William P. Kelly is our Chief Executive Officer. He has extensive executive level experience in healthcare leadership, policy, and strategy and previously founded and served as President and Principal of Treo Solutions, LLC. As a widely recognized leader in payment policy and an expert in healthcare analytics, services, and M&A, William has published articles, edited books, and spoken nationally about the business of healthcare.
After earning his B.S in Biology from Rensselaer Polytechnic Institute, William earned two Master’s degrees – an M.B.A. from Rensselaer Polytechnic Institute and an M.P.H. with a concentration in Epidemiology from the State University of New York at Albany. William lives in Florida with his wife, Deborah and has two sons. He is a Mets fan and enjoys traveling in his spare time.
James Lawson leads our external operations as Executive Vice President of Business Development and Marketing. He has over 20 years of experience in healthcare technology, building and leading client facing organizations for companies ranging from startups to large, established corporations. James holds a BA in International Relations from University of Missouri, Columbia.
James currently resides in Shawnee, Kansas with his wife, Lisa and his two sons, Carter and Avery. When he’s not working, he enjoys cooking, traveling, running, and watching soccer.
Walt is our Executive Vice President of Operations. He is responsible for ensuring that our clients understand our intellectual property assets in a way that enables clients to customize these assets according to their unique needs and to take full advantage of the benefits that our products provide. Walt has specialized in software for over 25 years and has focused specifically on healthcare for the last decade. His interests lie primarily at the intersection of innovation and value-based care.
Walt earned his Bachelor’s degree from Rensselaer Polytechnic Institute and now lives in the Glens Falls, New York area with his wife, Lynn. He enjoys spending time with his children, Stephanie and Nick, being outdoors, and working on home renovation projects.
Shang Sonny Ouyang is our Vice President of Product Development and Information Technology. He manages our data and the development of our software products, as well as the relevant IT system environments and the staff, vendors, and tools required to cultivate our technological assets.
Sonny has led product development efforts for nearly three decades, nurturing and growing seven companies and setting them up for successful buy-outs and public offerings. Through his diverse set of experiences, Sonny has become an expert in bridging the gap between technologies and business and often plays a critical role in translating business goals into meaningful product and technology plans.
In addition to a Bachelor’s in Graphic Arts, Sonny has a Master’s degree in Computer Science, which he earned from the University at Albany, SUNY. Sonny lives in the Albany, NY area with his wife, Jane. They have three children: Aaron, Annie, and Andy. When he’s not working, Sonny loves playing golf, gardening, and fishing. He is also an avid New York Giants fan.
As Vice President of Data Science and Analytics, Marcela Munoz leads our research efforts to ensure the integrity and value of our data. Her work involves managing the Data Science team, which develops, implements, and updates our data models and metrics. Marcela has over 10 years of experience in data analytics, machine learning, and analytic product development, including knowledge of how to apply these analytical skills to the dynamic healthcare landscape.
Marcela earned her Master’s degree in Applied Mathematics from Rochester Institute of Technology. She resides in San Francisco with her husband, Michael, and her daughter, Isabelle. She enjoys traveling and being outdoors.
As our Chief Financial Officer, Mark is responsible for the financial health of our organization. He has over 30 years of experience working on the financial side of high-tech companies and is excited to focus his attention on delivering better healthcare outcomes for a variety of stakeholders.
Mark lives in Colorado with his wife, Jane. In his spare time, he enjoys being active outdoors. You can find him biking in the summer and skiing in the winter.