About ClearBalance

Mitch Patridge

Chairman

As a successful entrepreneur for 30 years, Mitch has a broad background in banking, portfolio acquisition, management, servicing centers, real estate and healthcare financial services. Mitch led the acquisition of ClearBalance in 2003 and has since grown the company and its offerings of consumer-friendly patient loan programs.

ClearBalance has served more than 4.5 million patient accounts for hundreds of health systems, clinics and physician practices nationwide. Recognized as an authority in health care and consumer finance, Mitch has been featured extensively in the healthcare media. He instills in the ClearBalance team a sense of purpose to help consumers afford the care they need to lead healthy lives.

Bruce Haupt

President and CEO

Bruce is responsible for the corporate direction, strategy and overall business performance of ClearBalance. He joined the company in 2013 as senior vice president of sales and marketing, bringing a focus and discipline that has enabled ClearBalance to extend its industry leadership position.

With more than 25 years’ healthcare and IT experience at large corporations including McKesson and IBM, Bruce is keenly aware of the industry’s challenges and opportunities. He is a frequent speaker and subject matter expert on such topics as healthcare revenue cycle, consumerism in healthcare and financial performance metrics.

Ray Freedenberg

CFO

Ray joined ClearBalance in 2006. As CFO, Ray is responsible for accounting and financial reporting, FP&A, treasury, taxes, underwriting, legal documentation, internal audit and compliance and risk management. Ray is a member of the ClearBalance Credit Committee, the Information Technology Committee and attends meetings of the Board of Directors.

Ray previously was Portfolio Manager for Meridian Commercial Healthcare Finance where he managed a portfolio of high yield asset-based credit facilities. He also worked in the audit department at Liberty Mutual Group. Ray received his Bachelor of Science degree in Finance from Bentley University in Waltham, MA.

Chris Brazil

CRO

Chris joined ClearBalance in 2017, was appointed to the position of Chief Revenue Officer. Chris has extensive experience in healthcare revenue cycle management, ranging from CBO management and outreach to patient pay solutions and tools to improve financial performance. He previously was with Cardon Outreach, serving in various roles including sales, business development and strategy, and client relations.

Craig Webster

Executive Vice President, Operations

Craig joined ClearBalance in December 2012 as chief information officer with oversight for the funding platform that runs ClearBalance programs for its health system clients and patient guarantors. He also is responsible for all corporate IT functions, including network infrastructure, security, data analytics and transactional platforms and disaster recovery. In 2016 Craig was appointed Executive Vice President of Operations. In addition to IT operations, Craig is responsible for client relationship management and the ClearBalance customer service center, known as the Patient Experience Center. Craig previously was Sr. VP of Operations for MedAssets’ Revenue Cycle Technology division. Before working at MedAssets Craig ran technology departments for Affiliated Computer Services and Coprasoft LLC.

Bill Beerman

Sr. VP, Customer Success

Bill brings 25 years’ worth of direct healthcare experience to his role as Sr. VP of Customer Success. Before joining ClearBalance, he served in a variety of operational/client services roles for leading healthcare organizations. He also served as director of patient administration at Intermountain Healthcare, overseeing Access, patient finance, HIM and payer contract negotiations.

Lindsey Simmons

Director, Customer Success

Lindsey has 10 years’ worth of financial and healthcare services experience. She joined ClearBalance in 2017 as part of the Marketing organization to support sales and customer performance. In 2018 she transitioned full-time to the Customer Success organization. In this role Lindsey counsels customer health systems to ensure program optimization and that ClearBalance remains in lockstep with the organization’s strategy.

Turquoise Owens

Director, Customer Success

Turquoise joined the ClearBalance team in 2009 as manager of client solutions. In this role Turquoise worked with our health system partners to ensure optimal use of the ClearBalance program. In 2016 Turquoise assumed oversight of Client Solutions and Client Experience Account Management. She leads a team responsible for clients’ daily operations using the ClearBalance program as well as planning and program performance. Before joining ClearBalance Turquoise worked for American Specialty Health, a specialty health services provider.

Michelle Tygart

Chief Compliance Officer

Michelle has more than 15 years of experience overseeing legal and compliance functions in the financial services sector. Before joining ClearBalance in 2017, Michelle was General Counsel & Vice President of Enterprise Risk Management and Loss Mitigation for Denver, Colo.-based Public Service Credit Union. As Chief Compliance Officer for ClearBalance, Michelle monitors healthcare and financial regulatory requirements to ensure continued compliance of the ClearBalance program.

Grant Phillips

CIO

As CIO for ClearBalance, Grant oversees the company’s internal systems and security. He also is responsible for continuing development and maintenance of ClearBalance proprietary, core technology platforms for funding, and client and patient portals. Grant joined ClearBalance in 2012 as Chief Software Architect. He was promoted to VP, Product Development in 2014 before assuming his current position of CIO. Grant has 20 years’ experience in information technology, including more than 10 years working at healthcare IT companies.

Laurie Heavey

Sr. VP, Product & Strategic Marketing

Laurie Heavey is Sr. VP of marketing, including strategy, positioning, lifecycle and market analysis, sales support, integrated marketing, thought leadership and customer communications. An experienced marketer with 20 years devoted exclusively to health care, Laurie is a champion for the customer. Among her varied marketing responsibilities, Laurie supports health system clients that recognize patient loan programs are a strategic differentiator to increase patient satisfaction, market share and attract consumers.

Christian Coburn

Director, Patient Experience Center

Christian brings more than 15 years’ retail customer service and sales experience to his role as director of the ClearBalance Patient Experience Center. He has managed, centralized and established customer call centers across multiple industries with a solid track record of improving performance and customer satisfaction. Among his many achievements Christian has received a Master’s Certification in customer relationship management by the University of Toyota.

Michelle Meehan

Director Professional Services

Michelle oversees implementation of the ClearBalance program with our partner hospitals. With more than 10 years’ experience in revenue cycle management, Michelle previously provided implementation leadership at MedAssets, managing more than 70 client projects annually.

Michael Bohaboy

West Region Sales VP

An insightful and proven sales executive, Michael has specialized in healthcare IT and healthcare revenue cycle for more than 20 years, serving more than 300 customer partners. Michael is passionate about advising customers for ongoing improvement, offering unique and valuable perspectives about the healthcare market. Michael has been with ClearBalance HealthCare® since 2018.

Tom Cook

NE Region Sales VP

Tom is a dynamic business development and sales professional with more than 25 years of experience in the collections and credit reporting industries. Tom joined the ClearBalance HealthCare® team in 2014. He has been instrumental in working with health systems in the Northeast US to help them create a patient financial experience that meets and exceeds consumer expectations.

Jay Roche

Central Region Sales VP

Jay has devoted 35 years to business development specifically in the healthcare industry. His subject matter expertise makes him a valued and trusted advisor for his customer partners. With a long and impressive track record with well-known healthcare IT and service providers, Jay is an advocate for patient financing solutions that enable healthcare providers to make care affordable in the communities they serve.

Jeff Stallings

Southeast Region Sales VP

Jeff is a senior sales and business development executive with a demonstrated record of success in driving growth in highly competitive markets. Jeff joined the ClearBalance HealthCare® team in 2006 and has been instrumental in managing complex business relationships. Throughout his career, Jeff has been highly successful in forging long-lasting relationships with customers and external business partners.