select Leadership Contributions

Business Growth and Development

47% growth in value-based care members

Developed Accountable Care Organization (ACO)

Grew Orange County dialysis facility footprint from 13 clinics to 20 clinics

Improving Operational Efficiencies

10% decrease in hospital admissions per thousand

15% increase in Risk Adjustment Factor (RAF)

Maximizing Performance Through Innovation

Developed comprehensive assessment clinic

Developed user-friendly interface to efficiently record quality outcomes and medical codes

Building Culture and Developing Talent

Executive speaker for new hire orientations

Provided executive coaching for ~100 leaders and team member

Promoted 25 employees

Professional Experience

VantagePoint Management Ventures (VPMV) – San Diego, CA October 2018 – Current

Founder and Principal

VPMV is a consulting and advisory company that helps healthcare businesses (i.e. health plans, Independent Physician Associations (IPAs), physician groups, health systems and hospitals) to strategize and optimize their value-based care propositions. VPMV specializes in value-based care opportunities and population health management for:

Primary Cares Initiative

Medicare Advantage (MA)

Medicaid Managed Care

Advancing American Kidney Health Initiatives

Chronic Special Needs Plan (C-SNP)

End-Stage Renal Disease (ESRD)

As Founder and Principal:

Identify and develop new business engagements.

Based on clients’ needs, develop business proposals, statement of work, project scope, budget, and timelines.

Assess current capabilities of an organization and provide recommendations for high priority opportunities.

Analyzed and quantify the potential clinical quality outcomes as well as the financial impact of the opportunities.

Assist in implementation and improvement of value-based care programs.

Provide project trainings to clients as needed.

Legacy Health Plan, Inc. – Los Angeles, CA October 2018 – October 2019

Senior Vice President, Quality Programs

Managing Partner

Legacy Health Plan is a start-up health plan focused on serving Medicare Advantage (MA) members and Chronic Special Needs Plan (C-SNP) members in Southern California.

As Senior Vice President of Quality Programs and as Managing Partner, serving on the senior executive leadership team:

Instrumental in design, implementation and execution of strategic and business plan of organization.

Identified and developed new business opportunities, especially pertaining to value-based care opportunities.

Instrumental in the development and execution of IPA provider contracts.

Responsible for the development and operational execution of Quality programs (STAR HEDIS, CAHPS, HOS, Quality Improvement initiatives, etc.) through our Model of Care (MOC) framework.

Responsible for risk adjustment and hierarchical condition category (HCC) coding initiatives.

Provide oversight of care coordination efforts, such are care management, utilization management, disease management, and transitions of care.

DaVita, Inc. – Various Positions and Locations September 2009 - October 2018

DaVita, Inc is a Fortune 200 company with an annual revenue of $13.8 billion and with 70,000 employees servicing a combined 3 million patients. DaVita consists of two major divisions: DaVita Kidney Care (DKC) and DaVita Medical Group (DMG). DaVita Medical Group is one of the nation’s leading independent multi-specialty medical group, operating in six states and servicing over 2 million members.

Vice President, Operations – DMG New Mexico (Albuquerque, NM) April 2016 – October 2018

As Vice President of Operations, functioning as Chief Operations Officer (COO), and member of C-suite leadership team:

Oversaw and co-supervised the overall management, continuous improvement and growth of nearly 40 medical and surgical specialties at 15 locations with an annual revenue of ~$140MM.

Responsible for all population health management programs and the execution of all value-based contracts for a value-base care population of over 42,000 members.

Responsible for operational oversight of our accountable care organization, NM Care ACO, LLC.

Provided strategic vision for population health management operations. The population health management departments include:

Affiliate / IPA Network

Clinical Quality

Care Management

Medical Coding

HCC Risk Adjustment

Hospitalists, SNFists, and Home Care

Pharmacy Management

Engaged, developed, and built the physician network.

Implemented and evolved key performance indicators to drive accountability and continuous improvement for clinical, operational, and financial outcomes.

Regional Operations Director – DKC (Orange County, CA) November 2012 – March 2016

As Regional Operations Director:

Oversaw the overall management, continuous improvement and growth of 13 dialysis facilities with a regional revenue of ~$60MM in the Orange County area.

Oversaw the design, development and construction of 7 new clinics in the Orange County area.

Worked closely with ancillary services such as pharmacy, laboratory, skilled nursing facilities, hospice, home therapies, etc.

Participated in due diligence of potential acquisitions as well as oversaw the transitional process of those acquisitions.

Provided leadership and direction to assure the highest quality patient care services and continuous operational improvements with a focus on cost effectiveness.

National Senior Director, Renal Case Management – DKC (National) October 2011 – October 2012

As national leader for Renal Case Management business line:

Responsible for the development, operations and support of the Renal Case Management program in the U.S.

Planned, executed, and finalized the RCM strategy.

Managed and sustained high performance excellence, resulting in 9% reduction in average hospital length of stay and 16% reduction in 30-day readmission rates.

Responsible for coordinating the efforts of a matrixed team to ensure all aspects of the project lifecycle from project initiation through execution and reviews were completed on time.

Participated and coordinated with Integrated Care Services on accountable care organization (ACO) strategy and integrated delivery care network (IDCN) strategy.

Regional Operations Director – DKC (San Diego, CA; Orange County, CA) September 2009 – September 2011

As Regional Operations Director:

Oversaw the overall management, continuous improvement and growth of 15 dialysis facilities with a regional P&L of ~$21MM in the San Diego area and the Orange County area.

Worked closely with ancillary services such as pharmacy, laboratory, skilled nursing facilities, hospice, home therapies, etc.

Oversaw the design and construction of new units and unit expansions/renovation.

Participated in due diligence of potential acquisitions as well as oversaw the transitional process of those acquisitions.

Provided leadership and direction to assure the highest quality patient care services and continuous operational improvements with a focus on cost effectiveness.

COPE Health Solutions, Inc. – Los Angeles, CA March 2008 – June 2009

Regional Operations Director

Executive Director, Kern Medical Center Health Plan

(Functioning as Chief Executive Officer of Central California Operations)

COPE Health Solutions is a national health care business advisory and consulting firm, focused on all aspects of strategy, population health management, value-based payment, data analytics, and workforce development for clients across the health care continuum, including hospitals, health systems, physician organizations, and health plans.

As Regional Operations Director and member of the executive leadership team:

Oversaw all management and strategic/operational functions of an integrated network of community-based, ambulatory care clinics in conjunction with the county medical center.

Developed and managed Kern Medical Center Health Plan.

Developed and implemented a proprietary electronic claims processing system.

Developed, implemented and maintained systems, including processes and procedures, to provide coordination of primary and specialty care health services.

Collected and reported network data, including balanced scorecards, monthly data dashboards and report cards.

Kaiser Permanente (KP) – Santa Ana, CA August 2006 – March 2008

Assistant Department Administrator

Kaiser Permanente is one of the nation’s largest not-for-profit health plans with an annual operating revenue of $79.7 billion and with 219,000 employees serving 12.3 million members nationwide in 2018. Kaiser Permanente is composed of three parts: Kaiser Foundation Health Plan, Inc., the Permanente Medical Groups, and Kaiser Foundation Hospitals and its subsidiaries.

As Assistant Department Administrator of Harbor MacArthur Medical Office Building (one of the largest ambulatory/outpatient facilities in Orange County) and under the umbrella of the Permanente Medical Groups division:

Co-managed outpatient programs, services and operations in a large multi-specialty ambulatory medical office building. Departments and services included:

Primary Care and Family Medicine

Pediatrics

Urgent Care

After-Hours Care

Obstetrics/Gynecology

Dermatology

Neurology

Orthopedic

Ophthalmology

Optometry and Optical Center

Pharmacy

Radiology/Diagnostic Imaging

Laboratory

Materials Management

Reception

Customer Service

Ensured continuous improvement by designing and implementing systems, processes, and methods to improve patient care delivery.

Monitored financial performance and identified and implemented strategies to reduce costs and improve quality of care services.

Managed and resolved human resource, labor relations, employee and safety/risk management issues.

Acted as patient advocate and resolved patient care issues.

QTC Management, Inc. and QTC Medical Services – Diamond Bar, CA July 2003 – June 2006

Associate Director, Internal Audit and Compliance

QTC is the largest provider of disability examinations and occupational health examination services. Their clients include the U.S. Department of Veteran Affairs, U.S. Department of Labor, U.S. Railroad Retirement Board, and the U.S. Department of Health and Human Services, Federal Occupation Health.

As Associate Director of Internal Audit and Compliance, served as department head and reported directly to Chief Executive Officer (CEO):

Coordinated and managed all internal audit activities based on an analysis of their relative risk to QTC.

Performed operational compliance audits for all QTC medical evaluation facilities throughout the U.S., including audits of laboratory, diagnostics tests, and x-ray.

Compiled and presented findings and process improvement recommendations to operations leadership and CEO.

Audited and reviewed provider contracts to ensure proper payment for all relevant services rendered.

Performed quality reviews of medical reports and worked with physician liaisons to provide feedback and re-training, as needed.

Revised and trained office managers on provider scheduling requirements.

Using LEAN theory, created a process improvement plan for materials management.

Developed a KIOSK project to capture customer satisfaction ratings.

Developed or revised needed policy and procedures.

MAXIMUS, Inc. – San Diego, CA August 2000 – June 2003

Manager, Health and Human Service Strategic Business Unit

MAXIMUS is a publicly traded (NYSE: MMS), worldwide leader in government consulting services. MAXIMUS focused on administering government-sponsored programs, such as Medicare, Medicaid, the Children’s Health Insurance Program (CHIP), healthcare reform, welfare-to-work, child support enforcement, and other government programs. In 2018 MAXIMUS reported an annual revenue of $2.39 billion and had over 34,000 employees.

As Manager of Health and Human Service Business Unit:

With a thorough understanding of Federal and State policies and regulations and by applying operational process improvements, optimized Medicare and Medicaid claims for numerous state and county departments in California, Wisconsin, Pennsylvania and Colorado.

Assisted San Diego County Tuberculosis Clinics with optimizing Medicaid billings through best practices, business process improvements and staff trainings regarding relevant Federal and State policies and regulations.

For San Bernardino County Department of Aging and Adult Services, project managed a Personal Care Services Program (PCSP) eligibility review.

Served as project lead for a rehabilitation facility in La Mesa, California, and conducted an operational analysis to optimize cost efficiencies and maximize Medicare and Medicaid cost recovery.

Education

Master of Public Health (MPH), Health Policy and Management

University of California, Los Angeles, School of Public Health, Los Angeles, CA, June 2000

Bachelor of Arts (BA), Economics

University of California, Berkeley, Berkeley, CA December 1994

Bachelor of Sciences (BS), Molecular and Cell Biology

University of California, Berkeley, Berkeley, CA December 1994

Certifications

Insurance Producer License for Life, Accident and Health (OM65004)

University of Phoenix, College of Healthcare Services and Nursing, Associate Faculty

Professional Affiliations

UCLA School of Public Health Alumni Association, Board Member 2010 – Current

Fundraising Committee Member 2017 - Current

American College of Healthcare Executives (ACHE), Member Since 2000

Healthcare Executives of Southern California (HCE), Member Since 2000

San Diego Organization of Healthcare Leaders (SOHL), Member Since 2010

New Mexico Care Accountable Care Organization (ACO), Board Member 2016 - 2018

UCLA Alumni President’s Council, Member 2008 - 2010

UCLA Health Services Alumni Association (HSAA), Immediate Past President 2010 - 2011

UCLA Health Services Alumni Association (HSAA), President 2008 - 2010

President-Elect/Secretary/Director-at-Large/Member 2003 – 2008

Volunteer and Community Service

Dialysis Patient Citizens (DPC), Friend/Advocate

UCLA School of Public Health, Department of Health Services, Alumni-Student Mentor Program

Asian Health Care Leaders Association (AHCLA), Mentor Program

UCLA Health Services Alumni Association (HSAA), Various committees highlighted by:

Nominating Committee Chair

Annual Dinner Committee Co-Chair

Annual Golf Tournament Committee Chair

Bylaws Committee Chair

The Healthcare Collaborative, Information Systems Committee

Greater Bakersfield Chamber of Commerce, Governmental Review Council

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