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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,

EDUCATION

PhD in Health Sciences, Clinical Laboratory Science
Rutgers University School of Health Professions, Newark, NJ. In progress, will complete in 2020

MS in Health Sciences, Clinical Laboratory Science
Rutgers University School of Health Professions, Newark, NJ. 2009

BS in Medical Technology
Louisiana State University, New Orleans, LA. 1984

WORK EXPERIENCE

Medical and Scientific Affairs Adviser, Cellavision, Lund, Sweden, May 2018 – current

  • Help develop digital imaging technology in diagnostic hematology
  • Bone marrow aspirate analysis
  • Advanced platelet application
  • Advanced red blood cell morphology application
  • Peripheral blood white blood cell differential
  • Advise on a range of topics in clinical and diagnostic hematology
  • Provide lectures at scientific conferences

Global Manager Scientific Affairs, Abbott Hematology, Santa Clara, CA. April 2016 – November 2017

  • Helped develop next generation hematology analyzer
  • Smear review/manual differential results served as ground truth for creating automated differential algorithms and instrument flags
  • Produced case study book
  • Developed protocols for instrument comparison studies; wrote white papers to summarize results
  • Worked with customers to resolve issues with on-market hematology instrumentation
  • Provided biweekly lectures to staff

Manager: Clinical Hematology Laboratories and Out-Patient Phlebotomy, Memorial Sloan-Kettering Cancer Center, New York, NY. 2010 – April 2016

  • Oversaw 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
  • Developed and implemented capital and operational budgets; review monthly operational variance reports, address discrepancies
  • Recruited, interviewed, selected technologist and phlebotomist candidates; mentored staff; assessed competency; conducted annual performance appraisals
  • Ensured compliance with New York State and Joint Commission standards, participated in periodic internal and external surveys
  • Appraised new technology/methods, assessed results of validation data, created policies and procedures as per CLSI guidelines
  • Oversaw quality assurance team; developed and assessed quality monitors; reported up to the general laboratory and hospital quality improvement committees
  • Assessed calibration, linearity, correlation, peer comparison and quality control data; interpreted various statistical findings and advise staff on how to remediate unacceptable results
  • Oversaw internal and external proficiency testing programs, evaluated results and provided guidance for corrective action
  • Participated in the evaluation 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; which led to successful implementation
  • Designed and developed new lymphoma center laboratory
  • Provided 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
  • Taught various topics in hematology to fellows in the hematology/oncology fellowship program at Memorial Sloan Kettering Cancer Center
  • Oversaw clinical laboratory science education program for students in clinical rotation from Rutgers University and Methodist Hospital
  • Provided sessions on peripheral blood and bone marrow aspirate review at the microscope for hematopathology fellows and residents at Memorial Sloan Kettering Cancer Center
  • Provided 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
  • Conducted 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 several 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 for the clinical lab and phlebotomy
    • 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 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 (See poster presentation)
      • C-Reactive protein
        • Developed creative use of Ortho Vitros high sensitivity CRP by extending linear range 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

TEACHING EXPERIENCE

  • Assistant Adjunct Professor, Advanced Hematology & Hemostasis, Rutgers University School of Health Professions, Newark, NJ. 2009 – Present
    • Teach hematology and hemostasis modules to graduate students
  • Adjunct Instructor, Clinical and Laboratory Hematology, Marist College, New York, NY. 2015 – 2016
    • Taught benign/malignant class hematology classes at the Memorial Sloan Kettering Clinical Laboratory Science Scholars Program
  • Adjunct Lecturer, Hunter College, School of Health Sciences, Medical Laboratory Sciences Program, New York, N.Y. 2009 – 2013
    • Taught undergraduate hematology laboratory course
    • Taught 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
  • 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 the 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

CERTIFICATIONS AND LICENSES

Clinical Laboratory Technologist license from New York State Department of Education

Medical Technologist, American Society for Clinical Pathology, MT(ASCP)

HONORS/AWARDS

  • 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

PUBLICATIONS and INVITED LECTURES
Available on full CV

EDITORIAL ACTIVITIES:

  • Performed pre-revision review of Clinical Hematology Atlas, by Carr, 5th Edition, for Elsevier, 2015
  • Performed pre-revision review of Clinical Hematology Atlas, by Carr, 3rd Edition, for Elsevier, 2010

RELATED ACTIVITIES:

Serve as expert witness in cases involving phlebotomy induced nerve damage, 2010-current

PROFESSIONAL AFFILIATIONS

  • 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
Groups

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