Board Bio
For board search committees
Healthcare, fintech, and B2B SaaS. Operator perspective for committees where data infrastructure, payments, or AI-native GTM is decisive.
What I bring to a board
- Operator at scale. $700B+ in cumulative payments volume. $160B/year directed at Change Healthcare. $12B+/year built greenfield at Finexio.
- Two institutional exits. $3B Blackstone (Emdeon division). $300M WellPoint (AIM Specialty Health). Both driven by the same playbook: convert legacy EDI chaos into deterministic, automatable settlement.
- Regulated environments. HIPAA, healthcare payments, patient liability, and the rules that govern them. Active contributor to Federal Reserve, NACHA, and HIMSS working groups since 2011.
- AI-native product perspective. Three books on agentic payments published 2024–2026. Useful for boards separating signal from theater on AI strategy.
Committee fit
Technology / AI
Where the AI roadmap depends on a defensible data layer, not a foundation-model wrapper. Useful where the question is “build vs. buy.”
Audit
Operating exposure to regulated payment processing and HIPAA-grade data controls at multi-billion-dollar scale.
Strategy / M&A
Two acquisitions, both driven by infrastructure I built. Useful for boards on either side of a transaction where value pivots on data assets.
Compensation (with limits)
Operator perspective on technical executive comp. Defer to comp specialists on broader pay philosophy.
Active strategic advisory
- PayZenStrategic Advisor ·Patient Financing2019 – Present
- Zelis PaymentsStrategic Advisor ·Healthcare Payments2018 – Present
- FinalyticsStrategic Advisor ·Revenue Cycle & Banking2020 – Present
- CirraGroupStrategic Advisor ·Medical Debt Resolution2015 – Present
What I look for in a board engagement
- Companies where data infrastructure or payments is decisive, not decorative. AI roadmap is real, not slideware.
- Boards that operate with discipline. Quarterly cadence, pre-reads circulated in advance, decisions made in the room.
- Stage: late-Series-B through pre-IPO, or public companies refactoring around AI-native go-to-market.
- Healthcare, fintech, B2B SaaS. Selective on industry-adjacent opportunities where the underlying problem is structural data or autonomous workflows.
Initial conversations
For board search committees and recruiters: a short note via the homepage contact form is the fastest path. References available on request once an opportunity is qualified.