Michael Smith
Financial Advisor @ Northwestern Mutual
About
As an Australian immigrant who transitioned to the U.S. over a decade ago, I've personally navigated the financial intricacies that come with moving to the States. My firsthand experience transitioning to the American financial and tax system has uniquely positioned me to guide foreigners and immigrants through the maze of U.S. financial opportunities and obligations. I vividly remember the allure and challenges of arriving in the U.S., from grasping new wealth management possibilities to tackling the inevitable tax complexities. This spurred my passion for personal and business financial planning, and I realized that my journey could be invaluable to other fellow immigrants in similar shoes. With my dual perspective, I understand the cultural, financial, and emotional challenges you face. And as a financial advisor, I'm on a mission to help you transition smoothly into the U.S. financial system. I've been where you are, and I'll ensure you prioritize the right steps, from minimizing tax drag, to crafting a financial strategy tailored to grow your wealth and secure your American dream. If you believe in Maths and don’t love paying taxes, you will enjoy our next call. Let's connect and build your blueprint for success: https://bit.ly/Smith_Connection Cheers, Michael Smith C: (925)765 7372 http://michaelbsmith.nm.com Not intended as legal or tax advice. Northwestern Mutual Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
United States
Carlsbad
Financial Services
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Experience

Director Of Operations
San Diego, California, United States
- Grew core business across 13 Medical Centers impacting $65M in annual revenue. - Led the Market/Territory Leadership team including: Strategic & Key Account Managers, Sales, Medical Operations & Clinical Services Operations - Implemented business strategy and maintained internal and external relationships across the market/territory Select achievements: - 119% to plan - Rebuilt and developed 60% of the leadership team across the network.

Director, Strategic Operations
Franklin, Tennessee
- Achieved cross-collaborative growth across an accelerated growth/change portfolio of 170+ facilities in nine States with $300M in annual revenue. - Promoted 3x in 4years implementing focus and accountability systems to enhance effectiveness, best practices and development of improved processes while delivering scalable solutions. - Ensured continued value proposition, stimulating penetration and protection against margin erosion. Select achievements: - Led the operational efficiencies pilot program adding $4.9M in annual revenue. - Led the initiative for optimizing patient scheduling by developing the centralized scheduling service, improving clinic contribution by $2000/wk in one market alone.

Director, Clinical Services
- Hired, managed and mentored eight market leaders, including two de novo markets, across 65 facilities impacting $127M in annual revenue. - Drove revenue through collateral sales, productivity, reimbursement, patient engagement, performance and overall quality assurance. Select Achievements: - Ran 8 Market/Territory Leaders, including the leader that was awarded district of the year by outperforming plan in their 2nd year as a new expansion market. - Positioned the business as primary care resulting in 14% direct access referrals across the portfolio. - Leveraged performance resulting in patient outcomes in the top 10% of the industry.

Market Leader
- In first full year as leader, 105% to plan. - Managed $45M in annual revenue. - Owned operational and clinical excellence across a district of 16 facilities, and its staff of Physical Therapists, affiliation students and technical staff. Select Achievements: - Led market of 16 facilities delivering $7.2M in clinic contribution. - Developed key reports to assist with managing overall market performance

Senior Faculty Member | Lead Instructor
- Provided active leadership and strategic direction in the clinical education of post graduate Physical Therapists; provided expert training and guidance to more advanced clinicians. - Delivered a suite of evolving educational programs to maximize the skill of Physical Therapists, allowing them to maintain and keep their license active by meeting continuing education mandates.

Clinical Team Lead
Provided daily specialist clinical practice in the independent assessment, diagnosis, case management of patients referred for specialist orthopaedic/neurosurgical opinion. Clinically led the delivery of services within the screening clinic, providing expert clinical advice to all stakeholders involved. Provided consultancy for the district across disciplines and multiple facilities and to external providers on non-operative management of patients.

Physiotherapist | Physical Therapist
Held progressive clinical leadership roles within private practice and the public health setting. Managed my own small business for three years. While at Queensland Health, Australia, promoted twice in two years leading a multi-disciplinary service line. Consulted with Orthopedic and Neurosurgery Outpatient Department CMOs.
Michael Smith's Contact Information
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