Michael Bogert

Energizer
DISC Type : I

System CFO for Palomar Health at Palomar Health

Aliso Viejo, California, United States

Overview

Michael Bogert is the Health System CFO and EVP of Finance at Palomar Health, a strategic leader adept at aligning finance with business operations. He previously supported Prime Healthcares growth from $1B to $6B in net revenue. He holds a BS from the University of Connecticut.

Outside of his executive roles, Michael maintains a connection to his alma mater, the University of Connecticut. His career began on the East Coast in Boston before he relocated to Southern California, where he has become a significant figure in the healthcare industry.

He spent 12 years leading the finance operations for Prime Healthcare, a national health system, during a period of massive expansion.

Personality Overview

Big Picture Person

Informal

Enthusiastic

They are really good at seeing what the long-term impacts of their decisions could be.  They are friendly, approachable and love to make new connections. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Healthcare Finance
A strategic leader with extensive experience driving financial operations and growth for large, integrated hospital systems like Palomar Health and Prime Healthcare.
Health System Growth
Played a key role in supporting Prime Healthcare's expansion from $1B to over $6B in net revenue, demonstrating expertise in scaling complex healthcare operations.
Operational Alignment
Focuses on building finance functions that fully support and align with business operations to create successful, integrated health systems.

Media Appearances

Michael has no verified media appearances

Work History

11-2020
System CFO for Palomar Health at Palomar Health
11-2008 - 11-2020
Hospital System CFO & Exec VP of Corporate Finance at Prime Healthcare
6-2005 - 10-2008
Senior Manager at Moss Adams LLP
6-1995 - 6-2005
Manager/Sr. Manager at PwC HC Consulting
Senior Associate at Arthur Andersen & Co

Education

1986 - 1989
BS from University of Connecticut

More Information

Social Presence :

Prographics :

Exp : 30 Location : Aliso Viejo, California, United States Job Level : Leadership Designation : System CFO for Palomar Health at Palomar Health
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid overloading them with too much detail
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Michael

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Michael take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Michael

Personality Compatibility


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