C-level Software & Healthcare Executive

Bo Bergstrom

Experienced COO/CFO

Executive looking to make an impact in healthcare

WORK HISTORY

HUMANLY: Behavioral health real estate as a service Chief Executive Officer (CEO) 2018 – 2020

Took the company from missing payroll and insolvency to 50% year-over-year revenue growth and near profitability in 18 months. Grew open locations by 50%, sold locations by 400%, and the team from 2 to 10. Established accounting processes for multi-entity structure and produced reports for the Board of Directors. Led fundraising for two rounds of equity capital from outside investors before COVID-19 took us back to insolvency. SONDERMIND: Behavioral health marketplace

Head of Product to Chief Experience Officer 2016 – 2018 Selected the software for customer support and medical billing teams to scale from scratch to successfully support over 300 therapists. Worked directly with the CEO and CTO to build the initial software product. Led process to prototype a new version based on market research and customer feedback that reduced time to first contact from over 24 hours to under 5 minutes. UVIZE: Enterprise mentoring/coaching SaaS

Chief Operating Officer 2014 – 2016

Led product management, marketing and sales for a small team. Directed target market, product roadmap and pricing changes based on feedback. Generated, cold-called and closed sales to grow product revenue by 300% with no reference customers. OCCIPITAL: Mobile computer vision

Director of Business Operations 2012 – 2014

Conducted the market research and built the plan for a new product launch that grossed $1.3 MM in thirty days. Built the hiring and financial processes for team growth from 6 to 20. Identified, negotiated and closed key business development deal that resulted in 10x revenue growth. Built the supply chain from scratch to support staging, assembly, import and distribution of physical hardware. Established accounting procedures and produced financial reports for the CEO and Board of Directors. EDUCATION

RefactorU

MEAN Stack ‘16

Intensive code school for full

stack web development.

Indiana University

MBA ‘09

Graduated in the top 20%

U.S. Naval Academy

Bachelors of Science ‘03

With Honors and Distinction

PROFILE

12+ years in leadership positions

11+ years operations experience

7+ years of software experience

6+ years of marketing experience

SKILLS

Leading & managing remote teams

Leading teams of 5 to 125 people

Financial process establishment

Accounting close procedures

Creating profit & loss statements

Generating financial forecasts

Fundraising and investor relations

Establishment of hiring processes

Go-to-Market (GTM) strategy

Software project management

Supply chain management

NAME.COM: Consumer focused web presences

Director of Product and Marketing 2010 – 2012

Began as a product manager in charge of implementing agile methodology in a historically waterfall environment. Within one year of starting was promoted to lead the sales, product, and marketing teams. Led product strategy and roadmap. Assessed and confirmed key value drivers of the business and utilized existing data to develop proof points. Researched and analyzed competitive solutions to provide the executive team insights on our competitive differentiation. Spearheaded the re-launch of current products based on market insights and customer needs to increase free trial signups by over 250%. HAWAII CHITOPURE: Biotech startup commercializing Chitosan products Independent Consultant 2009 – 2010

Identified the critical path for a biotechnology startup from receipt of funding to test run at GMP manufacturing facility. Developed the plan for putting a new drug through the FDA approval process. Collaborated on document development for the FDA submission on an external animal use application to include technical sections, administrative application, and fee waiver requests based on company size. JOINT POW/MIA ACCOUNTING COMMAND: Returning missing Americans Strategic Growth Director 2007 – 2010

Led cross-functional team to build a new 5 year strategic plan for 200% output growth based on a $60 MM budget. Partnered with internal and external stakeholders (legislative offices, DPMO, etc.) to define and drive future mission direction within budget constraints. Developed and executed $34 MM plan to deploy 1,000 personnel across 83 teams to 18 different countries. Personally led recovery teams and negotiated

$100K+ contracts with foreign officials in Vietnam, India, Cambodia, Papua New Guinea and Palau. Established and analyzed key metrics to determine the most efficient recovery locations and aid in securing additional capital. Conducted cost/benefit analysis for use of civilian versus military airlift. UNITED STATES MARINE CORPS

Project Manager 2003 – 2006

Served as a platoon leader and led 30 to 125 Marines to move 1,200 vehicles, nearly 5,000 containers and 8,200 passengers via airport, rail, and port facilities. Forward deployed to Baghdad, Iraq, as part of a Military Transition Team (MiTT) to train, equip and reinforce local security forces. I developed, pitched, was awarded and supervised over $4.5 MM in construction contracts to improve local security facilities. We successfully conducted 210 combat operations including convoys, search and seizures and direct- action raids. I gained a unique perspective on what is really important in life and in stressful situations. RELEVANT EXPERIENCE SUMMARY

• Managed all financial processes for several companies experiencing 100%+ year-over-year growth

• Created human resources processes and led hiring for four separate high-growth companies

• Successfully identified, negotiated, acquired, stored and managed critical supply chain components

• Led the research, analysis and launch of 8 different strategic initiatives and 17 unique products

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