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Phlebotomy Blood Drawing Blood Bank Microbiology Expert Witness

Provides Opinion & Testimony In:

Clinical laboratory science, medical laboratory science, medical technology, medical technologist, clinical lab testing, generalist, hematology, hemostasis, coagulation, urinalysis, clinical chemistry, immunology, blood bank, transfusion service, microbiology, phlebotomy, lab errors, Blood Drawl,



Expert No. 2458


Rutgers University School of Health Related Professions (formerly University of Medicine and Dentistry of New Jersey), Newark, NJ

  • M.S. in Health Sciences, Clinical Laboratory Science, 2009

Louisiana State University, New Orleans, LA.

  • B.S. in Medical Technology, 1984



Manager: Clinical Hematology Laboratories and Out-Patient Phlebotomy, Memorial Sloan-Kettering Cancer Center, New York, NY. 2010 – Present
Oversee staff of 65 clinical laboratory scientists and phlebotomists; and administrative/technical functions of:

  • Core lab
    • Stat lab
    • Pediatric lab
    • Out-patient lab
    • Bone marrow lab
    • Breast center lab
    • Lymphoma/myeloma center lab
  • Develop and implement capital and operational budgets; review monthly operational variance reports, address discrepancies
  • Recruit, interview, select candidates; mentor staff; assess competency; conduct annual performance appraisals
  • Ensure compliance with New York State and Joint Commission standards, participate in periodic internal and external surveys
  • Appraise new technology/methods, assess results of validation data, create policies and procedures as per CLSI guidelines
  • Oversee quality assurance team; develop and assess quality monitors; report up to the general laboratory and hospital quality improvement committees
  • Assess calibration, linearity, correlation, peer comparison and quality control data; interpret various statistical findings and advise staff on how to remediate unacceptable results
  • Oversee internal and external proficiency testing programs, evaluate results and provide guidance for corrective action
  • Participated in appraisal and selection of a new laboratory information system, developed policies and procedures, created workflows, trained staff
  • Performed and assessed validation studies on Sysmex XN platform including Cellavision digital imaging technology, developed policies and procedures, trained staff; all leading to successful implementation
  • Designed and developed new lymphoma center laboratory
  • Provide continuing education lectures for Department of Laboratory Medicine
  • Course leader and instructor in the benign and malignant hematology morphology course as part of the hematology/oncology fellowship program at New York-Presbyterian Hospital/Weill Cornell Medical Center
  • Teach various topics in hematology to fellows in the hematology/oncology fellowship program at Memorial Sloan Kettering Cancer Center
  • Oversee clinical laboratory science education program for students in clinical rotation from Rutgers University and Methodist Hospital
  • Provide sessions on peripheral blood and bone marrow aspirate review at the microscope for hematopathology fellows and residents at Memorial Sloan Kettering Cancer Center
  • Provide continuing education lectures for Department of Laboratory Medicine at Hospital for Special Surgery, NYC
  • Created comprehensive competency assessment program for phlebotomists, clinical laboratory scientists, and supervisors consistent with New York State (NYS) Department of Health and Joint Commission standards
  • Conducted extensive review of the literature and formulated hematology reference ranges for pediatric patients
  • Conduct clinical research studies: (1) accuracy of automated platelet counting methods in patients with thrombocytopenia, (2) accuracy of automated hematocrit determination in product of apheresis stem cell collections, (2) peripheral blood CD34 counts on the Abbott Sapphire hematology analyzer
  • Laboratory Manager, St. Vincent’s Comprehensive Cancer Center, New York, NY. 2003-2010
  • Managed administrative and technical functions of clinical laboratory: hematology, chemistry, immunochemistry, coagulation, urinalysis, point of care, phlebotomy
    • Ensured regulatory compliance as per NYS & College of American Pathologists (CAP) standards.
    • Hired, trained, maintained competency of 6 clinical laboratory scientists, 1 cytotechnologist, 3 phlebotomists
    • Developed/monitored comprehensive quality assurance & quality improvement program
    • Validated and implemented a number of new instruments/methods (see below)
    • Represented laboratory on various groups : clinical practice committee, performance improvement team, hospital laboratory managers, cancer center managers
    • Created/maintained hundreds of policies and procedures
    • Managed laboratory information system: test dictionary, billing system, user/class maintenance, test requisition and reporting processes, more
    • Prepared and administered the budget
  • Member of hospital CAP inspection team
  • Expanded laboratory services in order to meet the needs of large multiple myeloma program.
    • Validated and implemented new tests:
      • Protein electrophoresis/immunofixation
        • Interpreted and reported complex myeloma patterns daily
      • Free kappa/lambda light chains
        • First lab in U.S. to develop testing on the SPA Plus system (See poster presentation)
      • Urine protein
        • Researched best method to measure myeloma proteins
          • One of first labs in the U.S to implement pyrogallol red method as user defined assay on Ortho Vitros Fusion 5,1
      • C-Reactive protein
        • Developed creative use of Ortho Vitros high sensitivity CRP by extending linear range in order to measure CRP in myeloma patients
      • Quantitative serum immunoglobulins
      • Beta-2 microglobulin
      • Achieved <24 turnaround time for results on the above tests
  • One of the first labs in the U.S. to utilize the Helena PlateletWorks arachidonic acid method for monitoring patients on low dose aspirin therapy
  • Performed preliminary studies which showed the importance of performing immunoplatelet counts (CD61) in patients with circulating microcytes/schistocytes and large/giant platelets. Created protocol for determining when and how to perform CD61; set-up mechanism for obtaining physician order and subsequent billing

Hematology Manager, Beth Israel Medical Center, New York, NY. 2002-2003

  • Managed administrative and technical functions of high volume automated laboratory; served 5 hospitals and hundreds of outreach clients
    • 5 supervisors and 25 technologists
  • Upgraded physician office laboratory to hospital lab status as per NYS standards
    • Wrote SOPs in hematology, chemistry, specimen collection/processing
    • Developed test requisitioning and reporting system

Project Manager, SynerMed Communications, Califon, NJ. 2000-2002

  • Developed continuing medical education programs for physicians, focused on neurology, psychiatry, and gastroenterology
  • Collaborated with prominent physician/scientist thought leaders and created:
    • Journal articles and supplements
    • Newsletters, monographs
    • CD ROMS
    • Scientific posters
    • Slide lecture kits
  • Taught in-service classes on interpretation of study data

Laboratory Manager, St. Vincent’s Comprehensive Cancer Center, New York, NY. 1997-2002

  • Designed, developed, and managed three new clinical oncology laboratories in New York City as per NYS & CAP standards
    • Subsections: phlebotomy, hematology, chemistry, immunochemistry, coagulation, urinalysis
    • Developed appropriate tests/methodologies to best fit the needs of each center, negotiated with vendors, set up reagent/instrument service contracts
    • Recruited, hired, trained staff
    • Set up laboratory information system including test dictionary, interim/cumulative reports, requisitions, interfaces, printers
    • Set up reference lab contracts, system for send out testing and reporting procedures

Senior Laboratory Technologist, New York University Medical Center, New York, NY. 1991-1997

  • Performed automated and manual procedures in the hematology/coagulation laboratory
  • Presented in-service talks on HIV/AIDS

Medical Technologist, Woman’s Hospital, Baton Rouge, LA. 1984-1991

  • Collected blood samples on inpatients and outpatients
  • Performed various automated and manual procedures in the clinical laboratory: Hematology, Coagulation, Urinalysis, Clinical Chemistry, Immunology, Blood Bank, Microbiology



Adjunct Instructor, Marist College, Poughkeepsie, NY

  • Teach comprehensive hematology course to students in the clinical laboratory science “Scholars Program,” 2015 – present

Adjunct Assistant Professor, Rutgers-School of Health Related Professions (formerly University of Medicine and Dentistry of New Jersey), Newark, NJ. 2009 – Present

  • Teach hematology and hemostasis modules to graduate students

Adjunct Lecturer, Hunter College, School of Health Sciences, Medical Laboratory Sciences Program, New York, N.Y. 2009 – Present

  • Teach undergraduate hematology laboratory course
  • Teach phlebotomy theory and practice

Instructor of Medicine, New York Medical College, Department of Medicine, Valhalla, NY. 2008 – 2010

  • Taught diagnostic hematology classes to fellows and residents at St. Vincent’s Fellowship Program in Hematology/Oncology, New York, NY.

Clinical Instructor, St. Vincent’s School of Medical Technology, NY, NY. 2002 – 2010

  • Taught recurring 9 month comprehensive hematology and coagulation series to senior students in B.S. Medical Laboratory Technology program

Instructor, New York Blood Center, Consortium Training Program, New York, NY. 1993-1998

  • Developed and taught comprehensive didactic hematology/hemostasis course to students preparing to work in clinical laboratories in New York City

Lecturer, Beth Israel Hospital, New York, NY. 1995

  • Taught cross-training course in hematology for technologists working in clinical chemistry

Guest Lecturer, New York Blood Center, New York, NY. 1997

  • Presented mini-lecture series on anemia and malignant/non-malignant WBC disorders


  • Clinical Laboratory Technologist license from New York State Department of Education
  • Medical Technologist, American Society for Clinical Pathology,  MT(ASCP)


  • Academic Excellence Award – 2009 (GPA 4.0), MS in Health Sciences, University of Medicine and Dentistry of New Jersey, School of Health Related Professions, Newark, NJ
  • Graduate Student Poster Award, Research Category – 2009, University of Medicine and Dentistry of New Jersey, School of Health Related Professions, Newark, NJ
  • ASCP Regional Member Award for the Northeast Region, 2009; Presented at the ASCP Leadership Exchange, Philadelphia, PA.
  • Featured (cover story) in News-Line for Laboratory Professionals: “Improving Tests, Improving Lives,” June/July, 2008
  • Featured in Learn & Lead: “Advance Your Career at SHRP” University of Medicine and Dentistry periodical, 2011


Available Upon Request



Available Upon Request



Available Upon Request



Served as expert witness in three cases involving phlebotomy induced nerve damage, 2010-2012



  • American Society for Clinical Pathology
  • American Association for Clinical Chemistry
  • International Society for Laboratory Hematology
  • American Society of Hematology
  • American Society for Clinical Laboratory Science