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Avatar of Doug Haynes.
Avatar of Doug Haynes.
Managing Partner @Council Advisors
2022 ~ Present
Board Member/Executive
More than one year
AG AprilDecember 2020 Zurich, Switzerland President • Point72 FebruaryMarch 2018 Leadership and day-to-day operations. Member of The Board of Advisors • Singtel JanuaryDecember 2016 Singapore Senior Partner • McKinsey & Company JulyDecember 2013 New York, NY Marketing Manager • General Electric JuneAugust 1990 Marketing Manager in Pittsfield, MA EducationUniversity of Virginia Darden School of Business Business Administration and ManagementWest Virginia University Mechanical Engineering Skills Finance Financial Analysis Financial Reporting Leadership communication skills Strategic Planning Team Management Financial Modeling Finance + Accounting Financial Services Financial Management Financial Statements Financial Accounting Financial Planning Financial Reports Hedge Funds Hedge Fund Languages English — Native or Bilingual
Finance
Financial Analysis
Financial Reporting
Employed
Not open to opportunities
Part-time / Interested in working remotely
More than 15 years
University of Virginia Darden School of Business
Business Administration and Management
Avatar of Vishnu Sidharth.
Avatar of Vishnu Sidharth.
Project Manager - PMO @EY India
2019 ~ Present
Business Development, Product Manager, Project Management, Business Operations, Process Design
Within one year
Vishnu Sidharth Project Manager adept at planning, organizing business operations, financial oversight and resource management to achieve smooth flow and project operations. Applying creative and analytical approach to operations for continuous process improvement. Skilled at identifying or anticipating problems and providing solutions. Excels through mentoring, training and empowering team to excel in performance. Kochi, Kerala, [email protected] Experience Project Management Program Management Agile project management Analytical and Critical Thinking Team Leadership & Development Budgeting /Financial Planning Change management Vendor management Certification Certified ScrumMaster® Work Experience Project Manager, PMO • EY India MarchPresent Planned
Project Management
scrum master
Product Management
Employed
Full-time / Interested in working remotely
10-15 years
Siena College of Proffessional Studies
Bachelor of Business Administration BBA Business Administration and Management
Avatar of Roger Gales.
Avatar of Roger Gales.
Past
Senior Pastor @Heritage Christian Fellowship
2007 ~ 2019
Within one month
Sigma business honor society. After earning his bachelor of science, he continued his education at the College of Financial Planning in Denver, Colorado, where he earned his certified financial planner (CFP) designation inIn addition, Roger Gales studied theology at Fuller Seminary. He is a licensed California real estate broker. Long Beach, CA, US Work Experience JanDec 2019 Pastor Heritage Christian Fellowship JanDec 1996 Field Staff Church Resource MinistriesFinancial Planner Security Financial Advisors Education JanJun 1986 College of Financial Planning, Denver Financial Planning JanDec 1982 Bachelor of Science (BS) California State University Long Beach Finance / Real Estate
Unemployed
Not interested in working remotely
More than 15 years
College of Financial Planning
Financial Planning
Avatar of the user.
Avatar of the user.
Managing Director & Co-Founder @Global Wealth Management
2009 ~ Present
Managing Director
More than one year
Retirement Planning
wealth management
estate planning
Employed
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Florida Atlantic University
Bachelor of Business Administration B.B.A. Marketing
Avatar of Genai Walker Macklin.
Avatar of Genai Walker Macklin.
Financial Advisor, Financial Planning Specialist @Morgan Stanley
2014 ~ Present
More than one year
and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner inGenai focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management. Texas, USA http://genaislife.blogspot.com/ Work Experience Financial Advisor, Financial Planning Specialist • Morgan Stanley MarchPresent In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at
Wealth Management
Wealth Management Services
Financial Analysis
Part-time / Interested in working remotely
10-15 years
University of Huelva
Spanish Studies
Avatar of Andrew Costa.
Avatar of Andrew Costa.
President @Costa Capital
2006 ~ Present
Managing Director
More than one year
Andrew Costa Andrew Montgomery Costa is a retirement planning and financial professional working in the Fort Lauderdale area of Florida. He has been able to work his way to the top thanks to his understanding of all levels of the financial industry. It's been his pleasure to service the communities that most need financial advice, and aid in the development of thousands of followers via 'The Global Wealth Show' and other mediums. He is a very opinionated financial professional, and seeks to provide others with the experience that has been the source of his success.
Confidence
Management
Community
Employed
Not open to opportunities
Full-time / Not interested in working remotely
10-15 years
Florida State University
Bachelor of Science BS Finance General
Avatar of Bryan Dunst.
Within one month
to understand both how big and how small the world is all at once. Bryan fully immerses himself in the culture of each country he visits. Aside from traveling, Bryan enjoys listening to music, catching up on the latest movies, and fitness. Experience Senior Vice President, Certified Financial Planner, Chartered Retirement Plans Specialist | OctoberPresent Wealth Management Advisor working with high net worth families, businesses and institutions. PMD Coach responsible for training and educating the next generation of Merrill Lynch Financial Advisors. Specialties Estate Planning Financial Planning Intergenerational Wealth Planning Business Succession Planning Commercial Loans 401
Finance + Accounting
Employed
Not open to opportunities
More than 15 years
Fairleigh Dickinson University
Finance
Avatar of the user.
Avatar of the user.
President @MPAC Consulting Group
More than one year
Financial Planning
finance
Retirement Planning
Not open to opportunities
Full-time / Remote Only
More than 15 years
Southern Methodist University
Political Science and Government
Avatar of the user.
Avatar of the user.
General Manager @RPM Auto Sales USA
2008 ~ Present
More than one year
Financial Analysis
Insurance
Investments
Not open to opportunities
Not interested in working remotely
More than 15 years
Monmouth University
Finance, Accounting
Avatar of Lou Mancusi.
Avatar of Lou Mancusi.
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ Present
More than one year
as well as private and public institutions — trust him to help achieve their goals of retirement planning, college planning, wealth transfer, and financial planning. Work Experience Managing Director - NovPresent Creates comprehensive wealth management solutions through the use of resources of Investment Management. Helping clients reach goals of retirement planning, college planning, wealth transfer, financial planning. Executive Director - SepNov 2015 Oppenheimer & Co. Inc. Senior Vice President - NovDec 2012 Wintrust Wealth Management. Wealth Management Lou Mancusi is a wealth advisor with 25+ years of experience in the financial services industry. He resides in Chicago
Wealth Management
finance
Retirement Planning
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Loyola University of Chicago
Finance

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Profile 03 00@2x 0f8539d7f013fd11030f4f7a7b97caf8c2dc5732bc61cba71764f3365c568794

Cindy Greatrex

Responsible for the development, implementation and ongoing review of the enterprise wide continuum of care case management integrated system. Provide leadership and direction to implement the case management plan across the continuum consistent with mission, values, goals and objectives. Scope of the position includes: Hospital utilization review Clinical research study coordination Hospital transition planning/social services functions Care Coordination Institute (CCI) long term complex case management and risking risk intervention program Transitional care program Post-Acute Care Team (PACT) readmission reduction program Palliative Care Services (inpatient and outpatient) Hospital based chronic disease management services Post hospital discharge call back/follow up programsDiabetes Education Aligned post-acute partner relationships Physician liaison Other case management programs to be determined based on need Participate with leaders of the hospitals, medical staff, medical group practices, managed care, Post acute care, community stakeholders and clinical areas to achieve optimal clinical and financial outcomes. Directs and coordinates the planning, organizing, prioritizing, implementation and evaluation of the activities and associates engaged in care management. Assure compliance and oversees the operational processes of case management consistent with regulatory and third party payer requirements and regulations. Highly engaged with Payors and Value based contracts along with ACO and ACO committees. Mission: To enhance the physical, mental and emotional well-being of the communities we serve as the community’s provider of outstanding quality, superior value and comprehensive health care services. Vision: Innovative health care and well-being services of the highest quality at the greatest value Easy access and convenience Outstanding patient experiences Ongoing education involving physicians, patients and the community Through experience have demonstrated flexibility, resilience and ability to be successful with increasing responsibility in dynamic health care environment. Knowledge & Skills Understanding of benchmarking, case management concepts, current reimbursement practices and requirements of third party payers and clinical care and disease management practices, procedures and techniques. Understanding of Medicare, Medicare Advantage and Medicaid programs and third party payer medical policy requirements. Understanding of and proven ability to reduce LOS and readmission for ACO, Bundled payment programs, Value Based contracts and Value Based purchasing. Adept in interactions/negotiations with community agencies, services and resources available to assist patients/families with identified needs to meet health goals. Ability to operationalize the requirements of Milliman and Interqual care guidelines within the department. Can proactively manage authorization challenges for care being delivered. Highly effective managerial skills including planning, organizing, delegating, coaching, and facilitating and coordinating staff activities. Can motivate associates and foster collaboration, creativity and engagement. Highly developed leadership skills that enable one to make sound decisions, mediate and resolve conflicts between multiple decision-making groups, and handle diverse and complex problems. High level analytical skills necessary to plan, organize, formulate innovative solutions and compile, analyze and evaluate data and prepare accurate reports. Broad knowledge and successful leadership in performance improvement activities. Strong interpersonal skills necessary to promote and maintain cooperative and courteous relationships between individuals with disparate interests. Advanced, effective communication skills, including verbal, written, and listening skills. Technological skills and knowledge to successfully utilize hospital computer systems and software programs involved continuum of care case management activities. Case Management Program Development In a dynamic healthcare system, establish/continuously improve team structures, responsibilities, and relationships to effectively and efficiently manage medical necessity of admissions to the hospitals, duration of stays, professional services furnished, processes ensuring compliance, community outpatient based care coordination, and proactive health and disease management efforts. Develops and communicates outcomes and projected time frames for plan objectives to any audience. Accountable to maximize strategic initiatives to achieve high level clinical integration and standardization of work processes, policies/procedures, administrative processes, and other necessary efforts to maximize efficiency and effectiveness of the program. Demonstrate high level skill in navigating successful relationships with third party payers representing patient and the health system. Communicate and gather feedback from interested stakeholders regarding plans and direction for the case management function. Organize information from multiple sources into meaningful reports and communications. Serve as a liaison and contact person for concerns and questions relative to case management, care coordination, social work services and utilization management. Establish productive steering/advisory mechanisms where indicated to support collaboration and integration efforts. Leadership of the Case Management Function Identifies required resources and develops and effectively administers budgets in assigned areas. Develop and monitor lead and lag measures which serve to assess the effectiveness of case management processes. Assure case management workforce demonstrates consistent knowledge and skill requirements for effective case management practice and develops methods to assess initial and assure ongoing competency. Identify and recommend appropriate staffing levels to achieve the goals of case management efficiently provided. Monitor and align departmental processes to support reduction in exposure to payment denials, quality or patient safety issues or other untoward organizational outcomes. Develop effective collaborative relationships with other organizational leaders. Regulatory Compliance and Performance Improvement Prepare/ensure that appropriate records, reports and statistical studies are completed for compliance documentation regarding Beacon Health System standards and external regulatory agency requirements. Assure effective functioning of Utilization Review Committees of each acute care hospital. Serve as a Hospital and Health System resource regarding revenue cycle, transition planning and social work services topics and identifies, leads and participates in performance improvement activities as needed. Work cooperatively with the Denials and Appeals and Managed Care department to analyze contract and payment activity and improve performance of internal work processes to avoid payment risk. Human Development Assure effective functioning of all delegated leaders of various functions in the case management enterprise continuum. Conducts performance reviews in accordance with established policies and procedures. Work collaboratively with physician liaison to support medical staff in case management processes including designing effective programs for case reviews, third party provider interactions, medical staff continuous learning to maximize working knowledge of payer practices, medical necessity requirements and documentation. Through regular effective communication with associates in the case management continuum assures engagement/alignment with program goals and objectives. Foster effective program development and process improvement through efforts to involve associates at all levels in design and performance improvement efforts. Contribution to Effectiveness of Program and Health System Maintains personal competence in Case Management processes and remains continuously current re: issues and trends in the industry. Completing other job-related assignments and special projects as directed. Manages the population health business risk of the Health System Ability to influence behavior and drive change with the population managed in the ACO, and value based contracts Experience in developing relationships with Health plans and payors Development of metrics and dashboards to track progress Directs the establishment and enforcement of standardized processes Attend and participate in department meetings and is accountable for all information shared. Complete mandatory education, annual competencies and department specific education within established timeframes. Complete annual employee health requirements within established timeframes. Maintains license/certification, registration in good standing throughout fiscal year. Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. Adheres to regulatory agency requirements, survey process and compliance. Complies with established organization and department policies.

Associate Medical Officer
La Jolla, US
[email protected]

Resume
Profile
Profile 03 00@2x 0f8539d7f013fd11030f4f7a7b97caf8c2dc5732bc61cba71764f3365c568794

Cindy Greatrex

Responsible for the development, implementation and ongoing review of the enterprise wide continuum of care case management integrated system. Provide leadership and direction to implement the case management plan across the continuum consistent with mission, values, goals and objectives. Scope of the position includes: Hospital utilization review Clinical research study coordination Hospital transition planning/social services functions Care Coordination Institute (CCI) long term complex case management and risking risk intervention program Transitional care program Post-Acute Care Team (PACT) readmission reduction program Palliative Care Services (inpatient and outpatient) Hospital based chronic disease management services Post hospital discharge call back/follow up programsDiabetes Education Aligned post-acute partner relationships Physician liaison Other case management programs to be determined based on need Participate with leaders of the hospitals, medical staff, medical group practices, managed care, Post acute care, community stakeholders and clinical areas to achieve optimal clinical and financial outcomes. Directs and coordinates the planning, organizing, prioritizing, implementation and evaluation of the activities and associates engaged in care management. Assure compliance and oversees the operational processes of case management consistent with regulatory and third party payer requirements and regulations. Highly engaged with Payors and Value based contracts along with ACO and ACO committees. Mission: To enhance the physical, mental and emotional well-being of the communities we serve as the community’s provider of outstanding quality, superior value and comprehensive health care services. Vision: Innovative health care and well-being services of the highest quality at the greatest value Easy access and convenience Outstanding patient experiences Ongoing education involving physicians, patients and the community Through experience have demonstrated flexibility, resilience and ability to be successful with increasing responsibility in dynamic health care environment. Knowledge & Skills Understanding of benchmarking, case management concepts, current reimbursement practices and requirements of third party payers and clinical care and disease management practices, procedures and techniques. Understanding of Medicare, Medicare Advantage and Medicaid programs and third party payer medical policy requirements. Understanding of and proven ability to reduce LOS and readmission for ACO, Bundled payment programs, Value Based contracts and Value Based purchasing. Adept in interactions/negotiations with community agencies, services and resources available to assist patients/families with identified needs to meet health goals. Ability to operationalize the requirements of Milliman and Interqual care guidelines within the department. Can proactively manage authorization challenges for care being delivered. Highly effective managerial skills including planning, organizing, delegating, coaching, and facilitating and coordinating staff activities. Can motivate associates and foster collaboration, creativity and engagement. Highly developed leadership skills that enable one to make sound decisions, mediate and resolve conflicts between multiple decision-making groups, and handle diverse and complex problems. High level analytical skills necessary to plan, organize, formulate innovative solutions and compile, analyze and evaluate data and prepare accurate reports. Broad knowledge and successful leadership in performance improvement activities. Strong interpersonal skills necessary to promote and maintain cooperative and courteous relationships between individuals with disparate interests. Advanced, effective communication skills, including verbal, written, and listening skills. Technological skills and knowledge to successfully utilize hospital computer systems and software programs involved continuum of care case management activities. Case Management Program Development In a dynamic healthcare system, establish/continuously improve team structures, responsibilities, and relationships to effectively and efficiently manage medical necessity of admissions to the hospitals, duration of stays, professional services furnished, processes ensuring compliance, community outpatient based care coordination, and proactive health and disease management efforts. Develops and communicates outcomes and projected time frames for plan objectives to any audience. Accountable to maximize strategic initiatives to achieve high level clinical integration and standardization of work processes, policies/procedures, administrative processes, and other necessary efforts to maximize efficiency and effectiveness of the program. Demonstrate high level skill in navigating successful relationships with third party payers representing patient and the health system. Communicate and gather feedback from interested stakeholders regarding plans and direction for the case management function. Organize information from multiple sources into meaningful reports and communications. Serve as a liaison and contact person for concerns and questions relative to case management, care coordination, social work services and utilization management. Establish productive steering/advisory mechanisms where indicated to support collaboration and integration efforts. Leadership of the Case Management Function Identifies required resources and develops and effectively administers budgets in assigned areas. Develop and monitor lead and lag measures which serve to assess the effectiveness of case management processes. Assure case management workforce demonstrates consistent knowledge and skill requirements for effective case management practice and develops methods to assess initial and assure ongoing competency. Identify and recommend appropriate staffing levels to achieve the goals of case management efficiently provided. Monitor and align departmental processes to support reduction in exposure to payment denials, quality or patient safety issues or other untoward organizational outcomes. Develop effective collaborative relationships with other organizational leaders. Regulatory Compliance and Performance Improvement Prepare/ensure that appropriate records, reports and statistical studies are completed for compliance documentation regarding Beacon Health System standards and external regulatory agency requirements. Assure effective functioning of Utilization Review Committees of each acute care hospital. Serve as a Hospital and Health System resource regarding revenue cycle, transition planning and social work services topics and identifies, leads and participates in performance improvement activities as needed. Work cooperatively with the Denials and Appeals and Managed Care department to analyze contract and payment activity and improve performance of internal work processes to avoid payment risk. Human Development Assure effective functioning of all delegated leaders of various functions in the case management enterprise continuum. Conducts performance reviews in accordance with established policies and procedures. Work collaboratively with physician liaison to support medical staff in case management processes including designing effective programs for case reviews, third party provider interactions, medical staff continuous learning to maximize working knowledge of payer practices, medical necessity requirements and documentation. Through regular effective communication with associates in the case management continuum assures engagement/alignment with program goals and objectives. Foster effective program development and process improvement through efforts to involve associates at all levels in design and performance improvement efforts. Contribution to Effectiveness of Program and Health System Maintains personal competence in Case Management processes and remains continuously current re: issues and trends in the industry. Completing other job-related assignments and special projects as directed. Manages the population health business risk of the Health System Ability to influence behavior and drive change with the population managed in the ACO, and value based contracts Experience in developing relationships with Health plans and payors Development of metrics and dashboards to track progress Directs the establishment and enforcement of standardized processes Attend and participate in department meetings and is accountable for all information shared. Complete mandatory education, annual competencies and department specific education within established timeframes. Complete annual employee health requirements within established timeframes. Maintains license/certification, registration in good standing throughout fiscal year. Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. Adheres to regulatory agency requirements, survey process and compliance. Complies with established organization and department policies.

Associate Medical Officer
La Jolla, US
[email protected]