Jan 2021 – Present · 5 yrs 3 mos

• Fortium is a leading provider of board-level fractional executives, connecting organizations with proven C-suite leaders who deliver immediate, high-impact results. As part of this elite network, I help clients navigate digital disruption, implement AI-driven solutions, and achieve transformational outcomes, particularly in high-stakes private equity (PE) and mergers and acquisitions (M&A) contexts.

Jan 2021 – Jan 2023 · 2 yrs

• Performed as product strategy advisor to CEO via Fortium Partners. Then transitioned into CIO role via private equity acquisition to lead the merger of Experity EMR and DocuTab EMR as the largest provider of an urgent care specialized electronic medical record SaaS platform.

Jan 2018 – Present · 8 yrs 3 mos · United States

• Join 84k professionals worldwide and reverse burnout in 20 days (or sooner) with the scientific Never Burnout Again® course. Register for free at https://NeverBurnoutAgain.com!

Jan 2016 – Jan 2021 · 5 yrs

• Led IBM Watson Health Phytel ($4.5B historic healthcare merger) companywide SaaS platform consolidation program and unification of all services and data assets and the creation of new product solutions, bootstrapping next-generation revenue streams for patient engagement and PopHealth for 88k clinical staff supporting 160M patients worldwide.
• Consistent career achievement >98% for retention of critical employees while going through massive restructures and organizational capability overhauls (see my LinkedIn Recommendations Section for more detail).

Jan 2013 – Jan 2016 · 3 yrs

• Led ChenMed ($1.2B PE leader in Medicare Advantage) design and delivery of certified SaaS EMR, data center infrastructure and network, telephony, end-user support, and cybersecurity program. Delivered sustainable solutions to optimize provider efficiency and membership growth.

Jan 2009 – Jan 2013 · 4 yrs

• Contracted as Chief Architect and then hired as CTO to lead R&D for homegrown Electronic Health Record (EHR) system (including 83 specialties), and business intelligence reporting for 8K providers across 35 locations. Directed 350-member team and directed technology spend in access of $24M.
• Featured in LeadIT magazine as innovative healthcare CTO transforming Marshfield Clinic Health System’s digital assets to meet the challenges of value-based and accountable care.

Jan 2005 – Jan 2009 · 4 yrs

• Led product innovation for Quicken Health resulting in new product launch to 1.2M healthcare consumers. Partnered with insurance payers (Mutual of Ohio, United Healthcare, Cigna, Aetna) to establish Open Medical Standard (precursor to the CCD standard) for secure and interoperable data exchange.
• Received U.S. Technology Patent (US8306255B1) for breakthrough invention on advanced character-image recognition.

Jan 1998 – Jan 2005 · 7 yrs

• Spearheaded the Microsoft Solutions practice, guiding 150 technology consultants across 4 states in the US. Delivered countless product SAAS solutions to PE and Fortune 100 companies.
• I wrote more software code than I will ever be able to remember.