AArete can support you.

AArete is a fast-growing global management consulting firm with locations across the U.S. and London. We specialize in improving profitability for companies from a variety of industries. We excel at optimising revenue, supply chains, improving performance and reducing costs for our clients.

Leadership

Senior Managing Directors & Managing Directors

  • Loren Trimble Loren Trimble
  • Skip Behm Skip Behm
  • Maulik Bhagat Maulik Bhagat
  • Vasudev Bhat Vasudev Bhat
  • Kevin Byrnes Kevin Byrnes
  • Paul Ceverha Paul Ceverha
  • Jackie Ferguson Jackie Ferguson
  • Duane Harrington Duane Harrington
  • Tyler Higgins Tyler Higgins
  • Jim Latchford Jim Latchford
  • Tim Lefkowicz Tim Lefkowicz
  • Sean Maharaj Sean Maharaj
  • John Marchisin John Marchisin
  • Madhav Nadendla Madhav Nadendla
  • Katie O'Connell Katie O'Connell
  • Mark O'Hara Mark O'Hara
  • Paul Schuhmacher Paul Schuhmacher
  • Maria Turner Maria Turner

Vice Presidents & Directors

  • Collin Baba Collin Baba
  • Andrew Bae Andrew Bae
  • Melanie Fernando Melanie Fernando
  • Dino Gerousis Dino Gerousis
  • John Haffey John Haffey
  • Luke Henderson Luke Henderson
  • Mike Kim Mike Kim
  • Ravi Kumrah Ravi Kumrah
  • Loran Miller Loran Miller
  • Brian Moy Brian Moy
  • Jeremiah Nace Jeremiah Nace
  • Erica Nelson Erica Nelson
  • Dane Pearson Dane Pearson
  • Scott Rees Scott Rees
  • Julie Sampson Julie Sampson
  • Adam Schulz Adam Schulz
  • Mari Zag Mari Zag
  • Suzanne Zaruba Suzanne Zaruba

Operations

  • Nathan Andersen Nathan Andersen
  • Richard Ashbaugh Richard Ashbaugh
  • Gary Dellostritto Gary Dellostritto
  • James Dore James Dore
  • Carol Sabransky Carol Sabransky
  • Elyssa Welling Elyssa Welling
Erica Nelson

Erica Nelson

Director

Erica Nelson is a Director at AArete who collaborates with healthcare payers on cost reduction, competitive analysis, utilisation optimisation and payment accuracy initiatives. Internally, Erica leads the Configuration Solution team, which focuses on enhancing payer payment accuracy via data-driven insights.

Erica holds a Bachelor of Science in Business from the Kelley School of Business, Indiana University. Erica lives in San Francisco and in her free time enjoys learning different cooking techniques and taking mini-adventures with her dog, Streeter.

Andrew Bae

Andrew Bae

Director

Andrew Bae is a Director in AArete’s Strategy and Operations practice based out of our Denver office. He brings nearly 10 years of experience in enterprise-wide strategic cost reduction, operational improvement, advisory services and business transformation across a wide range of industries such as transportation and logistics, retail and healthcare. He specializes in leading cross-functional teams that establish and execute a wide range of strategic initiatives to achieve goals and objectives established by senior executive teams both internally and externally. He has a Bachelor of Science in Business Administration with a specialization in Finance from the University of Southern California.

Melanie Fernando

Melanie Fernando

Director

Melanie Fernando is a Director in AArete’s healthcare practice specializing in government-sponsored programs such as Medicaid-managed care, Medicare Advantage, and Special Needs Plans. Approaching client challenges with a solution-oriented and data-driven approach, she has participated in and led a broad array of projects, including enterprise strategic planning, medical and operational cost optimisation, organisational structure redesign and detailed service-line planning and financial modelling. Melanie’s efforts in operational excellence, population health management, and clinical integration have enabled health plans to connect the dots between the fundamentals of their business and overarching mission of building a patient-centric, integrated care delivery model with optimal financial results. Her experience also extends to provider network optimization, strategic sourcing, value-based contracting and diversified growth strategy. Melanie has a Bachelor of Business Administration in Accounting and Finance from the Quinlan School of Business at Loyola University Chicago.

Loran Miller

Loran Miller

Director

Loran Miller is a Director in AArete’s healthcare practice with 10 years of experience working alongside organizations to develop innovative strategies, increase operational efficiency and improve profitability. He has extensive strategic and operational experience and has led numerous enterprise level engagements with commercial payers, MCOs and other healthcare delivery organisations. Loran focuses on bringing the right combination of advanced data analytics and industry knowledge to develop tailored data-driven solutions for his clients’ most complex problems. He has extensive expertise in strategic and financial planning, payer operations, network development, utilisation management and process design improvement. Based out of AArete’s Chicago office, Loran has a Bachelor of Science in Economics and a Bachelor of Science in Business Administration from Skidmore College.

Collin Baba

Collin Baba

Director

Collin Baba is a Director in AArete’s Strategy and Operations practice with >10 years of experience across multiple industries, such as financial services, supply chain and manufacturing, and has extensive experience in the healthcare industry. Collin has developed a track record of using data analytics to develop new and innovative solutions to meet complex client demands, enhance profitability via utilisation management, population health, process improvement, payment integrity and contract optimisation. Collin has a Bachelor of Science in Supply Chain Management and Bachelor of Science in Finance with a specialization in Entrepreneurship from the University of Kansas. Collin is a registered Six Sigma Greenbelt and is currently working towards completing a Master of Business Administration.

Adam Schulz

Adam Schulz

Director

Adam Schulz is a Director in AArete’s healthcare practice, delivering results for over 10 years in both payer and provider settings through revenue enhancement, strategic development and cost reduction. Adam has extensive experience in leading Health Information System design and optimisation engagements, as well as in leading solution deliveries through utilisation optimization, contract management and payment integrity. Before joining AArete, Adam helped various hospitals and health systems improve their financial and operational performance through his work at Huron Consulting Group. He has a Bachelor of Science in Information Systems Engineering from the United States Military Academy.

Dane Pearson

Dane Pearson

Director

Dane is a Director in AArete’s healthcare and strategic sourcing practice. He has nearly 10 years of experience across a variety of industries such as healthcare payers, manufacturing, higher education and retail. Dane specializes in using data analytics to identify and drive operational efficiencies, leading to non-labour cost reduction. He has applied these skills as a lead in AArete’s pharmacy practice by assisting payers in designing their pharmacy programs, optimising existing controls, and negotiating with third party vendors. In his career, he has negotiated >$100M in supplier cost reduction and delivered >$100M in operational efficiency improvements. He has a Bachelor of Science in Mechanical Engineering from the University of Illinois at Urbana-Champaign. Dane lives in Denver, CO, where he enjoys skiing and mountain biking in his free time.

Dino Gerousis

Dino Gerousis

Director of Digital Intelligence

Dino Gerousis is AArete’s Director of Digital Intelligence. He has >20 years of experience in creating Digital Intelligence (DI) solutions and has extensive experience in healthcare, analytics, application development, databases, problem solving and project management. He is a technology to business translator with a strong understanding of healthcare business processes and has the ability to deliver impactful, analytical and technological solutions. He has lead the development of >20 scalable, dynamic, complex, flexible and secure DI applications through their complete project life cycle from the initial requirement gathering to deployment and user training. Dino has a Bachelor of Science with a minor in Business Administration from North Central College and a Master of Science in Computer Science from North Central College.

Shaun Savage

Shaun Savage

Director

Shaun Savage is a Director in AArete’s healthcare practice with significant experience in health payer operations. He has served as a trusted advisor to many leading payer organizations over the past several years. Shaun brings with him over 17 years of experience in identifying and implementing solutions to optimise processes, reduce compliance risk and effectively manage controllable costs through technology and improvements. Shaun’s extensive expertise with healthcare payers across commercial, Medicare and Medicaid lines of business enables him to approach each project with a unique and encompassing perspective to identify solutions. Before joining AArete, Shaun was responsible for financial statement close, reporting, forecasting and planning in corporate finance functions before becoming a Senior Manager at EY. Shaun has a Bachelor of Science in Economics and Finance from West Chester University of Pennsylvania and a Masters of Business Administration in Finance from Loyola College Maryland.

Scott Rees

Scott Rees

Director

Scott Rees is a Director in AArete’s healthcare practice with >15 years of healthcare industry experience in consulting. Scott has extensive expertise in implementation projects for large health systems and complex consulting projects. His specializes in advanced analytics and modelling, regulatory requirements, pricing services, strategic planning and health systems revenue cycle. Scott has experience with multiple predictive modelling techniques and operational research/management science analytics such as time series forecasting, queuing theory, simulations and probability distributions. Before joining AArete, Scott worked in the healthcare practices of EY, Deloitte and Crowe. Scott has a Bachelor of Business Administration from Indiana University, a Masters in Hospital & Healthcare Facilities Administration from Indiana University and a Master’s of Business Analytics from University of Notre Dame.

Carol Sabransky

Carol Sabransky

Senior Vice President of Business Development

As Senior Vice President of Business Development, Carol is responsible for creating and leading AArete’s business development strategies to drive revenue growth. She is nationally recognised in the legal and corporate communities and brings >25 years of financial and legal consulting expertise to AArete. Carol is experienced in building relationships and working towards shared visions and strategies. She has extensive knowledge of strategic consulting, process improvement, benchmarking, performance measurement and litigation. Before joining AArete, Carol served as a Managing Director at Huron Consulting Group, where she served as one of the leaders in building and sustaining strategic client relationships with legal counsel. She has previously worked in the professional services sector at Arthur Andersen. She has a Bachelor of Arts in English and Creative Writing from University of Illinois Urbana-Champaign, and a Master of Business Administration in Finance from Indiana University.

Luke Henderson

Luke Henderson

Director

Luke Henderson is a Director in AArete’s healthcare practice and is based out of AArete’s Dallas office. Luke brings over 12 years of healthcare consulting experience to AArete with an extensive background in hospital performance improvement, operations management and change management solutions through analytical analyses. Before joining AArete, Luke helped numerous hospitals and health systems improve financial, operational and clinical performance through his work at Tenet Healthcare, Huron Consulting Group and Prism Healthcare Partners. He has a Bachelor of Business Administration and Economics from Baylor University and a Master’s of Health Administration with a focus on Hospital Administration from Trinity University.

John Haffey

John Haffey

Director

John Haffey is a Director in AArete’s healthcare practice and is based out of AArete’s Los Angeles office. He has >10 years of experience across technology and healthcare consulting. John has extensive experience focusing on strategy, operations and Information Technology to help clients navigate through new solutions to overcome their individual challenges. Before joining AArete, John worked at Optimity Advisors, Booz Allen Hamilton and Clark Construction. He has a Bachelor of Arts in Economics and Foreign Affairs from the University of Virginia.

Ravi Kumrah

Ravi Kumrah

Director

Ravi Kumrah is a Director in AArete’s healthcare practice who brings 10 years of diverse experience for both payer and provider clients via revenue enhancement, strategic development and cost reduction perspectives. His expertise is focused on comprehensive performance improvement and leveraging deep data analysis to drive process redesign and policy implementation. Ravi has led various solution deliveries via utilisation optimisation, contract management and payment integrity. He has a Bachelor of Science in Biomedical Sciences from Marquette University and a Juris Doctor with a health law focus from Indiana University.

Suzanne Zaruba

Suzanne Zaruba

Director

Suzanne joined AArete in June 2017 to manage complex end-to-end assessments. Suzanne has extensive expertise in accounting, cost analysis and financial planning, as well as in managing individuals, teams and processes to achieve effective results. With >25 years of experience, Suzanne has skillfully perfected how to leverage technological aptitude and business intelligence systems to simplify operations and transform data into actionable information and insights for business decisions. Before joining AArete, Suzanne was the CFO and President at a mid-size regional healthcare brokerage where she capitalised on her previous years of financial leadership experience to develop new banking partnerships, identify opportunities for operational efficiencies and cost-savings and ensure the company’s financial health.

Vasudev Bhat

Vasudev Bhat

Managing Director

Vasudev Bhat is a Managing Director in AArete’s Data Services practice with >16 years of experience in information technology, business analytics and big data. His work encompasses a vast array of meta-analytics, including claims correspondence, customer experience, data governance and data profiling, revenue optimization, usage-based insurance, data warehousing and Data lake.

Recently, Bhat was a leader at IBM specializing in big data, advanced analytics, Internet of Things and cognitive customer care. He advised clients on business/IT transformation by leveraging technologies in this space. Before IBM, Bhat worked at Accenture and iGATE, which is now a part of Capgemini. Bhat has a Master’s in Computer Engineering from North Carolina State University.

Dr. Andrew Rosenson

Dr. Andrew Rosenson

Chief Medical Officer

Dr. Andrew S. Rosenson, AArete’s Chief Medical Officer, is a national expert in utilisation management and outcome analysis with special expertise in clinical operations and pharmacy cost control. He is also a pioneer and leading expert in diagnostic imaging of the coronary arteries. Dr. Rosenson has published numerous articles, lectured at national conferences, has appeared nationally on The Oprah Winfrey Show and has had other television and radio appearances.

Originally board certified as a primary care physician by the American Board of Paediatrics, Dr. Rosenson is a Fellow of the American Academy of Paediatrics and is board certified by the American Board of Nuclear Medicine, the American Board of Radiology and the Certification Board of the Society of Cardiovascular Computed Tomography. He has held faculty appointments in Preventive Medicine at the Northwestern University Medical School and the Department of Medicine at University of Chicago Medical School.

Mari Zag

Mari Zag

Director

Mari is a Director with >25 years of executive level leadership experience in managed care organizations and medical groups. Her areas of expertise include utilisation management, care management, network contracting and management, compliance, and medical management and utilisation and cost of care analytics. She led teams towards highly efficient performance and quality evidence-based medicine, analytics and reporting. Mari holds an MPH from The University of Michigan, School of Public Health. She has a BS in Biological Health & Biochemistry from The Pennsylvania State University where she was a scholar athlete. She is a Registered Dietitian and Certified Diabetes Educator. She has written published chapters and articles on wellness and self-management of chronic diseases.

Jeremiah Nace

Jeremiah Nace

Director

Jeremiah is a Director at AArete who specializes in healthcare data analytics. He has extensive technical development and project management experience with the world’s leading health insurance organisations. Jeremiah has developed complex data warehouses and modelling tools for clients that have generated significant cost savings. He has a Bachelor of Information Systems from Elizabethtown College.

Julie Sampson

Julie Sampson

Director

Julie is a Director at AArete who brings consulting experience in both private industry and state government. She has assisted organisations in improving processes and controls in order to identify and resolve fraud, waste and abuse. Julie is a Certified Fraud Examiner (CFE), a Public Accountant (CPA), an Internal Auditor (CIA), has a Quality Greenbelt and has a Sarbanes Oxley certification (SOX). Julie has a Master’s in Management from Northwestern University (Kellogg) with specialization in Finance, Marketing and Organisational Behaviour.

Brian Moy

Brian Moy

Director

Brian Moy is a director in AArete’s healthcare practice and regularly advises on health plans, MCOs and other healthcare service organisations and drives implementable solutions that help solve complex issues and deliver measurable results, which have a positive impact on the bottom line. Brian provides expertise in data analytics and has deep industry knowledge and leads AArete’s Pharmacy Solutions and Configuration Solutions service lines. He has led numerous engagements and achieved results through unit cost enhancement initiatives, optimisation of utilisation or demand management, quality enhancement and promotion of positive outcomes, improving revenue/payment integrity and enhancing reporting and compliance capabilities. Brian has a Master’s Degree in Communications from Northwestern University, a Bachelor’s Degree in Communication Studies from North Park University, an Associate Degree in Communication Studies and is certified in Conflict Transformation.

Paul Ceverha

Paul Ceverha

Managing Director

Paul is a Managing Director with AArete’s healthcare strategy team. He has an extensive track record of developing new and innovative approaches to complex clinical, IT, operational and market opportunities. Paul has served in various roles as a senior executive, program manager, CTO, industry subject matter specialist and technical architect. He has extensive experience in, and broad knowledge of, clinical and business intelligence. He regularly advises hospital systems on the enablers required for bearing risk and improving outcomes on populations.

James Dore

James Dore

Director of Financial Planning & Control

As Director of Financial Planning and Control at AArete, James is responsible for compiling, consolidating and providing financial analysis relating to the monthly forecast, annual plan, strategic plan and client profitability. He has >20 years of experience in various leadership and finance roles with large international firms such as Bank of America and Deloitte Consulting. He has extensive knowledge in strategic and financial planning, performance reporting, risk reporting and analysis and project oversight. Before joining AArete, his most recent role was with BMO Harris Bank where he was the Head Controller for the retail branch network and small business. James is a Certified Public Accountant and Six Sigma Green Belt and holds a Bachelor of Business Administration in Accounting from The University of Iowa.

Richard Ashbaugh

Richard Ashbaugh

Director of Marketing and Corporate Communications

As Director of Marketing and Corporate Communications at AArete, Richard is responsible for the firm’s marketing, branding, communications, research and business expansion. Before AArete, Richard held a number of high-level marketing and leadership positions at A.T. Kearney, Man Investments, Archipelago Exchange (NYSE Euronext) and Chase Global Asset Management (JP Morgan Chase & Co.) where he managed strategic marketing and business development initiatives, integrated communications strategies and corporate brand awareness. Richard completed the Executive Master’s Program at Northwestern University’s Kellogg School of Management with a focus on the areas of Marketing, Strategy and International Business. He has a Bachelor of Arts in Political Science/International Relations from The University of Wisconsin-Madison, and a Master of Arts in Liberal Studies, International Economics and Political Economy from Wesleyan University in Middletown, Connecticut.

Tyler Higgins

Tyler Higgins

Managing Director

Tyler provides AArete with extensive experience in leading multi-year sourcing initiatives within higher education, retail, consumer products, transportation and energy achieving cost savings of >$100M. He has >10 years of sourcing experience and has developed detailed cost models that have been integral in generating substantial cost savings and identifying inefficiencies and areas where process improvements can be implemented. Tyler has completed projects for multiple sourcing categories, including temporary labour, most facilities (material and services) areas, IT hardware and software, scientific supplies, supply chain/transportation and human resource benefits. He has a Bachelor of Arts in Economics degree from University of California, Berkeley.

Nathan Andersen

Nathan Andersen

Director of IT

As Director of IT for AArete, Nathan Andersen is the firm’s HIPAA Security Officer and is responsible for IT infrastructure, operations and project management. Nathan's 10 years of IT experience include delivering large-scale system integrations, custom reporting and BI solutions, business process redesign and a wide array of security programs both as a consultant and as a member of growth-oriented internal teams. He has a Masters of Information Systems from the Morris Graduate School of Management.

Gary Dellostritto

Gary Dellostritto

Director of Corporate Development

As AArete’s Director of Corporate Development, Gary ensures that the AArete ship stayed on course through strategy and vision. With >22 years of pharmaceutical, bio-pharmaceutical and medical device experience with divisions of Johnson & Johnson, Gilead Sciences and his own company, DPN Solutions. He has worked in and led Sales, Sales Management, Managed Care, Marketing, Operations and Business and Commercial Development teams within North America and he leverages this expertise daily. Gary has managed and helped grow Janssen Pharmaceutical and Gilead Sciences into global organizations with multiple sales divisions. During his career, he has developed an expertise in launch preparedness, leading to the successful launch of 16 products. Gary has a Bachelor of Arts in Finance and Marketing from Fordham University.

Maria Turner

Maria Turner

Managing Director

Maria is a Managing Director in AArete’s Healthcare Fraud, Waste and Abuse (FWA) practice who works closely with leading insurance payers to design and implement comprehensive FWA solutions that are customized to align with their unique business requirements and result in the early detection and prevention of FWA in healthcare claims. Maria has more than 12 years of business consulting experience. Before joining AArete, Maria began her career at Arthur Andersen where she provided audit and consulting services to privately held companies in a variety of industries, including transportation, professional services and non-profit sectors. Maria couples her broad business background with her expertise in healthcare FWA to create innovative solutions that are tailored to meet the challenges that healthcare payers are currently facing. She has a Bachelor of Business Administration from The University of Iowa and is a Certified Public Accountant.

Paul Schuhmacher

Paul Schuhmacher

Managing Director

Paul Schuhmacher is a Managing Director in AArete’s Strategy & Operations practice and is based out of AArete’s Los Angeles office. He has nearly 10 years of consulting experience across a various industries, including extensive experience with healthcare payers. Paul specializes in using data analytics to drive strategic decisions and operational improvements with minimal disruption throughout organisations. Before joining AArete, Paul began his career at Huron Consulting Group where he worked on corporate disputes and fraud investigations. He has a Bachelor of Business Administration from Indiana University’s Kelley School of Business and is a Certified Fraud Examiner.

Sean Maharaj

Sean Maharaj

Managing Director

Sean brings to AArete nearly 20 years of experience in strategic cost management, supply chain, outsourcing, operations management and advisory for the logistics and transportation industry. He has worked on a wide range of strategic projects while having led successful initiatives and teams for some of the country’s premier transportation providers. Sean has a Bachelor of Arts from The University of Toronto, a Bachelor of Science from D’Youville College, and a Masters of Business Administration from The Edinburgh Business School, UK.

Mike Kim

Mike Kim

Vice President of Data & Analytics

Mike provides AArete with extensive experience in building analytical models that generate significant cost savings and provide future loss predictors. He brings skills in advanced predictive modelling and applied statistical methodologies, including multivariate regression, longitudinal data analysis, machine learning, text analytics and causal inference. Mike possesses expert-level knowledge of research methodologies related to study designs and quantifiable policy/program evaluation, which makes him an integral member of the team. He has a PhD from Johns Hopkins University, as well as a Master’s of Public Health and a Bachelor of Arts from Brown University.

Tina Greer

Tina Greer

Director

Tina specializes in developing and implementing change initiatives and strategic cost management to drive profitability and EBITDA improvements. Tina is adept at developing and leading procurement operations for start-ups, private equity ventures, joint ventures or underperforming entities. She holds a Masters of International Business Administration from University of Illinois and a Bachelor of Science (Finance) from University of Indiana. Tina is an APMG International Prince2 Project Management Certified Professional.

Jackie Ferguson

Jackie Ferguson

Managing Director

Jackie Ferguson is a Managing Director in AArete’s Strategy & Operations practice and is based out of AArete’s Chicago office. She has consulted across a wide range of industries, including healthcare payers, financial institutions, retailers and higher education. Her focus in the healthcare space is strategic advisory work, specifically with our Medicaid and Medicare clients. Jackie specializes in providing non-labour cost reduction solutions by conducting detailed spend analyses, market intelligence benchmarking, organisational assessments, developing process improvement plans as well as provide support in complex incumbent vendor negotiations. Before joining AArete, Jackie worked in Commercial Banking and Investment Banking spaces. She has a Bachelor of Business Administration from Saint Mary’s College.

Kevin Byrnes

Kevin Byrnes

Managing Director

Kevin Byrnes specializes in data analytics and mining, business process improvement, strategic sourcing solutions and in leading cost saving initiatives. His broad range of healthcare experience, including both the provider and payer side makes him an integral member of AArete’s analytics team. Kevin has worked with large Managed Care organisations and Hospitals to deliver cost saving results and provided operational and strategic business insight. Kevin is based out of AArete’s Seattle office. He has a Bachelor of Science in Business from the Kelley School of Business at Indiana University.

Elyssa Welling

Elyssa Welling

Director of Talent Acquisition and Development

As part of AArete’s human resources and recruiting team, Elyssa’s responsibilities include recruiting, retention, training, development, employee benefits and human resources. Since joining AArete in 2013, she has assisted in growing and developing the AArete team.

Elyssa’s background includes eight years of recruiting experience in the corporate and non-for-profit sectors. Most recently, at The Boston Consulting Group, she managed campus recruiting activities for the Kellogg School of Management, executed on-campus marketing, interviews and events to identify the top 5% of the class.

John Marchisin

John Marchisin

Managing Director

John Marchisin is a Managing Director with >25 years of healthcare provider experience. Based in New York, John provides profit improvement services to a range of healthcare providers, including large academic medical centres, integrated delivery systems, physician practices and speciality hospitals. His work includes non-labour cost reduction, revenue cycle improvements, process improvements and technology implementation services. John has a particular focus on revenue enhancement, patient access and throughput, supply chain management and population health. A thought leader in technology, John works with clinicians and executives around the country to help prioritise and design performance improvement programs, yielding financial, operational, and patient satisfaction benefits. John is a known innovator and driver of change that produces results by communicating with all levels of the organization.

Tim Lefkowicz

Tim Lefkowicz

Senior Managing Director

Thought Leader:

  • Retail and Consumer
  • Financial Services
  • Higher Education
  • Manufacturing
  • Media and Entertainment
  • Private Equity/Venture Capital
  • Professional Services
  • Technology

Practice Areas:

  • Strategic Sourcing and Procurement
  • Advanced Negotiations
  • GPO Strategies
  • Procurement Review and Transformation
  • Purchasing Revenue Strategies

Tim is AArete’s Senior Managing Director for the Western Region and specializes in non-labour cost reduction for clients in a range of industries, including financial services, media and entertainment, manufacturing, healthcare, consumer products, retail, law firms and higher education. Tim brings to AArete his skills in supply market economics, negotiations, process improvement, team-oriented problem-solving and market intelligence research. He has a Master of Business Administration from The Anderson School at UCLA, and a Bachelor of Arts from The University of Virginia and is a member of the Sourcing Interest Group.

Duane Harrington

Duane Harrington

Senior Managing Director

Thought Leader:

  • Healthcare
  • Insurance

Practice Areas:

  • Non-Labor Cost Reduction
  • Strategic Sourcing and Procurement
  • Operational Efficiency
  • Process Review and Improvement
  • Supply Chain Optimization

Duane is a Managing Director at AArete and leads AArete’s Healthcare practice. He advises on health plans, MCOs, administrators and other healthcare services organisations on a variety of performance improvement and operational matters. He brings several years of experience in helping organisations at various stages of maturity and stability, spanning from fast growth expansion to distressed environments. Duane holds a Master of Business Administration from Northwestern University, Kellogg School of Management, and a Bachelor of Business Administration from The Ohio State University.

Jim Latchford

Jim Latchford

Managing Director

Thought Leader:

  • Law Firms
  • Professional Services
  • Global Banking
  • Capital Markets

Jim has extensive global operations management experience and is a recognised leader in achieving successful change management in the legal services industry and global banking/capital markets. Before joining AArete in 2009, Jim was, for 16 years, the Chief Operating Officer of White & Case L.L.P., a global law firm operating in 30 countries with annual revenues in excess of $1.3 billion. From 2005 to 2008, Jim was also the Chairman of the Executive Committee (Chief Executive Officer) of White & Case’s London Office.

Before joining White & Case, Jim was Senior Vice President of Chemical Bank, a predecessor bank to J.P. Morgan Chase in which his global responsibilities included financial and management accounting, income tax compliance and planning and strategic financial planning. Jim has a Bachelor of Science and a Masters of Business Administration from Loyola University Maryland. Jim also earned a Post-Master of Business Administration Certificate in International Finance from New York University.

Jim is a Certified Public Accountant. He has previously served on FASB task forces and has been the leader of industry groups in legal services and banking/capital markets in the United States and England. He is a member of the Loyola University Maryland Board of Trustees in which he has held several key committee Chairmanship roles. Jim previously served on the Board of Advisors to the Loyola University Maryland’s Sellinger School of Business. He has been a member of the Board of the Waterford Institute, Salt Lake City, Utah. Jim is also a member of the Financial Executives Institute and CEO Trust.

Madhav Nadendla

Madhav Nadendla

Managing Director

Thought Leader:

  • Healthcare GPO
  • Manufacturing
  • Professional Services

Practice Areas:

  • Advanced Data Analytics
  • Enterprise Spend Management and eProcurement
  • Outsourcing Advisory
  • Process Review and Improvement
  • Strategic Sourcing and Procurement

Madhav is a Managing Director in AArete‘s Business Services Practice. As a Fraud, Waste and Abuse (FWA) lead, he closely works with leading healthcare payers across the country to design and implement optimal FWA and cost reduction solutions that are aligned with their business requirements and long-term corporate strategy. Over the past 18 years, Madhav has led several sourcing and procurement turn-key engagements for clients in healthcare, financial services, professional services, manufacturing, law firms, media and entertainment and higher education industries. Madhav has a Bachelor of Science from Nagarjuna University, a Master of Science from Osmania University, and a Master of Business Administration from Northwestern University, Kellogg School of Management.

Maulik Bhagat

Maulik Bhagat

Managing Director

Thought Leader:

  • Healthcare
  • Manufacturing
  • Telecom
  • Financial Services

Practice Areas:

  • Strategic Sourcing and Procurement
  • Business Process Review and Reengineering
  • Change Management
  • Risk Management

Before joining AArete, Maulik brought with him >9 years of consulting experience in Operational and Management Consulting across multiple industries after having worked with Protiviti Consulting, Huron Consulting and Ernst & Young. He has led large consulting engagements for clients, resulting in measurable bottom line improvement and operational process efficiencies, using fact-based data intensive analysis combined with functional expertise. Maulik holds a Master of Business Administration from SPJIMR, Mumbai, India, a Bachelor in Accounting and Finance, Mumbai University, India, and is a Certified Information Systems Auditor and a Six Sigma Green Belt.

Mark O'Hara

Mark O'Hara

Managing Director

Thought Leader:

  • Healthcare
  • Retail and Consumer
  • Insurance
  • Law Firms

Practice Areas:

  • Strategic Sourcing and Procurement
  • Information and Analytics
  • Regulations and Compliance Services

Mark is a Managing Director at AArete and is responsible for day-to-day project execution and client management. With extensive expertise in data analytics and spend management, including strategic sourcing, vendor relationship management and demand management, Mark brings with him a broad toolset of cost reduction capabilities. Mark has a Master of Business Administration from Cornell University and a Bachelor of Arts from Washington University in St. Louis.

Katie O'Connell

Katie O'Connell

Managing Director

Thought Leader:

  • Retail and Consumer
  • Financial Services
  • Law Firms
  • Healthcare

Practice Areas:

  • Advanced Data Analytics
  • Process Review and Transformation
  • Strategic Sourcing, Procurement and Cost Savings
  • Supply Chain Optimization

Katie is a Managing Director at AArete with >12 years of experience in consulting on cost reduction efforts and other procurement and operational improvement services, including vendor management, SLA creation, procurement process redesign, organisational review and contract management. Katie has a Master of Business Administration from the University of Notre Dame and a Bachelor of Business Administration from Saint Mary’s College. Katie sits on the Board of Directors of Amandla Charter School in Chicago’s Englewood neighbourhood. She is also a Certified Public Accountant.

Skip Behm

Skip Behm

CFO & COO

Thought Leader:

  • Retail and Consumer
  • Financial Services
  • Professional Services
  • Software Development

Practice Areas:

  • CFO Advisory
  • Outsourcing Advisory
  • Performance Improvement
  • Strategic Sourcing and Procurement
  • Supply Chain Optimisation

At AArete, Skip is responsible for all financial and administrative functions in the organisation, including the setting and implementation of operational and financial controls and procedures to enable the company to operate effectively and efficiently. With >20 years of experience in financial and operations roles, including serving as Chief Financial Officer for a global e-commerce retailer; Skip has extensive experience in SEC reporting, financial planning, resource allocation and organisational development at large distributed organizations as well as smaller start-up firms. Skip has a Bachelor of Science from Illinois State University and is a CPA and member of Financial Executives International.

Loren Trimble

Loren Trimble

CEO

Thought Leader:

  • Financial Services
  • Healthcare
  • Professional Services

Practice Areas:

  • CFO Advisory
  • Outsourcing Advisory
  • Performance Improvement
  • Strategic Sourcing and Procurement
  • Supply Chain Optimisation

Loren is the President and Co-Founder of AArete. His primary focus is in creating and moulding AArete’s business solutions while also helping clients achieve short-term and long-term goals related to profit improvement. In addition to Loren’s client focus, he plays a significant role in the firm’s thought leadership and is at the core of AArete’s Knowledge Management Center™. Loren’s most important responsibility is one that he performs daily, demonstrating the passion for excellence with AArete personnel and our clients. Loren started the Strategic Sourcing services for Arthur Andersen by developing the methodology and refining the approach through numerous client engagements. He has a Master of Business Administration from The University of Chicago and a Bachelor of Science from The University of Iowa. Loren is a member of Sourcing Interest Group, AICPA, ILCPA and Rotary International.

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