​​​​​Health Directly

Advisor to early stage direct primary care vendor trying to tap into the employer market. Worked with the co-founders to develop their strategy.

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Digital Triage 

Consulted to existing direct to consumer digital triage company based in Boston as they expanded into the employer and commercial markets. Assisted the segment leader in defining their sales strategy, pricing, presentation and reporting. Trained staff on the broker/consultant and self-insured employer markets



Employer Health Strategies

​Many middle market brokers are great at the tactical "basics": spread-sheeting renewals, providing plan design decrements, doing RFP's. But they aren't so great at data analytics and developing long-term strategic health plans. I've worked with a couple of middle market companies on developing such long-term plans to supplement their brokers' work.



National Top 10 Brokerage​

​Spent 3 months working for the New England region of a large brokerage firm as they tried to become more consultative, better at data analysis and experienced in mergers and acquisitions.​
 

Private Equity Backed Orthopedic-Ambulatory Surgery

Retained by two private equity firms creating a regional/national orthopedic and ambulatory surgery group, focusing on the talent management aspects of the target practices and the build out of a parent company talent management organization

 

Middle Market Focused Navigation Solution

Hired by an experienced health care organization venturing into the self-insured employer market, focused on "middle market" size companies. Initially a wellness solution, but working with leadership, pivoted their strategy to a digital/human navigation service, identified call center partners, trained their sales and marketing teams on brokers, consultants and middle market employer needs