Mario R.

Mario R.

Chief Financial Officer @ Evolent

About

Chief Financial Officer at Evolent (NYSE: EVH). Twenty-five-plus years leading finance, corporate development, and capital markets for healthcare and consumer businesses — including senior roles at CVS Health, Edelman Financial Engines, J.P. Morgan, and Lehman Brothers. I partner with boards and CEOs to translate strategy into capital allocation, deliver predictable performance to public investors, and build finance organizations that hold up under scrutiny. My work centers on four areas:M&A and corporate development: 50+ transactions totaling over $150B in value, from sourcing and diligence through close and integration. Served as strategic advisor to the CVS Health CEO and board on the $78B acquisition of Aetna, and as COO of the integration management office, where a cross-functional team delivered the publicly announced $750M synergy target. Led the $735M sale of Rx Crossroads to McKesson at a 12x FV/EBITDA multiple.Capital markets: Orchestrated the 2021 Edelman Financial Engines recapitalization — a minority-stake sale and $2.9B debt issuance. Former J.P. Morgan and Lehman Brothers investment banker; executed equity, debt, and advisory transactions across consumer, retail, healthcare, media, and technology.Investor relations and public-company reporting: Lead quarterly guidance, earnings calls, and investor days; rebuilt the IR narrative through significant transformation and strategic pivot at Evolent.Finance operations and controls: Scaled FP&A and accounting through ERP transitions, stood up SOX programs, and led global teams across accounting, treasury, tax, and IR. As CFO of CVS Caremark, ran the financial operations of a $131B-revenue, $5B-operating-income division.I am drawn to organizations developing innovative healthcare solutions where disciplined capital allocation can compound impact — for patients and shareholders alike.

Country

-

City

United States

Industry

Hospital & Health Care

Skill

Health Insurance, Healthcare Management, Healthcare Analytics, healthcare pricing, SEC Financial Reporting, Asset Management, Public Company Compliance, Go-to-Market Strategy, healthcare services, M&A Integration, Cross-Functional Team Building, Team Management, Organizational Development, Team Building, Business Restructures, Business Growth Strategies, Investor Relations, Public Companies, Risk Management, Enterprise Risk Management

Experience

Evolent

Chief Financial Officer

Evolent

LinkedIn
2025-10 - Present · 1 yr

Arlington, VA

Public-company CFO at Evolent (NYSE: EVH), a value-based specialty care company partnering with health plans and providers to improve outcomes for patients with complex conditions. Lead finance, FP&A, accounting, treasury, tax, and investor relations. -Lead the quarterly earnings cycle, guidance, and investor days; rebuilt the IR narrative through significant transformation and strategic pivot. -Partner with the CEO and board on capital allocation, M&A, and capital markets strategy. -Scaling finance operations to support a public-company growth platform in value-based specialty care.

WellBe Senior Medical

Chief Financial Officer

WellBe Senior Medical

LinkedIn
2024 - 2025 · 1 yr

Boston, MA

CFO of a national value-based home healthcare provider focused on polychronic, medically complex patients. Partnered with the CEO and board on financial strategy, risk management, and growth planning — balancing sustainable economics against rapid expansion.

RWA Wealth Partners

Chief Executive Officer

RWA Wealth Partners

LinkedIn
2022 - 2024 · 2 yrs

Boston, MA

Led the transformation of a closely held asset manager into a premier multi-product wealth management firm. Tripled assets under management and exceeded ambitious growth objectives by reshaping the strategy, leadership team, and product set.

Edelman Financial Engines

EVP, CFO and CRO

Edelman Financial Engines

LinkedIn
2019 - 2021 · 2 yrs

Greater Boston Area

CFO and CRO of a hybrid wealth management platform formed through the combination of Edelman Financial and Financial Engines. -Led the complex post-merger integration; the combined company exceeded synergy and profitability targets. -Orchestrated the 2021 recapitalization — sale of a minority stake and a $2.9B debt issuance. -Owned the enterprise risk function in addition to finance, treasury, FP&A, and tax.

CVS Health

Chief Financial Officer of CVS Caremark, a division of CVS Health

CVS Health

LinkedIn
2017 - 2019 · 2 yrs

Greater Boston

CFO of CVS Health’s largest division — $131B in revenue and $5B in operating income. Owned divisional financial strategy, planning, reporting, and capital allocation for the pharmacy benefits management business. Awarded the 2018 CVS Health CEO Award for outstanding performance and extraordinary contributions to the company.

CVS Health

Senior Vice President, Head of Corporate Development and M&A

CVS Health

LinkedIn
2016 - 2018 · 2 yrs

Greater Boston Area

In this role, I acted as strategic advisor to CEO, CFO and Board of directors in mission critical transactions including the $78 billion Aetna transaction. As part of that role, my accomplishments included the following: -As COO of Aetna Integration, I was responsible for managing all aspects of the Aetna transaction IMO including developing a full integration plan, staffing of integration teams, and creation of new operating model, among other tasks -I led a cross-functional team responsible for generating the publicly announced $750 million synergy target and creating a new combined operating model to reduce medical costs-Managed execution of the $78 billion Aetna acquisition which included all aspects of due diligence, financial analysis, synergy estimates and contract negotiations, among other tasks, and I acted as the main internal strategic advisor to CVS Health's CEO, CFO and its Board of Directors -I led CVS Health's sale of Rx Crossroads, a pharmaceutical hub services provider, to McKesson for $735 million representing a 12x FV/CY EBITDA multiple. This included creating a full strategic marketing plan for the business and successfully negotiating a merger agreement and a TSA

CVS Health

Senior Vice President, CEO and COO of CVS Health International

CVS Health

LinkedIn
2011 - 2018 · 7 yrs

Providence, Rhode Island, United States

Responsible for CVS Health International's P&L, A wholly-owned division of CVS Health whose main asset is a pharmacy e-commerce and a retail business with 1,700 employees acquired in January of 2013. The business, called Onofre, is based in Brazil and includes the leading e-commerce pharmacy operator in Latin America. In this role, Mr. Ramos successfully restructured and integrated the business by creating and implementing a new strategic plan and building a new leadership team.

J.P. Morgan

Executive Director, Investment Banking

J.P. Morgan

LinkedIn
2007 - 2011 · 4 yrs

New York, NY

-I was responsible for JP Morgan’s investment banking coverage of Consumer, Retail, and Apparel clients -Generated average annual fees of over $20 million from M&A and Capital Market products -Led the bank’s effort to reduce credit exposure to Consumer and Retail sectors during credit crisis of 2008

Lehman Brothers

Senior Vice President, M&A

Lehman Brothers

LinkedIn
2000-4 - 2007-3 · 7 yrs

New York, NY

-Responsible for leading several transactions including advisory assignments and financings in the Media and Technology Sectors -Advisory assignments have included sell-side and buy-side mandates, merger-of-equals transactions, spin-offs, split-offs, tender and exchange offers -Former Communications and Media Group staffer responsible for managing 35 Associates from 2002 to 2003

J.P. Morgan

Investment Banking Associate

J.P. Morgan

LinkedIn
1996 - 2000 · 4 yrs

Greater New York City Area

Executed several M&A and Capital markets transactions on behalf of clients in a variety of sectors including Consumer, Retail, Healthcare and Technology

Education

William & Mary

William & Mary

LinkedIn

Finance

Graduated first out of a class of 105

University of Richmond

University of Richmond

LinkedIn

Economics

4 years of NCAA Division I Soccer

Mario R.'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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