Executive Management Team
Alan McKay - Chief Executive Officer
Alan McKay has served as the Chief Executive Officer (CEO) 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. He is a Member of the board of Local Health Plans of California (LHPC), the professional association of sixteen public, non-profit Medi-Cal health plans in California. He is a Member of the Merced County Health Care Consortium, and serves as Chairperson of the Monterey Regional Health Development Group, Inc. (MoreHealth), and is the President of the board of the Health Improvement Partnership of Santa Cruz County.
Dale Bishop, MD - Chief Medical Officer
Dr. Dale Bishop joined the Alliance as Chief Medical Officer (CMO) in July 2013, having previously served as CMO at the Health Plan of San Joaquin, and in leadership roles including Director of the San Joaquin Family Medicine Residency Program, Medical Director of San Joaquin General Hospital, San Joaquin Medical Society President, and Assistant Health Officer at San Joaquin County Public Health Services. In addition to his physician leadership experience, Dr. Bishop provided direct patient care to the underserved population in the Central Valley for 25 years.
Dr. Bishop's experience with Medi-Cal provider incentive programs, Utilization Management, Quality Assurance and Care Management reflects his advocacy for the Patient-Centered Medical Home model of primary care. In his role as CMO, Dr. Bishop is responsible for assuring the availability and quality of health care services for the health plan's members through leadership of the Health Services department, medical management policies and data, and communicating key data and findings to the health plan, the governing board, and the Alliance provider network.
Dr. Bishop received his Medical degree from the University of California, Irvine, and holds a Bachelor of Science degree in Psychobiology from the University of Southern California.
Scott Fortner - Chief Administrative Officer
Scott Fortner joined the Alliance in February 2001. In his current role of Chief Administrative Officer (CAO), Scott 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. He is certified as a Professional in Human Resources (PHR), and is a member of the Society for Human Resource Management.
Kathy Neal, RN, BSN, MEd, CPHM - Chief Health Services Officer
Kathy Neal joined the Alliance in January 2012 as Chief Health Services Officer (CHSO). In this role, she is responsible for overseeing health services, including utilization management, care management and quality improvement.
Kathy has extensive senior hospital and health plan operations experience, including 10 years of providing senior strategic health plan leadership in the Central Valley with Kaiser Permanente, preceded by hospital operations experience in Chief Operating Officer and Chief Nursing Officer roles 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 is board certified for Nurse Executive, Advanced, and is recognized as a Certified Professional in Healthcare Management (CPHM).
Stephanie Sonnenshine - Chief Operating Officer
Stephanie Sonnenshine joined the Alliance in 1999, and currently serves as Chief Operating Officer. In this role, Stephanie is responsible for executive management of Alliance departments that include Member Services, Provider Services, Claims, Compliance, Projects and Operations Management, Analytics and Technology Services and Regional Operations, ensuring organization and integration of Alliance operating systems, business/program development and implementation, strategic projects, policies and procedures and interdepartmental communications on operations issues.
From 1999 to 2005, Stephanie held positions as Provider Services Representative and Provider Services Contract Specialist. She practiced family law litigation in Santa Clara County from 2005 to 2009, and returned to the Alliance in July 2009, serving as the Provider Services Director and then Compliance Director.
Stephanie holds a Juris Doctorate degree from the University of San Francisco, School of Law and a Bachelor of Arts degree in Sociology from University of California at Santa Barbara.
Barry Staton - Chief Financial Officer
Barry Staton joined the Alliance in October 2013 as Chief Financial Officer (CFO). In this role, Barry oversees financial management of the organization including fiscal forecasting, management, growth, and development of Alliance business operations, and works with Alliance accounting and finance units to assure the plan's financial viability.
Barry previously served as Director of Financial Analysis at CalOptima, where he was responsible for health plan analytics, medical cost and utilization trending, actuarial services, State revenue rate analysis, among other duties. Prior to Cal Optima, Barry worked as Director of Financial Planning and Decision Support at Children's Hospital of Orange County, in addition to fiscal planning and technology roles at other hospitals and consulting firms in Southern California.
Barry holds a Master in Business Administration degree from University of Southern California.
Eva Balint, MD, MS - Medical Director
Dr. Eva Balint joined the Alliance in June 2014 as Medical Director. In this role, she provides clinical leadership within the Health Services department for functions related to Quality Improvement and Pharmacy Management, participates in regulatory Health Services compliance, and develops and improves collaborative relationships with related health care agencies and the professional medical community.
Dr. Balint previously worked in concurrent review and utilization management as Medical Director at Brown & Toland Physicians in San Francisco for three years. In this position, she participated in quality initiatives and complex case management, with a focus on care transitions, inpatient care and Skilled Nursing Facility care coordination, in addition to developing a Compassionate Care Program. Dr. Balint also served as a Senior Medical Consultant for the Concept Incubator at Roche Diagnostics, Diabetes Care, and conducted research and clinical work as a University Instructor at several institutions including Stanford University, focusing on endocrinology, oncology and bone health, as well as practicing for 10 years as an Internist, Endocrinologist and Hospitalist.
Dr. Balint received her Medical degree from Semmelweis University in Hungary, and is board certified in Internal Medicine and Clinical Endocrinology. She holds a Masters in Science degree in Epidemiology from Stanford University and a Certificate in Entrepreneurship from the Stanford Business School. She is a graduate of the University of San Francisco Institute for Physician Leadership program.
Mary Brusuelas, RN, BSN - Utilization Management Director
Mary Brusuelas joined the Alliance in October 2009 as the Concurrent Review Supervisor, and now serves as the Utilization Management Director. In this role, Mary oversees all aspects of utilization management, including prior authorization and concurrent review, compliance with MCG (formerly Milliman Care Guidelines) and other approved utilization criteria, and development and maintenance of effective and efficient utilization processes. Under the direction of the Chief Health Services Officer and in collaboration with the Medical Directors, Mary is responsible for the Utilization Management Program and collaboration with the Quality Improvement and Care Management departments.
Prior to the Alliance, Mary held nursing roles in a variety of clinical settings, both inpatient and outpatient, and more recently, various management roles in Home Health, Hospice and inpatient Palliative Care for twelve years at the Community Hospital of the Monterey Peninsula (CHOMP) in Monterey.
Mary is a registered nurse and received her Bachelor of Science degree in Nursing from California State University at Fresno. She serves as President of the Board of Directors for Compassionate Care Alliance of Monterey County and as a Board Member of Alliance on Aging of Monterey County.
Danita Carlson - Government Relations Director
Danita Carlson joined the Alliance in November 1995 as the Plan's Government Relations Director. In this role, Danita serves as 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, and is responsible for state contract compliance and regulatory and legislative affairs for the health plan.
Prior to working for the Alliance, Danita was employed by the County of Santa Cruz.
Danita earned her Bachelor of Arts degree in Sociology from California State University at 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. In this role, Lilia is responsible for overseeing the Alliance's Salinas office, management of Alliance programs and operating procedures in Monterey County, and acts as the plan's regional community liaison.
Previously Lilia served as the 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 studied Spanish and medical terminology at Universidad Autonoma de Gudalajara, Mexico.
Anne Chai, PharmD - Pharmacy Director
Anne Chai, PharmD, joined the Alliance in 2009 as a Clinical Pharmacist, subsequently served as the Pharmacy Manager, and in September 2014 transitioned to the role of Pharmacy Director. Under the direction of the Chief Health Services Officer, Anne ensures pharmacy utilization review and maintains cost effective pharmacy measures, is responsible for the oversight and performance of the Alliance Formulary, provides liaison with the pharmaceutical and medical communities, and ensures quality operations through development and oversight of the Pharmacy staff and programs.
Prior to working for the Alliance, Anne completed a managed care pharmacy residency at Horizon Blue Cross Blue Shield in New Jersey. She began her career in the biotechnology sector.
Anne holds a Doctor of Pharmacy degree from the University of Michigan College of Pharmacy, and a Bachelor of Arts degree in Molecular and Cell Biology from the University of California, Berkeley.
Joy Cubbin - Accounting Director
Joy Cubbin joined the Alliance in May 2014 as the Accounting Director. In this new role, and under the direction of the Chief Financial Officer, Joy assures that proper finance and accounting standards are maintained according to Generally Accepted Accounting Principles (GAAP) applicable to public, non-profit organizations, ensures that financial reports reflect the results of operations factually and completely, and administers and supervises selected general accounting and finance functions.
Prior to working for the Alliance, Joy was Assistant Controller at Elements Behavioral Health, and prior to that she held positions in accounting and finance at CalOptima. Joy has also worked at United Healthcare, Gambro Healthcare and the County of Orange.
Joy holds a Bachelor's degree in Accounting from California State University, Fullerton and a California CPA license (inactive).
Greg Huffman - Analytics Director
Greg Huffman joined the Alliance in May 2015 and currently serves as the Analytics Director. In this role, Greg is responsible for maximizing the use of technology, enhancing the use of Alliance data systems, and oversees the quality and consistency of data reporting and analysis within the Alliance Analytics department.
Prior to joining the Alliance, Greg was National Director of Care Reporting, HIT Transformation & Analytics at Kaiser Permanente, Oakland for five years, and previously their National Leader for Medicare Reporting & Analytics. In addition to his 30 years of experience in healthcare-related businesses, Greg obtained his 6 Sigma Black Belt while working at GE and held VP level roles in Global Reporting and IT Infrastructure. Greg began his career as an EMT and Surgical Technician, and along the way, held roles in Mental Health and reporting and performance improvement (HEDIS) at other health plans.
Greg holds a Bachelor of Science degree in Business Management and HR from Park University and a Master of Public Administration degree with an emphasis in Healthcare Administration/Quantitative Analysis from the University of Missouri Bloch school of Business and Non Profit Leadership.
Ryan Inlow - Facilities & Administrative Services Director
Ryan Inlow joined the Alliance in 2004 and currently serves as the Facilities & Administrative Services Director. In this role, Ryan is responsible for directing all aspects of strategic facilities and administrative services, including construction management, emergency response planning, safety and security, printing and fulfillment, mailroom operations, shipping and receiving, ergonomics, tenant relations, and reception.
Ryan holds a Bachelor of Arts degree in Environmental Studies from University of California at Santa Cruz and is certified as a Facilities Management Professional (FMP). Ryan is a member of the International Facilities Management Agency (IFMA).
Janet Johnston - Human Resources Director
Janet Johnston joined the Alliance in 1998 and is currently the Human Resources Director, having previously served as the Human Resources Manager for eight years. As Director, Janet provides strategic management of the Alliance's Human Resources functions, including recruitment and selection, employee compensation and benefits, performance management and employee relations.
Prior to joining the Alliance, Janet worked for the United States Embassy in London as the Military Passport Liaison. She attended North Herfordshire College of Further Education in Stevenage, England, where she studied Advanced Level French, English Language, English Literature, and Drama.
Janet earned a diploma in Human Resources Management from University of California at Santa Cruz, certification as a Professional in Human Resources (PHR), and is a Certified Ergonomic Assessment Specialist (CEAS). She is a member of the Society for Human Resource Management.
Dylan Jones - Technology Director
Dylan Jones joined the Alliance in 2013 and currently serves as the Technology Director. In this role, Dylan is responsible for oversight of software applications, technology development and infrastructure. Dylan previously served as the Alliance Technology Development Manager, where he was responsible for Analytics and Technology Services (ATS) software application and data warehouse development.
Prior to joining the Alliance, Dylan was a Director of Web Technology at Macy's West and Director of Information Technology at McGrath RentCorp, and has more than 20 years' experience in Application Development and Technology. He has been instrumental in the identification, selection, configuration, and deployment of enterprise level high availability LAN and WAN environments, Microsoft Active Directory domains, and Exchange environments at the software, OS, and hardware level. In addition, Dylan has architected, managed, and developed numerous enterprise level windows and web based multi-tier and client server applications currently in use by Fortune 500 companies, middle market firms, and government agencies. Dylan spent the first 8 years of his career working for the General Accounting Office and HCFA (now CMS) in health plan audits and was a part of the development team for the first Medicaid credentialing web application.
Dylan holds two Bachelor of Science degrees from SUNY, Cortland in Economics and Policy Analysis, and a Master of Public Administration degree with a concentration in Information Systems and Statistical Modeling from SUNY Binghamton.
James Jurado, LCSW - Behavioral Health Director
James Jurado joined the Alliance in June 2015 and serves as the Behavioral Health Director. In this role, James oversees the Alliance Behavioral Health Program, planning and directing the service delivery components for our members' behavioral health needs, and directs services between the member, Managed Behavioral Health Organization (MBHO), County Mental Health, and the primary care provider to ensure members with mental illness and substance abuse disorders are receiving mental health, behavioral health, and medical care to treat the whole person.
Prior to joining the Alliance, James worked as the Behavioral Health Division Director at Catholic Charities of Santa Clara County, who served older adults, adults referred by criminal justice, CalWORKs clients and children from teens to First 5 kids. Previous to that, James worked as Manager of the Post Crisis Intervention Team at Alum Rock Counseling Center, Clinical Program Manager at EMQ Families First, and Manager of Santa Cruz Community Counseling Center. James began his career in the clinical setting as a psychiatric hospital social worker.
James holds a Bachelor of Science degree from Biola University and a Master's degree in Social Work from the University of Southern California at Los Angeles.
Damian Maldonado - Training & Development Director
Damian Maldonado joined the Alliance in June 2011 and currently serves as the Training & Development Director. In this role, Damian oversees all functions of the Training & Development Program, including strategic support and training guidance in the areas of staff development, employee onboarding, organizational development, leadership and mentoring programs, and tactical planning projects.
Prior to joining the Alliance, Damian was the CEO/Chief Consultant at his own training and development consulting firm. He gained specific health care experience working as a Health Promotion Coordinator for Blue Cross of California and as an Advisory Board Member for the California-Mexico Health Initiative.
Damian holds a Master in Public Administration degree from California State University at Fresno, and a Bachelor of Arts degree in Political Science from University of California at Santa Cruz.
Kathleen McCarthy - Business Development Director
Kathleen McCarthy joined the Alliance in May 2011 and currently serves as the Business Development Director. In this role, Kathleen is responsible for planning, implementing, managing and evaluating the health plan’s investments in Medi-Cal provider capacity and programs, in collaboration with the governing board and Alliance management. She additionally provides lead staff support for the plan’s strategic planning and supervises staff who provide program-related research, evaluation, fiscal and legal analysis.
Kathleen previously served as the Alliance Provider Services Director, where she was responsible for oversight of provider recruitment, credentialing, training and support, and 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, including 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 degree, with an emphasis in Non-Profit Administration from San Francisco State University, and a Bachelor of Arts degree in Community Studies from University of California at Santa Cruz.
Jennifer Mockus, RN, BSN, PHN - Merced County Regional Operations Director
Jennifer Mockus began her career with the Alliance in November 2009. In her role as Regional Operations Director for Merced County, she is responsible for overseeing the Alliance Merced office, management of programs and operating procedures in Merced County, and acts as the plan's 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, and as a Public Health Nurse for Santa Cruz County Health Services Agency providing public health case management to Santa Cruz County residents.
Jennifer is a Public Health Nurse who holds a Bachelor of Science degree in Nursing from California State University at Stanislaus.
Julio Porro, MD - Medical Director
Dr. Julio Porro joined the Alliance in 2002, and currently serves as Medical Director. In this role, he provides clinical leadership in several areas within Health Services, including Utilization Management and Care Management.
Dr. Porro previously co-founded and served as Medical Director of the Southwest Community Health Center (now Santa Rosa Community Health Centers) in Santa Rosa, CA and served as Medical Director of Salud Para La Gente, a federally qualified health center serving the Pajaro Valley community.
Dr. Porro received his Medical degree and a Bachelor of Arts degree in Biomedical Ethics from Brown University as part of a 7-year Program in Liberal Medical Education (PLME). He is a recent participant of a prestigious two-year Leadership Fellowship sponsored by the California Healthcare Foundation (CHCF) and UCSF's Center for the Health Professions.
Frank Souza - Claims Director
Frank Souza joined the Alliance in September 2003, and currently serves as Claims Director. In this role, Frank oversees management and strategic planning for the Claims department, including fiscal and operational functions, strategic development and implementation of new programs and services as they relate to Claims and Finance operations, claims operations and provider support.
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 Master in Business Administration degree from St. Mary's University, and a Bachelor of Arts degree in Economics from University of California at Santa Cruz.
Michelle N. Stott, RN, MSN - Quality Improvement Director
Michelle N. Stott joined the Alliance in January 2013 and serves as the Quality Improvement Director. In this role, Michelle is responsible for strategic direction and management of the Alliance Quality Improvement Program, including preparation and response to medical audits, implementation of National Committee for Quality Assurance (NCQA) standards, and community outreach on medical management policies and programs.
Previously, Michelle worked in quality improvement, regulatory compliance and improving clinical outcomes as the Quality Outcomes Director at Kaiser San Jose, Clinical Measures Quality Manager at Stanford Hospital & Clinics, and Quality Assurance Nurse and Nurse Manager at On Lok Senior Health Services. Prior to working in quality improvement, Michelle was a critical care staff nurse.
Michelle received a Bachelor of Arts degree in Sociology (Organizational Development) from the University of California at Davis and a Master of Science in Nursing degree, with an emphasis in Entrepreneurial Leadership, from San Francisco State University. She is a member of the National Association for Healthcare Quality and the California Association for Healthcare Quality, and holds certifications in Six Sigma and Lean for Transactional Business Processes.
Jordan Turetsky - Provider Services Director
Jordan Turetsky joined the Alliance in May 2015 and currently serves as the Provider Services Director. In this role, Jordan is responsible for leadership of the Provider Services department and oversees provider recruitment, credentialing, training and support.
Prior to joining the Alliance, Jordan worked as a Program Coordinator at the Health Improvement Partnership of Santa Cruz County (HIPSCC) on many Medi-Cal-relevant projects, such as behavioral health integration, the patient centered medical home model of primary care, health navigation, care coordination, and other initiatives to improve the delivery of care in the safety net. In her role at HIP, Jordan also managed the Healthy Kids of Santa Cruz County program, and worked with providers throughout the Alliance's tri-county region.
Jordan holds a Bachelor of Science degree in Biochemistry and Molecular Biology from University of California at Santa Cruz, and a Master of Public Health degree from University of California at Berkeley.
Michael Warden - Finance Director
Michael Warden joined the Alliance in November 2014 as the Finance Director. In this role, and under the direction of the Chief Financial Officer, Michael is responsible for analysis, management and monitoring of Alliance treasury activities, assuring viability of Alliance programs through internal fiscal control procedures, and the preparation and monitoring of the administration budget. Michael participates in strategic planning and implementation of finance operational goals related to the growth and development of Alliance business operations.
Prior to working for the Alliance, Michael served 15 plus years in the healthcare industry most recently as an Accounting Manager for Molina Healthcare, preceded by management roles with SCAN Health Plan, an FQHC community clinic, and FHP/PacifiCare now United Health Plan.
Michael holds a Bachelor of Science in Business Administration with an emphasis in Accounting from San Diego State University.
Liza Warren, RN, BSN - Care Management Director
Liza Warren joined the Alliance in October 2012 as the Care Management Director. In this role, she oversees the Alliance Care Management Program and team working with Alliance members, in collaboration with the member's Primary Care Physician, to provide support and services that members need to improve their health and quality of life through the promotion of self-care and management of chronic disease.
Liza previously worked in the acute care setting for seven years, and eight years in Operations Management at WellPoint, one of the nation's largest health benefits companies. At WellPoint, Liza established multiple teams to support both Medical Management and Case Management operations.
Liza obtained her Registered Nurse credential from Henry J. Kutsch College of Nursing, and holds a Bachelor of Science degree in Nursing from Chamberlain University. She is certificated in Six Sigma and Lean for Transactional Business Processes, and received certification from Stanford in Advanced Project Management. Liza is a member of the American Case Management Association and the American Telehealth Association.
Traci Webb - Projects & Operations Director
Traci Webb joined the Alliance in 2006, and currently serves as the Projects & Operations Director. In this role, Traci is responsible for directing Alliance-wide strategic and operational projects, business development, operations, administrative quality improvement, marketing and public relations.
Prior to joining the Alliance, Traci's 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 in June 1995 and currently serves as the Member Services Director. In this role, Jan 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 Bachelor of Arts degree in Sociology.