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 in a variety of industries. We excel at optimizing revenue, supply chains, improving performance and reducing costs for our clients.

Leadership

Managing Directors

  • Loren Trimble Loren Trimble
  • Skip Behm Skip Behm
  • Maulik Bhagat Maulik Bhagat
  • Duane Harrington Duane Harrington
  • Caroline Kolman Caroline Kolman
  • Jim Latchford Jim Latchford
  • Tim Lefkowicz Tim Lefkowicz
  • John Marchisin John Marchisin
  • Madhav Nadendla Madhav Nadendla
  • Katie O'Connell Katie O'Connell
  • Mark O'Hara Mark O'Hara

Directors

  • Kevin Byrnes Kevin Byrnes
  • Jackie Ferguson Jackie Ferguson
  • Tina Greer Tina Greer
  • Tyler Higgins Tyler Higgins
  • Mike Kim Mike Kim
  • Sean Maharaj Sean Maharaj
  • Paul Schuhmacher Paul Schuhmacher
  • Maria Turner Maria Turner
  • Matt Whitmire Matt Whitmire

Operations

  • Nathan Andersen Nathan Andersen
  • Richard Ashbaugh Richard Ashbaugh
  • Gary Dellostritto Gary Dellostritto
  • Laurie Koehler Laurie Koehler
  • Elyssa Welling Elyssa Welling
Richard Ashbaugh

Richard Ashbaugh

Director of Marketing and Business Development

As Director of Marketing and Business Development at AArete, Richard is responsible for the firm’s branding, marketing, communication and business development functions.Prior to AArete, he held a number of high-level marketing and leadership positions at A.T. Kearney, Man Investments, Archipelago Exchange and Chase Global Asset Management, where he managed strategic marketing and business development initiatives, integrated communications strategies and corporate brand awareness. Richard completed the Executive’s Program at Northwestern University’s Kellogg School of Management focusing in the areas of Marketing, Strategy and International Business. He holds a Bachelor of Arts in Political Science/International Relations from The University of Wisconsin-Madison, a Master of Arts with a concentration in Liberal Studies, International Economics and Political Economy from Wesleyan University in Middletown, Connecticut.

Matt Whitmire

Matt Whitmire

Director

Matt provides AArete with extensive healthcare experience including several non-labor cost reduction areas, such as rate negotiations, utilization management, network optimization, policy changes, and insourcing/outsourcing modeling. He has been able to identify and execute numerous large dollar savings opportunities for major managed care organizations involved in provider and payer areas (Medicaid, Medicare, and Commercial). He holds a Bachelor of Science from Santa Clara University and is a Certified Public Accountant in the State of California and a Certified Fraud Examiner.

Tyler Higgins

Tyler Higgins

Director

Tyler provides AArete with extensive experience leading multi-year sourcing initiatives within Higher Education, Retail, Consumer Products, Transportation, and Energy achieving cost savings of over $100M. He has over 10 years of sourcing experience and has developed detailed cost models that have been integral in generating substantial cost savings as well as identifying inefficiencies and areas where process improvements can be implemented. Tyler has completed projects in a multitude of sourcing categories including temporary labor, most facilities (material and services) areas, IT hardware and software, scientific supplies, supply chain/transportation, and human resource benefits. He holds 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 firms 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 earned 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 stays on course through strategy and vision. With over 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 – 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 holds a Bachelor of Arts in Finance and Marketing from Fordham University. 

Maria Turner

Maria Turner

Director

Maria is a 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 twelve years of business consulting experience. Prior to 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 the 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 currently facing healthcare payers. She holds a Bachelor of Business Administration from The University of Iowa and is a Certified Public Accountant.

Paul Schuhmacher

Paul Schuhmacher

Director

Paul Schuhmacher is a 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 variety of industries including extensive experience with Healthcare payers. Paul specializes in using data analytics to drive strategic decisions and operational improvements with minimal disruption throughout organizations. Prior to joining AArete, Paul began his career at Huron Consulting Group where he worked on corporate disputes and fraud investigations. He holds a Bachelor of Business Administration from Indiana University’s Kelley School of Business and is a Certified Fraud Examiner.

Sean Maharaj

Sean Maharaj

Director

Sean brings to AArete more than 15 years combined experience in consumer products, life sciences and consulting, with a focus on strategic sourcing, supply chain, logistics, operations, and account management. He has worked on a wide range of global efforts, including those of a confidential nature and direct executive sponsorship. Sean holds 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

Director

Mike provides AArete with extensive experience in building analytic models to generate significant cost savings, providing future loss predictors. He brings skills in advanced predictive modeling 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 holds a PhD from Johns Hopkins University, a Masters of Public Health and 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 startup, private equity, joint venture, 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 APMG International Prince2 Project Management Certification.

Jackie Ferguson

Jackie Ferguson

Director

Jackie Ferguson is a 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-labor cost reduction solutions by conducting detailed spend analyses, market intelligence benchmarking, organizational assessments, developing process improvement plans as well as providing support in complex incumbent vendor negotiations. Prior to joining AArete, Jackie worked in Commercial Banking and Investment Banking spaces. She holds a Bachelor of Business Administration from Saint Mary’s College.

Kevin Byrnes

Kevin Byrnes

Director

Kevin is a Director with AArete and is based out of AArete’s Chicago office. He specializes in data analytics and mining, business process improvement, strategic sourcing solutions and leading cost savings initiatives. His broad range of healthcare experience, including both the Provider and Payer side makes him an integral member of the team. Kevin has worked with Hospitals and large Managed Care organizations to deliver cost savings results and business insight. Kevin holds 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 resource 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 from The Boston Consulting Group where she managed campus recruiting activities for Kellogg School of Management, executed on-campus marketing, interviews and events to identify the top 5% of the class.

Laurie Koehler

Laurie Koehler

Controller

As AArete’s Controller, Laurie’s responsibilities include financial reporting, employee benefits, and human resources. Since joining AArete in 2011, she has assisted in growing and developing the operations team.

Prior to joining AArete, Laurie began her career in the Enterprise Group Audit Division of Arthur Andersen. Over her 12 years there, she directed projects for privately-owned companies, primarily in the services industries. She also co-founded a $1.5 million Employee Benefit Plans Practice Group as a separate business unit. Her responsibilities included strategic planning for the business unit, project oversight, developing and leading training, recruiting and employee retention. Laurie also has experience as an independent consultant for various accounting projects, including significant efforts in developing the accounting function at a start-up company. Laurie earned a Bachelor of Science in Accountancy from The University of Illinois at Champaign-Urbana and is a Certified Public Accountant.

John Marchisin

John Marchisin

Managing Director

John Marchisin is a Managing Director with more than 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 centers, integrated delivery systems, physician practices and specialty hospitals. His work includes non-labor 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 prioritize 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 to all levels of the organization.

Caroline Kolman

Caroline Kolman

Managing Director

Caroline Kolman, P.E., is a Managing Director in AArete’s Healthcare Provider practice and is based in Pittsburgh. She has more than 20 years of professional consulting experience across a variety of areas including extensive experience in Supply Chain and P2P process improvements and manages numerous implementations within a variety of industries. Caroline guides her team to develop more effective work methodologies and procedures, identifying new opportunities to implement resources, while recognizing and managing risks. Over the last 15 years, Caroline has achieved millions of dollars in savings for health systems and academic medical centers, nationwide. Caroline holds a Masters of Business Administration from University of North Carolina at Charlotte.

Tim Lefkowicz

Tim Lefkowicz

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 Managing Director for the Western Region and specializes in non-labor cost reduction for clients in a range of industries, including financial services, media & 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 holds a Masters of Business Administration from The Anderson School at UCLA, and a Bachelor of Arts from The University of Virginia and is a member of 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 and leads AArete’s Healthcare practice, advising health plans, MCO’s, administrators, and other healthcare services organizations on a variety of performance improvement and operational matters. He brings several years of experience helping organizations in various stages of maturity and stability, spanning from fast growth expansion to distressed environments. Duane holds a Masters 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 recognized leader in achieving successful change management in the legal services industry and global banking/capital markets. Prior to 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 through 2008, Jim was also Chairman of the Executive Committee (Chief Executive Officer) of White & Case's London Office.

Prior to joining White & Case, Jim was Senior Vice President of Chemical Bank, a predecessor bank to J.P. Morgan Chase, where his global responsibilities included financial and management accounting, income tax compliance and planning, and strategic financial planning. Jim holds 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 as a 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, where 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 is a member of the Board of the Waterford Institute, Salt Lake City, Utah. Jim is a member of the Financial Executives Institute and CEO Trust.

Madhav Nadendla

Madhav Nadendla

Co-Founder & 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 payors 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 led several sourcing and procurement turnkey engagements for clients in healthcare, financial services, professional services, manufacturing, law firms, media and entertainment, and higher education industries. Madhav holds a Bachelor of Science from Nagarjuna University, a Master of Science, from Osmania University, and a Masters 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 more than nine years of consulting experience in Operational and Management Consulting across multiple industries working 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, through fact-based data intensive analysis combined with functional expertise. Maulik holds a Masters of Business Administration from SPJIMR, Mumbai, India, a Bachelor in Accounting and Finance, Mumbai University, India, and is a Certified Information Systems Auditor, and 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, 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 holds a Masters 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 with more than 12 years of experience consulting on cost reduction efforts and other procurement and operational improvement services; including vendor management, SLA creation, procurement process redesign, organizational review, and contract management. Katie holds a Masters 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 neighborhood. She is a Certified Public Accountant.

Skip Behm

Skip Behm

CFO & Managing Director

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 Optimization

At AArete, Skip is responsible for all financial and administrative functions in the organization, including the setting and implementation of operational and financial controls and procedures to enable the company to operate effectively and efficiently. With more than 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 organizational development in large distributed organizations as well as smaller start-up firms. Skip holds a Bachelor of Science, from Illinois State University and is a CPA and member of Financial Executives International.

Loren Trimble

Loren Trimble

Co-Founder, President & Managing Director

Thought Leader:

  • Financial Services
  • Healthcare
  • Professional Services

Practice Areas:

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

Loren is the president and cofounder of AArete, his primary focus is creating and molding 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 also plays a significant role in thought leadership for the firm 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 developing the methodology and refining the approach through numerous client engagements. He holds a Masters 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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