HEALTHCARE INDUSTRY ASSOCIATION (HCIA) RESUME BOOK Columbia Healthcare and Pharmaceutical Management Program CLASS OF 2016 CLASS OF 2017 CONTENTS 3 2016 RESUMES 12 SYLVIA QIU ANNE LISE ALMIRA CARL BALOUZIAN AVIVA BORTNIKER 13 ERIC SCHNIPPER 4 AUGUSTINE BOURNE 5 STEPHANIE SCHREIBER SHIJIA (GRACE) SHEN VICTORIA BRESNAHAN LIZA COBURN 14 NATALIE SUTTON BENJAMIN CRAMER IANA DIMKOVA SARAH DREW 15 MARK VILLANUEVA 6 MICHAEL HAJATIAN SARAH HERSH ADRIENNE HOWELL 7 TANYA RANA JESSICA H. ROE TRISTAN HUNT JESSICA KLEINER TIMOTHY KOO 8 JOSEPH KUHNS JAMES J. LEE ROMAN LESKO 9 JONATHAN LICHTINGER C. ADELE MAASS ELENA MAYER 10 GEOFF MCGRANE SRISHTI MIRCHANDANI DONNA MORDENTE 11 LINDSEY MURRAY DILBER S. MUTLU KOMAL PATEL COLIN THIMONS HARSH TIWARI ANDREA WANG ZHI YANG 16 NEJAT ZEYNELOGLU, MD 2017 RESUMES 16 LISA AULT CARLY BIGI 17 ZACHARY BOGNER BROOKE A. BONET GUIDO CASTAGNOLA, MD 18 CECE CHEN BRANDON CHEONG JAMES CHEUNG 19 KEVIN COLLINS ELIZABETH COLONNA GAURAV DAYAL 20 DANIELA DUKES CHRISTIAN DUNNE LEV ELDEMIR 21 AMANDA EVANS DAVID FARKAS PAWEL FEDEJKO 22 EMILY GARVIN RACHEL J. HAN CAROLYN HEISLER 23 FRANCES HOU MISHA IPATOV HILLARY KAPLAN 24 JONATHAN KIM VICTORIA LAI YULING LEE 25 JAMIE MEYERSON NICHOLAS MORGAN J.T. MUNCH 26 RICHARD MURPHEY SAM NELSON ADAM NORRIS 27 SEAN PARK VARNA RAMAN BLAKE RICHARDS 28 ZOE SANSTED MORGAN SHATTUCK XIN (TONY) SHU 29 BRYAN SONG JULIAN TING JOYCE YUE XU HCIA AT COLUMBIA BUSINESS SCHOOL The Healthcare Industry Association (HCIA) is committed to expanding opportunities outside of the classroom for Columbia Business School students to learn about the many segments of the healthcare industry. Working in close collaboration with the Healthcare and Pharmaceutical Management Program, HCIA organizes a variety of activities throughout the year. It offers members the opportunity to increase their knowledge of the healthcare industry, expand their professional networks, learn about diverse career paths, and secure internships, full-time opportunities, and in-semester projects. The healthcare-related activities broaden students’ exposure to global healthcare practice and complement the learning that occurs in the classroom. Students interact regularly with leading industry practitioners, many of whom are alumni, through experiential learning opportunities and programming. The following events are offered throughout the year: Columbia Business School Annual Healthcare Conference Healthcare Career “Supercharger” Career Bootcamp Series “Day in the Life” Events with select corporate partners Lunch and Learn Networking Events Alumni Networking Events Executive Speakers Peer-to-Peer groups with Social Enterprise, Entrepreneurship, Value-Investing, and others HCIA members accept full-time and internship positions across the spectrum of the healthcare industry. Many students are recruited into management development rotation programs and functional positions (finance, marketing, business development, strategic planning, etc.) at global healthcare enterprises and early-stage life sciences and healthcare services companies. Students also obtain healthcare-focused positions in consulting, investment banking, private equity/venture capital, and nonprofit organizations. 2015 – 2016 HCIA Resume Book 1 HEALTHCARE AND PHARMACEUTICAL MANAGEMENT PROGRAM Columbia Business School’s Healthcare and Pharmaceutical Management (HPM) Program provides students with a real-world understanding of the increasingly complex healthcare environment. Through a multidisciplinary approach shaped by innovative course offerings, complementary out-of-class activities, networking opportunities with industry leaders, and one-on-one career planning/mentoring, the Program offers a dynamic learning experience focused on the major issues affecting the global healthcare ecosystem. The HPM Program emphasizes critical thinking and encourages the development of new approaches to address the strategic, economic, competitive, technological, and sociopolitical challenges facing this important sector. Healthcare courses are offered as electives (no minimum requirements) within the overall curriculum at Columbia Business School, enabling students to tailor their coursework to their individual needs and career aspirations. The HPM Program offers students: A flexible, comprehensive, and pragmatic array of healthcare courses A career-focused approach to learning and professional development A powerful network of alumni and other healthcare business professionals A global perspective An entrepreneurial mindset An attractive New York City location Access to the world-class Columbia healthcare community The HPM Program was established in 2006 and is currently led by Lorraine Marchand, who brings over 20 years of healthcare experience to Columbia Business School with executive roles in the public, private, and start-up sectors. The Program was designed by seasoned industry executives who understand first-hand the skills and industry insight necessary to be successful in this dynamic and highly challenged global business sector. Healthcare electives build on the MBA Program’s rigorous core-curriculum and are designed and taught by a unique mix of experienced industry executives and prominent CBS faculty. They cover each major healthcare sector (biopharmaceuticals, medical devices and diagnostics, healthcare services, and healthcare information technology) on a global basis, from both industry and investor perspectives. Additionally, all functional areas are covered: strategy, management, marketing, finance, business development, M&A, risk management, operations, and policy. The Program helps students successfully pursue careers in pharmaceuticals, biotechnology, medical devices & diagnostics, healthcare services/HCIT, management consulting, investment banking, equity research, venture capital, private equity, and entrepreneurship. Information on the HPM Program can be found at: www8.gsb.columbia.edu/healthcare/ 2016 : Almira – Bortniker ANNE LISE ALMIRA CARL BALOUZIAN AVIVA BORTNIKER [email protected] [email protected] [email protected] Management and Operations Private Equity and Corporate Development Management and Strategy Yale School of Public Health New Haven, Connecticut MPH, Health Administration, 2010 Colgate University Hamilton, New York BA, Economics, 2007 Cornell University Ithaca, New York BS, Industrial & Labor Relations, 2009 GREY MOUNTAIN PARTNERS, Boulder, CO Summer Associate 2015 Evaluated investment opportunities across multiple sectors, including healthcare, transportation (through IOI), and manufacturing. PFIZER, New York, NY Summer Marketing Associate, US Vaccines 2015 Led feasibility analysis of electronic health record pilot; collaborated to develop cross-functional implementation process. Vassar College Poughkeepsie, New York BS, Economics, German Studies, 2006 VERTEX PHARMACEUTICALS, Boston, MA Summer Intern, Corporate & Business Development 2015 Evaluated potential business development (BD) targets through financial and pipeline analyses to ensure strategic alignment with Vertex’s long-range growth plan. Identified and documented important drug development criteria for a more robust assessment of a company’s pipeline strength using their clinical trial data. DANBURY HOSPITAL, Danbury, CT Finance & Grants Management Specialist 2013 – 2014 Analyzed department financial data for the development and execution of business plans for hospital management as part of the department’s five-year, $10m plan for expansion. Managed four federal & private grant awards totaling $7m. Graduate Medical Education Coordinator 2012 – 2013 Pioneered collaboration with 12 residency program coordinators and physicians through education of budget ownership and communication of program expenses, leading to more accurate residency program cash flows. Clinical Research Associate 2011 – 2012 Created and maintained ledger to track office cash flows of $10k per month. Assisted in pursuing an add-on acquisition for a portfolio company in the commercial glass manufacturing sector. Completed a business development analysis for a portfolio company in the electrical equipment sector. Designed quantitative/qualitative model to prioritize US geographic areas based on market opportunities. Evaluated analytic reports on current patient vaccine adherence program; crafted alternative mobile initiatives and account targeting to increase patient access and compliance. CANTOR FITZGERALD & CO., New York, NY Healthcare Investment Banking Vice President (2014) Associate (2011 – 2014) Executed financing (public/private), M&A, and restructuring advisory transactions across healthcare services, medical devices, molecular diagnostics, specialty pharma, and biotechnology sectors. DELOITTE CONSULTING, New York, NY Consultant (2012 – 2014) Analyst (2011 – 2012) Project managed HR components of a global pharmaceutical client’s M&A/ divestiture transactions; planned and implemented HR consequences from five deals, covering staff in 60+ countries; contact point for consulting team, set in four international regions. Performed several types of analyses for existing and prospective clients, including valuation analyses, models demonstrating the pro forma effects for various forms of financings, and mergers and acquisitions. Conducted HR current state assessment for a hospital system’s 43 facilities across six states, developed a new HR operating model, and built a three-year business plan with projected $10m cost savings. Supervised and managed multiple analysts during live transactions, pitches, and internal projects. Developed M&A playbook for a global pharmaceutical client’s standardized approach for future transactions. GLEACHER & COMPANY SECURITIES, INC., New York, NY Healthcare Investment Banking Associate (2011) Analyst (2007 – 2010) Completed over 20 transactions consisting of M&A advisory, restructuring advisory, private/public equity, and fixed income financings. Supported a global health insurance carrier’s HR outsourcing program. NEW YORK LIFE INSURANCE COMPANY, New York, NY Rotational Program 2009 – 2010 Executed HR services to 150-person client group, including compensation, organizational effectiveness, and employee mediation. 2015 – 2016 HCIA Resume Book 3 2016 : Bourne – Drew AUGUSTINE BOURNE VICTORIA BRESNAHAN LIZA COBURN [email protected] [email protected] [email protected] Business Development and Management Marketing and Strategy Consulting and Strategy BPP Law School London, United Kingdom GDL/LPC, Law, 2007 Columbia University New York, New York BA, History, 2010 Duke University Durham, North Carolina BS, Chemistry, 2010 PFIZER, New York, NY Summer Associate 2015 Performed strategic analysis and developed global brand strategy to improve brand performance. PWC STRATEGY&, New York, NY Senior Associate Summer Intern 2015 Drove recommendations for a leading industry association on the future of specialty pharmaceutical distribution by quantifying the incremental cost to the healthcare system from manufacturerdirect distribution. University of Oxford Oxford, United Kingdom Master’s (M.Biochem.), Molecular and Cellular Biochemistry, 2005 GILEAD SCIENCES, Foster City, CA Summer Intern, US Oncology Marketing 2015 Developed strategic insights and tactical programs as part of brand team for Zydelig (idelalisib), a first-in-class PI3K-delta inhibitor with three hem-onc indications. THAR PHARMACEUTICALS, New York, NY Business Development & Licensing Intern 2014 – 2015 Assisted CEO of clinical-stage specialty pharmaceutical company with corporate partnering efforts. Performed comp analysis of business development and licensing transactions in the orphan drug space. WEIL, GOTSHAL & MANGES, New York, NY and London, United Kingdom Associate, Capital Markets 2009 – 2014 Advised companies and private equity firms on corporate and finance transactions, including IPOs and acquisitions. Executed 12 transactions ($4.5b by value) in final 18 months. Led cross-functional deal teams, prepared investor materials, and negotiated highvalue corporate and commercial contracts. Achieved top ranking performance assessments every year. 4 2015 – 2016 HCIA Resume Book Identified revenue and margin maximization initiatives. ROSETTA CONSULTING, New York, NY Senior Associate Consultant (2013 – 2014) Associate Consultant (2012 – 2013) Delivered marketing strategy consulting services to healthcare clients, including strategic planning, growth opportunity assessments, product launch optimization, and ongoing strategic support. Created a new value proposition for struggling healthcare product and collaborated with cross-functional client teams and advertising partners to develop platforms and digital roadmap to communicate new messages. Formulated strategy to improve continuity of care for a drug initiated in the hospital by leveraging digital tools and services to enhance stakeholders’ ability to manage care in the outpatient setting. Managed quantitative and qualitative market research studies, including ATU, patient chart audit, message testing, and concept testing, and presented recommendations to brand leads. Built quantified treatment flow model that defined patient journey for disease state and highlighted opportunities for client to increase usage at each decision point. DAIICHI SANKYO, Parsippany, NJ Senior Analyst, Thrombosis Market Research 2013 – 2014 Created a multi-phase segmentation study to identify target patient population for a product launch and provide foundation for all subsequent launch planning of patient promotion. Nominated and selected to direct a crossfunctional committee of senior leadership tasked with managing the P&L of the company’s four product franchises to ensure collaboration and innovation. Associate, Commercial Operations Rotation (Marketing, Market Research, Supply Chain) 2010 – 2013 Facilitated “Shark Tank” innovation forum where colleagues pitched ideas to brand managers; $1.2m investment committed. Spearheaded an initiative with a national retail pharmacy to develop innovative disease education at the point-of-sale to improve patient adherence. Re-engineered the suboptimal distribution of product samples to 1,500 sales representatives nationwide by driving system changes and educating key internal stakeholders on the business issues. BENJAMIN CRAMER IANA DIMKOVA SARAH DREW [email protected] [email protected] [email protected] Operations and Technology Private Equity and Finance Entrepreneurship and Private Equity University of Maryland College Park, Maryland BS, Aerospace Engineering, 2007 Columbia University New York, New York BA, Political Science, 2006 Cornell University Ithaca, New York BS, Operations Research & Information Engineering, 2010 BDO USA, LLP, New York, NY Summer Associate, Healthcare Advisory 2015 Collaborated with multi-disciplinary consulting team to create new business development proposals, assess key market trends, and develop strategies for major hospital system clients coping with changes in health policy and reimbursement. GE VENTURES, Menlo Park, CA Summer Associate 2015 Prospected for new investment opportunities, conducted due diligence, and prepared investment memoranda for GE’s venture capital fund focused on healthcare sector. Designed expense allocation models for hospitals to understand the cost of different operational areas, and prepared other financial analyses and models to forecast business performance. INTELSAT, S.A., Washington, DC Senior Satellite Systems Engineer (2012 – 2014) Satellite Systems Engineer (2010 – 2012) Associate Satellite Systems Engineer (2009 – 2010) Led time-critical recovery operations for serious satellite anomalies. Monitored satellite health and operations, and optimized the performance and reliability of spacecraft from multiple manufacturers. Designed, developed, and implemented software solutions to automate various processes, including complex procedure language conversions, limit alarm updates, and maneuver plan management tools. Defined and developed satellite system and subsystem requirements for a new ground system while creating test plans and conducting thorough acceptance tests. 24/7 on-call response duties (one week per month) to address immediate satellite needs. ALVAREZ & MARSAL, New York, NY Associate, Healthcare Industry Group 2013 – 2014 Provided financial and operational improvement advisory services to healthcare providers and financial sponsors. Performed due diligence and developed and implemented performance improvement plans focused on transaction cycle time reduction, sales force build out, and resource rationalization for private equitybacked portfolio companies. PROCURE TREATMENT CENTERS, INC., New York, NY Manager, Business Operations and Project Finance Groups 2008 – 2013 Led deal teams that partnered with medical institutions and physicians to develop proton therapy cancer treatment facilities. Secured strategic equity investments by conducting due diligence, drafting project memoranda, negotiating and structuring joint-venture agreements, and analyzing clinical opportunities and financial returns. Managed performance-improvement initiatives through process analysis and benchmarking within intake, financial management, and treatment planning departments. RED SEA VENTURES, New York, NY Summer Associate 2015 Sourced and evaluated potential seedstage investment opportunities through founder meetings and analysis of market dynamics, competitive landscape, growth potential, and investment criteria. COHEROHEALTH, New York, NY Business Development Intern 2015 Analyzed industry data to design commercialization strategy for integrated respiratory care management mobile platform. Conducted market research and ROI analyses to assess value propositions for target customers. THE BLACKSTONE GROUP, New York, NY Investment Operations Analyst, Blackstone Alternative Asset Management 2012 – 2014 Advised Portfolio Management team on hedge fund investment allocation decisions by analyzing manager liquidity and performance, and investment mandate, demand, and asset type. OPPENHEIMER & CO. INC., New York, NY Analyst, Healthcare Investment Banking 2010 – 2012 Researched and generated industry overviews for several healthcare subsectors with a focus on healthcare IT and payer/provider technology-enabled solutions. Developed financial models and performed valuation analyses to support strategic recommendations. 2015 – 2016 HCIA Resume Book 5 2016 : Hajatian – Koo MICHAEL HAJATIAN SARAH HERSH ADRIENNE HOWELL [email protected] [email protected] [email protected] Management and Strategy Strategy and Consulting Consulting University of Maryland College Park, Maryland BA, Finance, 2008 The Johns Hopkins University Baltimore, Maryland BA, Writing Seminars, Psychology, 2011 Emory University Atlanta, Georgia BBA, Finance, 2010 JANSSEN BIOTECH, Horsham, PA Senior Analyst, Pricing Strategy 2012 – 2014 Evaluated investment decisions for all distributor, payer, and provider pricing strategies establishing greater access and affordability for biologic portfolio; ~$3b in spend. EPIC SYSTEMS, Madison, WI Implementation Director 2014 Led 11-month upgrade engagement for six-hospital health system spanning three states and 26 counties. NEWYORK-PRESBYTERIAN HOSPITAL, New York, NY Graduate Intern, Operations 2015 Developed and implemented management best practices to decrease incremental nursing staff overtime through an initial pilot and subsequent roll-out across all units at The Allen Hospital, which resulted in a 12% decrease of overtime incidents. Developed share, revenue, and cost projections using market analysis to assess potential “Deal or No Deal” scenarios and calculate ROI. Established fluency in public policy effecting industry in order to communicate financial implications resulting from key legislation and reform. DEPUY MITEK, Raynham, MA Analyst, Operations Finance 2010 – 2011 Managed US inventory movements, scrap and disposals, and physical inventory adjustments in compliance with Johnson & Johnson worldwide policy – ~$24m. Identified root cause of 65% of customer returns relating to five products. Collaborated with Operations to develop communication strategy for physician training and education. JOHNSON & JOHNSON, New Brunswick, NJ Graduate, Financial Leadership Development Program 2008 – 2011 Managed financial planning and analysis for global budgets in both Corporate and Medical Device sectors. 6 2015 – 2016 HCIA Resume Book Analyzed upgradeable software components for financial impact and created a strategic project plan. Communicated expectations, coordinated solutions to internal problems, and delivered project results to hospital executives. Application Coordinator 2012 – 2014 Delivered technology focused strategies to improve hospital workflows and executed these strategies through software implementation. Owned front-end software implementation success for one project in a California children’s hospital and one in a sevenhospital Boston area health system. Researched best practices to create an Improving Cash Collection conference session and presented to 200 industry leaders at a financial conference. Developed a subsequent operational handbook that increased cash collection by over 25% on average. Collected workflow data and key performance indicators, then analyzed this data to support and inform workflow recommendations. WELLS FARGO & COMPANY, Multiple US Locations Relationship Manager, Commercial Real Estate 2013 – 2014 Served as lead underwriter in a three-person deal team for high profile ($80-$200m) construction and long-term loans to New York-based private commercial real estate developers. Managed the closing of 3+ transactions, including loan approval, valuation analysis, loan document negotiation, and credit investigations. Associate, Credit Management Training Program 2012 – 2013 Selected for five month advanced credit training program in San Francisco, CA; enhanced credit underwriting, client relationship management, and business development skills. Financial Analyst, Commercial Bank 2010 – 2012 Underwrote 10+ new deals to middle-market companies (annual revenues of $20-$500m) and supported several senior level managers in due diligence and financial analysis across two offices in Atlanta, GA during a time of double-digit loan growth. TRISTAN HUNT JESSICA KLEINER TIMOTHY KOO [email protected] [email protected] [email protected] Consulting and Entrepreneurship Strategy and Management Management and Private Equity Columbia University College of Physicians and Surgeons New York, New York MD, 2016 Cornell University Ithaca, New York BS, Industrial & Labor Relations, 2010 Duke University School of Medicine Durham, North Carolina MD, 2011 University of Notre Dame Notre Dame, Indiana BS, Pre-Professional Studies, 2010 TIAA-CREF, New York, NY Corporate Strategy & Development Summer Associate 2015 Conducted competitive market analysis to inform firm-wide Diversity & Inclusion strategy refresh; identified bottom-line impact on business objectives. COLUMBIA HEARTSOURCE, New York, NY Consultant 2015 – Present Evaluated existing business model and product offerings for Columbia-affiliated cardiac management service organization. Developed strategy to accelerate profitable growth focused on scalable products leveraging scarce senior resources. HEALTH TECHNOLOGY ASSEMBLY, New York, NY Fellow 2015 – Present Directed community of collaboration between clinicians, engineers, and entrepreneurs across Columbia. ECONOMIC ANESTHESIOLOGY RESEARCH, New York, NY Contributor 2014 – 2015 Led evaluation of economic costs of anesthesia-related labor and delivery complications in New York. Prepared original manuscript for publication and presentation. INTERVOL, Leogane, Haiti Field Coordinator 2010 – 2011 Transitioned a post-earthquake recovery program to a sustained visiting medical and surgical program. Designed streamlined model for the Diversity & Inclusion organization; defined key interaction points and roles and responsibilities. Presented findings and recommendations to Chief Diversity Officer and Chief Strategy Officer. DELOITTE CONSULTING, New York, NY Consultant (2012 – 2014) Analyst (2010 – 2012) Managed international team of 10 Deloitte US India practitioners to analyze training needs for global, multi-functional shared services center supporting seven departments and achieved over 15% in cost savings. Led process design workshops for global pharmaceutical organization and redesigned 40 business processes implemented in client’s future state service delivery model. Princeton University Princeton, New Jersey AB, Molecular Biology, 2006 MOUNT SINAI HEALTH SYSTEM, New York, NY Attending Physician, Department of Emergency Medicine 2014 – Present Serve as front-line physician in an urban, tertiary care Level 1 Trauma Center. Clinical instructor and academic mentor for emergency medicine residents and Mount Sinai medical students. Head of the residency’s Journal Club curriculum, teaching statistics, and the proper interpretation of research studies and other medical literature. MCKINSEY & COMPANY, New York, NY Summer Associate 2015 Tested and revised payment models, and designed clinical pathways for inclusion in state Medicaid demonstration project on payment innovation. Designed operating model for creation of medical software solutions for Fortune 500 pharmaceutical company. Modeled and validated functional synergies across 11 departments, identifying estimated savings of $62m+ over four years resulting from corporate acquisition. Led functional integration of standalone subsidiary into global pharmaceutical organization across 26 countries and five workstreams. Coordinated over 50 medical professionals from Haiti and the United States. 2015 – 2016 HCIA Resume Book 7 2016 : Kuhns – Mayer JOSEPH KUHNS JAMES J. LEE ROMAN LESKO [email protected] [email protected] [email protected] Finance and Private Equity Finance and Strategy Finance Georgetown University Washington, District of Columbia BA, History, 2006 University of Pennsylvania Philadelphia, Pennsylvania MB, Molecular Biotechnology, 2008 BAS, Bioengineering, 2006 Cornell University Ithaca, New York BA, Economics, 2010 THE BLACKSTONE GROUP, New York, NY Summer Associate 2015 Advised on distressed situations to creditor and debtor clients. S.A.C. CAPITAL, New York, NY Healthcare Services Analyst 2012 – 2014 Covered over 100 healthcare services companies for portfolio manager with $500m in capital. Generated investment ideas through fundamental quantitative and qualitative research including financial modeling, management meetings, valuation analyses, and diligence with industry experts. BARCLAYS, New York, NY Assistant Vice President 2010 – 2012 Analyzed Managed Care sector and provided recommendations to institutional investors; coverage universe encompassed 15 stocks and roughly $150b in total market capitalization. Senior analyst ranked #1 in 2012 Institutional Investor Managed Care sector poll; received top overall score in 2012 annual Sales & Trading survey of Research Associates (of approximately 90 Associates). GENENTECH, South San Francisco, CA Business Development Intern 2015 Supported development of the BD strategy and business plan for a novel approach for cancer immunology. Led the preliminary evaluation of early stage biotech companies. Supported term sheet negotiations, CDA negotiations, and out-licensing opportunities. ACCENTURE, New York, NY Consultant 2010 – 2014 Formed the strategy and operations of TransCelerate, a non-profit company focused on industry collaboration for clinical trials. Assessed the launch readiness of a Japanese company entering the US oncology market. Devised a framework diagnostic to measure and benchmark innovation for biopharmaceutical R&D organizations. SYNYGY, Philadelphia, PA Associate 2008 – 2010 Evaluated the performance and designs of sales forces across pharmaceutical business units. Led the implementation of sales incentives models for new product launches. UNIVERSITY OF PENNSYLVANIA SCHOOL OF MEDICINE, Philadelphia, PA Research Specialist 2006 – 2008 Research in cancer biology with published work through six peer reviewed high impact scientific journals including first-authorship. 8 2015 – 2016 HCIA Resume Book DEUTSCHE BANK, New York, NY Summer Associate 2015 Advised strategic alternatives on buy-andsell-side M&A processes for healthcare companies. NAVIGANT CONSULTING, New York, NY Senior Consultant 2010 – 2015 Completed over 40 projects for life sciences industry clients in business development and licensing, pipeline development, new product planning and commercialization, marketing, and life cycle management. Helped clients reach investment decisions based on market trends, unmet needs, and competitive landscapes by conducting primary research with key opinion leaders, analyzing secondary resources including scientific / medical literature and sales data, and building revenue models based on epidemiology and market dynamics. Championed the development, refinement, and growth of new quantitative research methodologies and trained junior staff on quantitative market research. Promoted from Consultant to Senior Consultant in recognition of commitment to quality and client satisfaction. JONATHAN LICHTINGER C. ADELE MAASS ELENA MAYER [email protected] [email protected] [email protected] Marketing and Consulting Operations and Consulting Marketing and Social Enterprise Boston College Chestnut Hill, Massachusetts BA, Mathematics 2010 Dartmouth College Hanover, New Hampshire BA, Government, 2009 Mailman School of Public Health, Columbia University New York, New York MPH, 2016 REGENERON, Tarrytown, NY MBA Intern 2015 Formulated the go-to-market strategy for a Phase II cardiovascular molecule and successfully convinced leadership to shift strategies from a primary care focus to an orphan disease approach, resulting in a dramatic increase in expected profitability. DELOITTE CONSULTING, Boston, MA Summer Associate 2015 Prepared regional healthcare provider for ICD-10 go-live by creating a management plan for launching an ICD-10 command center, developing a strategy to minimize payment denials and accounts receivable, and conducting market research with payers and providers. Barnard College, Columbia University New York, New York BA, Economics, 2010 Modeled the market potential of an antibody targeting an ultra orphan indication, Fibrodysplasia Ossificans Progressive, and developed a process to expand diagnosis rate uptake, increasing projected peak sales by 20%. Developed a compelling opt-in document for a potential Sanofi partnership on a new pipeline product, crucial for acquiring necessary launch funding. MCKINSEY & COMPANY, Summit, NJ Pharmaceutical Research Analyst 2011 – 2014 Designed innovative hospital survey and created new go-to-market strategies allowing pharmaceutical companies to more effectively target hospitals and improve access to physicians, thereby increasing revenues by 15%. Led development of a resource allocation tool across commercial costs and headcount that identified over $500m in commercial efficiencies and cost improvement opportunities across multiple biopharmaceutical clients. Projected market evolution and analyzed market share potential for a $125m private equity biopharmaceutical acquisition. Identified opportunities for health systems to capitalize on ICD-10 data to improve population health. OKHATI, INC., Cambridge, MA Pro Bono Consultant 2013 - 2014 Collaborated in development and rollout of start-up nonprofit’s online interactive Nepali healthcare facilities map, ask-a-doctor resource, and innovation initiatives. BOSTON CHILDREN’S HOSPITAL, Boston, MA Pro Bono Summer Consultant 2013 Expedited and standardized clinical research data capture by building online template for 300 most frequent lab tests. CHATHAM PARTNERS, Waltham, MA Associate VP (2011 – 2014) Sr. Research Analyst (2010 – 2011) Research Analyst (2009 – 2010) Managed 8-10 market research projects’ design, implementation, analysis, project teams, and client relationships concurrently. Integrated disparate projects to achieve cohesive view of client lifecycle, drivers of retention, and competitive positioning. PFIZER, New York, NY Marketing MBA Summer Associate 2015 Led concept development and execution on two new marketing tactics for a US lung cancer brand: a six-section newsletter to drive sales force performance and conference panels to promote biomarker testing. US AGENCY FOR INTERNATIONAL DEVELOPMENT, Washington, DC Market Access Intern, Center for Accelerating Innovation and Impact 2014 Conducted Ethiopian market analysis for a new maternal health device in development by Becton Dickinson (BD). Led 20+ stakeholder interviews in Addis Ababa; synthesized desk and field research into final strategy for USAID and BD. NEW YORK CITY ECONOMIC DEVELOPMENT CORPORATION, New York, NY Senior Project Manager 2010 – 2013 Directed three programs to connect low-income NYC residents to job opportunities in growth sectors (i.e., healthcare, technology); responsible for a $1.8m budget and the work of nine contractors. Designed and pitched initiative to create small businesses on city-owned vacant lots in distressed neighborhoods; led team of 12 across eight departments and coordinated across six City agencies. 2015 – 2016 HCIA Resume Book 9 2016 : McGrane – Patel GEOFF MCGRANE SRISHTI MIRCHANDANI DONNA MORDENTE [email protected] [email protected] [email protected] Venture Capital Strategy and Entrepreneurship Consulting and Operations New York University New York, New York BA, Economics, Mathematics, 2009 Washington University in St. Louis St. Louis, Missouri BA, Economics, Healthcare Management, 2010 Cornell University Ithaca, New York BS, Industrial & Labor Relations, 2010 MEDPRO INVESTORS LLC, New York, NY Intern 2015 – Present Screened biotech and pharmaceutical investment opportunities ranging from preclinical to completed Phase II. Presented company summaries, analyses, and recommendations to management in strategizing meetings. Created and maintained databases tracking deal flow and co-investor prospects. Contributed to due diligence performed on a cell therapy company targeting a cure for T1DM. TRIBECA ANGELS, New York, NY Fall Intern 2014 Prepared initial screening reports on consumer finance tech and big data start-ups. Constructed investment memo template. 118 CAPITAL, New York, NY Fall Intern 2014 Assessed opportunities and submitted recommendation on a sustainable agriculture company to investment committee. Probed entrepreneurs at pitch night. S&P CAPITAL IQ LCD, New York, NY Senior Analyst II (2012 – 2014) Senior Analyst (2011 – 2012) Research Analyst (2010 – 2011) Managed US high-yield corporate bond research product, resulting in a standalone subscription-based package of news and data analytics offered to market participants for $22,500 per year. Trained six new hires. Rewrote 40-page training manual. 10 2015 – 2016 HCIA Resume Book ATHENAHEALTH, Watertown, MA Summer Intern, Product Strategy 2015 Analyzed competitive intelligence to recommend care coordination product positioning and marketing. Determined market entry strategy for a non-traditional customer base, with goal of 30% annual growth. ACCRETIVE HEALTH, Chicago, IL Manager, Population Health Solutions 2013 – 2014 Managed consulting services to advise major hospital and health systems on best practice financial, operational, and clinical transitions to value-based care. Formulated financial model and business case for new oncology population health product. Designed and implemented peer-led continuous learning program among division associates. DELOITTE CONSULTING, Chicago, IL Consultant 2010 – 2013 Created financial model to select ideal growth strategy for $30b insurance company based on market, product, customer, and channel variants. Engaged physician advisory group across a 3,000-physician healthcare entity to guide electronic medical record implementation, including achievement of meaningful use. Led energy spend management initiative for multinational media holdings company, resulting in $8m - $9m annualized cost savings. Developed and presented firm eminence research with Health Plan Consumer Engagement team. GENENTECH, South San Francisco, CA MBA Intern 2015 Conducted stakeholder interviews across the business and Global Pharma Procurement (GPP) to analyze value delivery throughout the research and drug development lifecycle. Created and implemented the 2015 GPP Marketing Strategy and Plan to better embed Scientific Sourcing as a trusted, innovative, and valuable business partner. Presented project findings, marketing recommendations, and tactical execution activities to senior leadership and employees. DELOITTE CONSULTING, New York, NY Consultant (2012 – 2014) Analyst (2010 – 2012) Redesigned and implemented over 25 business processes for an estimated 50% efficiency gain in operations and potential net savings of $3m for a diversified life sciences company. Conducted a pharmaceutical work activity analysis to measure current-state distribution of employee work effort and potential cost savings generated through streamlined service delivery. Facilitated the simultaneous integration of a pharmaceutical company’s HR function across five acquisitions, with impacts to over 69 countries globally. Devised and launched a comprehensive project management framework and supporting toolkit to track integration activities and over $120m in M&A-related spend. LINDSEY MURRAY DILBER S. MUTLU KOMAL PATEL [email protected] [email protected] [email protected] Consulting and Private Equity Consulting and Strategy Management and Entrepreneurship Georgia Institute of Technology Atlanta, Georgia BS, Industrial Engineering, 2010 University of Michigan Ann Arbor, Michigan BSE, Industrial Engineering, 2004 Dartmouth College Hanover, New Hampshire MPH, 2012 FORTRESS CAPTIAL FINANCE, New York, NY Summer Associate 2015 Constructed financial model for a transactional assessment that allowed for potential 10-year cash flow of $120m. H&M, New York, NY District Controller Summer Intern 2015 Analyzed key sales performance metrics and collaborated with H&M store management to implement initiatives that increased sales conversion at peak times up to 4% for two high profile Manhattan stores. Measured appropriate value of portfolio company’s pipeline product assets to determine possible market opportunities, peak sales scenarios, and pro forma revenue and operating synergies. ACCENTURE, Atlanta, GA Consultant 2011 – 2015 Created strategic plan focused in data analytics that allowed for a 2,000+ bed healthcare system to gain roughly 10% of existing revenues in incentive based rewards. Designed clinical interface functionality by leading over 80 technical build sessions that created over 200 customized interfaces for electronic ordering that replaced 80% of the existing paper ordering system. Developed recommendations and action plans to apply the most impactful solutions across all stores within the district. HURON CONSULTING GROUP, New York, NY Manager (2012 – 2014) Associate (2007 – 2012) Managed engagements with teams of up to 10 consultants per project. Implemented for hospitals $2.5m to $15m annual cost savings through productivity improvement, process redesign, organizational restructuring, and reduction in contract labor and premium pay. Established system-wide operational performance targets and monitoring tools to drive economic growth in multi-hospital systems and academic medical centers. Implemented vacancy management policy and procedures to better manage new or replacement positions. HARBOUR CONSULTING GROUP, Troy, MI Manager (2006 – 2007) Analyst (2005 – 2006) Managed North American clients of the Harbour Report, the most comprehensive evaluation of the automotive industry’s performance internationally. Case Western Reserve University Cleveland, Ohio BA, Political Science, Chemistry, 2009 MONTEFIORE HEALTH SYSTEM, New York, NY Strategic Planning Intern 2015 Created strategic planning document for creation of innovation center, equipped with an investing arm and incubator. Assisted and analyzed opportunities in analytics for DSRIP funding and creation of regional cancer center. ALVAREZ & MARSAL, New York, NY Associate, Healthcare Industry Group 2012 – 2015 Led analysis on for-profit health system sale to another for-profit health system on behalf of hedge fund, resulting in sale of HMA to Community Health System. Created and implemented quality improvement system for 1,000 bed hospital at risk of Joint Commission and HSS regulation failure, resulting in passing certifications. Completed cash flow analysis and asset sale opportunity for community hospital with bond violation, resulting $40m cash flow infusion. HURON CONSULTING GROUP, New York, NY Analyst 2010 – 2011 Performed marketing and drug pipeline development analysis for improved efficiencies for top 10 pharmaceutical firm. Performed analysis and consolidated CRO functions for academic medical center. 2015 – 2016 HCIA Resume Book 11 2016 : Qiu – Shen SYLVIA QIU TANYA RANA JESSICA H. ROE [email protected] [email protected] [email protected] Private Equity and Venture Capital Consulting and Strategy Strategy and Marketing Icahn School of Medicine at Mount Sinai New York, New York MD, 2016 Georgetown University Washington, District of Columbia BS, Health Studies, 2009 Harvard University Cambridge, Massachusetts BA, Economics, French, 2010 ZOCDOC, New York, NY Healthcare Strategy Intern 2015 Served as a business operations representative on multidisciplinary product team. REGENERON, Tarrytown, NY New Products Intern 2015 Identified new market opportunities in ophthalmology for products in preclinical and clinical stages of development. Princeton University Princeton, New Jersey AB, Molecular Biology, 2008 CERBERUS CAPITAL MANAGEMENT, New York, NY Private Equity Summer Associate (2015) Private Equity Summer Analyst (2014) Evaluated control investments in healthcare, telecom, and consumer sectors through financial, market, strategic, and operational due diligence and analysis. Integrated findings for presentation to investment committee and composed term sheets detailing investment structure. Liaised with leadership of healthcare portfolio companies to monitor financials, assess operating performance, and identify potential acquisitions. CORIDEA, New York, NY Summer Intern 2013 Assessed market opportunity of novel intervention to slow progression of chronic kidney disease; analyzed clinical trial design, cost-effectiveness, and potential competitors/acquirers. CITI, New York, NY Analyst, Interest Rate Derivatives 2008 – 2010 Advised corporate clients on use of interest rate derivatives to meet financing and hedging needs. Structured, priced, and executed derivatives including rate locks, interest swaps, and options. 12 2015 – 2016 HCIA Resume Book Designed dynamic report to regularly monitor, measure, and communicate progress on key performance indicators. MERCER, Health and Benefits, New York, NY Associate (2013 – 2014) Senior Analyst (2011 – 2013) Analyst (2010 – 2011) Redesigned healthcare benefits strategies and programs for various Fortune 500 companies. Projected costs and liabilities for clients with benefits budgets ranging from $50 – $200m. Often negotiated fees and premiums with large healthcare insurance companies. Developed custom employee wellness programs, resulting in increased employee participation and positive health outcomes. Recruited intern and entry-level candidates as well as supervised summer intern program. Earned promotions from Analyst to Associate within fastest possible trajectory. FORTIS LA FEMME, New Delhi, India Summer Intern 2008 Investigated and suggested techniques to increase admission and discharge efficiency rates. Crafted and analyzed inaugural employee survey. SIMON-KUCHER & PARTNERS, Cambridge, MA, San Francisco, CA Life Sciences Consultant 2010 – 2013 Managed a five member team for a launch pricing and reimbursement strategy project involving a competitive landscape assessment, value messaging, and profit optimization modeling. Built a competitive reaction simulator in Visual Basic for the manufacturer of an injectable biologic drug in anticipation of the entry of a competing biosimilar. Optimized the contracting, bundling, and pricing of machines, services, and disposables for the launch of a novel End Stage Renal Disease treatment system. Designed and fielded quantitative and qualitative surveys, ran Excel and SPSS analyses to evaluate opportunity for a new pain medication. Chaired development of three annual “Life Sciences Strategy and Marketing Forums” achieving record turnouts and lead generation; built multiple winning project proposals for new project sales. ERIC SCHNIPPER STEPHANIE SCHREIBER SHIJIA (GRACE) SHEN [email protected] [email protected] [email protected] Management and Private Equity Private Equity Finance and Management Columbia University New York, New York MPH, Health Policy and Management, 1996 Northwestern University Evanston, Illinois BA, Economics, 2010 Melbourne University Melbourne, Australia MS, International Tax, 2010 BS, Commerce, 2004 New York Medical College Valhalla, New York MD, 1994 University of Pennsylvania Philadelphia, Pennsylvania BA, American History, 1990 BLUE DOT HOLDINGS, LLC/ NRAD MEDICAL ASSOCIATES, Garden City, NY Owner/Partner 2003 – Present Led largest physician-owned medical imaging company in the Northeast to 42% increase in revenue growth and successful merger with NYU Langone Medical Center in 2015. Frequent television commentator on healthcare economics and politics on CNBC and Fox Business since 2009. Director of Association for Quality Imaging, leading outpatient medical imaging lobbying and advocacy group since 2009. HEALTH ENTERPRISE PARTNERS, New York, NY MBA Associate Intern 2014 – Present Identify and evaluate potential investment opportunities, conduct financial, market, and competitive due diligence, and prepare indications of interest and internal investment memoranda. Work closely with senior management of portfolio companies. Experience includes long-term strategic planning, development of go-to-market initiatives, and evaluation of adjacent market opportunities. OLIVER WYMAN, New York, NY Engagement Manager (2014) Associate (2013 – 2014) Senior Consultant (2012 – 2013) Consultant (2010 – 2011) Designed and implemented a care model for high-risk Medicare patients for a $21b health plan. Developed a $1.9b health services opportunity for a $20b supermarket chain including internal employee, employer, and consumer market- facing offerings. INADVANCE HEALTH IMAGING, New York, NY Founder/CEO/Owner 2001 – 2003 Founded start-up medical imaging practice, secured angel investors, and managed all aspects of business. MEMORIAL SLOAN-KETTERING CANCER CENTER, New York, NY 2000 – 2001 Fellowship in Body Imaging. COLUMBIA UNIVERSITY, New York, NY 1996 – 2000 Residency in Diagnostic Radiology. Transformed a multi-specialty physician group into a value-based population health manager. Valued a $1.8b Phase II rheumatoid arthritis asset for a global pharmaceutical company; identified alternative development strategies to generate additional value. . STARWOOD HOTELS & RESORTS WORLDWIDE, Stamford, CT MBA Intern, Global Brand Finance Summer 2015 Interacted with teams across disciplines within organization; identified key drivers of marketing spend and determined most appropriate metrics; developed a standard way to track and evaluate the effectiveness of brand marketing across 10 brands and four divisions. DELOITTE TOUCHE TOHMATSU, Shanghai and Beijing, China Tax Manager (2012 – 2014) Tax Associate (2006 – 2009) Specialized in cross-border M&A, international tax planning, pre-IPO structuring, and tax risk management. Advised Fortune 500 US company on acquisitions and operations in China. Developed tax management policy and procedures for $15b tech/real estate/finance conglomerate to optimize tax compliance and risk mitigation. Reviewed and prepared tax returns and supporting documentation for five plus clients in CPG/healthcare industries; coordinated distribution of deliverables to clients and returns filing under strict deadlines. Assisted 10+ international clients on tax issues relating to China operations, including permanent establishment and foreign exchange remittance; conducted tax compliance review and due diligence. 2015 – 2016 HCIA Resume Book 13 2016 : Sutton – Yang NATALIE SUTTON COLIN THIMONS HARSH TIWARI [email protected] [email protected] [email protected] Operations and Strategy Consulting and Venture Capital Marketing and Strategy University of North Carolina Chapel Hill, North Carolina BS, Business Administration, 2011 Boston University Boston, Massachusetts BA, International Relations, 2005 Cornell University Ithaca, New York MEng, Computer Science, 2006 UCLA HEALTH, Los Angeles, CA Administrative Intern, Operations 2015 Redesigned infusion center scheduling processes to reduce overbooking and increase patient and staff safety and satisfaction. GLG, New York, NY Manager, Business Development – Life Sciences 2014 Advised Fortune 500 life science clients on strategic decision making around central market and policy trends. Supported corporate venture capital, business development, commercial, and strategy business units through the identification, initiation, and execution of projects to address commercial priorities. Formulated a population health business plan to shorten mothers’ post-birth lengthof-stay and generate savings of $0.5m. ING U.S., New York, NY Analyst, Strategy, Corporate Development, and Investor Relations 2012 – 2014 Crafted the equity story and facilitated ING U.S.’s $1.5b IPO as the lead analyst on the roadshow; the stock appreciated 70% in the first year of trading. Drafted materials for the first public earnings release. Coordinated content and logistics for the first- and second-ever Executive Committee Strategy Conferences and oversaw resulting enterprise-wide strategic initiatives. Constructed analyses and synthesized results into an executable deal structure for the $722m sale of private equity limited partnership investments. Devised and implemented a plan that improved team performance by 40% in one year. MORGAN STANLEY, New York, NY Investment Banking Analyst 2011 – 2012 Prepared roadshow materials and managed four co-manager teams to position Michael Kors for a successful $1.1b IPO. 14 2015 – 2016 HCIA Resume Book Oversaw business development team within diverse pharmaceutical, biotechnology, and medical device corporations throughout North America, Europe, and Asia. HOYA VISION CARE, New York, NY Brand Manager 2010 – 2014 Led and influenced decision making crossfunctionally, particularly as it pertained to developing insights-based marketing strategies to improve consumer outcomes for ophthalmic lens product mix. Responsible for channel and tactic planning and development, implementation, and measurement for portfolio. Strong focus on large retail contract negotiations, pricing strategy, and product launches to support Hoya’s global laboratory network. ABBOTT MEDICAL OPTICS, New York, NY Territory Sales Representative 2006 – 2010 Led as consultative sales representative for AMO’s cataract and refractive product portfolio; promoted portfolio to ophthalmologists within surgical centers and hospitals; excelled in product launches and achieved top performer recognition. American University Dubai, United Arab Emirates BS, Computer Engineering, 2005 ALLERGAN PLC, Jersey City, NJ Insights and Analytics, BU Lead 2014 – Present Lead the strategy, insights, and analytics team for the $2.5b Internal Medicine franchise. Manage $3m annual market research budget and secondary data contracts for the franchise. Designed DTC campaign for three brands projected to garner $1.5b sales in 2015. NOVARTIS, East Hanover, NJ Insights and Analytics, Team Lead 2013 – 2014 Co-designed end-of-life strategy for a $6b brand and achieved $175m incremental sales. Assessed commercialization strategy for new formulation and informed clinical funding decision; product to garner $400m in sales. ZS ASSOCIATES, New York, NY Consultant (2011 – 2013) Associate Consultant (2009 – 2011) Associate (2006 – 2008) Co-developed and led implementation of the launch plan for two brands forecasted to garner $1b in peak sales. Partnered with executive leadership to start an international office; built the foundation to make this office ZS’s most profitable outsourcing office. Re-designed and operationalized over 10 business intelligence systems to reduce client’s process management costs by 50%. MARK VILLANUEVA ANDREA WANG ZHI YANG [email protected] [email protected] [email protected] Strategy and Management Marketing and Strategy Strategy and Consulting Tufts University Medford, Massachusetts BA, Economics, Drama, 2008 University of California, Berkeley Berkeley, California BA, Public Health, Economics, 2008 Beijing Jiaotong University Beijing, China BE, Computer Science, 2005 BAYER AG, Whippany, NJ Brand Management Intern 2015 Analyzed American Heart Month promotional spending, recommending new marketing mix with 28% cost savings. GENENTECH, South San Francisco, CA Summer Intern, Respiratory Marketing 2015 Developed an unbranded P2P asthma disease education module for an upcoming drug launch. Succeeded in obtaining legal and regulatory approval for the module, to be featured at over 14 conferences. PFIZER, Beijing, China Senior Manager, Strategy & Operations 2010 – 2014 Led Sales Reorganization Project, including sales force sizing, product lines grouping, territories assignment, and coordination across business units. Investigated brand and category trends to explain sales decline and risk to revenue projections. WEILL CORNELL MEDICAL COLLEGE, New York, NY Research Assistant 2013 – 2014 Coordinated department initiated studies and clinically investigated on Phase III drug and device studies. Created visuals and edited papers and posters for academic publication and presentation. THE PRINCETON REVIEW, Boston, MA Master Tutor 2008 – 2011 Coached students on test preparation leading to gains as high as 200 points on the GMAT and 600 points on the SAT. Overhauled recruiting, hiring, and training processes and facilitated hiring of 112 trainees. Managed external agency for KOL Advisory Board setup and disease education module development. Partnered with market research, competitive intelligence, managed care, and medical affairs to extract key insights. WILLIAMS SONOMA, INC., San Francisco, CA Strategic Planner 2012 – 2014 Created and managed a promotions planning tool, driving improved forecasting of 15% and $200m in annual promotion sales. Presented monthly brand-level sales forecasts of ~$40m to the president. BARE ESCENTUALS, INC., San Francisco, CA International Purchasing Specialist 2011 – 2012 Oversaw operations team in China to ensure appropriate factory production levels, reducing scrap percentages by 3%. Negotiated China Region’s annual budget with Pfizer’s headquarters, reallocating budget and reducing costs by $20m. Initiated Market Segmentation Program to differentiate marketing strategies and revenue targets in 6,000+ local hospitals. IMS HEALTH, Beijing, China Senior Business Analyst 2006 – 2010 Designed expansion strategy for the largest over-the-counter drug company by building market sizing model and prioritizing products, channels, and geographies. Conducted in-depth research on Chinese pharmaceutical industry’s market dynamics, value chain, competitive landscape, business models, and regulations. Identified investment opportunities for first-tier private equity fund in therapeutic areas with 60% higher growth potential than average. MERCER LLC, San Francisco, CA Senior Analyst, Health & Benefits 2008 – 2010 Realized millions of dollars in cost savings by matching clients with best-in-class insurance carriers. 2015 – 2016 HCIA Resume Book 15 2016 : Zeyneloglu 2017 : Ault – Castagnola NEJAT ZEYNELOGLU, M.D. LISA AULT CARLY BIGI [email protected] [email protected] [email protected] Management and Operations Consulting and Strategy Strategy and Marketing Egean University School of Medicine Izmir, Turkey MD, 2000 University of Southern California Los Angeles, California BS, Business Administration, 2010 Vanderbilt University Nashville, Tennessee BS, Human and Organizational Development, Corporate Strategy, 2012 BROOKHAVEN MEMORIAL HOSPITAL, Brookhaven, NY Vice President, Chief Quality Medical Officer 2015 – Present Oversee cost reduction and efficiency initiatives in the hospital. FUJIFILM SONOSITE, Bothell, WA Marketing Manager 2013 – 2015 Analyzed potential of Canadian pointof-care ultrasound market to develop a marketing strategy that was presented to Canadian sales team and leadership. Drive CMS value-based purchasing & DSRIP initiatives. Responsible for day-to-day hospital operations. NEWYORK-PRESBYTERIAN HOSPITAL/ NEW YORK HOSPITAL QUEENS, Flushing, NY Division Chief of Hospital Medicine 2010 – 2015 Managed two separate 24/7 service lines with particular focus on patient flow. Led CMS core measures related performance improvement initiatives. Focused on in-hospital cost reduction and efficiency. METROPOLITAN HOSPITAL/ NEW YORK MEDICAL COLLEGE, New York, NY Associate Residency Program Director 2008 – 2010 Served as a core faculty with an emphasis on medical education. Spearheaded development of a customer education web portal. Led marketing activities for Enterprise market including development of marketing campaign content and support for strategic relationships with Health Management Academy, National Patient Safety Foundation, and CODE BLACK movie production team. Collaborated with cross-functional team to launch the Frontier Program, a global pricing program. Marketing Specialist 2010 – 2013 Conducted an analysis of Interventional Cardiology and Peripheral IV point-of-care ultrasound markets that culminated in presenting findings to CEO. Created marketing collateral that has continued to be utilized by global team including a 32-page evidence-based booklet highlighting quality, safety, and cost benefits of ultrasound utilization for 12 invasive procedures. Selected as a presenter for Global Strategy Session during 2013 international sales meeting for 450 attendees. 16 2015 – 2016 HCIA Resume Book DELOITTE CONSULTING, Chicago, IL Senior Consultant (2015) Consultant (2014 – 2015) Analyst (2012 – 2014) Transformed structures of 87 hospitals in $14b healthcare system; collaborated with executive leadership team to identify consolidation opportunities that yielded $100m in cost savings. Managed redesign of global IT operating model of $6.5b pharmaceutical company to support 20% growth; partnered with eight VPs to implement changes. Advised 30 clinical Project Managers on strategy to manage clinical, operational, and talent-related changes during merger of a $2b regional hospital system; realized $160m in savings. Led creation of enterprise-wide communications strategy for $550m electronic health record system implementation and led cross-functional team to implement in $3b hospital system. Co-authored week-long business case about a global pharmaceutical company; led 11-person team to deliver national case-based training to 350+ new hires; increased effectiveness of training by 60%. ZACHARY BOGNER BROOKE A. BONET GUIDO CASTAGNOLA, MD [email protected] [email protected] [email protected] Marketing and Management Strategy and Operations Management and Consulting The George Washington University Washington, District of Columbia BBA, Marketing, 2011 Tufts University Medford, Massachusetts BA, English and Spanish Language and Literature, 2009 Instituto Universitario Hospital Italiano Buenos Aires, Argentina Psychiatrist, 2008 IBM, Washington, DC Senior Consultant (2013 – 2015) Consultant (2011 – 2013) Managed teams through the software development lifecycle delivering projects both on time and on budget. Evaluated clinical trial datasets for accuracy against clinical trial standards— SDTM and SEND. Identified inconsistencies between the clinical trial data and the standards. Created recommendations for improving adherence to the standards. Directed a division-wide review of different clinical trial analysis tools. Identified strengths and weaknesses of each tool, researched industry best practices, and created a strategic plan for the improved use of clinical trial analysis tools. Organized and presented during training seminars to educate onboarding consultants on clinical trial standards and analysis. Wrote SAS and SQL programs to support clients in gleaning actionable information from large datasets. Analyzed key metrics and trends, creating dashboards for an IBM partner. The dashboards allowed the partner to gain a quick understanding of the performance of the project. IRONWOOD PHARMACEUTICALS, Cambridge, MA Program Manager 2012 – 2015 Managed process to quantify unmet need in six disease indications to expand and prioritize acquisition targets. Analyzed financial, target prescriber, pipeline, and IP data for 46 potential target assets. Designed and implemented in-licensing process that reduced time for go/no-go decisions by 10%. Led nine-person intelligence team to assess competitor cost structure, saving $5m in manufacturing costs. Created US launch Sales Training Plan for 165 field employees, successfully implementing plan in one week. Implemented Sunshine Act government spend policies company-wide with Compliance and rectified 2,000 errors. Liaised with US and European teams to submit launch dossiers in Switzerland, Ireland, Spain, and Germany. GENZYME CORPORATION, Cambridge, MA Senior Project Coordinator 2009 – 2012 Chaired 10 coordinators across business units, delegating execution of dynamic ad hoc projects. Pioneered four product Program Management dashboards for executive management to prioritize resource allocation. Analyzed 51 Sales Time Study Surveys, formulating insights used in 2010 sales re-realignment. Universidad Austral Buenos Aires, Argentina MD, 2004 PRIVATE PRACTICE, Buenos Aires, Argentina Owner and Principal Physician 2006 – 2015 Managed entire practice: negotiated rates with HMO, set private rates, acquired office space, advertising, hiring, and compliance with legal requirements for health records. Distinguished for having achieved, among 2,000+ psychotherapists, quickest time to recovery/discharge and third lowest recidivism rate. INECO, Buenos Aires, Argentina Neuropsychiatry Fellowship: Attending Neuropsychiatrist and Assistant to CEO Medical Director 2008 – 2009 Co-led 14 people in cross-functional team implementing research protocol for study of frontotemporal dementia. Assigned tasks, supervised work, and ensured adherence to protocol. 35+ original papers published based on results of study. HOSPITAL ITALIANO, Buenos Aires, Argentina Resident Physician 2005 – 2008 Managed four psychiatric ward facilities: 42-bed in-patient care department, outpatient psychiatric care, emergency consultation, and cross-hospital psychiatric emergencies for a 500-bed general hospital. Handled triage and intake for emergency service; regularly made life-and-death decisions on tense and uncertain emergency scenarios, resolving differences of opinions. 2015 – 2016 HCIA Resume Book 17 2017 : Chen – Dayal CECE CHEN BRANDON CHEONG JAMES CHEUNG [email protected] [email protected] [email protected] Consulting and Entrepreneurship Private Equity and Corporate Development Private Equity and Management Northwestern University Evanston, Illinois MS, Biomedical Engineering, 2011 BS, Biomedical Engineering, 2010 University of Pennsylvania Philadelphia, Pennsylvania BS, Finance, 2010 MIT Sloan School of Management Cambridge, Massachusetts Master of Finance, 2011 ACCENTURE, New York, NY Business & Systems Integration Consultant (2014 – 2015) Analyst (2011 – 2014) Managed offshore testing team as Test Lead and drove the completion of the functional testing phase of a financial reporting transformation project for a global Fortune 500 biotech company. Built training materials as Change Management Lead and organized training sessions for global client sites to adopt a new financial reporting tool. Mapped future state product quality business processes for a $5m Oracle-based enterprise resource planning (ERP) implementation assessment for a global Fortune 500 biotech company. Analyzed the standardization of drug substance, drug product, and finished goods release processes across global manufacturing sites for a global Fortune 500 biotech company. Identified Healthcare Reform impacts to sales, actuarial, and benefits areas and mapped current state and future state processes for a regional non-profit payer. Assessed data setup for an out-of-pocket cost estimator tool that allows patients to shop and compare costs for medical procedures online. Analyzed potential new channels for a member cost savings marketing campaign at a regional payer. 18 2015 – 2016 HCIA Resume Book MERCATOR FUND, SYCALE ADVISORS, New York, NY Summer Investment Analyst 2015 Analyzed spinoffs and standalone companies across industries and made investment recommendations to the portfolio manager. CAIN BROTHERS, New York, NY Investment Banking Associate, Healthcare M&A (2013 – 2015) Investment Banking Analyst, Healthcare M&A (2010 – 2013) Executed numerous M&A transactions for healthcare services companies. Worked closely with client management teams on sell-side M&A transactions to draft investment memorandums, prepare investor presentations, and facilitate due diligence processes. Built comprehensive financial models and valued companies using a variety of techniques, including public market comparables, precedent transactions, discounted cash flow, leveraged buyout, and merger analysis. University of California, San Diego La Jolla, California BS, Bioengineering, 2010 PERMIRA, New York, NY Investment Professional 2013 – 2015 Evaluated investment opportunities in the healthcare, consumer, and industrial space through detailed analysis of financial, industry, and competitive trends. Constructed complex operating forecast models to assess valuation and financing structures for investment and exit strategies. Engaged with senior management and industry advisors to formulate investment strategy and recommendation for investment committee. BANK OF AMERICA MERRILL LYNCH, New York, NY Investment Banking Analyst, Global Healthcare 2011 – 2013 Executed transactions for mergers & acquisitions, initial public offerings, leverage buyouts, and financings. Led all facets of the deal process including valuation, engagement materials, financial and operational due diligence, and interaction with senior management across the pharmaceutical, biotechnology, medical technology, and services sector. KEVIN COLLINS ELIZABETH COLONNA GAURAV DAYAL [email protected] [email protected] [email protected] Private Equity and Management Strategy and Operations Finance and Private Equity Yale University New Haven, Connecticut BA, Economics, 2009 University of Virginia Charlottesville, Virginia BA, Economics, Spanish, 2010 Indian Institute of Management Ahmedabad, India Post Graduate Diploma, Management, 2008 GOLDMAN SACHS, New York, NY Associate 2012 – 2015 Private equity associate in the special situations group, focusing on healthcare and business services companies. FTI CONSULTING, New York, NY Senior Consultant (2013 – 2015) Consultant (2010 – 2013) Analyzed 100m records of transactional data to quantify potential exposure for retail pharmacy client involved in litigation with alleged damages of over $150m. Completed investments in Forefront Dermatology and Resolute Anesthesia and Pain Solutions. Assisted portfolio company Forefront Dermatology as Director of Corporate Strategy. FIDELITY MANAGEMENT AND RESEARCH, Merrimack, NH Research Associate 2009 – 2012 Performed fundamental credit analysis to generate investment recommendations for fixed income securities issued by insurance, healthcare, and pharmaceutical companies. Created 12+ SQL models based on state Medicaid generic drug pricing rules, which influenced litigation strategy for a senior managing director serving as expert witness. Developed cross-functional client relationships with departments including Revenue Projections, Data Remediation, Legal, and Technical Engineering, helping to streamline communication and reconcile internal discrepancies. Overhauled complex claims data system for large managed care organization, which processes millions of claims per year to CMS for Medicare Advantage. Led team of three consultants by developing their technical skills, reviewing their work product, and drafting work plans. Saved client millions of dollars by creating a model that became an integral component of the company’s internal process to accurately quantify reserves. Generated accounting analyses of payer’s claims fund, which was the focus of litigation with alleged damages of over $3m; results were presented in managing director’s expert report and deposition. Indian Institute of Technology Kanpur, India BTE, Electrical Engineering, 2005 NBK CAPITAL (investment banking arm of NATIONAL BANK OF KUWAIT), Kuwait Assistant Vice President 2012 – 2015 Advised on 10+ buy-side, sell-side, and public offering transactions across sectors, including healthcare. Prepared board presentations, investment memos, offering prospectuses, and roadshow presentations. Led and mentored a team of analysts/ associates on various transactions. Designed and delivered peer-training courses on building efficient pitch books and valuation. ERNST & YOUNG, Kuwait Executive 2009 – 2012 Advised on valuations, buy-side, sell-side, and restructuring transactions across sectors. Led and mentored a team of analysts. HSBC, Mumbai, India Manager, Special Projects 2008 – 2009 Managed the integration of IL&FS InvestSmart, a retail brokerage firm acquired by HSBC India in 2008. Compiled an integration plan, and coordinated the integration process with 10+ sub-teams. Co-authored a post-acquisition due diligence report. 2015 – 2016 HCIA Resume Book 19 2017 : Dukes – Fedejko DANIELA DUKES CHRISTIAN DUNNE LEV ELDEMIR [email protected] [email protected] [email protected] Finance and Management Management and Marketing Consulting Pontificia Universidad Católica de Chile Santiago, Chile Professional Degree, Commercial Engineering, 2012 BS, Business Administration, 2011 Skidmore College Saratoga Springs, New York BS, Business, Art, 2007 University of California, Berkeley Berkeley, California BS, Business Administration, 2010 ABB OPTICAL GROUP, Chicago, IL Account Manager 2014 – 2015 Managed relationships with 27 vendor partners to ensure aggressive sales growth; became distributor of choice for 22 of 27 vendors within six months and increased sales by 28% versus the national average of 10%. FRONTIER HEALTHCARE, New York, NY Operations Associate 2013 – 2015 Directed a cross-functional operations team, comprised of five senior leaders, in the development of new ambulatory surgery centers. LATAM AIRLINES GROUP S.A., Santiago, Chile Manager, Non-Flight Miles Redemption 2014 – 2015 Determined and implemented strategy of non-flight miles redemption program, used by over 7m clients. Managed commercial relationship with over 20 partners. Led multidisciplinary team. Senior Analyst, Financial Alliances 2013 – 2014 Worked with Santander Bank to increase billings in co-branded credit cards and improve client’s loyalty by creating and implementing innovative campaigns. Assisted LATAM’s VP of Customers and participated in the negotiation of a new contract with Santander Bank. Analyst, Financial Alliances 2012 – 2013 Developed day-to-day work strategy with Santander Bank. Co-managed the release of a new credit card. Conducted comprehensive analysis and research of the industry and alliance’s competitors. MCKINSEY & COMPANY, Santiago, Chile Business Analyst 2012 Participated in a churn reduction project for a telecommunications company. Implemented incentives pilot program. 20 2015 – 2016 HCIA Resume Book Collaborated with teams in finance, operations, and marketing to test a new customer program that was later implemented throughout the country. BIOMERS LTD, Chicago, IL Key Opinion Leader & Account Manager 2011 – 2013 Established the North American market for an orthodontic start-up company by developing and executing a marketing strategy that led to acquisition discussions with major orthodontic companies. Recruited and managed the company’s key opinion leaders (doctors) to create clinical studies that established competitive market claims. BAUSCH + LOMB, Chicago, IL Territory Manager (2010 – 2011) Associate (2009) Partnered with the national sales team to develop the #1 territory (based on overall sales, profits, and growth) in the country for a large national retailer. Advised the marketing team on creation of new sales material to ensure successful use by the salesforce with customers. Served as the Practice Administrator of Frontier’s first gynecology surgery center for six months, overseeing over 40 personnel and managing operational workflow, facility maintenance, billing operations, and clinical compliance. Benchmarked over 40 operational and financial metrics across 12 surgery centers to identify inefficiencies and cost-saving opportunities. CITIGROUP, INC., New York, NY Capital Markets Analyst 2011 – 2013 Provided fixed income financing solutions to clients through the use of unsecured, secured, and hybrid debt securities. Managed the fixed income transaction process for clients, from pre-announcement marketing to final pricing; interfaced directly with clients to brainstorm and implement deal execution best practices. Composed a daily distribution sent to over 1,000+ clients and senior internal bankers discussing industry developments, Treasury and equity markets, and recent investment grade debt issuance. AMANDA EVANS DAVID FARKAS PAWEL FEDEJKO [email protected] [email protected] [email protected] Finance and Strategy Corporate Development and Finance Strategy and Operations Lehigh University Bethlehem, Pennsylvania BS, Finance, Marketing, 2012 University of Rochester Rochester, New York MS, Chemistry, 2010 BS, Chemistry, 2010 London School of Economics and Political Science London, United Kingdom MSc, Management Strategy, 2011 CIT GROUP, INC., New York, NY Associate (2015) Analyst (2012 – 2015) Led underwriting for multiple deal structures, including mergers and acquisitions, asset based lending, cash flow lending, project finance, and reserve based lending; assisted in growing the oil and gas portfolio from $75m to $300m+. Closed a $20m transaction in a new investment space, liquefied natural gas, resulting in additional new business of $50m and over $300k in fees. Conducted industry research, company valuations, risk assessment, and downside case sensitivities to evaluate over 20 potential transactions, leading to investments of over $400m. Managed 10+ portfolio accounts, including guiding accounts through downturns in industry cycles and bankruptcy. Interviewed and recruited 10 candidates for full-time positions; planned and executed week-long training program for familiarizing new hires with management expectations, goals, and corporate culture. MEDIMMUNE, Gaithersburg, MD Associate Scientist (2012 – 2015) R&D Associate (2011 – 2012) Led and worked on cross-functional clinical drug development teams, contributing to four new INDs, two new Phase I, and two new Phase II clinical trials. Built new antibody-drug conjugate manufacturing strategies and international supply chains; achieved two $15m+ Phase I investment decisions. Performed competitive intelligence, business plan writing, and metric development to support early stage partnering efforts. ADARZA BIOSYSTEMS, Rochester, NY Research Associate 2011 Developed chemistry and mathematical models to support novel diagnostics technology. Designed experiments for two additional laboratory employees. UNIVERSITY OF ROCHESTER, Rochester, NY Laboratory Technician 2010 – 2011 Started up new HIV genomics wet-lab, sequencing patient derived samples to support NIH grant. Negotiated facilities sharing agreement, acquired capital equipment, and generated new experimental protocols. Warsaw School of Economics Warsaw, Poland BA, Quantitative Methods in Economics, 2009 PWC STRATEGY& (formerly BOOZ & COMPANY), London, United Kingdom Associate/Manager (2015) Senior Consultant (2014 – 2015) Consultant (2012 – 2014) Conducted global tender risk assessment of transplant anti-rejection drugs for multinational pharma. Developed product strategy for rare disease drug while acting as job manager; achieved revenue upside of 10%. Supported design of new organizational structures across 15+ European markets for multinational pharmaceutical company. Led team of two and developed long-term manufacturing strategy for diagnostics device start-up (acquired by multinational pharma company) by evaluating its in-house capabilities and identifying potential outsourcing partners. Created market access strategy for cancer screening device across several global markets. Reprioritized over $70m of annual product development spend for $15b consumer goods company. 2015 – 2016 HCIA Resume Book 21 2017 : Garvin – Kaplan EMILY GARVIN RACHEL J. HAN CAROLYN HEISLER [email protected] [email protected] [email protected] Consulting and Technology Consulting and Management Management and Operations Dartmouth College Hanover, New Hampshire BA, Spanish, 2011 Chung-Ang University Seoul, South Korea BA, Business Administration, 2012 Boston College Chestnut Hill, Massachusetts BA, Economics, International Studies, 2009 THE ADVISORY BOARD COMPANY, Washington, DC Healthcare Consultant (2012 – 2015) Coordinator (2011 – 2012) Led the implementation of clinical business intelligence technology at a sevenhospital system in Denver, CO, coaching staff on the use of data to impact readmission rates, length of stay, and other outcomes; led to facility-level improvements in joint replacement length of stay and heart failure readmissions. HEALTHCARE HAN, Seoul, South Korea Manager 2013 – 2014 Developed business plans for medium sized hospitals and healthcare centers. DELOITTE CONSULTING, New York, NY Senior Consultant (2014 – Present) Consultant (2012 – 2014) Conducted annual healthcare cost projections, marketplace evaluations, claims analysis, and data management for large client’s healthcare benefit program. Directed end-user technology training and adoption strategy for the seven hospitals in Denver, including educating over 200 physicians about using data to improve performance on publicly reported measures. Initiated a data and analytics strategy to facilitate superior performance on an innovative, patient-centered unit of a hospital in Denver; led to $600k+ in savings, improved quality outcomes, and citations in case studies. Analyzed data trends for a hospital in CA, and guided CFO and VP of Quality on approach for training physicians on how to improve stewardship of resources, resulting in upwards of $717k in savings and enhanced physician experience. Organized logistics and contents for an educational course on Chinese healthcare market. Provided educational sessions for hospital management trainees, achieving a 92% satisfaction rate. KOMEA, Seoul, South Korea Assistant Manager 2013 – 2014 Led market research on China and developed overseas expansion strategies, including marketing partnership with local clinics and utilization of venture capital, in cooperation with other governmentaffiliated organizations. SEOUL ST.MARY’S HOSPITAL, Seoul, South Korea Associate 2012 – 2013 Conducted and partnered with crossdivisional task force teams, as well as surgeons, to allocate $5m budget dedicated to construction of new operating facilities; presented findings to CEO. Restructured processes governing donations; streamlined donation channels and implemented updated system to inform donors of use of their donations. 22 2015 – 2016 HCIA Resume Book Managed client’s $480m healthcare program to annual target and presented program recommendations to senior management. Developed strategy and approach for over 40 focus groups nationally; identified employee concerns with the current healthcare program and recommended actions aligned with the client’s five-year strategy. SYNAMED LLC, New York, NY Project Manager (2010 – 2011) Project Coordinator (2009 – 2010) Analyzed Electronic Health Record (EHR) system capabilities to identify and manage implementation of changes required to comply with federal EHR certification. Demonstrated EHR system features to federal inspectors from Office of the National Coordinator, resulting in award of certification and a distinct marketing advantage for the company. FRANCES HOU MISHA IPATOV HILLARY KAPLAN [email protected] [email protected] [email protected] Strategy and Entrepreneurship Entrepreneurship and Management Strategy and Venture Capital Shanghai Jiao Tong University Shanghai, China BA, Material Engineering, 2012 University of Geneva Geneva, Switzerland MA, International Trading, 2010 BS, Business Administration, 2008 University of Pennsylvania Philadelphia, Pennsylvania BA, Politics, Philosophy, & Economics, 2009 MONITOR GROUP / MONITOR DELOITTE CONSULTING, Shanghai, China Consultant 2012 – 2015 Developed robust growth strategy for global pharmaceutical and medical device leaders; evaluated and facilitated multimillion dollar acquisition deal; restructured organization of 300+ people. Promoted by Partner to serve as Project Leader ahead of peers; strategized customer data generation plan and directly presented to Asian Head. Designed first-of-its-kind mobile application to offer integrated pharmacy services in China. Created innovative pricing model and market entry strategy to launch new drugs. Launched pioneering primary care systems in medical zone. Authored Deloitte’s national monthly report on Chinese healthcare industry; distributed to 8k+ employees in Greater China. CAPITAL TODAY INVESTMENT, Shanghai, China Summer Investment Analyst 2011 Conducted due diligence for healthcare, consumer goods, and TMT companies, which led to over $30m investment. Assisted in sourcing deals. CHS EUROPE, Geneva, Switzerland Internal Project Manager 2015 Evaluated business model in Russia and prepared a five-year scenario analysis, resulting in radical shift of company’s strategic focus and in office headcount reduction from 40 to seven people. Trader 2012 – 2015 Led EMEA corn profit center delivering $3.3m of gross profit during last six months of trading - the best performance among all units for the same period. Managed and mitigated contractual and logistical exposure from Russian-Ukrainian crisis. Directed negotiation strategy with suppliers, assessed daily default exposure, and oversaw arbitration for legal cases. Regional Coordinator 2010 – 2012 Facilitated operation of a JV with Agrico in Russia. Designed workflows and formalized procedures creating an operational framework for a crossfunctional team of 17 people. Trading Trainee 2008 – 2010 Worked four days a week concurrently with MA studies. Assisted traders with middle office functions: position accuracy, daily P&L estimation, and contract finalizations. THE DEDHAM GROUP, New York, NY Senior Analyst (2014 – 2015) Analyst (2013 – 2014) Managed strategy consulting projects with a focus on oncology market access for large pharmaceutical clients. Led primary research programs, performed data analytics, and developed strategic recommendations. Analyzed the risk of healthcare providers switching to a competitive drug and created a financial model to assess switching impact. Segmented health insurers to design a targeted sequencing strategy for prostate cancer therapies. Developed a portfolio-level regional access sales force strategy. Assessed biomarker utilization to optimize market access for a therapy and its companion diagnostic. IMS HEALTH, Parsippany, NJ Senior Analyst, Advanced Analytics (2012 – 2013) Analyst, Advanced Analytics (2011 – 2012) Research Analyst, Data Investigations (2009 – 2011) Researched client inquiries of product and market trends, and managed data analysis across cross-functional teams. Developed resolutions for data anomalies and created customized reports for clients to accurately forecast product growth and identify sales targets. 2015 – 2016 HCIA Resume Book 23 2017 : Kim – Munch JONATHAN KIM VICTORIA LAI YULING LEE [email protected] [email protected] [email protected] Entrepreneurship and Technology Finance Consulting and Strategy William E. Macaulay Honors College, The City University of New York, Brooklyn College Brooklyn, New York BS, Biology, Psychology, 2006 Stanford University Stanford, California BA, Human Biology, 2011 Nanyang Technological University Singapore BA, Accounting, 2007 FENOX VENTURE CAPITAL, San Jose, CA Pre-MBA Intern 2015 Screened over 50 startups and influenced investment committee decisions by analyzing market, regulatory, and intellectual property risk and by preparing investment reports to communicate companies’ fit with firm’s investment strategy. PROCTER AND GAMBLE, Singapore Asia Treasury Manager (2012 – 2015) Senior Finance Analyst (2010 – 2012) Led liquidity and risk management for $1b cash portfolio across Asia. COLUMBIA UNIVERSITY MEDICAL CENTER, New York, NY Applications Manager 2013 Managed a portfolio of applications in the Clinical Trials Office, ranging from electronic data capture to finance, for key business operations of disparate departments. Designed and launched an institutional research recruitment website to impact the growth of research activities. Lead Study Manager Analyst 2011 – 2013 Led the management of clinical trial software to assist in the collection of industry research funding. Provided key financial reporting for use by top level administration in managing research operations. Implemented a research software package designed to ensure research billing compliance. Project Coordinator 2009 – 2011 Implemented clinical trial software across the research infrastructure of the institution. Trained and supported research teams for the software, ranging from investigators to administrators. Clinical Research Coordinator 2007 – 2009 Coordinated the conduct of both federally and industry funded clinical trials involving novel Hepatitis C treatments and immunosuppressive therapies for transplantation. Liaised between investigator, subject, and sponsor, ensuring regulatory compliance. 24 2015 – 2016 HCIA Resume Book Conducted due diligence on two healthcare IT and telemedicine startups. Quantified market size, assessed competitors, and vetted management team. Recommendations resulted in the firm investing $800k in seed capital. TRIAGE CONSULTING GROUP, San Francisco, CA Senior Associate (2013 – 2015) Associate (2011 – 2013) Trained 13 junior consultants in client service, database analysis, and reimbursement modeling to support process improvement review of reimbursement operations across nine hospitals. Negotiated with commercial payers on behalf of hospital system client to resolve $60m contractual payment dispute. Designed profitability forecasting models to guide project strategy and resource allocation decisions. Led 10 guest writers across the San Francisco and Atlanta offices to produce quarterly firm-wide publication to identify trends in hospital finance and analyze impact on clients. Designed and executed debt/equity financing to fund working capital requirements of local business expansion projects. Led several M&A and corporate restructuring projects, including Duracell, Pet Foods divestiture. Pioneered team that established first ever Myanmar operations; obtained landmark approval from Myanmar Central Bank. Supported ASEAN CEO/CFO in revenue forecasting, pricing, and other strategic analyses. Led and oversaw regional revenue forecasting and planning activities for $1.5b revenue business across ASEAN, spanning six countries, 15 categories, and 108 brandcountry combinations. Managed two direct reports in Singapore, and supervised four others in Manila. DELOITTE, LLP, London, United Kingdom Senior Associate 2008 – 2010 Advised clients of tax-efficient means of remuneration, including share schemes and pensions. JAMIE MEYERSON NICHOLAS MORGAN J.T. MUNCH [email protected] [email protected] [email protected] Management and Strategy Finance and Strategy Private Equity and Management Cornell University Ithaca, New York BS, Communication, 2011 Northwestern University Evanston, Illinois BA, Economics, 2011 Fordham University Graduate School of Education New York, New York MS, Teaching, 2011 ARNHOLD GLOBAL HEALTH INSTITUTE, New York, NY Summer Strategy Fellow 2015 Led strategy development with executive director to define institute’s vision, value proposition, and offerings. CR GROUP, New York, NY Private Equity Analyst 2013 – 2015 Member of nine-person investment team managing $2b of debt and equity investments in private and public healthcare companies. The Ohio State University Columbus, Ohio BS, Finance, 2008 Developed global health site engagement strategy, cataloguing over 70 projects, defining program goals, and developing site evaluation criteria. DELOITTE CONSULTING, New York, NY Consultant (2013 – 2015) Business Analyst (2011 – 2013) Led design, fielding, and analysis of development finance landscape survey, capturing $25b+ in emerging market capital flows within 74 funds and facilities. Advised World Economic Forum Collaborative Innovation and Biotechnology Ecosphere platforms, co-authoring 10+ reports. Defined strategy and design of new product pilot for global pharmaceutical client, seeking to spark growth in postpatent offering. Advised health insurance client on commercial implications of healthcare reform, focused on product development and network re-contracting strategy. Evaluated long-term growth options for ancillary insurance provider, focused on health insurance exchange benchmarking. Developed new product business case for manufacturing client, driving $1m+ in additional sales. Evaluated more than 50 investment opportunities under confidentiality; created detailed operating and investment return models to analyze prospective transactions. Conducted extensive primary research by interviewing industry experts, key opinion leaders, and company executives to assess investment risks and merits. LEERINK SWANN, San Francisco, CA Investment Banking Analyst 2011 – 2013 Executed financing and advisory transactions for healthcare companies; focused on biopharma and medtech sectors. Ranked top analyst out of class of six at year-end performance review. BEECKEN PETTY O’KEEFE & COMPANY, Chicago, IL Healthcare Private Equity Associate 2013 – 2015 Completed leveraged buyouts of Paragon Medical and Medical Solutions. Engaged in industry, accounting, legal, and operational due diligence prior to investment of capital. Created financial models used to derive company valuations and analyze potential investment returns. Advised portfolio company management teams on corporate finance and strategic planning initiatives. CENTERVIEW PARTNERS, New York, NY Investment Banking Analyst 2011 – 2013 Recommended divestiture of two business segments to public board of directors; divestitures completed in 2013. Represented senior lender group in restructuring of water distribution company capital structure. TEACH FOR AMERICA, New York, NY Middle School Math Teacher 2009 – 2011 Managed five different classes of 6th, 7th, and 8th grade students at public school in South Bronx. Drove meaningful student achievement; 72% of 6th grade students attained grade-level proficiency by end of 2011 school year. 2015 – 2016 HCIA Resume Book 25 2017 : Murphey – Richards RICHARD MURPHEY SAM NELSON ADAM NORRIS [email protected] [email protected] [email protected] Private Equity and Entrepreneurship Strategy Consulting and Strategy Duke University Durham, North Carolina BA, Economics, 2010 Trinity College Hartford, Connecticut BA, Economics, 2011 Vanderbilt University Nashville, Tennessee BS, Economics, Human and Organizational Development, 2005 TROIA THERAPEUTICS, INC., San Diego, CA Co-Founder, Head of Operations 2013 – Present Oversee operations and finances, meeting 2014 goals 50%+ under budget. CIGNA, Newton, MA Senior New Business Manager 2014 – 2015 Health Insurance Sales Executive for companies with 250 – 5,000 employees, governments, hospitals, and universities. Managed cross-functional team to prepare for and hold pre-IND meeting. Developed business plan, recruited management team, and raised Series A from leading VC. DIAVACS, INC., San Diego, CA Head of Operations 2014 – Present Oversee tech transfer for lead product to cGMP CMO. Met 1H2015 deadlines 41% under budget. Worked with interim CEO to structure and raise Series B and revise company strategy. INVESTOR GROWTH CAPITAL INC., New York, NY Venture Capital Analyst 2012 – 2013 Evaluated and executed variety of public and private equity healthcare investments at a $1.8b AUM diversified international venture capital/growth equity fund. WELLS FARGO SECURITIES, LLC, Charlotte, NC Investment Banking Analyst 2010 – 2012 Closed over a dozen debt, equity, and M&A transactions in the healthcare sector. Focused on previously unexplored distribution channels and new distributor partnership development. CIGNA, New York, NY Account Manager 2011 – 2014 Health Insurance Account Executive for $65m book of business of corporate clients employing 50 – 250 employees. Responsible for retaining and up-selling existing accounts, as well as developing and executing on comprehensive sales strategies for new prospects. Two-time Gold Circle Qualifier-Ranked as 6th highest sales rep out of 100 national counterparts for final two full years in role. EPIC SYSTEMS, Verona, WI Application Auditor 2013 – 2015 Identified severely overdue revenue generation deadlines during independent implementation audit. Managed customer relations while coaching project team through successful mitigation plan and go-live. Pinpointed revenue bottlenecks and collaborated with operational leaders at NY client to redistribute responsibilities; client exceeded charging and payment goals within 60 days of go-live. Executed company-wide resolution to prevent future recurrence of similar issue. Application Manager 2011 – 2013 Utilized and leveraged technical project management expertise, analytical evaluations, customer relationships, and team building skills to ensure academic Colorado client struggling with revenue cycle billing modules went live on time and on budget, ultimately exceeding top 10 key performance metrics compared to all other academic Epic customers. Spearheaded initiative for client mergers, acquisitions, and roll-outs, creating tools to improve sales presentations, implementation processes, and enhanced delivery of client recommendations. Created divisional “Success Check” documentation and resource tools focused on standardizing and enforcing best practices on continuous basis, leading to improved project success rates. Managed and guided eight direct reports, coaching career development. 26 2015 – 2016 HCIA Resume Book SEAN PARK VARNA RAMAN BLAKE RICHARDS [email protected] [email protected] [email protected] Strategy Consulting and Strategy Consulting University of California, Los Angeles Los Angeles, California BS, Mathematics/Applied Science, 2010 Barnard College, Columbia University New York, New York BA, Economics, Mathematics, 2009 Duke University Durham, North Carolina BS, Economics, 2011 ANTHEM, INC., Cerritos, CA CareMore Actuarial Analyst II 2013 – 2015 Coordinated finance and strategy teams to develop and implement Part D cost reduction strategy. The strategy was projected to reduce CareMore’s 2015 total Part D drug cost by over 20%, or approximately $20m. VHA, New York, NY Member Specialist (2013 – 2015) Senior Analyst (2012 – 2013) Analyzed $500m+ of non-labor expenses at NewYork-Presbyterian Hospital to identify cost-saving opportunities across clinical and non-clinical supplies and services. Collaborated with hospital end users to issue RFPs and negotiate contracts for medical and surgical supplies, technology, and food and nutrition resulting in $1m of savings. Discovered $1m in pricing discrepancies for purchases through pharmacy distributor; researched complex pharmacy regulations and collaborated with various stakeholders to resolve issue. Partnered with hospital purchasing department and distributor to streamline antiquated paper-based coffee supplies ordering process by converting to online platform; reduced number of invoices annually from ~500 to 12. EPIC SYSTEMS, Verona, WI Patient Confidentiality Lead and Application Manager 2011 – 2015 Directed implementations, recommended software configuration, prioritized development, and wrote manuals to adhere to new privacy regulations and services in the healthcare industry, including employee health, drug abuse, assault, psychiatry, and adolescent care. Conducted a statistical analysis to improve the Medicare STAR rating. Analysis led to a rating reevaluation by CMS and a 1.5% increase in total revenue for CareMore. Initiated and internalized Part D Medicare bidding process from an external consultancy, reducing consulting expenses and turnaround time, thus increasing control over annual benefit planning. Performed quarterly experience studies on healthcare cost trends to identify and prepare against any emerging operational and financial risks. TOWERS WATSON & CO., Irvine, CA Actuarial Analyst 2011 – 2013 Designed a benefit evaluation model for a healthcare client, reducing the annual project cost by over 20% while reducing the margin of error. The process improvement led to a great client satisfaction and solidified Towers Watson’s competitive position to annually retain the client. Supervised 10 internal and customer analysts through the 12-30 month implementation of an electronic medical record into fully integrated enterprise hospital system for up to five customers simultaneously, including Duke University. Strategized with senior client leadership to develop action plans and risk mitigation to address current business challenges, and reviewed agreed-upon key performance indicators through the implementation and post-live until stabilization. J.P. MORGAN, New York, NY Analyst, Global Corporate Bank (2011 – 2012) Analyst, IB Credit Risk Management (2009 – 2011) Analyzed acquisition financing scenarios for transactions ranging from $500m to $2.2b to determine optimal capital structure. Presented recommendations based on analyses to credit executives for transactions totaling over $10b. 2015 – 2016 HCIA Resume Book 27 2017 : Sansted – Xu ZOE SANSTED MORGAN SHATTUCK XIN (TONY) SHU [email protected] [email protected] [email protected] Management and Operations Marketing and Management Private Equity and Corporate Development Columbia University, College of Physicians and Surgeons New York, New York MD, 2017 Claremont McKenna College Claremont, California BA, Chemistry, Math, 2011 Nanjing University Nanjing, China MS, Chemistry, 2009 Columbia University New York, New York BA, Biophysics, 2012 NORAC PHARMA, Azusa, CA Process R&D Chemist 2011 – 2014 Executed and documented process development studies in support of manufacturing and regulatory filings for APIs and medical device compounds, improving reproducibility and function of the final product. BROOKINGS INSTITUTION, Washington, DC Intern, Center for Health Policy 2015 – Present Conduct research and write articles pertaining to current healthcare issues, with a focus on clinical transformation. COLUMBIA STUDENT MEDICAL OUTREACH, New York, NY Clinic Coordinator (2015 – Present) Social Work Coordinator (2013) Summer Intern (2013) Manage clinic team and direct day-to-day operations. Created and led initiative to enroll uninsured patients in health insurance under the Affordable Care Act. Founded resource referral program. COLUMBIA UNIVERSITY MEDICAL CENTER, New York, NY Research Assistant, Department of Biochemistry and Molecular Biophysics 2011 Studied the genetic basis of adult leg motor neuron development in Drosophila melanogaster. Conducted, wrote, and presented original basic science research at CUMC and NYU. 28 2015 – 2016 HCIA Resume Book Analyzed chemical processes for cost effectiveness, reaction safety, and chemical efficiency, including setup and performance of four variable Design of Experiment (DoE) models for determining process optimization. Fortified positive client relationships over the course of five projects with three pharmaceutical and biotechnology companies through commitment to productivity and communication, resulting in over $1m in business. Coordinated between cross-functional teams, from business development to quality assurance, to ensure thorough communication of information and on-time deliverables. KECK SCIENCE DEPARTMENT OF THE CLAREMONT COLLEGES, Claremont, CA Laboratory Assistant, Organic Chemistry 2010 – 2011 Completed a year-long, laboratory based organic chemistry thesis project; presented results in a department lecture and poster presentation, along with a formal thesis document. Sun Yat-sen University Guangzhou, China BS, Chemistry, 2006 NORTHERN LIGHT VENTURE CAPITAL, Beijing, China Associate 2012 – 2015 Sourced and executed 10 venture capital deals of over $65m in healthcare; two portfolio 10x valuation growth and preparation for filing. Coached three portfolios to confirm next round investment with over 4x valuation growth and two acquisitions of over $30m. Devised investment strategy in healthcare; collaborated with outside finance and legal firms to conduct rigorous due diligence. GENERAL ELECTRIC HEALTHCARE, Guangzhou, China Product Specialist 2010 – 2012 Strategized marketing techniques for $63m portfolio of interventional imaging equipment, exceeding sales target by 22%. Targeted rural markets to launch a new product line and brought in $18m in half a year. JOHNSON & JOHNSON MEDICAL, Liniy, China Sales Management Trainee 2009 – 2010 Expanded market share of diabetes monitor device against 10 competitors in five cities, achieving 140% sales target and attaining No.1 market share in three consecutive quarters. BRYAN SONG JULIAN TING JOYCE YUE XU [email protected] [email protected] [email protected] Consulting and Technology Entrepreneurship and Private Equity Strategy and Finance Tulane University School of Medicine New Orleans, Louisiana MD, 2017 London School of Economics London, United Kingdom LLB, Laws, 2008 Shanghai Jiaotong University Shanghai, China BS, Finance, 2011 INNOVATIVE DIAGNOSTICS, Hong Kong and Singapore General Manager (2015) Business Development Manager (2013 – 2015) Launched Hong Kong operations by structuring a JV with strategic partner to de-risk and accelerate project; secured lowest costs country-wide, oversaw construction of headquarters, and built and led local team of 18. BANK OF AMERICA MERRILL LYNCH, Shanghai, China Associate, Global Corporate Banking (2014 – 2015) Analyst, Global Corporate Banking (2011 – 2014) Managed relationships for 26 clients, each with revenue of over $1b; generated 30% revenue growth. Dartmouth College Hanover, New Hampshire BA, English, 2011 WELLTH, New York, NY MBA Intern 2015 – Present Prepared and submitted proposal for a $1m NIH grant as the Principal Investigator, potentially doubling the company’s funding. Worked directly with the CEO and CSO as the primary medical consultant, performing viability research as well as competition analysis. Pitched product with CEO directly to insurance companies (Aetna, Cigna), provider groups, and educational institutions. Executed clinical trials of product, including site visits, physician and patient education, and analysis of collected data. BRYAN MARTIN, LLC, New Orleans, LA Co-Founder 2013 – Present Founded e-commerce lab coat business while attending Tulane University School of Medicine; led all aspects of company development and operations with revenues exceeding $5k. Identified and secured manufacturer in El Salvador; negotiated small-batch rate, achieving 60% profit margins. Currently negotiating with several medical schools to be the sponsored supplier of lab coats. Secured conversion and renewal of key accounts in both Singapore and Hong Kong ($3m+ p.a.). Spearheaded regional expansion efforts in Hong Kong, Indonesia, and Vietnam; developed entry strategies. GRANGE PARTNERS/ASIA CAPITAL & ADVISORS, Singapore Private Equity Associate 2012 – 2013 Conducted extensive industry analysis and financial modeling for numerous deals; developed proprietary research and ‘house’ views on target sectors/countries. Negotiated best terms worldwide for franchise rights to global fast food chain; led deal execution. HSBC PRIVATE WEALTH SOLUTIONS, Singapore Senior Officer 2010 – 2012 Administered trust portfolio (AUM $1.4b+); increased fees by 5% through restructurings. ECM LIBRA INVESTMENT BANK, Kuala Lumpur, Malaysia Management Associate 2008 – 2009 Highly competitive graduate program (1:35 acceptance rate); rotations through IBD, Equity Research, Credit, and Treasury. Led over 20 transactions as team’s sole Associate and collaborated with cross-functional global teams to complete executions. Assistant to CEO of China 2013 – 2015 Selected as assistant to CEO of China; coordinated cross-selling initiative among different divisions of the bank; developed China business reports and conference presentations. Led team on “Greater China Client Dual-Coverage” project and identified 20 clients to be jointly covered by BofA and ML. Tracked team performance and deal status; assessed areas of improvement; ultimately administered and monitored ambitious, yet feasible, 20% target growth rate in both 2013 and 2014. BOSTON CONSULTING GROUP, Beijing, China Summer Associate 2009 Conducted independent research and developed a synergy strategy between client’s food and nutrition divisions. Interviewed over 20 food processing experts from China and US to generate key insights on industry dynamics, and created recommendation on near-term R&D focus. 2015 – 2016 HCIA Resume Book 29 NOTES 30 2015 – 2016 HCIA Resume Book NOTES 2015 – 2016 HCIA Resume Book 31 NOTES 32 2015 – 2016 HCIA Resume Book 2015 – 2016 HCIA Resume Book Healthcare and Pharmaceutical Management Program www8.gsb.columbia.edu/healthcare Healthcare Industry Association (HCIA) columbiahcia.com
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