Leadership

Since founding Modernizing Medicine^® in 2010, Daniel has led his team to raise $332 million and employ 750+ people.

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Daniel Cane

CHIEF EXECUTIVE OFFICER & CO-FOUNDER

Michael oversees our seven specialty verticals, all while continuing to practice dermatology.

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Michael Sherling, MD, MBA

CHIEF MEDICAL AND STRATEGY OFFICER

Joe leads all direct client-facing activities, emphasizing scaling the business and supporting clients.

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Joe Harpaz

PRESIDENT AND CHIEF OPERATING OFFICER

Mark has over 20 years of experience in providing legal representation to technology companies.

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Mark Fleisher

SENIOR EXECUTIVE VP AND GENERAL COUNSEL

Brian oversees the sales organization with a focus on developing growth strategies that deliver industry-leading results.

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Brian Boyd

CHIEF REVENUE OFFICER

Adam serves as CMO where he drives the company’s overall marketing strategy.

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Adam Scott Riff

CHIEF MARKETING OFFICER

Valerie leads the company's compliance strategy.

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Valerie Puckett

CHIEF COMPLIANCE OFFICER

Jay directs the company’s overall IT data security strategy.

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Jay Schwitzgebel

CHIEF INFORMATION SECURITY OFFICER

Steve leads investment and delivery of Modernizing Medicine's solutions.

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Steve Bethke

SENIOR VICE PRESIDENT OF PRODUCT MANAGEMENT

Patric oversees the development of the company’s software products and directs the Cloud Services Engineering Group.

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Patric Edmondson

SENIOR VICE PRESIDENT OF PRODUCT DEVELOPMENT

Brad leads our client services organization, which encompasses all areas of the customer experience, driving "client delight."

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Brad Rennick

SENIOR VICE PRESIDENT OF CUSTOMER SUCCESS

Kathleen oversees people operations for the company’s 750+ employees and more.

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Kathleen Bocek

SENIOR VICE PRESIDENT OF PEOPLE, PLACES AND ADMINISTRATION

Since founding Modernizing Medicine^® in 2010,Daniel has led his team to raise $332 million in total investment and employ 750+ people.

LEARN MORE

Daniel Cane

CHIEF EXECUTIVE OFFICER & CO-FOUNDER

Michael oversees the development and growth of our seven specialty verticals, all while continuing to practice dermatology.

LEARN MORE

Michael Sherling, MD, MBA

CHIEF MEDICAL AND STRATEGY OFFICER

Joe leads all direct customer-facing activities, emphasizing scaling the business and supporting customers.

LEARN MORE

Joe Harpaz

PRESIDENT AND CHIEF OPERATING OFFICER

Mark has over 20 years of experience in providing legal representation to technology companies.

LEARN MORE

Mark Fleisher

SENIOR EXECUTIVE VP AND GENERAL COUNSEL

Brian oversees the sales organization with a focus on developing growth strategies that deliver industry-leading results.

LEARN MORE

Brian Boyd

CHIEF REVENUE OFFICER

Adam serves as CMO where he drives the company’s overall marketing strategy.

LEARN MORE

Adam Scott Riff

CHIEF MARKETING OFFICER

Valerie leads the company's compliance strategy.

LEARN MORE

Valerie Puckett

CHIEF COMPLIANCE OFFICER

Jay directs the company’s overall IT data security strategy.

LEARN MORE

Jay Schwitzgebel

CHIEF INFORMATION SECURITY OFFICER

Steve leads investment and delivery of Modernizing Medicine's solutions.

LEARN MORE

Steve Bethke

SENIOR VICE PRESIDENT OF PRODUCT MANAGEMENT

Patric oversees the development of the company’s software products and directs the Cloud Services Engineering Group.

LEARN MORE

Patric Edmondson

SENIOR VICE PRESIDENT OF PRODUCT DEVELOPMENT

Brad leads our client services organization, which encompasses all areas of the customer experience, driving "client delight."

LEARN MORE

Brad Rennick

SENIOR VICE PRESIDENT OF CUSTOMER SUCCESS

Kathleen oversees people operations for the company’s 750+ employees and more.

LEARN MORE

Kathleen Bocek

SENIOR VICE PRESIDENT OF PEOPLE, PLACES AND ADMINISTRATION

Drawing on strong entrepreneurial, medical, technical and leadership backgrounds, Modernizing Medicine^®’s executive team members are innovators in their fields working together to “modernize medicine” and improve outcomes in healthcare.

Daniel Cane

CHIEF EXECUTIVE OFFICER & CO-FOUNDER

Daniel is CEO and co-founder of South Florida-based Modernizing Medicine, Inc., a healthcare IT company that is revolutionizing the way in which healthcare information is created, consumed and utilized to increase practice efficiency and improve patient outcomes.

Founded in February 2010, Modernizing Medicine has grown to over 750 employees and has raised over $332M in total investment.

Known for its progressive growth as a medical technology company, Modernizing Medicine is frequently recognized both nationally and regionally for its achievements under Daniel’s leadership. From 2016-2018, the company was named one of the fastest-growing companies in North America on the Deloitte Technology Fast 500™ list. Starting in 2015, the company has been named annually to the exclusive Inc. 5000 list, a prestigious compilation of the fastest-growing private companies in the country. Forbes named the company as one of America’s Most Promising Companies both in 2013 and 2015. The company has been included on lists of great workplaces, such as Modern Healthcare’s Best Places to Work in Healthcare in 2015 and South Florida Business Journal’s #1 Best Place to Work in the same year.

The U.S. Chamber of Commerce named Modernizing Medicine the Small Business of the Year Regional Finalist, as well as honoring Daniel and Chief Medical and Strategy Officer and Co-founder Dr. Michael Sherling with the Leadership in Health Care Award. The South Florida Business Journal also selected Modernizing Medicine as the Business of the Year in 2012, 2015 and 2018.

Daniel has received numerous personal accolades during his tenure at Modernizing Medicine. In 2018, the Research Park at FAU honored Daniel with the Distinguished Entrepreneur Award. In 2016, the South Florida Business Journal included Daniel as a South Florida Ultimate CEO. In 2015, he was named EY Entrepreneur of the Year®. In 2014, the Sun Sentinel announced that Daniel earned the title of Excalibur Awards Palm Beach Small Business Leader of the Year for 2013. He was also named a Palm Beach County Ultimate CEO by the South Florida Business Journal and a CEO of the Year by CEO World.

An entrepreneur, Daniel has a BS in Applied Economics from Cornell University, where, as an undergraduate, he co-founded Blackboard Inc., raised over $100M in venture capital and, in 2004, helped take the company public on the NASDAQ (BBBB). In 2011, Blackboard was sold for $1.6B.

Active in the local community, Daniel serves as a trustee at the South Florida Science Center and Aquarium, is on the Board of Directors of the United Way of Palm Beach County and is a member of the programming board at Boca Raton Innovation Campus (BRiC.) He is a strong supporter of STEAM education and helped to establish The Cane Institute for Advanced Technologies at Henderson/FAU High.

Daniel works, lives and enjoys life with his wife and three children.

Michael Sherling, MD, MBA

CHIEF MEDICAL AND STRATEGY OFFICER & CO-FOUNDER

Dr. Michael Sherling is Co-founder and Chief Medical and Strategy Officer of Modernizing Medicine. His personal passion aligns with the company’s mission of transforming how healthcare information is created, consumed and utilized to increase practice efficiency and patient outcomes. As a practicing physician, he knows firsthand just how important specialty-specific knowledge and workflows are, when it comes to saving time and focusing on patient care.

Michael is responsible for the strategy and medical innovation within Modernizing Medicine’s suite of products and services for dermatology, gastroenterology, ophthalmology, orthopedics, plastic surgery, otolaryngology and urology specialties. Under his leadership, Modernizing Medicine has established a growing user base of over 15,000 providers.

Michael is a dynamic public speaker and has had the honor of presenting at various industry events including: the Association of Dermatology Administrators & Managers (ADAM) Annual Meetings since 2017, the 2016 Dermatology Entrepreneurship Conference and the 2015 Health 2.0 Conference, “Tools to Fix the Clinical User Experience.”

Michael has been a practicing dermatologist since 2006 and currently practices in a comprehensive skin care dermatology group in Palm Beach County, Florida. He is board certified by the American Board of Dermatology.

Prior to relocating to Florida, he was the Associate Director of Laser Medicine and Skin Health at Brigham and Women’s Hospital in Boston and served as the Associate Residency Program Director for Harvard Medical School’s Department of Dermatology. He has several publications in peer-reviewed medical literature.

Michael obtained his BS in Biology at Brown University with honors in 1996, his MD from Yale School of Medicine with honors in 2002 and his MBA from Yale School of Management in 2002. He received his clinical training at Harvard Medical School, where he served as chief resident in dermatology.

Joe Harpaz

PRESIDENT AND CHIEF OPERATING OFFICER

Joe Harpaz serves as President and Chief Operating Officer of Modernizing Medicine. In his role, Joe leads growth and scale at Modernizing Medicine as the company aims to deliver best in class product and customer experience to make a true difference in healthcare tech.

Joe has over 20 years of experience in building and leading high growth B2B software businesses that operate in complex and regulated industries. He’s known for his ability to lead and inspire large organizations while driving innovation and growth at scale.

Prior to Modernizing Medicine, Joe spent over a decade at Thomson Reuters and was behind the vision, strategy, and leadership of the highest growth business in the company. As Managing Director of the Corporate Market, Joe led the industry leading ONESOURCE™ corporate tax technology business with nearly $600M in global revenues. Through Joe’s leadership, ONESOURCE partnered with major software vendors including NetSuite, Oracle, SAP, Microsoft amongst others and is implemented by experts at Deloitte, KPMG, PWC, E&Y as well many global system integrators and regional consultancies.

Earlier in his career, Joe founded Immediatech and the GoFileRoom™ cloud workflow solution and was recognized as an industry innovator multiple times in Accounting Technology’s “40 under 40.” Acquired by Thomson Reuters in 2005, GoFileRoom™ is utilized by the leading professional services firms in the industry and was the first true web based multi-tenant platform for managing workflow and document management for accounting firms. Joe has also served on the board of a digital healthcare company focused on quality metrics and workflow solutions for medical imaging providers and payers, which was acquired in 2017.

Joe is well known as an industry thought leader, is a frequent public speaker and a regular contributor on Forbes.com.

Joe has a degree in Electrical & Computer Engineering from Carnegie Mellon University and a Masters in Finance from the City University of NY, Zicklin School of Business.

Mark Fleisher

SENIOR EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL

Mark serves as Senior Executive Vice President and General Counsel. Mark has over 20 years of experience in providing legal representation to technology companies. Prior to joining Modernizing Medicine, Mark was a partner with K&L Gates LLP, an international law firm.

Prior to K&L Gates, Mark served as Of Counsel with the firm Broad and Cassel and as an associate in the Silicon Valley offices of Latham & Watkins LLP and Wilson Sonsini Goodrich & Rosati, P.C. Mark also previously served as director, legal—North America for Avanex Corporation, which was a Silicon Valley-based provider of photonic processing solutions.

Mark received an A.B. degree from Duke University and a J.D. degree from Harvard Law School.

Karen O'Byrne

CHIEF FINANCIAL OFFICER

Karen joined Modernizing Medicine in 2011 and serves as chief financial officer, overseeing all finance and accounting functions for Modernizing Medicine. Karen brings more than 25 years of financial, operational and strategic experience from technology-based organizations, including enterprise software, B2C technology, systems integration, web hosting and managed services. She is strategically minded, with a proven record of driving profit improvement, leading business growth, establishing and scaling efficient operations, and building operationally focused teams.

Prior to Modernizing Medicine, Karen served as chief financial officer for Campus Management Corp., a software development company that provides post-secondary education institutions with administrative and academic solutions. Karen also served as senior director of business planning and finance for Verio, Inc., an NTT America company that provides global web hosting and managed services. Karen began her career in public accounting, with nine years of advisory and attestation management experience serving both publicly and privately held companies across a wide range of industries.

In 2017, Karen was honored by Florida Governor Rick Scott with the Business Ambassador Award. The South Florida Business Journal also listed Karen one of South Florida’s Most Influential Business Women in 2013 and named her 2014 CFO of the year. In 2019, Modernizing Medicine received the SEE Award (Transformer Category) from Zuora.

Karen is active in the community and serves on the board of directors for PACE Center for Girls Broward.

She is a certified public accountant and a certified global management accountant and holds an MBA and BS in accounting, both from the University of Florida.

Brian Boyd

CHIEF REVENUE OFFICER

Brian Boyd serves as the company's Chief Revenue Officer and is responsible for leading the sales organization including sales, sales operations and business development. He brings over 20 years of experience in the technology and services spaces where he has focused on developing growth strategies backed by strong teams that deliver industry-leading results.

Brian has a record of success in growing software and services companies by implementing creative, yet scalable solutions to maximize client success.

Prior to joining Modernizing Medicine, Brian was Regional Vice President of Sales - Americas at SAP Fieldglass, a leading SaaS provider focused on managing external labor. As a member of the leadership team, Brian led sales, pre-sales, business development, partner management and sales operations. During his tenure, he led teams across the globe and successfully launched the SAP Fieldglass business in Latin America. The industry leading growth that Brian's teams drove was a key driver behind SAP's acquisition of Fieldglass in 2014.

Prior to SAP Fieldglass, Brian held roles in global sales, client solutions, implementation and product management at ManpowerGroup and Mitsubishi Lithographic Presses. He holds an undergraduate degree in Business Administration & Computer Science from St. Norbert College, De Pere, WI and an MBA from Marquette University, Milwaukee, WI.

Adam Scott Riff

CHIEF MARKETING OFFICER

Adam Scott Riff serves as Modernizing Medicine’s Chief Marketing Officer (CMO) where he leads the company's overall marketing strategy.

He brings over 20 years of executive leadership with both startup and Fortune 500 marketing expertise, as well as a proven track record of entrepreneurial success.

Prior to joining Modernizing Medicine, Adam served as a trusted marketing officer for private equity and public company stakeholders, including Fortune 500 companies ADT and Office Depot. Adam also served as a Senior Vice President at MediaWhiz, where he started the search engine marketing division from scratch and grew it to #11 largest search agency in the country in 2012. In addition, Adam founded and led a technology-based demand generation marketplace, Exact Match Media, to an INC 500 ranking and successful acquisition in 2017.

Adam is a digital thought leader and keynote speaker with 15+ publications in marketing journals including Ad Age, Search Engine Land, iMedia and many others. He’s regarded as a transformational leader focused on delivering profitable growth through data-driven marketing strategies with a focus on user-experience and building high performing teams.

He received his bachelors of business administration from the University of Florida - Warrington College of Business.

Adam is a proud father and husband, a fitness enthusiast and an avid Miami Heat fan.

Valerie Puckett

CHIEF COMPLIANCE OFFICER

Valerie Puckett is the Chief Compliance Officer for Modernizing Medicine. She brings 20 years of compliance experience, including building and maturing ethics and compliance programs. She leads the company’s compliance strategy by facilitating strong working relationships with senior leadership in all business units to understand key business objectives and to identify potential compliance risks.

Her primary areas of expertise include, but are not limited to, compliance, ethics, privacy, regulatory affairs, government and other contracting risk, global anti-corruption, anti-kickback statute, Stark Law, false claims, IT Security, healthcare revenue cycle, auditing and monitoring, process improvement, quality (MIPS), EDI, and leading others.

Prior to joining Modernizing Medicine, Valerie most recently worked at Alliance Spine and Pain Centers as the ethics and compliance officer and McKesson Corporation, where she served as the vice president, chief ethics and compliance officer over McKesson Health Solutions.

Certified in healthcare compliance (CHC), privacy (CIPP/US) and coding (CPC), Valerie received her Bachelor of Science in health/healthcare administration and management from California State University – Northridge and earned her MBA from Union University.

Jay Schwitzgebel

CHIEF INFORMATION SECURITY OFFICER

Jay Schwitzgebel serves as Modernizing Medicine’s Chief Information Security Officer (CISO). In this role, he establishes and maintains the enterprise vision, strategy and program designed to protect information assets and technologies. Jay specializes in information security and privacy regulations, creation of internal control frameworks, information security and privacy incident response along with security event monitoring.

He brings over 20 years of experience in cybersecurity to the organization, many of which have been in health IT. Most recently he served as the Vice President and Chief Information Security Officer at HealthPlan Services. HealthPlan Services is the largest independent provider of sales, benefits administration, retention and technology, providing comprehensive solutions to the insurance and managed care industries.

Previously, Jay held leadership roles in companies such as CareSource and CIGNA, where he worked to build new security capabilities and practices. He began his career as an officer in the U.S. Air Force where he gained security experience with the Air Force Computer Emergency Response Team (AFCERT).

Jay received his BS from Penn State University in electrical engineering and his MS in engineering management from the University of Massachusetts at Amherst.

Steve Bethke

SENIOR VICE PRESIDENT OF PRODUCT MANAGEMENT

Steve Bethke serves as Senior Vice President of Product Management for Modernizing Medicine. In this role, Steve leads investment and delivery of Modernizing Medicine's solutions, working to maximize value to our customers.

Steve has over 20 years experience in Healthcare and Technology, successfully building companies and solutions across the care continuum.

Prior to Modernizing Medicine, Steve led Product Management for Kinnser Software including driving significant growth and a successful private equity transaction. Steve has also held executive leadership roles at high growth start-ups (Lumeris) as well as large enterprises (Optum).

Steve has a Bachelors degree in Engineering from Boston University and an MBA from Pepperdine University.

Patric Edmondson

SENIOR VICE PRESIDENT OF PRODUCT DEVELOPMENT

Patric Edmondson serves as senior vice president of product development at Modernizing Medicine. He oversees the development of the company’s software products and separately manages the cloud services engineering, data, corporation operations and corporate IT teams. Prior to joining Modernizing Medicine, Patric served in executive roles at Campus Management and Verio and served as deputy CIO for Broward County.

Patric holds a BS from Texas State University and an MPA from Florida Atlantic University.

Brad Rennick

SENIOR VICE PRESIDENT OF CUSTOMER SUCCESS

Brad Rennick serves as the Senior Vice President of Customer Success for Modernizing Medicine. He brings over 20 years of enterprise B2B relationship management, complex solutions delivery, technical support and consultative sales experience to lead the company’s client services organization.

Since joining Modernizing Medicine in 2011, Brad has focused on helping clients transform and optimize their medical practices and patient experiences through the adoption and support of the company’s specialty-specific suite of solutions. Under his leadership, the client services organization encompasses all areas of the customer experience including: onboarding, training, technical support, education, communications, technology services, client management and renewals. His team maintains industry-leading client satisfaction, net promoter scores and client retention.

Brad drives Modernizing Medicine’s core belief of “client delight” by helping to ensure it resonates within the entire fabric of Modernizing Medicine’s operations and helps lead key company decisions.

In December 2017, the company was awarded with the Customer Success Team of the Year by the SIIA’s CODiE Awards, in 2018 was honored with the Customer Service Team of the Year (Gold) by the Customer Sales & Service World Awards®, and in 2019 received the Best Use of Technology in Customer Service (Gold) by Customer Sales & Service World Awards.

Prior to joining Modernizing Medicine, Brad was Director of Enterprise Account Management for Campus Management Corp. (CMC), which provides student information systems and CRM solutions. Brad was instrumental in leading CMC's enterprise and key accounts strategy and relationship management, while also playing a pivotal role in the post acquisition business integration of Talisma CRM. Prior to CMC, Brad spent 10 years in senior account management, project management and sales roles in South Florida and Chicago-based technology companies.

Patrick DeAngelo

SENIOR VICE PRESIDENT AND GENERAL MANAGER OF BUSINESS SERVICES

Patrick DeAngelo is the senior vice president and general manager of business services. He is responsible for business services operations and sales, as well as Modernizing Medicine professional services, including MIPS Advising.

Over the past 20 years, Patrick’s leadership experience in all aspects of revenue cycle, patient experience and practice workflow has driven both top- and bottom-line improvement for physicians, hospitals and health systems. Patrick’s focus on setting goals based on quality and results-driven metrics inspires teams to strive for continuous improvement while promoting a high-performing, enthusiastic corporate culture.

Patrick has a vast background in both operational and technical enterprise-wide revenue cycle leadership positions within various healthcare organizations, including some of the largest companies in the business: Siemens, McKesson and Change Healthcare.

Patrick then spent over 12 years with McKesson and Change Healthcare in roles including CIO/CTO, SVP of integration, SVP & GM of strategic services, and SVP & GM of hospital & health system. He successfully delivered innovative technology, drove continuous process improvement and established an immense global footprint focused on operational excellence.

Patrick has a well-founded reputation of building and maintaining strategic customer relationships while innovating and shifting business responsibilities based on the latest healthcare trends.

Patrick holds a BS in biology from East Stroudsburg University in Pennsylvania.

Kathleen Bocek

SENIOR VICE PRESIDENT OF PEOPLE, PLACES AND ADMINISTRATION

Kathleen Bocek joined Modernizing Medicine in 2018 as the Senior Vice President of People, Places and Administration. In this role she oversees people operations for the company’s more than 750 employees, plus business partners, HR operations, people services and facilities.

Kathleen brings over 20 years of providing people resource and support experience, specializing in developing human resources vision and strategy, making the human resources function part of operations with reporting metrics, managing a large remote workforce, and providing support to the "people" part of business.

Before joining Modernizing Medicine, Kathleen served as the vice president of human resources for Campus Management Corp., a software development company that provides post-secondary education institutions with administrative and academic solutions. She worked as vice president of people resources for Willow CSN (now Arise), a leading provider of virtual business services, where she was responsible for people operations, recruiting, staffing, training, culture and general support. Previously, she worked as the director of human resources for the Home Shopping Network.

The South Florida Business Journal honored Kathleen with an award for Outstanding Leadership in Human Resources in 2009, and she served on the Board of Susan G. Komen South Florida from 2011 through 2015. She holds an MA in human resource management from Marymount University and a BA in biology from Loyola Marymount University.

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Leadership

Daniel Cane

Michael Sherling, MD, MBA

Joe Harpaz

Mark Fleisher

Brian Boyd

Adam Scott Riff

Valerie Puckett

Jay Schwitzgebel

Steve Bethke

Patric Edmondson

Brad Rennick

Kathleen Bocek

Daniel Cane

Michael Sherling, MD, MBA

Joe Harpaz

Mark Fleisher

Brian Boyd

Adam Scott Riff

Valerie Puckett

Jay Schwitzgebel

Steve Bethke

Patric Edmondson

Brad Rennick

Kathleen Bocek

Daniel Cane

Michael Sherling, MD, MBA

Joe Harpaz

Mark Fleisher

Karen O'Byrne

Brian Boyd

Adam Scott Riff

Valerie Puckett

Jay Schwitzgebel

Steve Bethke

Patric Edmondson

Brad Rennick

Patrick DeAngelo

Kathleen Bocek

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