Work & Experience
Wisdom for Life (Forbis & Associates, Inc.) 06/01/2023 - 05/22/2025
Director, Project Management & Operations
Forbis & Associates, Inc. is a global digital education company focused on health and wellness. The company has 10+ contract employees, $5M in revenue and delivers online summits for up to 75,000 attendees. Laid off due company restructuring. • Reported to the President and led a team of 10+ direct reports while managing a $2M+ budget and a cross-functional globally remote team to deliver 12 high-profile digital events per year. • Led a multi-departmental overhaul spanning IT strategy, operations, affiliate management, email marketing, web development, speaker management, project management, customer service, and creative services. • Directed a company-wide digital transformation program, implementing AI automation, automating payroll, IT modernization, and process optimization initiatives that improved operational efficiency as measured by number of events delivered (from 6 events to 12 a year). • Reduced affiliate payment processing time from 90 days to 30 days and payout fees by 75% through strategic process redesign. • Developed and implemented quality assurance policies and testing procedures, including UAT, for all websites which did not exist prior improving quality and functionality of websites. • Integrated AI technologies across content creation and transcription services enhancing workforce utilization and reducing manual effort. • Built the customer service function from 0 to 2 staff and implemented Zendesk to support up to 75K end users for each online event and established SLAs and best practices.
The Best Year of Your Life, LLC (Company Dissolved in 2023) 01/04/2021 - 05/31/2023
Director, Project Management & Operations
The Best Year of Your Life, LLC was a B2C global digital education company focused on health and wellness with 10+ employees and delivered online summits for up to 100,000 attendees. The Co-Founders dissolved the company in 2023. • Reported to the Co-Founders and led a diverse remote team spanning IT, email marketing, creative services, speaker management, customer service and affiliate management, driving collaboration and accountability across all departments. • Managed a $2M budget and led a cross-functional team of 10+ to deliver large-scale online summits reaching global audiences of 100K+ attendees. • Revamped team structure and implemented cross-training programs, cutting time-to-market from 6 months to 3 months while improving delivery speed. • Introduced project management best practices (Agile, Waterfall and Hybrid) methodologies and operational frameworks, standardizing delivery models for future summits and online events.
Rotech Healthcare, Inc. 03/09/2020 - 01/02/2021
Center Manager
Rotech Healthcare, Inc. is a national 4,200+ person organization that provides ventilators, oxygen, sleep apnea treatment, wound care solutions, diabetes management, and durable medical equipment (DME) to patients and hospitals with revenue of $750M. • Led team of 9 in the strategic relocation of operations from Waynesville to Asheville, NC, capturing new market opportunities producing $1.2M in revenue and JCAHO compliant. • Successfully navigated the COVID-19 pandemic, closely partnering with 2 large health systems totaling $2.6B in revenue and one regional medical center with $837M in revenue to deliver medical services (ventilators and oxygen), exceeding sales targets by 20% while improving inventory control, equipment management, and workforce allocation. • Engineered cost-effective delivery routes and deployed RTLS technology for real-time communication between center staff, respiratory therapists, and delivery specialists, improving service reliability and customer satisfaction. • Directed revenue cycle and medical billing operations of $1.2M in revenue a year reducing denials, ensuring accuracy, compliance, and timely processing of claims.
SOAR Solutions (Company Closed Due to Covid-19 Pandemic) 01/31/2019 - 03/06/2020
Principal Consultant
Founded and led a strategic consulting firm providing executive advisory services across organizational redesign, operations, marketing, M&A integration, and project management (Agile, Waterfall and Hybrid methodologies), and portfolio optimization. Client: Center for Love & Light – Partnered with an online education platform to move the Center’s educational programs from 12 instructors online after the physical location closed.
Mission Health System (Acquired by HCA Healthcare in 2019) 12/26/2016 - 01/31/2019
Director, Program Delivery
Mission Health, comprising six hospitals, one post-acute rehabilitation hospital and many satellite practices is a $1.6B regional health system servicing 18 counties in western NC. Mission Health was purchased by HCA Healthcare in January 2019. • Recruited by the CTO to build a program delivery office and led the overhaul of the 70+ person Technology Services function including solutions architecture, engineering, unified communications, network, and infrastructure teams, implementing a DevOps operating model to improve efficiency, governance, and accelerate delivery timelines. • Oversaw a $45M technology portfolio that delivered major initiatives, including a critical upgrade of the organization’s electronic health record (EHR) system and the construction of a $430M medical tower, achieving on-time and on-budget delivery. • Negotiated a $36M Microsoft Enterprise Agreement, securing $400K in savings and a 5% cost cap on future renewals, driving long-term value. • Directed a successful enterprise Citrix audit, reducing liability exposure and achieving $40K+ in cost savings through risk mitigation efforts. • Developed and managed the IT Department Portfolio Roadmap, ensuring alignment with organizational priorities, compliance, and resource capacity. • Introduced the Technology Review Board (TRB) to establish a standardized process for project intake, prioritization, and governance, improving decision-making across departments.
Hoag Hospital System 09/01/2014 - 12/16/2016
Manager, IT Project Management & Customer Service
Recruited by the CTO to lead enterprise-wide technology and infrastructure initiatives for a $1.7B regional health system. Managed a Customer Service team of 10 professionals supporting 6,000+ end users across two acute-care hospitals, 13 urgent care centers, and nine health centers. • Spearheaded the enterprise rollout of Virtual Desktop Infrastructure (VDI) and on demand printing in clinical areas, modernizing technology delivery, securing data, and improving reliability for clinicians. • Directed the Office365 upgrade for 6,000+ users and deployed mobile telemetry devices in high-acuity units, increasing operational capabilities and reducing ER wait times. • Increased First Call Resolution by 8% and reduced Average Speed to Answer by 7 seconds, driving measurable improvements in customer satisfaction and service performance. • Developed and managed the Technology Services Department Portfolio Roadmap and $10M department budget, ensuring alignment with organizational priorities, compliance, and resource capacity.
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