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,


PhD in Health Sciences, Clinical Laboratory Science
Rutgers University School of Health Professions, Newark, NJ. In progress, expected 2021

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


Medical and Scientific Affairs Adviser, Cellavision, Lund, Sweden, May 2018 – current
Advise on a range of topics in clinical and diagnostic hematology
Develop digital imaging technology for the hematology laboratory
Bone marrow aspirate analysis
Advanced platelet application
Advanced red blood cell morphology application
White blood cell attributes
Give lectures at scientific conferences

Global Manager Scientific Affairs, Abbott Hematology, Santa Clara, CA. April 2016 – November 2017
Helped develop next generation hematology analyzer
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; created and assessed quality monitors; reported up to the general laboratory and hospital quality improvement committees
Evaluated calibration, linearity, correlation, peer comparison and quality control data; interpreted various statistical findings and advised staff on how to remediate unacceptable results
Oversaw internal and external proficiency testing programs, appraised 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, wrote 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 in 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 intervals 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 capital and operational budgets
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
Carried out 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
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


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


Clinical Laboratory Technologist license from New York State Department of Education (010352)

Medical Technologist, American Society for Clinical Pathology, MT(ASCP) 160263


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


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


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