David A. Petersen
David A. Petersen
12867 Carrington Circle, Condo 104 Cell: 239-200-3657
Naples, FL 34105
David A. Petersen
David A. Petersen
Professional Experience:
Optum Bank a UnitedHealth Group Company 2014 – 2015
Health ...
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President and Managing Partner Resume_01_11_16 Final version

Published on: Mar 4, 2016
Source: www.slideshare.net

Transcripts - President and Managing Partner Resume_01_11_16 Final version

  • 1. David A. Petersen 1 David A. Petersen 12867 Carrington Circle, Condo 104 Cell: 239-200-3657 Naples, FL 34105 https://www.linkedin.com/in/david-a-petersen-2627a84 davidpetersen50@comcast.net Objective: President and Managing Partner – Health Care Banking  Business Development  Healthcare Consulting Services ● Leadership Results Profile: Proven ability to create competitive value - identify and exploit business opportunities - establish and maintain market share - to devise and implement solutions to a wide range of healthcare, business, and sales and marketing challenges. Able to drive change, achieve objectives, and effectively manage projects, departments, and sales teams in corporate environments. Skilled in sales, marketing, business development, strategic planning, and team leadership. 8+ years’ business development and strategic marketing results with Wells Fargo. Fifteen years’ experience in the healthcare industry with group medical practices, large hospital organizations, physician management companies, and medical consulting firms including CPA and law firms. Expertise in evaluating and recommending loans, lines of credit, equipment finance, and treasury management products and services for these organizations and working with top management i.e. ceo, coo, cfo and cmo developing strategic marketing plans. A unique healthcare background having been in medical diagnostic systems sales for 10 years with Boehringer Mannheim Corporation selling Hitachi chemistry analyzers and Coulter Hematology selling flow cytometry, a highly technical system. Talented contract negotiator with keen client awareness. A proven performer and leader that thrives on new challenges. Career Highlights / Accomplishments:  Closed $7,805,000 in new Commercial Loans the first 8 months of 2015 with an additional $70,000,000 in my pipeline. On target to close $20,000,000+ in lending with Optum Bank in 2015.  Started my own consulting firm in 2013 for Medical/Health Care banking  #1 Business Development Officer in the DFW Business Banking Group in 2009 to 2012 Stack Rankings  Top 22% of Business Development Officer’s nationally in stack ranking. Ephraim Consulting, LLC Providing Capital to Health Care 2013 – Present Naples, FL President and Managing Partner Health Care Lending and Consulting for medical developers, medical practices, hospitals, clinics, dental practices, and other healthcare associations. I work with organizations from $2MM to $100MM + in annual revenues providing commercial lending, equipment finance, and lines of credit. I can do “out of the box” lending not done by the large mega banks including higher loan to value ratios, non-recourse deals, and more competitive terms. I have several bank and capital partners that are leaders in the industry and provide the borrower the flexibility they need. • Personalized healthcare lending with one of the quickest response times in the industry. • Commercial real estate lending for projects from $1MM to $15 MM. • Equipment financing including loans or lines • Working capital lines of credit.
  • 2. David A. Petersen 2 David A. Petersen Professional Experience: Optum Bank a UnitedHealth Group Company 2014 – 2015 Health Care Banking Naples, FL Vice President, Area SalesManager, Southeast Region & Texas Vice President, Area Sales Manager at Optum Bank, a leader in health care banking services and part of UnitedHealth Group. We help physicians and their staff give better care. We help hospitals and insurance plans run more efficiently. And at the top of the list, we help people understand their benefits and navigate the health system so they can stay healthy. In other words, we help make the health care system work better for everyone. I am responsible for Optum Banks Business Development in eleven states in the Southeastern United States including Texas, Florida, and Georgia. Our services include Commercial Lending, Lines of Credit, and Equipment Finance. My business strategy and execution is leading my region to be the top producing area in the country. I bring financial services expertise to every point in the health care system having worked in both Diagnostic Laboratory Systems sales and with Wells Fargo’s Health Care Banking Group. I am experienced in the healthcare industry and have helped medical practices increase their capital, speed up cash flow, and increase gross margin profitability while building overall business value. I specialize in working with mid-market to large group medical practices, large hospitals, physician management companies, and medical consulting firms developing capital, building enterprise value, and capitalizing on my expertise in Health Care Lending. Wells Fargo & Company 2005 – 2013 Florida Business Banking Naples, FL Vice President, Business Development 2011 – 2013 Health Care Banking Group Florida Business Banking Transferred to Naples Florida in November of 2011 to take the Business Development position for Southwest Florida. Spearheaded the state wide effort by Wells Fargo in health care banking with an emphasis on loans, deposits, equipment finance, and revenue cycle management specifically for medical practices. Trained, managed, and developed the sales skills of Relationship Managers in both the Ft. Myers and Naples markets. Vice President, Business Development 2006 – 2011 Health Care Banking Group DFW Business Banking Promoted to the Business Banking Group in May 2006 as Vice President, Business Development with the primary responsibility to bring in new business. Currently the #1 Business Development Officer in North Texas as measured by stack rankings and in top 22% nationally. Success due to target marketing to the medical-healthcare markets, with an extensive list of professional contacts. Have increased market penetration in the healthcare market over 50% in the last two years and now work exclusively in Wells Fargo’s healthcare banking group. Extensive knowledge of business banking products, including treasury products for revenue cycle management. Mid-Market Regional Sales Manager 2005-2006 Wells Fargo Business Payroll Services is a leading provider of end to end payroll solutions for companies with 50 to 1,000 employees. It operates under a unique business model of selling payroll services to Wells Fargo clients to develop a wider and deeper client relationship. Since purchasing its own payroll company in 2004, Wells Fargo has added 8,000 clients and is now viewed a major industry player. Responsible for major account sales in the North Texas region through internal Wells Fargo client referrals. Major responsibility for building referral relations with banking relationship managers and business bankers. Additional responsibility for alliance building with Wells Fargo 401k and benefits brokers for large corporate deals. Education: Executive MBA Program – Global Marketing University of Texas at Dallas, Dallas TX. MBA, Management and Marketing, Lindenwood University, St. Charles, MO. Bachelor of Arts – English and History, Illinois Wesleyan University, Bloomington, IL. Post Graduate Studies: Client Server Computing, University of Dallas, Dallas, TX. Human Resources Graduate Seminar, University of North Texas, Denton, TX. Professional & Charity Organizations: Immokalee Child Care Center, Past Board Member Health Industry Council of North Texas Dallas – Ft. Worth Hospital Council Jr. Achievement of Southwest Florida, Volunteer

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