healthcare clients

  • American Cancer Society
    • Image enhancement, positioning & communication for targeted audiences
  • American Heart Association
    • Marketing, website development and website mapping
    • Event coordination
    • Pro bono work in patient advocacy, healthcare coordination for those in need
  • American Medical Buildings
    • Development of investor relations program
    • Increase visibility on Street and among financial media
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Arrangement of, and presentation development for, investor road shows
    • Buy-side and/or sell-side targeting
    • Evaluate, assess & position corporate strategies (acquisitions, divestitures, restructurings) affecting present & future shareholder value
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
  • Aspire Recovery Center for Women
    • Pricing evaluation & strategy
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Marketing, website development and website mapping
    • Referral source planning & coordination
    • OSHA coordination
    • Multidisciplinary medical management projects
    • Due diligence
    • HIPPAA compliance
    • SHOP calls
    • Medical algorithms & data calculation
    • State & Federal compliance
  • AtriCure, Inc.
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Marketing, website development and website mapping
    • Event coordination
    • Referral source planning & coordination
    • Public relations/marketing
    • Multidisciplinary medical management projects
    • Construction build-outs
    • Due diligence
    • HIPPAA compliance
    • Inspection readiness—Medicare, JCAHO
    • Policy & Procedures manuals
    • Medical algorithms & data calculation
  • Bristol-Myers Squibb
    • Сomprehensive survey of Street assessment of quality of management, competitive positioning, revenue & earnings prospects, and viability & sustainability of business model/strategy, valuation justification
    • IR strategy consulting
    • Orchestration of all aspects (strategy, planning, presentations and post-event valuation review) of on-site analyst days & field trips
  • Brotman Medical Center Los Angeles
    • Image enhancement, positioning & communication for targeted audiences
  • Cardiopulmonics, Inc.
    • Development of investor relations program
    • Increase visibility on Street and among financial media
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Buy-side and/or sell-side targeting
    • Image enhancement, positioning & communication for targeted audiences
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • IR strategy consulting
  • Cedars Sinai Medical Center (Salick Center) Los Angeles
    • Event coordination
    • Referral source planning & coordination
    • OSHA coordination
    • Equipment procurement
    • IRB submissions
    • Multidisciplinary medical management projects
    • Construction build-outs
    • Due diligence
    • HIPPAA compliance
    • Inspection readiness—Medicare, JCAHO
  • Cosmeplast
    • Monthly financial indicators
    • Pricing evaluation & strategy
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Event coordination
    • Referral source planning & coordination
    • OSHA coordination
    • Equipment procurement
    • Public relations/marketing
    • IRB submissions
    • Multidisciplinary medical management projects
    • Construction build-outs
    • Due diligence
    • HIPPAA compliance
    • Inspection readiness—ASPS
    • Policy & Procedures manuals
    • SHOP calls
    • Medical algorithms & data calculation
    • State & Federal compliance
  • Enterhealth Outpatient Center of Excellence
    • Monthly financial indicators
    • Pricing evaluation & strategy
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Referral source planning & coordination
    • HIPPAA compliance
    • Inspection readiness—Medicare, JCAHO
    • Policy & Procedures manuals
    • State & Federal compliance
  • Elite Comprehensive Care
    • Monthly financial indicators
    • Pricing evaluation & strategy
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Marketing, website development and website mapping
    • Event coordination
    • Referral source planning & coordination
    • OSHA coordination
    • Equipment procurement
    • Public relations/marketing
    • IRB submissions
    • Multidisciplinary medical management projects
    • Construction build-outs
    • Due diligence
    • HIPPAA compliance
    • Inspection readiness—Medicare, JCAHO
    • Policy & Procedures manuals
    • SHOP calls
    • Medical algorithms & data calculation
    • State & Federal compliance
  • Fresh Start (Clear Choice)
    • Monthly financial indicators
    • Pricing evaluation & strategy
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Marketing, website development and website mapping
    • Event coordination
    • Referral source planning & coordination
    • OSHA coordination
    • Equipment procurement
    • Public relations/marketing
    • IRB submissions
    • Multidisciplinary medical management projects
    • Construction build-outs
    • Due diligence
    • HIPPAA compliance
    • Inspection readiness—Medicare, JCAHO
    • Policy & Procedures manuals
    • SHOP calls
    • Medical algorithms & data calculation
    • State & Federal compliance
  • Healthcare Services Group, Inc.
    • Development of investor relations program
    • Increase visibility on Street and among financial media
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Arrangement of, and presentation development for, investor road shows
    • Buy-side and/or sell-side targeting
    • Image enhancement, positioning & communication for targeted audiences
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • IR strategy consulting
  • Hythiam Inc.
    • Monthly financial indicators
    • Pricing evaluation & strategy
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Marketing, website development and website mapping
    • Event coordination
    • Referral source planning & coordination
    • Multidisciplinary medical management projects
    • SHOP calls
  • i360
    • Monthly financial indicators
    • Pricing evaluation & strategy
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Referral source planning & coordination
    • HIPPAA compliance
    • Inspection readiness—Medicare, JCAHO
    • Policy & Procedures manuals
    • State & Federal compliance
  • NudgeRx (Co-founder)
    • Nursing Guidelines and training TedMed Scholar
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Referral source planning & coordination
    • IRB submissions
    • Due diligence
    • HIPPAA compliance
    • Policy & Procedures manuals
    • Medical algorithms & data calculation
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
    • Start-up & pre-IPO consulting—strategy/mission/business plan & competitive positioning
  • Pfizer
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
  • Scottsdale Center for Plastic Surgery Center
    • Monthly financial indicators
    • Pricing evaluation & strategy
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Marketing, website development and website mapping
    • Event coordination
    • Referral source planning & coordination
    • OSHA coordination
    • Equipment procurement
    • Public relations/marketing
    • IRB submissions
    • Multidisciplinary medical management projects
    • Construction build-outs
    • Due diligence
    • HIPPAA compliance
    • Inspection readiness—Medicare, JCAHO
    • Policy & Procedures manuals
    • SHOP calls
    • Medical algorithms & data calculation
    • State & Federal compliance
  • Urschel Recovery Science Institute
    • Monthly financial indicators
    • Pricing evaluation & strategy
    • Patient coordinator scripting
    • Project management professional work (PMP)
    • Staff hiring, training & evaluation
    • Marketing, website development and website mapping
    • Event coordination
    • Referral source planning & coordination
    • OSHA coordination
    • Equipment procurement
    • Public relations/marketing
    • IRB submissions
    • Multidisciplinary medical management projects
    • Construction build-outs
    • Due diligence
    • HIPPAA compliance
    • Inspection readiness—Medicare, JCAHO
    • Policy & Procedures manuals
    • SHOP calls
    • Medical algorithms & data calculation
    • State & Federal compliance
  • Westside DBT and Erin Lotz, LCSW
    • Monthly financial indicators
    • Pricing evaluation & strategy
    • Project management professional work (PMP)
    • Vendor procurement
    • Marketing, website development and website mapping
    • Referral source planning & coordination
    • Multidisciplinary medical management projects
    • Due diligence
    • HIPPAA compliance