Strategies, LLC
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Strategies, LLC Employees
Transamerica August 2015 - Present
Strategies LLC January 2015 - May 2015
ICON Advisers April 2011 - December 2014
ICON Advisers July 2006 - March 2011
Jackson National Life May 2004 - July 2006
Jackson National Life February 2003 - May 2004
Jackson National Life January 2001 - February 2003
Janus Capital Group February 2000 - January 2001
Education
Regis University
Master of Business Administration (M.B.A.)
Goshen College
Bachelor's Degree
Universitat de Barcelona
University of Missouri-Rolla
SunShare December 2013 - Present
Milender White Construction Co. November 2012 - December 2013
Main Street Power October 2008 - October 2012
Elected Member of Democratic National Committee August 2000 - August 2008
Strategies, LLC 2006 - 2008
A.G. Edwards 1997 - 2006
Skills
Construction Management, Solar Energy, Start-ups, Cleantech, Renewable Energy, Energy, Project Finance, Strategic Partnerships, Strategy, Contract Negotiation, Business Development, Sustainability, Project Management, Sustainable Energy, Energy Efficiency, Venture Capital, Alternative Energy, Wind, Photovoltaics, Mergers & Acquisitions, Due Diligence, Finance, Valuation, Corporate Development, Private Equity, Project Planning, Strategic Planning, Leadership
Education
Georgetown University 1993 — 1995
MA, Public Policy
University of Colorado at Boulder 1986 — 1990
BA, History, Political Science
Ardsley High School 1982 — 1986
HS Diploma
Strategies, LLC 2010 - Present
Sound Accounting Solutions 2000 - Present
Tanner Jeans Memorial Foundation 2004 - 2007
Azaleos 2003 - 2006
Washington State CPA Society January 1999 - January 2002
Resources Connection January 1998 - January 2001
KJM & Associates January 1996 - January 1998
Skills
Payroll, Forecasting, Non-profits, Start-ups, Financial Analysis, Auditing, QuickBooks, Management, Budgets, Accounting, Financial Reporting, Sales, Program Management, Finance, Cash Flow, Nonprofits
Education
University of Puget Sound 1992 — 1996
BA, Accounting
WestEd January 2012 - Present
Western Association of Schools and Colleges for Senior Colleges and Universities December 2011 - Present
Strategies LLC January 2004 - Present
WestEd July 2010 - November 2011
Alameda Health Care District/Alameda Hospital December 2009 - November 2010
Benefit Radio on Green 960 AM July 2007 - January 2008
The Difference Radio August 2008 - 2008
LawMedia December 2001 - December 2003
Presidio Hill School 1994 - 2002
U.S. District Court for the Northern District of California 2000 - 2001
Skills
Public Speaking, Management, Policy, Community Development, Media Relations, Leadership, Business Strategy, Philanthropy, Social Media, Government, Public Policy, Strategy, Public Relations, Nonprofits, Fundraising, Legal Writing, Litigation
Education
Stanford University Law School 1997 — 2000
J.D.
University of California, Irvine 1991 — 1994
BA, Comparative Culture
University of California, Los Angeles - The Anderson School of Management
MDE, Managment Development for Entrepreneurs
Foremost Insurance January 2011 - Present
Strategies LLC 2008 - May 2012
John Hancock Financial 2004 - 2008
Skills
Insurance, Customer Service, Call Center, Disability Insurance, Health Insurance, Microsoft Excel, Fixed Annuities, Property & Casualty..., Microsoft Word, Financial Analysis, Financial Planners, Employee Benefits
Education
Johnson & Wales University 1986 — 1990
Dual BS, Management and Marketing
Manchester Memorial High School 1984 — 1986
College Prep
Littleton Junior High School 1982 — 1984
Barclays Wealth and Investment Management July 2012 - May 2015
Strategies, LLC June 2011 - July 2012
Skills
Microsoft Office, PowerPoint, Morningstar, Excel, eVestment, SQL, Python, R
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2016
Masters of Science, Business Analytics
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors of Science in Business Administration, Finance
Comprehensive Pharmacy Services July 2015 - Present
Walgreens April 2015 - April 2015
Whittier Street Health Center February 2015 - March 2015
CVS Caremark Corporation March 2012 - March 2015
East Boston Neighborhood Health Center January 2015 - February 2015
Lemuel Shattuck Hospital September 2014 - October 2014
Strategies LLC August 2014 - September 2014
Lemuel Shattuck Hospital May 2014 - June 2014
Kindred Healthcare June 2013 - June 2013
Walgreens June 2012 - August 2012
Skills
Pharmacy, Pharmaceutical Industry, Microsoft Office, Customer Service, Healthcare, Microsoft Excel, PowerPoint, Microsoft Word, Community Pharmacy, CPR Certified
Education
Massachusetts College of Pharmacy and Health Sciences 2009 — 2015
Doctor of Pharmacy (Pharm.D.)
Strategies, LLC 1997 - Present
Point One Behavioral Healthcare Network 1995 - 1997
Neighborhood Counseling Services 1992 - 1995
Sagamore Hills Children's Psychiatric Hospital March 1989 - June 1992
Sagamore Hills Children's Psychiatric Hospital January 1987 - February 1989
Skills
Healthcare Management, Behavioral Healthcare..., Non-profit Program..., Non-Profit Boards &..., Human Capital Resource..., Psychotherapist:..., Joint Commission, Savvy Contract..., Human Resources, Non-profit Leadership, Fiscal Responsibility, Funding Streams, Creating & Maintaining..., Multi-Cultural..., Management, Leadership, Organizational..., Training, Coaching, Mergers & Acquisitions
Education
Western Kentucky University
Master’s Degree, Child Development & Family (Psychology)
The College of Wooster
Bachelor’s Degree, Clinical Psychology
International Dermatology Outcome Measures (IDEOM) January 2015 - Present
AP Consulting January 2011 - Present
San Francisco Neurological Society September 2008 - Present
International Meningioma Society October 2013 - Present
Spondyloarthritis Research and Treatment Network - North America November 2006 - December 2014
Ribbon & Tie Wedding Planning 2009 - 2014
Palo Alto Area Bar Association November 2007 - February 2009
Strategies, LLC June 2004 - July 2007
Friends of the Children, San Francisco September 2005 - June 2006
Conference of Delegates of California Bar Associations 2004 - 2006
Skills
Association Management, Membership Marketing, Member Relations, Committee Management, Execution Management, Event Planning, Volunteer Coordination, Board Training, Bylaws, Nonprofit Consulting, Volunteer Leadership, Membership Recruitment, Campaign Strategies, Fundraising, Donor Relations, Donor Recognition, Cultural Events, Wedding Planning, Social Events, Non-profit Events, Venue Management, Online Registration, Speaker Management, Sponsorship Procurement, Membership Management, CME, Continuing Education, Grant Writing, Non-profits, Volunteer Management, Nonprofits, Grants, Recruiting, Marketing, Management, Public Speaking, Training, Sponsorship, Volunteering, Strategy, Newsletters, Committees, Event Management, Motivational Speaking, Public Relations
Education
City College of San Francisco 1993 — 2005
Business Administration and Journalism
Strategies LLC May 2006 - Present
Education
Texas State University - San Marcos 1995 — 2000
XSOLIS September 2015 - Present
DaVita June 2014 - March 2015
Executive Health Resources March 2010 - 2014
Executive Health Resources July 2008 - March 2010
InSight Imaging January 2006 - July 2008
Strategies LLC 2001 - 2005
Skills
Account Management, Healthcare, Hospitals, Strategic Planning, Management, Revenue Cycle, Medicare, Sales Operations, New Business Development, Clinical Research, Insurance, Start-ups, Sales, Revenue Cycle Management, Business Development, Medicaid, Marketing, Compliance, Medical Necessity, Managed Care, Clinical Documentation, Documentations
Education
Rutgers University – Camden 2005 — 2008
Bachelors of Arts, Psychology
Paul VI High School
Home October 2010 - Present
The Standard October 2008 - October 2010
Strategies, LLC December 2007 - October 2008
Lockton Companies of Colorado September 2006 - November 2007
Great-West Retirement Services August 2002 - September 2006
Merrill Lynch May 1996 - August 2002
Education
Colorado State University 1992 — 1996
Bachelors - Business/Finance
Gordon State College August 2014 - Present
Gordon State College July 2012 - Present
Crestwood Group LLC May 2009 - Present
American Red Cross 2014 - Present
Strategies, LLC October 2012 - April 2014
Independent Contractor May 2009 - December 2012
Macon State College August 2009 - July 2010
Clarke Central High School 2008 - 2009
Skills
Licensed Professional..., Microsoft Office, Customer Service, PowerPoint, Telecommunications, Microsoft Word, Public Speaking, Training, Higher Education, Student Affairs, Curriculum Design, Academic Advising, Anger Management, Psychotherapy, Teaching, Counseling Psychology
Education
The University of Georgia 2007 — 2009
Master of Education (MEd), Professional Counseling
The University of Georgia 2003 — 2005
Bachelor of Science, Psychology
Strategies, LLC January 2010 - Present
Skills
Building Coalitions, Srategic Planning, Legal Research, Community Outreach, Clinical Supervision, Business Planning, Business Process..., Strategic Planning, Team Building, Conflict Resolution
Education
Concord University School of Law 2007 — 2011
Doctor of Law (JD), Health/Health Care Administration/Management
Temple University - Fox School of Business and Management 1993 — 1995
Master of Business Administration (M.B.A.), Business Administration and Management, General
Richard Stockton College of New Jersey 1984 — 1988
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Strategies, LLC April 2013 - Present
Bath & Body Works October 2011 - March 2013
Victoria's Secret August 2010 - April 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Morningstar Direct, Organization, Highly detail oriented, Mathematics, Financial Analysis, Financial Reporting
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Science (BS), Finance, General, Major GPA 3.86, Overall GPA 3.78