Mad Sherpa Consulting

Track Record

Operating proof behind the wedge.

SUD treatment is the focus today. The instinct behind the work was earned across eighteen years of regulated-market growth — behavioral health, hospital systems, and Wall Street capital markets. Select engagements below.

Hospital-integrated detox growthOTP & MAT ecosystem navigationMulti-facility scaling (40 → 150 beds)Payer strategy & Medicaid program navigationStrategic partnerships & referral networksCross-border ETF & regulated-market expansionRevenue operations infrastructureEarly-stage product & fintech integration

2022 – 2023

Healthcare

Business Development Manager — Northern Ohio

Pinnacle Treatment Centers

50% → 85% detox occupancy in three months.

  • Directed growth for a 36-bed trauma-adjacent detox unit and residential program, lifting occupancy from a stagnant 50% baseline to 80–85% inside one quarter.
  • Rebuilt referral workflows across 18 OTP clinics statewide to enable same-day admissions, restoring partnerships with long-dormant referral sources.
  • Specialized in Methadone-continuity detox — one of the few inpatient programs in Ohio with that capability.
  • Onboarded and mentored two new BD reps; built the playbook the team still runs.

2020 – Present

Healthcare

Founder & Director of Growth

Mad Sherpa Consulting (formerly DBA work)

Scaled multi-state SUD operations from 40 → 150 beds across levels of care.

  • Stood up county-wide intake, compliance, and ROI measurement processes for multi-facility operators.
  • Designed operational frameworks for staffing, intake, referral management, and BD infrastructure.
  • Advised operators on Medicaid policy shifts, consolidation trends, and payer reimbursement strategy.
  • Owned digital strategy, brand positioning, and AI-augmented content systems to lift market visibility.

2023 – Present

Product

Founder

Recovery & Wealth

Built a tech-enabled financial literacy platform for people in recovery.

  • Shipped MVP grounded in behavioral finance principles and stability-building frameworks.
  • Defined a four-phase roadmap targeting outpatient clinics and sober-living providers.
  • Dual B2B / DTC monetization: provider partnerships plus a direct community model on a headless Circle API stack.
  • Signals lived experience plus operator chops — the differentiator behind the SUD wedge.

Prior

Capital Markets

Intermediary Distribution & National Accounts

WisdomTree · T. Rowe Price · Arrow · Thrivent

Helped seed WisdomTree Europe; grew assets $650M → $1.2B across SW/SE territory.

  • Raised $5M seed capital across four ETF launches that contributed to WisdomTree Europe's foundation and multi-billion-dollar growth.
  • Led cross-border ETF expansion — UCITS structuring, domestic launches, LATAM advisor relationships.
  • Managed RIA, bank, and intermediary distribution across mutual fund and ETF platforms.
  • Built and ran internal sales desks; tuned advisor engagement and product-market alignment.

Earlier

Product

Operator

Health Tech & Revenue Operations

Stood up early-stage health tech products and revenue infrastructure.

  • Aligned operational systems with market adoption and payer strategy.
  • Built the muscle that now powers the consulting practice — ops + capital + clinical demand under one roof.

"Word of mouth and positive testimonials from past and current clients create your best advertising. Losing is not an option."

— Operating thesis