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Professional Journey

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MedWest LLC.

Co-Founder & Chief Executive Officer

Company Background

August 2023 - Present

 

Mission:

Empowering primary care through smarter data, streamlined workflows.

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Challenge:

Real-time, actionable clinical data is missing from provider workflows—trapped in fragmented systems, slowing decisions, and undermining value-based care.

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Solution:

MedWest solves the core challenge of fragmented, delayed data by delivering real-time, actionable insights directly into provider workflows. Our platform integrates across 90+ EHRs, pulling in ADT, CCD, HL7, and claims data to create a unified, intelligent view of each patient. We automate time-consuming tasks like gap closure, HCC coding, and pre-visit planning—embedding everything into a one-click interface that lets providers confirm, deny, or document without leaving their workflow. Unlike passive data aggregators, MedWest enables true bidirectional interoperability, writing back intelligently and measurably improving quality, revenue, and efficiency across the care team.

Responsibilities

As CEO of MedWest, I lead enterprise strategy, clinical automation, and operational transformation to empower primary care organizations, payers, and ACOs in navigating value-based care. My role centers on designing and implementing scalable SaaS workflows that enhance care delivery, boost provider efficiency, and generate measurable cost savings.

  • Strategic Leadership: Shaping organizational vision and aligning SaaS solutions with industry trends to advance market positioning.

  • Technology-Driven Transformation: Spearheading clinical automation and analytics to streamline operations, close care gaps, and improve patient outcomes.

  • Client Partnership & Integration: Building long-term relationships by delivering implementation support, hands-on training, and performance oversight for practice adoption.

  • Performance Optimization: Driving efficiency across clinical and administrative workflow.

  • Operational Excellence: Steering cross-functional teams to align innovations with regulatory standards, patient needs, and provider objectives.

Core Duties

  • Led company vision, strategic direction, and product development for automated SaaS solutions in value-based care

  • Oversaw implementation of MedWest technologies within primary care, ACOs, and payer environments

  • Directed operational strategy, internal workflows, and performance optimization for client-facing solutions

  • Built and maintained provider relationships, overseeing onboarding, training, and long-term engagement

  • Managed cross-functional teams spanning engineering, clinical integration, customer success, and analytics

  • Guided data architecture, interoperability standards, and secure health data workflows

  • Aligned product features with clinical protocols, care gap closure strategies, and regulatory benchmarks

  • Represented the company in business development, partnerships, and high-level industry collaborations

  • Spearheaded market expansion initiatives, including payer alignments and new verticals in clinical operations

  • Ensured alignment between product innovation, client outcomes, and value-based care delivery goals

ClearPath Family Healthcare LTD.

Co-Owner, President & Chief Operating Officer

Company Background

June 2016 - Present

 

Mission:

To deliver accessible, high-quality, and value-based primary care through patient-centered services, data-informed workflows, and compassionate clinical excellence—empowering healthier communities and reducing care gaps through innovative, team-driven healthcare.

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Challenge:

ClearPath’s mission to deliver high-quality, value-based care required overcoming fragmented systems, limited access, clinician burnout, and misaligned incentives to truly center care around patients and outcomes.

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Solution:

To combat these challenges, ClearPath implemented automated workflows, integrated EHR systems, team-based care models, and real-time data analytics—driving efficiency, improving access, and aligning care with value-based outcomes.

Executive Leadership & Organizational Strategy

  • Oversaw all core functions including finance, human resources, compliance, and full-spectrum clinic operations

  • Directed strategic planning, organizational structure, and governance for a unified, high-performing care environment

  • Managed payer relationships, credentialing, contract administration, and quality reporting compliance

  • Led internal communications, policy development, and clinic-wide performance management

  • Provided executive oversight of regulatory adherence, audit preparedness, and risk mitigation

  • Directed implementation and optimization of EHR systems, clinical automations, and IT infrastructure

  • Managed all aspects of health IT security, data governance, interoperability, and system maintenance

  • Developed standardized workflows, documentation protocols, and care coordination procedures

  • Oversaw scheduling systems, patient communications platforms, and technology-supported access models

  • Coordinated vendor relationships, systems procurement, and integration of technical solutions for clinic operations

Core Duties

  • Directed day-to-day clinic operations, aligning all administrative, clinical, and support functions

  • Managed financial strategy, budgeting, revenue cycle processes, and payer contract execution

  • Oversaw HR leadership, including staffing, training, performance management, and organizational culture

  • Led IT systems implementation, EHR optimization, infrastructure management, and data security protocols

  • Developed and enforced standard operating procedures across clinical workflows and administrative systems

  • Ensured compliance with federal, state, and payer-specific regulatory standards

  • Managed risk, safety, and quality assurance programs across all areas of clinic function

  • Built and maintained relationships with vendors, service providers, and healthcare partners

  • Supervised internal reporting systems, operational dashboards, and executive-level decision support

  • Supported strategic planning initiatives and collaborated with physicians on clinical alignment and service design

NorthPoint Asset Management

Regional Manager

Company Background

June 2012 to August 2016

 

Northpoint Asset Management is a national real estate investment and management firm specializing in residential and commercial properties. The company provides full-service asset and property management solutions, focusing on maximizing investor returns through strategic operations, maintenance, and client services across multi-state portfolios.

Executive Leadership

  • Directed multi-state property operations across Arizona, Colorado, Oklahoma, and Illinois

  • Oversaw hiring, training, and performance management for regional property management teams

  • Developed asset optimization strategies including pricing models, preventive maintenance, and capital planning

  • Led lease structuring, negotiations, and tenant relations to ensure occupancy and retention

  • Managed financial reporting, property budgets, and profitability performance for the regional portfolio

  • Built and sustained relationships with property owners, investors, and key vendors

  • Executed business development strategies to grow managed units and client engagement

  • Implemented operational standards, compliance protocols, and service delivery benchmarks

  • Collaborated with executive leadership to align regional performance with company-wide investment goals

Core Duties

  • Managed daily operations and staff of a multi-state residential property portfolio across Arizona, Colorado, Oklahoma, and Illinois 

  • Led regional hiring, staff training, and performance evaluations for property management teams

  • Oversaw lease negotiations, tenant relations, and conflict resolution to maintain high occupancy and retention

  • Developed and implemented asset strategies, including maintenance programs and cost-control initiatives

  • Directed budgeting, financial reporting, and profitability tracking for regional assets

  • Strengthened relationships with property owners, investors, and third-party vendors

  • Conducted market analysis to inform pricing strategies and portfolio expansion opportunities

  • Executed growth strategies that significantly scaled unit count and increased investor returns

  • Standardized operational procedures to ensure consistency, compliance, and quality across all managed properties

Snap-On Credit

Account Manager

Company Background

August 2007 to December 2011

 

Snap-on Credit is the financial arm of Snap-on Incorporated, a global leader in professional tools and equipment for automotive, industrial, and technical trades. Snap-on Credit provides customized financing solutions to support Snap-on franchisees, repair shops, and vocational institutions, enabling access to tools and equipment through structured credit programs and leasing services.

Executive Leadership

  • Managed multi-state account portfolios, supporting over 700 clients and 45 franchisees with tailored financing solutions

  • Designed and delivered financing programs to support tool purchases for mechanics, repair shops, and technical schools

  • Led collections and payment resolution processes while maintaining long-term client relationships

  • Provided strategic financial guidance to franchisees, helping them manage cash flow and maintain account health

  • Oversaw onboarding and account management for new clients, ensuring clarity on credit terms and usage

  • Maintained compliance with financial regulations and internal risk management protocols

  • Acted as a liaison between Snap-on Credit and the field sales organization to support franchisee success

  • Monitored account performance metrics and implemented corrective strategies where needed

  • Supported regional growth initiatives by identifying opportunities to expand credit usage and client engagement

Core Duties

  • Managed daily oversight of client accounts across multiple states, including franchisees and institutional partners

  • Structured and presented customized financing solutions tailored to client and franchisee needs

  • Led collections processes with a focus on maintaining strong client relationships and long-term account health

  • Provided financial consultation and strategic support to franchisees on credit utilization and performance

  • Facilitated onboarding for new accounts, ensuring clear communication of credit terms and processes

  • Maintained accurate account documentation, compliance with financial regulations, and internal audit standards

  • Acted as a key liaison between corporate credit services and the Snap-on field organization

  • Analyzed account performance data and proactively addressed delinquency risks or payment issues

  • Supported the expansion of credit services through direct outreach and relationship management

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