Founder & principal
I help healthcare organizations translate complex operational change into executable operating models, technology roadmaps, and transformation programs—particularly where regulation, administrative burden, provider experience, and enterprise technology collide.
20+ years across regulated operations, enterprise transformation, product ownership, healthcare interoperability, and implementation.
Enterprise programs spanning dozens of interdependent applications and workstreams, with governance environments involving more than 100 cross-functional participants.
Healthcare experience spanning prior authorization, utilization management, payer and provider operations, interoperability, and administrative workflow change.
Product and implementation experience translating operating requirements into usable workflows, controls, and delivery decisions.
RachelOS, an operating system I built and run, shows the same implementation and governance discipline applied end to end.
Professional archetype
The highest-value capability is not generic program management. It is structuring complexity across the boundaries where transformations fail.
I am the single point where business, operations, technology, compliance, finance, provider workflows, communications, testing, and production readiness actually meet—on programs with a fixed enterprise deadline and no one role accountable for the whole.
I establish the governance and dependency architecture a program is missing: who owns what, what depends on what, which decision is unresolved, and whether reported status is supported by evidence.
I recognize where large healthcare implementations break down because I have operated inside them—ownership gaps, dependencies discovered by collision, decisions that stall, and testing that lacks the right data.
I connect healthcare operations, business objectives, technology, controls, risk, provider experience, and implementation so that a target operating model survives contact with delivery.
What I walk into
Many stakeholders. Multiple programs. Changing requirements. Fragmented ownership. No integrated truth.
What I build
Workstreams. Dependency visibility. Governance. Decision structures. Escalation. Readiness. Accountability. Implementation sequence.
Career record
Employment history establishes experience, not employer or client endorsement.
2000s · Regulated operations
Early career, credit and fund operations
Loan pricing data, fund services, and credit operations in regulated financial environments.
Established the operating discipline of reconciliation, exception handling, and evidence under consequence.
2009–2012 · Financial-services operations
Operations Analyst / Operations Manager
Leveraged-loan settlement, LSTA secondary trades, BondCo V–VII build-out, and REIT operations through the post-2008 restructuring cycle.
Complex work becomes reliable when controls, ownership, and exception paths are explicit. A system of record that merely contains the transaction is not enough.
2012–2015 · Enterprise transformation
Manager / Business Analyst
Investment-manager research and due-diligence platform work for Goldman Sachs Asset Management and investment-operations modernization for JPMorgan Asset Management.
Connected expert judgment, operating requirements, product design, and technology delivery across institutional environments.
2016–2018 · Product and platform leadership
Project Manager / Product Owner
Advisor-platform, CRM, trading, settlement, and wealth-technology roadmap and delivery work, including FolioDynamix through its acquisition by Envestnet.
Built the operator-first product perspective required to turn workflow findings into usable standard work and implementation choices.
2020–2022 · Healthcare product and regulation
Product Manager, Healthcare Interoperability
Payer-facing interoperability platform ownership for CMS Cures Act compliance, including FHIR APIs, access control, auditability, and data governance.
Demonstrated how regulatory requirements, technical architecture, controls, and day-to-day operating behavior must be designed together.
2022–present · Healthcare transformation
Senior Manager, Healthcare Transformation, AI & Analytics
Healthcare transformation work spanning delivery governance, executive reporting, payer operations, cross-functional alignment, workflow transformation, and AI-enabled improvement.
Provides direct context for prior authorization, utilization management, provider operations, multi-workstream dependencies, and responsible automation decisions.
2018–present · Independent advisory
Founder & Principal
Principal-led healthcare transformation and operating-model advisory for organizations working across administrative burden, regulated workflows, technology modernization, and complex execution.
Combines the operating, product, healthcare, technology, governance, and implementation perspectives inside one accountable engagement lead.
How I work
Every TKO engagement is delivered by me. There is no associate team, no offshore analyst pool, and nobody to hand the work to after the kickoff.
I hold a small number of concurrent engagements so each one gets senior attention throughout. Availability is confirmed against current commitments before a proposal is issued, not after.
Before any work begins I check the account, the vendors involved, and the program against my existing and prior commitments. If there is a conflict, I say so and decline.
Scope, timing, availability, data handling, and confidentiality are agreed in writing before the engagement starts. Where sensitive data is involved, handling is defined before anyone touches it.
Principal-led healthcare advisory
Start with the operating problem and the decision leadership needs to make.