Executive Management Team
Alan McKay - Chief Executive Officer
Alan McKay has served as the Chief Executive Officer of the Alliance since the health plan’s inception in Santa Cruz County in April 1995. He previously worked in Bay Area managed care for twelve years, as a Manager in Ernst & Young’s San Francisco health care consulting practice from 1984 to 1987, and as Director of Managed Care at El Camino Hospital from 1987 to 1993.
Alan holds a Master of Public Health degree from University of California at Berkeley, and a Bachelor of Arts degree in Psychology from the University of California at Santa Cruz. Alan is a Member of the board of the California Association of Health Insuring Organizations (CAHIO), the professional association of six County Organized Health Systems in California, as well as a Member of the Merced County Health Care Consortium. He is also Chairperson of the Monterey Regional Health Development Group, Inc (MoreHealth), and President of the board of the Health Improvement Partnership of Santa Cruz County.
Scott Fortner, PHR - Chief Administrative Officer
Scott joined the Alliance in February 2001. In his current role of Chief Administrative Officer (CAO), he oversees Human Resources, Employee Training & Development, Administrative Services, Facilities and Media Relations. Prior to joining the Alliance, Scott was a professional Human Resources consultant and advisor for several pre-IPO start-up/dot-com firms in Silicon Valley. His career in HR began in the US Marine Corps, and as a Marine he served in Operations Desert Shield and Storm during the first Gulf War in 1991.
Scott graduated Magna Cum Laude from National University with a major in Business Administration and a minor in Human Resources Development, is a member of the Society for Human Resource Management, and is certified as a Professional in Human Resources (PHR).
Rachael Nava - Chief Operating Officer
Rachael Nava joined the Alliance in 2004 where she currently serves as Chief Operating Officer. She is responsible for overseeing provider services, member services, information technology, business analysis, business development, compliance and operations. Rachael has worked in the public health sector in the Monterey Bay region for several years. Prior to joining the Alliance, she directed Healthy Kids of Santa Cruz County, a program designed to provide health insurance to all of the uninsured children in the county. From 2000 to 2004, Rachael was the Associate Executive Director of Dientes Community Dental Care, a non-profit safety net dental clinic. From 1997 to 2000, she worked in the biotechnology sector in the area of cancer and AIDS research.
Rachael has a Bachelor of Arts degree in Biology from University of California at Santa Cruz. She is a long time resident of Santa Cruz.
Kathy Neal, RN, BSN, MEd, CPHM - Chief Health Services Officer
Kathy joined the Alliance in January 2012 as Chief Health Services Officer. In this role, she is responsible for overseeing health services, including utilization management, care management and quality improvement. She has extensive senior hospital and health plan operations experience, most recently from her work providing senior strategic health plan leadership in the Central Valley with Kaiser Permanente for the last 10 years, preceded by several years of hospital operations experience in Chief Operating Officer and Chief Nursing Officer positions for both profit and not-for-profit hospital systems.
Kathy received a Bachelor's degree in Bio-Psychology from The State University of New York, a Bachelor of Science degree in Nursing from University of the State of New York, and a Master of Education degree from United States International University. She has been board certified for Nurse Executive, Advanced, and is recognized as a Certified Professional in Healthcare Management.
Danita Carlson - Governmental Relations Director
Danita Carlson joined the Alliance in November 1995 and serves as the plan's Government Relations Director. Danita is the main liaison with the State of California Department of Health Care Services, Department of Managed Health Care and the Managed Risk Medical Insurance Board. She is responsible for state contract compliance and regulatory and legislative affairs for the health plan. Prior to coming to work for the Alliance, Danita was employed by the County of Santa Cruz. Danita earned her Bachelor of Arts in Sociology from California State University, Sacramento.
Lilia Chagolla - Monterey County Regional Operations Director
Lilia Chagolla joined the Alliance in April 2004, where she currently serves as Monterey County Regional Operations Director. She is responsible for overseeing our Salinas office, management of Alliance programs and operating procedures in Monterey County, and regional community liaison. Lilia’s previous role at the Alliance was Health Programs Manager, where she was responsible for overseeing the health and disease management programs of the Alliance. Prior to joining the Alliance Lilia managed the Health Services Department for The Boys and Girls Club of San Francisco, and worked in the development and implementation of the Prenatal and Pediatric Outpatient Clinics for Dominican Hospital in Santa Cruz, California.
Lilia holds a Bachelor of Science Degree in Community Health Education from San Francisco State University and attended Universidad Autonoma de Gudalajara, Mexico in 1992 studying Spanish and medical terminology. She resides in Capitola with her partner and daughter.
Christine Gerbo, RN - Utilization Management Director
Christine Gerbo, RN, has joined the Alliance with over 30 years of experience as a Registered Nurse. With a background in primary care and specialty clinic nursing, she began work in Medi-Cal Managed Care Health Plans in 1995 where she has performed within health services for both Utilization Management and Quality Improvement.
A resident of Santa Cruz County since 1999, and previously a Central Valley resident for 20 years, Christine received her Bachelors Degree in Nursing at University of Phoenix. She holds a California Public Health Nurse Certificate and Certified Professional in Health Care Quality.
Richard Johnson, PharmD - Pharmacy Director
Richard Johnson has served as the Alliance's Pharmacy Director since December 1995. Rich served for two years as an Associate Clinical Professor of Pharmacy at Albany College of Pharmacy in New York. He has extensive experience in managed care, including 15 years as Pharmacy Director at Kaiser-Santa Teresa Medical Center in San Jose. He also worked for two years as a Drug Education Coordinator.
Rich has a Doctor of Pharmacy degree from the University of California, San Francisco and is a member of the Academy of Managed Care Pharmacy.
Kathleen McCarthy, MPA - Provider Services Director
Kathleen McCarthy joined the Alliance in May 2011 and currently serves as the Provider Services Director. In this role, Kathleen is responsible for leadership of the Provider Services Department and oversees provider recruitment, credentialing, training and support. Kathleen's previous role at the Alliance was Provider Services Operations Manager, where she was responsible for overseeing the internal operations of the Provider Services Department. Prior to joining the Alliance, Kathleen worked in the non-profit and public health sector for several years, most recently as the Program & Grants Manager at the Pajaro Valley Community Health Trust, a local non-profit health care foundation.
Kathleen holds a Master of Public Administration (MPA) degree, with an emphasis in Non-Profit Administration, from San Francisco State University, and a Bachelor of Arts degree in Community Studies from the University of California at Santa Cruz.
Kelly McNeely, MBA, PMP - Information Technology Director
Kelly McNeely joined the Alliance in August 2011 and currently serves as the Information Technology (IT) Director, responsible for oversight of all software applications and information technology infrastructure. Prior to joining the Alliance, Kelly was IT Director at Seagate Technology and IT Service Delivery Manager at Hewlett-Packard where he developed and supported Eligibility and Enrollment Systems for the Defense Manpower Data Center in Monterey, California.
Kelly is a Certified Project Management Professional (PMP) and holds a Master of Business Administration (MBA) degree from University of Phoenix and a Bachelor of Science degree in Electronics Engineering from Southwest Minnesota State University.
Jennifer Mockus, RN - Merced County Regional Operations Director
Jennifer began her career with the Alliance in November 2009. She is responsible for administration of our Merced office, overseeing Alliance programs and operating procedures in Merced County, and regional community liaison. Prior to joining the Alliance, Jennifer worked for the Merced County Department of Public Health providing supervision and management of maternal child health programs and staff since 2002. From 1991-2000 Jennifer provided public health case management to Santa Cruz County residents as a Public Health Nurse for Santa Cruz County Health Services Agency.
Jennifer is a Public Health Nurse who has a Bachelor Degree in Nursing from California State University, Stanislaus.
Julio Porro, MD - Associate Medical Director
Julio Porro, MD has served as Associate Medical Director of the Alliance since 2002. He previously co-founded and served as Medical Director of the Southwest Community Health Center in Santa Rosa from 1995 to 1998. He later served as Medical Director and staff physician of Salud Para La Gente, a federally qualified health center serving the Pajaro Valley community from 1998 to 2005.
Dr. Porro received his medical degree and a Bachelor of Arts in Biomedical Ethics from Brown University as part of the seven-year Program in Liberal Medical Education. Dr. Porro is a member of the Boards of Dientes, a community dental clinic, as well as of the Pajaro Valley Community Health Trust. He lives in Santa Cruz with his wife and two children in a co-housing development.
Stephanie Sonnenshine, JD - Compliance Director
Stephanie Sonnenshine originally joined the Alliance in 1999, and currently serves as the Compliance Director. She is responsible for health plan provider and administrative contracting, the grievance function, and the compliance program. Stephanie previously held positions of Executive Assistant, Provider Services Representative and Provider Services Contract Specialist. Stephanie practiced family law litigation in Santa Clara County from 2005 to 2009. Stephanie returned to the Alliance in July 2009, and served as the Provider Services Director through April 2013.
Stephanie has a Juris Doctorate (JD) degree from the University of San Francisco, School of Law and a Bachelor of Arts degree in Sociology from U.C. Santa Barbara.
Frank Souza - Claims Director
Frank Souza joined the Alliance in September 2003, where he currently serves as Claims Director. Prior to joining the Alliance, Frank was the Chief Financial Officer for the largest privately held chain of retail luggage stores on the West Coast.
Frank holds a Masters in Business Administration from St. Mary's University, and a Bachelor of Arts degree in Economics from the University of California at Santa Cruz. He is a long time resident of Santa Cruz County.
Traci Webb - Projects Director
Traci Webb joined the Alliance in 2006, and currently serves as its Projects Director. Traci is responsible for directing Alliance-wide strategic and operational projects, business development, operations, the anti-fraud program, administrative quality improvement, marketing and public relations. Prior to joining the Alliance, her executive experience included domestic and international responsibilities with large organizations in the information and education sectors. From 2001-2006, Traci worked for Swets Information Services, a global scholarly information services company, at their offices in North America, the Netherlands, and Australia/New Zealand (ANZ), which included positions as Managing Director (ANZ), Electronic Products Manager and Regional Sales Manager. From 1992-2001, she served the University of Wollongong in Australia, which included positions as Resource Services Manager and Acquisitions Coordinator.
Traci holds a Diploma of Arts with Honors, Illawarra Institute of Technology in Australia, and graduated from executive development programs in leadership and business management at both the University of Wollongong and Erasmus University in the Netherlands.
Jan Wolf - Member Services Director
Jan Wolf has been with the Alliance since its inception, joining the plan in June 1995. She currently serves as Member Services Director. In this role she is responsible for leadership of the Member Services Department which encompasses customer service, development of member literature, member education and outreach, eligibility and enrollment, member complaints and provider disputes. Jan’s prior experience in health care included working at a national Preferred Provider Organization, an acute care hospital, a community-based primary care clinic and a health care advocacy organization. Prior to entering the health care field, Jan worked in housing and senior services. Jan graduated from the University of California at Santa Cruz with a BA in Sociology.