Our Story Lion Advisory LLC is a healthcare-focused project management and consulting practice dedicated to helping organizations bring structure, clarity, and disciplined execution to their most important initiatives. We support healthcare systems navigating growth, operational complexity, and transformation through PMO design, project leadership, and strategic advisory services. We are committed to delivering practical solutions that strengthen execution, improve performance, and empower teams to operate with confidence. Built on experience, integrity, and measurable outcomes, Lion Advisory provides high-touch, tailored support to meet the unique needs of today’s healthcare organizations.

• Appointed to establish UCSF Health’s enterprise transformation framework, tools, and governance model for system-wide initiatives. • Partnered with executive leadership to define ROI methodologies, success metrics, and accountability models for transformation priorities. • Designed the initiative portfolio management process aligning system performance with strategic vision. • Served as trusted advisor to leaders across operations, finance, and clinical services, ensuring transformation strategies were measurable and executable.

• Served as Enterprise Transformation leader and executive partnering with the CIO leadership team to drive execution on top tier health strategy initiatives. • Built and led Enterprise PMO overseeing 50+ strategic initiatives across four hospitals and an ambulatory network. • Directed a $100M capital and IT portfolio, integrating governance and performance accountability at the executive level. • Instituted annual strategic planning events and portfolio health reviews to align initiatives with system priorities. • Drove system-wide transformation programs improving care delivery, digital enablement, and financial performance.

• Reported to company COO and co-founder focusing on leading enterprise portfolio management for Nomi Health on national operations for care optimization and technology offerings to reduce cost of healthcare delivery in partnership with federal, government and private partners. • Lead and direct a team of Sr PMO leaders, overseeing multiple projects and portfolios defining ongoing transformation strategies. • Develop RFP and pipeline for organization working and leading the sales and solutioning division, focusing on all projects (Active and Closed – in sustainment) • Strategically identify company needs and prioritization in alignment with mission, vision and goals for national growth. • Address and resolve issues that require escalation prior to reaching C-suite.

• Lead strategic visioning and implementation with executive management for enterprise programs to meet business objectives, performance and benefit realization at John Muir Walnut Creek, and Concord Medical Centers resulting in 5x-10x year over year improvements. • Directed the implementation and design of all Tier 1 operational excellence initiatives to drive improvement in inpatient care delivery, quality, infrastructure, information technology and financial performance while ensuring roadmaps and action plans are successfully executed. • Provided coaching to consultants and managers by utilizing best practices in program/ project management methodologies while effectively fostering teamwork and collaboration. • Identified opportunities to leverage the scale of assigned functions or markets, to minimize redundancy, utilize process redesign, optimize automation/technology, while reinforcing continuous improvement methodologies.

• Supported Northern California regional executives in identifying opportunities leading to staffing and operational enhancements, utilizing benchmarking and Truven Health Analytics in clinical and non- clinical settings. • Provided leadership for the delivery of high quality and cost-effective consulting for issues of key organizational importance, resulting in operational and capital savings while standardizing services. • Served as content expert for a wide range of financial, capital, IT, clinical operational and Care Experience projects across 22 medical centers within maternal child and adult service lines. • Served as Emergency/ Disaster management planning-lead to Senior Presidents and executive teams. • Served as a collaborative team lead for junior consultants and analysts to help guide process improvement and problem solving across operational and clinical initiatives.

• Support Chief Strategy Officer and VP of Strategy and Planning in growth-oriented business development and planning processes of prioritized projects, service lines and physician network. • Responsible for creating project work plans, managing planning process and developing business plans to support overall hospital strategic initiatives. • Provided and identified key healthcare issues and design strategies to improve operational and financial performance within clinical and research driven initiatives – est. Portfolio across all service lines: $300M. • Guided a team of strategy analysts to help support short term and long-term planning initiatives in identifying growth opportunities by specialty service lines.

• Directed and managed Department of Pediatrics budget processes for all clinical and research divisions, approximating $200M. • Advised leadership with business and financial strategies using forecasting and modeling methods to enhance clinical operations and utilization -productivity. • Advised department chiefs and leadership on potential margin/operational enhancement opportunities based on revenue cycle, contractual agreements.

PMP - Project Management

PMI - Project Management Institute

2024 - 2025

Credential ID: 3858309

Lean Six Sigma Green Belt

Lean Six Sigma Company

2024