Our Leadership
The team behind Phreesia’s healthcare engagement platform
Executive Management
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Chaim Indig has served as Phreesia’s Chief Executive Officer and a member of its Board since co-founding the company in 2005. Indig has dedicated his career to helping shape the healthcare experience and improve outcomes for patients, providers and staff. Under his leadership, Phreesia has established a broad national footprint, developed strategic partnerships with some of the world’s largest healthcare companies, and earned accolades for the company’s role in helping to making care more efficient and patient-centered. He also led Phreesia through its initial public offering in 2019 and was named one of The Software Report’s Top 50 SaaS CEOs in 2025. Prior to co-founding Phreesia, Indig spearheaded the introduction of the analytics software company, Spotfire, Inc., into the pharmaceutical marketing space.
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Since co-founding Phreesia in 2005, Evan Roberts has led the company’s efforts to bring the highest value to its clients. Evan oversees Phreesia’s ongoing operations and procedures, including designing and implementing business practices and establishing policies that promote the company’s culture and vision. As President, Provider Solutions, he also oversees Phreesia’s Provider business, including Customer Solutions, Customer Operations, Sales and Sales Development. He previously served as Chief Technology Officer, and as Vice President, Customer Solutions.
Prior to co-founding Phreesia, Evan was a senior sales engineer at Spotfire, where he helped to penetrate new markets, resulting in significant net new revenue. There, he developed innovative applications and trained and managed his team to support and nurture these new markets. He holds a BS in computer engineering from Tufts University.
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As Chief Financial Officer, Balaji Gandhi leverages more than 25 years of executive experience to oversee the company’s budgeting, forecasting, monthly reporting, financial analysis, internal controls and investor relations.
Prior to joining Phreesia, he spent nearly a decade in leadership roles at companies including Madaket Health, Press Ganey and Fresenius Medical Care, where he worked across finance, corporate development, strategy and investor relations. He also spent more than a decade as an investment research analyst in the healthcare services market at several financial and investment firms, including Deutsche Bank, GE Capital and Oppenheimer & Co., Inc. Balaji holds a master’s degree in health services administration from The George Washington University and a BA from the University of Rochester.
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David Linetsky is responsible for cultivating Phreesia’s partnerships with life sciences companies, advocacy groups, government agencies and other organizations, supporting them in the development of healthcare products that deliver value and engage patients in their care. He has worked at Phreesia for more than a decade and held key leadership roles, including Vice President of Analytics and Insights, and Vice President of Finance.
Prior to joining Phreesia, David worked in academia as a researcher and instructor in the fields of biotechnology, mathematics and philosophy. David holds a BS in mathematics from the University of Alberta. He also earned a master’s degree and was a PhD candidate in mathematics and logic at the City University of New York.
Finance, Human Resources and Corporate
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Amy VanDuyn brings more than 20 years of HR experience to Phreesia, where she is responsible for the design and implementation of all talent strategies, policies and processes across the company.
Prior to joining Phreesia, Amy worked in human resource leadership roles across many industries, including hospitality, SaaS and public relations, contributing to the growth and culture of companies at a variety of sizes and stages. Her passion lies in working closely with business leaders to define and implement talent strategies that align with their business goals, and creating environments where people can grow and excel in their careers. Amy holds a BA in hospitality business from Michigan State University.
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Matt oversees Phreesia’s budgeting, forecasting and financial analysis activities, and advises how to most effectively utilize Phreesia’s financial resources. Prior to joining Phreesia, Matt led Global Revenue FP&A and Commercial Finance and Operations at Medidata Solutions, a leading provider of SaaS-based life sciences and clinical trial platforms. He also worked at Verizon Communications in a variety of finance functions including Pricing and FP&A. Matt holds a MS in Finance from the University of Rochester Simon School of Business and a BA in Finance from Weber State University.
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Yvonne oversees Phreesia’s revenue recognition and the quote-to-cash operations functions in the finance department. Prior to joining Phreesia, Yvonne spent more than a decade in leadership roles at companies including Google, Spotify, Twitter and Intuitive Surgical, where she was responsible for the global revenue operations, accounting, internal controls, and reporting functions. She also spent nearly a decade as an auditor at PwC. Yvonne is a Certified Public Accountant and holds a BS in Accounting from the University of Hull in the United Kingdom.
Legal
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As Phreesia’s General Counsel, Allison manages the company’s Legal, Compliance, Risk, Privacy and Security teams. She has more than 25 years of legal and people-management experience.
Prior to joining Phreesia, she served as Chief Legal and Administrative Officer for Intersection, a digital technology company focused on improving life in cities and public spaces. Prior to joining Intersection, Allison oversaw the legal and human resources departments for Martha Stewart Living Omnimedia, culminating in oversight of the company’s sale. She began her career at Skadden Arps. Allison holds a BA from the College of Arts and Sciences and a BS from The Wharton School at the University of Pennsylvania, and she received her JD from the University of Chicago Law School.
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As Phreesia’s Assistant General Counsel for General Contracts, Tiffany negotiates the commercial agreements for the enterprise partners, providers and procurement vendors, and counsels the leadership and sales teams on other complex compliance, risk, privacy and security issues. She has more than 18 years of legal and people-management experience.
Prior to joining Phreesia, she served as Senior In-House Counsel at Accenture LLP. Prior to her tenure at Accenture LLP, Tiffany was an Associate at Arnstein & Lehr LLP in Chicago. She began her career as a Computer Systems Analyst at Hewitt & Associates. Tiffany holds a BA from the University of Maryland Baltimore County (UMBC) in Health Care Administration and she received her JD from the Illinois Institute of Technology (IIT) – Chicago Kent School of Law.
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As Assistant General Counsel – Corporate and Securities, Alexis manages Phreesia’s SEC compliance, corporate governance and corporate transactions.
Prior to joining Phreesia, she served as Associate General Counsel and Assistant Secretary for Vivint Solar, culminating in its merger with Sunrun. Prior to joining Vivint Solar, Alexis served as Assistant General Counsel in the Corporate Secretary’s department at AIG. She began her career at Clifford Chance in New York. She holds a BA from the University of Pennsylvania and a JD from New York University School of Law.
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As Chief Privacy Officer, Melissa Mitchell leverages her extensive experience as an attorney, as well as a compliance and privacy professional, to advise on data privacy matters and administer Phreesia’s global privacy policies.
Prior to joining Phreesia, Melissa served as the Chief of Privacy for Amazon Health Services, where she supported several different domestic and international businesses and projects in the healthcare space. She also previously served as the Compliance and Privacy Officer at Shirley Ryan AbilityLab, an inpatient rehabilitation facility, and in the same role at Sinai Health, a multi-specialty safety net system in southwest Chicago. Melissa holds a BA from the New College of Florida and received her JD from the DePaul University College of Law. She is also certified in Healthcare Compliance.
Product, Engineering & Security
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Jack Callahan joined Phreesia in 2010. As Chief Technology Officer, he oversees Phreesia’s core and integration platforms, and is responsible for the company’s Patient Intake, Data Center Operations, Site Reliability Engineering and Analytics teams.
Prior to joining Phreesia, Jack was a developer and architect at Spotfire, where he worked on the professional services team helping clients from a wide range of industries gather and analyze their data. He holds a BS in computer science from Worcester Polytechnic Institute.
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As Chief Information Security Officer, Nick exercises his broad experience and background from multiple industries to advise on cybersecurity risks and guide Phreesia’s enterprise information security program.
Nick Kemske has more than 15 years of experience building cybersecurity teams in higher education, financial services, retail, distribution and Software as a Service (SaaS) organizations. At SPS Commerce, he was accountable for security operations, incident response, forensics, e-discovery, security engineering and acquisitions. Nick holds a M.S. in Security Technologies from the University of Minnesota, SANS certifications and is an alumnus of the FBI Citizen’s Academy.
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As the leader of Phreesia’s Product Management team, Kristin Roberts is responsible for driving the product vision and roadmap in order to solve problems for our clients and help patients become more active and involved in their healthcare.
Before joining Phreesia in 2014, Kristin was a management consultant at Booz & Company, where she led product launch and growth strategy engagements for its life sciences clients. She also worked as a consultant at ZS Associates, specializing in quantitative physician market research and sales deployment optimization. Kristin earned an MBA from Columbia Business School and a BA in public health studies from Johns Hopkins University.
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Sally oversees Phreesia’s Patient Engagement applications and works with the company’s product team to provide clients with innovative and user-friendly solutions.
Prior to joining Phreesia, Sally spent seven years in product management with HealthStream, a leading provider of healthcare workforce development. She also assisted in executing clinical trials and served on the institutional review board at Centerstone, one of the nation’s largest behavioral healthcare organizations. Sally holds an MBA from Vanderbilt University and an A.B. in psychology from Duke University.
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As VP of Product Management, David oversees Phreesia’s integration products and works with the company’s Product team to provide clients with integration and automation solutions. He has over a decade of experience developing integrated products in the healthcare industry, including FDA 510(k)-regulated and healthcare interoperability standards-based products.
Prior to joining Phreesia, David spent seven years in product development at Capsule Tech, a medical device integration company, where he oversaw the development of hundreds of medical device integrations, managed design controls and successfully passed multiple FDA 510k audits for Capsule Tech’s medical-grade software products. In addition, David participated in the early stages of the IHE Patient Care Devices Domain working group, developing some of the initial implementations of these IHE standards. He studied computer engineering at the University of Massachusetts Amherst.
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Elizabeth oversees Phreesia’s data and clinical products and works with the company’s Product team to provide clients with insightful solutions that help patients become more active in their healthcare.
Prior to joining Phreesia, Elizabeth worked at various financial institutions and advertising agencies, specializing in measurement and growth strategies. Elizabeth holds an MPH from the University of Pennsylvania and an BBA in Finance and Public Policy from The George Washington University.
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Russell joined Phreesia in 2013 to further expand the organization’s patient payment services. With over 15 years of software engineering and agile project management experience, Russell continues to lead Phreesia’s Payments engineering group, along with a new focus on improving Phreesia’s appointment-scheduling systems.
Before joining Phreesia, Russell led several engineering teams across multiple industries while serving as a Solutions Architect and Director for Matrix Resources. While at Matrix, Russell championed multiple agile software development processes, which he continues to do at Phreesia. He holds a BSBA in Management Information Systems from the University of West Florida.
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As VP of Engineering, Richard leads the Network Solutions Engineering group, developing products to engage patients directly and supporting Phreesia’s partners. He has been with Phreesia since 2014, managing a range of key architectural initiatives, including the development and expansion of the company’s Patient Communications products.
Prior to joining Phreesia, Richard held software engineering leadership roles in a variety of industries, including retail energy and internet banking. Richard holds a BSc in Computer Science from Kingston University, London, UK.
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Will oversees all of Phreesia’s infrastructure and IT departments, ensuring the reliable delivery of our suite of applications to our client network. Prior to joining Phreesia, Will spent more than eight years in cloud engineering at Cisco. He possesses extensive experience in infrastructure, agile transformation, and recruitment and leadership of high performing engineering teams, including while as a Partner at Accenture. Will holds an MBA from National University and a BS in Computer Science from the University of Southern California.
Provider Solutions
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Nick leads Phreesia’s strategic sales efforts, working to acquire enterprise clients and to evaluate, enter and design solutions for new markets. Nick partners with a broad range of healthcare leaders to help them improve the patient experience and achieve their organizational goals. He brings more than a decade of industry knowledge to his role, with experience in areas ranging from electronic health records, medical-imaging software, medical devices and supplies to revenue cycle management and digital solutions.
Prior to joining Phreesia, Nick held management roles at several healthcare software, device and supply companies, as well as positions in advertising and experiential marketing. He earned a BS in advertising from the University of Illinois.
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Briana Kearney leads Phreesia’s provider marketing strategy and execution to drive growth and strengthen its position in the market. In her time at Phreesia, Briana has led initiatives in go-to-market strategy and execution for the company’s acute and clinical offerings.
Prior to joining Phreesia, Briana held senior healthcare operations and strategy roles, where she implemented new product initiatives and go-to-market strategies, while also streamlining and scaling operations.
Briana brings a collaborative, results-driven approach to her leadership, with a passion for developing high-performing teams and leveraging data-driven insights to continuously optimize performance. She holds an MBA from the University of Chicago Booth School of Business and a BA from Georgetown University.
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Sara leads the Client Services and Client Success teams at Phreesia. In this role, Sara is responsible for pre-sales activities, implementation, workflow optimization and ongoing account management. Sara works closely with teams inside Phreesia to solve for the unique challenges our clients face by providing tailored solutions that fit their needs and enhance the patient experience.
Prior to joining Phreesia, she spent six years at Cerner Corporation leading a UX team supporting patient applications as well as supporting existing clients in ongoing upgrades and physician workflow optimization. She earned a BS in business administration and an MBA from the University of Missouri.
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Michael oversees Phreesia’s AccessOne patient financing platform, which helps healthcare organizations offer transparent, flexible payment plans so patients can access and afford the care they need. His responsibilities include AccessOne’s Go-To-Market, Sales, Client Solutions, Patient Advocate Center and Operations departments to improve the financial experience for patients and providers alike.
Prior to joining Phreesia, Michael led value-based care implementations at Lumeris, partnering with national payers and Accountable Care Organizations (ACOs) to drive performance and improve patient outcomes.
Michael brings a client-centric approach to his leadership, grounded in collaboration with cross-functional teams and a strong focus on continuous improvement. He holds a BS in Anthropology from The University of Texas.
Network Solutions
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Danielle leads Phreesia’s Client Experience team for the company’s Network Solutions department. She is responsible for helping clients, including pharmaceutical companies and media agencies, reach their ideal patient audiences through digital engagement campaigns.
Prior to joining Phreesia, Danielle spent more than a decade working in account management for such organizations as CDM, DDB Health and Publicis LifeBrands Medicus, where she focused on strategic marketing campaigns for launching and managing the life cycles of high-science therapies. Danielle earned a BA in marketing from James Madison University.
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Sandra Schittone is responsible for Phreesia Market Development efforts for the company’s Network Solutions department. Capitalizing on her experience in healthcare and strength as a strategic cross-functional player who can shape product and operational offerings that create meaningful outcomes, she leads a team focused on finding innovative potential within the business segmentation.
A 15-year Phreesia veteran, she has held leadership roles at Phreesia including Specialty Provider Sales team, Strategic Account Management and Enterprise Health System partnerships.
Prior to joining Phreesia, Sandra held leadership positions with Capital One, Viacom and Diebold, focusing on healthcare revenue cycle management, consumer engagement, merchant processing and payments, network television distribution and self-service POS technologies.
Sandra is a charter member to the Pink Ribbon Story Foundation, a nonprofit organization dedicated to sharing breast-cancer survivor stories. She also is a member of the Healthcare Businesswomen’s Association and a founding member of Children Helping Children. Sandra earned a BS from Florida State University.
Directors
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Michael serves as Founding Chair of Phreesia. He is Co-Founder and Managing Partner of Ardan Equity, a healthcare enterprise software private equity firm. Previously, Michael was Co-Founder and Managing Partner of Optum Ventures. He was Co-Founder and CEO of Humedica, a pioneer and leader in the field of population health management and big data. Following Humedica’s acquisition by UnitedHealth Group (UHG), Michael broadened his role as President and CEO of Optum Analytics. Prior to launching Humedica, he was a Senior Managing Director at Leerink Partners (now SVB Leerink). Michael was CEO of PharMetrics, which was acquired by IMS Health (now IQVIA). He focuses on healthcare innovation as an Entrepreneur in Residence at Harvard Business School, an Advisory Board member of the Innovation and Digital Health Accelerator at Boston Children’s Hospital, and is on the board of The College Diabetes Network (CDN). Michael received a BA in Economics from Brandeis University and an MBA from Harvard Business School.
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Director since: 2005
Phreesia Board Committees
- None
Key Skills
- Healthcare Technology & SaaS Leadership
- Digital Patient Access & Engagement
- Public Company Leadership
- Growth Strategy & Scaling
- Healthcare Revenue Cycle & Payments
- Founder-Led Vision & Product Strategy
Relevant Expertise
- Founder and Chief Executive Officer of Phreesia. Indig co-founded the Company in 2005 and has led its growth from an early-stage startup to a publicly traded healthcare SaaS platform serving thousands of provider organizations nationwide. He leads the Company’s strategy, operations and expansion initiatives. He has been recognized as one of The Software Report’s Top 50 SaaS CEOs on three occasions. Earlier, he led the introduction of analytics software company Spotfire into the pharmaceutical marketing space, developing healthcare technology commercialization experience that aided his founding of Phreesia.
- Deep expertise in digital patient access, engagement and payments. Indig has driven the development and expansion of Phreesia’s end-to-end platform for patient intake, activation and revenue cycle support. Under his leadership, Phreesia has established a broad national footprint and built the financial, operational and governance infrastructure required to operate and grow as a public company, helping to make care more efficient and patient-centered for patients, providers and staff. He continues to spearhead the Company’s efforts to engage patients more effectively and expand access to healthcare.
- Comprehensive understanding of provider economics and revenue cycle management. Indig’s direct engagement with healthcare organizations across Phreesia’s client base has given him a deep knowledge of and appreciation for the operational and financial pressures they face, particularly around navigating shifting reimbursement models and the economics of value-based care. This experience has directly shaped Phreesia’s pricing approach, enabling the Company to structure its offerings around the real financial constraints and incentives facing providers rather than abstractly applying technology to the healthcare setting.
Chaim Indig’s founder-led perspective, public company leadership experience and comprehensive understanding of healthcare provider economics uniquely position him to support the Board’s oversight of strategy, innovation and long-term value creation.
Career Highlights
- Co-Founder and Chief Executive Officer, Phreesia (NYSE: PHR) (2005 – Present)
- Manager, Spotfire (2002 – 2005)
- Channel Manager, OLAP@Work (1999 – 2001)
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Ed is a partner at HLM Venture Partners. Previously, he was a founding partner of Cahill, Warnock & Co. (now Camden Partners) and a managing director at Alex. Brown & Sons, where he headed the firm’s healthcare group. During his leadership at Alex. Brown & Sons, the firm underwrote public offerings or provided merger advisory services for over 200 healthcare companies and several leading biopharmaceutical companies. Ed is a director at Masimo Corp. and a trustee of Johns Hopkins Medicine, the Johns Hopkins Health System Corp. and Mercy Health Services.
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Independent Director since: 2020
Phreesia Board Committees
- Audit Committee
Key Skills
- Public Company Financial Leadership
- SEC Reporting & Capital Markets
- Financial Controls & Audit Oversight
- M&A & Capital Raises
- Operational Scale & Profitability
- Cybersecurity & Risk Management
- Investor Relations & Corporate Communications
Relevant Expertise
- Current public company CFO with operations leadership ability. As the Chief Financial Officer of Take-Two Interactive Software, Goldstein has actively led finance, accounting, tax, treasury, investor relations and corporate communications for nearly two decades at a global, publicly traded entertainment and technology company. She has helped guide Take-Two through its exponential expansion to become one of the largest interactive entertainment companies in the world today by strengthening financial reporting, disclosure practices and fiscal discipline as the company scaled and grew profitability.
- Extensive involvement with transformative M&A, integration and strategic planning. Goldstein has played an integral role in Take-Two’s $12.7 billion acquisition of Zynga in 2022 and other studio acquisitions, including evaluating revenue and cost synergies, communicating key aspects of the transaction to investors, overseeing integration and transformation efforts, and harmonizing financial forecasting procedures. Goldstein is known for her collaborative, team-based approach that enhances operations and strategic execution across complex organizations, providing practical insight and pathways to drive growth while maintaining accountability and performance standards.
- Deep financial, accounting and technology risk expertise. During her nearly 20 years as a public company CFO, Goldstein has led initiatives to streamline financial processes and reinforce internal controls, support disciplined capital allocation and engage in transparent, highly compliant reporting. She has instilled strong fiscal discipline, including by implementing cost-reduction programs focused on enhancing leverage and overall profitability. Goldstein qualifies as an “audit committee financial expert” under SEC regulations, and her CPA background and prior audit experience at Grant Thornton LLP strengthens the Board’s oversight of accounting integrity and risk management. Her deep experience overseeing financial and operational risk in a technology-driven environment arms her with critical insights for Phreesia’s business and strategy including in matters related to cybersecurity, digital infrastructure, and trust and safety.
Lainie Goldstein’s active role as a sitting public company CFO, combined with her decades of financial and operational leadership across software and consumer industries, uniquely position her to support Phreesia’s financial discipline, audit oversight and continued growth as a scaled public healthcare technology company.
Career Highlights
- Chief Financial Officer, Take-Two Interactive Software, Inc. (Nasdaq: TTWO) (2007 – Present)
- Senior Vice President, Finance, Take-Two Interactive Software, Inc. (Nasdaq: TTWO) (2003 – 2007)
- Vice President, Finance and Business Development, Nautica Enterprises, Inc. (1996 – 2003)
- Audit and Reorganization Departments, Grant Thornton LLP
Other
- Certified Public Accountant
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Independent Director since: 2019
Phreesia Board Committees
- Audit Committee (Chair)
- Compensation Committee
Key Skills
- Public Company Financial Leadership
- Mergers & Acquisitions
- Capital Markets & Forecasting
- Audit & Financial Controls
- Operational Finance
- Technology & Healthcare Industry Experience
Relevant Expertise
- Seasoned public company CFO with more than 30 years of operating leadership. Munson currently serves as Chief Financial Officer of Duolingo and has previously held CFO roles at Vimeo, Iora Health and XO Group (parent company of The Knot), leading finance organizations through growth, operational transformation and public company scaling across the healthcare and technology sectors. She led cost control, margin expansion and balance-sheet discipline initiatives as the CFO of Vimeo, enabling the SaaS business to stabilize and pivot to profitability and cash generation in a short period. These efforts culminated in the video platform company being taken private at an over 90% premium.
- Significant audit and financial reporting expertise. As a highly experienced public company CFO who has also served on public company boards, Munson has worked extensively with and on audit committees across multiple public companies to oversee internal controls, financial reporting processes and disclosure practices, and qualifies as an “audit committee financial expert” under SEC regulations. She has direct experience managing the financial reporting and compliance demands of companies undergoing significant operational and strategic transformation, and her background as a former investment banker and equity analyst further informs her engagement with boards on risk oversight, capital allocation and long-term value creation.
- Extensive experience with transformative M&A, capital allocation and capital markets. Throughout her career, Munson has led acquisition strategy, transaction execution and post-merger integration efforts, applying disciplined capital deployment frameworks to support long-term shareholder value creation. As a CFO, she has directly executed multiple impactful transactions, including Vimeo’s $1.38 billion acquisition by Bending Spoons in 2025, Iora Health’s $2.1 billion acquisition by One Medical in 2021, following which she supported post-merger integration as a special advisor, and XO Group’s $933 million merger with WeddingWire in 2018. Having begun her career in research at Hambrecht & Quist and then as a senior equity analyst at Morgan Stanley before working in investment banking and venture capital, Munson brings firsthand insight into how investors evaluate public company performance, valuation and strategic positioning. This foundation directly informs her approach to IR, earnings reporting and disclosure strategy across her CFO roles and equipped her to lead complex capital markets processes.
Gillian Munson’s decades of financial leadership across high-growth public companies position her to strengthen Phreesia’s audit oversight, capital discipline and long-term financial strategy.
Career Highlights
- Chief Financial Officer, Duolingo (Nasdaq: DUOL) (2026 – Present)
- Chief Financial Officer, Vimeo (formerly Nasdaq: VMEO) (2022 – 2025)
- Chief Financial Officer, Iora Health (2021 – 2022)
- Venture Partner, Union Square Ventures (2019 – 2021)
- Chief Financial Officer, XO Group Inc. (formerly NYSE: XOXO) (2013 – 2019)
Other Board Experience
- Duolingo (Nasdaq: DUOL) (2019 – 2026)
- Monster Worldwide, Inc. (formerly NYSE: MWW) (2015 – 2016)
Other
- Board Member, Sweet Briar College
- Board Member, Southern Vermont Arts Center
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Independent Director since: 2018
Phreesia Board Committees
- Nominating and Corporate Governance Committee (Chair)
Key Skills
- Health Policy & System Reform
- Technology & Healthcare Delivery
- Healthcare Quality Measurement
- Patient-Reported Outcomes
- Governance & Nonprofit Leadership
Relevant Expertise
- Nationally recognized health policy leader with substantial executive leadership experience. Dr. Smith served as the Founding President and Chief Executive Officer of the California HealthCare Foundation for 17 years, building it into a leading independent philanthropy that improved healthcare quality, access and affordability. He oversaw $650 million in charitable grants during his tenure, investing in companies aligned with advancing system-level healthcare improvement. Earlier, he served as Executive Vice President of the Henry J. Kaiser Family Foundation, where he oversaw programs focused on improving outcomes in HIV care, reproductive health and the healthcare marketplace through its own research, polling and journalism.
- Deep expertise at the intersection of healthcare quality, delivery reform and innovation. Dr. Smith has led national initiatives focused on healthcare payment transformation and system redesign, including serving as Co-Chair of the Health Care Payment Learning and Action Network from 2015 to 2019, where he helped shape national strategies around value-based care. Dr. Smith was elected to the National Academy of Medicine in 2001 and chaired the Institute of Medicine’s Committee on the Learning Healthcare System. He serves on the editorial board of Health Affairs and has contributed to national efforts to improve transparency and performance measurement through his work with the Institute for Healthcare Improvement and The Commonwealth Fund.
- Broad governance experience across public companies and nonprofit organizations. Dr. Smith’s understanding of the modern healthcare and technology spaces is bolstered by his continued service on the boards of Teladoc Health, a leading global virtual healthcare company, and Jazz Pharmaceuticals, a global biopharmaceutical company focused on oncology and neuroscience. He has also served on numerous nonprofit and foundation boards, including the Institute for Healthcare Improvement and The Commonwealth Fund, bringing decades of experience in healthcare systems, policy and quality improvement to his board service at Phreesia.
Dr. Mark Smith’s leadership in healthcare policy and quality improvement positions him to support Phreesia’s role in advancing patient engagement, value-based care and measurable healthcare outcomes.
Career Highlights
- Clinical Professor of Medicine, University of California at San Francisco (1994 – Present)
- Co-Chair, Health Care Payment Learning and Action Network (2015 – 2019)
- Founding President and CEO, California HealthCare Foundation (1996 – 2013)
- Executive Vice President, Kaiser Family Foundation (1991 – 1996)
Other Board Experience
- Teladoc (NYSE: TDOC) (2018 – Present)
- Jazz Pharmaceuticals (Nasdaq: JAZZ) (2020 – Present)
- The Commonwealth Fund (2015 – 2024)
- The Institute for Healthcare Improvement (2014 – 2023)
- National Business Group on Health (2001 – 2012)
- Archstone Foundation (1999 – 2019)
Other
- Chair, Advisory Board for the RWJF Health Policy Fellows Program
- 2014 Menschel Senior Policy Fellow, Harvard School of Public Health
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Independent Director since: 2021
Phreesia Board Committees
- Audit Committee
Key Skills
- Public Company CEO Leadership
- Enterprise Software & SaaS Operations
- Cloud Infrastructure & Cybersecurity
- AI & Emerging Technologies
- Capital Markets & IPO Execution
- Mergers & Acquisitions
- Board Governance & Risk Oversight
Relevant Expertise
- Public company CEO experience across the full organization lifecycle and proven SaaS operator. As President and CEO of Sumo Logic, a SaaS analytics company, Sayar grew annual revenue from approximately $10 million to more than $300 million in less than decade, led a successful IPO in 2020 and executed a strategic sale to private equity in 2023 at a 57% premium for $1.7 billion. He brings firsthand experience operating a technology company across venture, growth-stage and public company scale. Throughout his career, Sayar has built and scaled enterprise software platforms in dynamic markets, aligning product innovation with commercial execution and go-to-market strategy to drive sustainable revenue growth. At VMware, he led the Cloud Management Business Unit to become the company’s fastest-growing division with nearly $1 billion in revenue.
- Cybersecurity, data governance and emerging technology expertise. Sayar has extensive experience developing infrastructure and analytics platforms that manage sensitive enterprise data, which is directly relevant to Phreesia’s responsibility to protect patient information and maintain strong internal controls. As a Venture Partner at DFJ Growth, Sayar invests in cloud infrastructure, AI, generative AI applications, cybersecurity and data analytics, gaining insight into evolving technology trends that may impact Phreesia’s platform and strategy.
- Capital markets and governance experience. Sayar has led IPO preparation, public company reporting and investor engagement, and overseen significant strategic M&A transactions including Sumo Logic’s $1.7 billion sale. His broad leadership experience at major tech companies allows him to provide operating insights for managing a large-scale, publicly traded software platform like Phreesia. He has also served on and chaired board committees across both public and private companies, strengthening the Board’s oversight of financial discipline, risk management, strategic planning and long-term value creation.
Ramin Sayar’s three decades of operating leadership in enterprise software, combined with his public company CEO and board experience, uniquely position him to contribute to Phreesia’s growth strategy, technology innovation and disciplined governance oversight.
Career Highlights
- Venture Partner, DFJ Growth (2024 – Present)
- President and Chief Executive Officer, Sumo Logic (2014 – 2023)
- Senior Vice President & General Manager, Cloud Management Business Unit, VMware (formerly NYSE: VMW) (2010 – 2014)
- Vice President, Products and Strategy, HP Software (NYSE: HPQ) (2006 – 2010)
- Senior leadership roles at TIBCO, Mercury Software, AOL and Netscape Communications
Other Board Experience
- XBOW (2026 – Present)
- Endor Labs (2025 – Present)
- Acceldata (2024 – Present)
- Tessian (2020 – 2023)
- JFrog Ltd. (Nasdaq: FROG) (2014 – 2019)
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Independent Director since: 2023
Phreesia Board Committees
- Nominating and Corporate Governance Committee
Key Skills
- Clinical & Public Health Expertise
- Pharmaceutical & Diagnostics Leadership
- Patient Engagement & Outcomes Strategy
- Healthcare Commercialization & Reimbursement
- MedTech & Investment Strategy
- Board Governance & Compliance Oversight
Relevant Expertise
- Senior operating executive across the healthcare ecosystem. As former Vice President, Medical Innovations for Danaher’s diagnostics platform DH Diagnostics, LLC, Dr. Egbuonu-Davis provided medical advice to influence research, partnerships and investment strategy across Danaher’s diagnostic platform businesses. She also served as Interim Chief Medical Officer to Leica and Beckman Coulter, Danaher subsidiaries, providing executive-level medical and operational oversight over new processes for R&D and product innovation. Earlier, Dr. Egbuonu-Davis spent 13 years at Pfizer in leadership roles, including Vice President of U.S. Medical Operations, where she led clinical and outcomes research, supported reimbursement strategy and value assessment, and influenced product development and investment decisions across Pfizer’s portfolio.
- Deep experience driving patient-centered outcomes and engagement at scale. Her career spans pharmaceuticals, diagnostics and MedTech innovation as well as advisory roles with Avalere Health and Booz Allen Hamilton. Her wide-ranging health and medical experience provide her with a comprehensive understanding of how providers, payers and life sciences organizations evaluate health care quality, clinical value and technology adoption. Drawing on behavioral science and patient-reported data, she built frameworks that translated real-world clinical evidence into economic value for payers and providers, connecting patient engagement strategy directly to reimbursement and market access outcomes. At Sanofi, Dr. Egbuonu-Davis developed and led adherence programs and patient services designed to improve measurable outcomes in chronic disease populations.
- Board and compliance oversight expertise. Dr. Egbuonu-Davis serves on the boards of Omega Healthcare Investors, a real estate investment trust focused on long-term healthcare facilities, and Avanos Medical, a medical device company with products for orthopedic pain and digestive health, where her committee service spans compensation, nominating and governance, and compliance. Her experience with regulatory and compliance matters at public companies in both the healthcare services and MedTech sectors equips her to oversee a public healthcare company subject to laws, regulations and industry standards.
Dr. Lisa Egbuonu-Davis’ combination of clinical training, public health expertise and senior operating leadership across global healthcare organizations uniquely positions her to support Phreesia’s patient engagement strategy, data-driven innovation and commitment to improving outcomes across the care continuum.
Career Highlights
- Vice President, Medical Innovations, DH Diagnostics, LLC (Danaher affiliate (NYSE: DHR)) (2019 – 2023)
- Interim Chief Medical Officer, Leica Biosystems and Beckman Coulter (Danaher subsidiaries (NYSE: DHR)) (2021 – 2023)
- Vice President, Global Patient Centered Outcomes and Solutions, Sanofi (Nasdaq: SNY and EURONEXT: SAN) (2015 – 2019)
- Vice President, U.S. Medical Operations, Pfizer (NYSE: PFE) (2003 – 2005)
- Vice President, Global Outcomes Research and Medical Services, Pfizer (NYSE: PFE) (1997 – 2002)
- Senior advisory roles, Avalere Health and Booz Allen Hamilton
Other Board Experience
- Omega Healthcare Investors (NYSE: OHI) (2021 – Present)
- Avanos Medical (NYSE: AVNS) (2023 – Present)
Other
- National Advisory Council, Johns Hopkins University School of Education (2007 – Present)
- Johns Hopkins Medicine Board of Trustees (2021 – Present)
-
Independent Director since: 2026
Phreesia Board Committees
- None
Key Skills
- Public Company CEO Leadership
- Technology-Driven Growth & Value Creation
- Capital Markets & IPO Execution
- Mergers & Acquisitions
- Risk, SOX & Cybersecurity Oversight
- Tax-Advantaged Benefits & Policy Expertise
- Succession Planning & Governance
Relevant Expertise
- Experienced public company CEO and leader in healthcare technology and financial services. Kessler joined HealthEquity in 2009 and assumed the role of President and CEO in February 2014, leading the company through its IPO on the Nasdaq that same year. Over the following decade as CEO, he led HealthEquity’s development into a market leader with an enterprise value of approximately $10 billion. During his tenure, he scaled HealthEquity into the nation’s largest health savings account (HSA) custodian going from less than $2 billion in HSA assets at IPO to approximately $30 billion when he retired in 2025.
- Founder and leader in consumer-directed benefits software systems. Kessler founded WageWorks in 2000 and within seven years grew the company to $150 million in revenue by building it into a leading provider of tax-advantaged consumer-directed benefits through technology-enabled product and business model innovation. Under his leadership, WageWorks developed a scalable, employer-sponsored platform administering health savings, commuter and other pre-tax benefit accounts for a large base of corporate clients and their employees nationwide.
- Extensive public company capital markets, M&A, finance and governance experience, complemented by deep policy and regulatory expertise in benefits and taxation. He brings experience in public equity and debt financing and strategic transactions and qualifies as an “audit committee financial expert” under SEC regulations. Kessler has served on finance, audit and risk committees, overseeing cybersecurity reviews, regulatory matters and special committee evaluations of strategic alternatives. Prior to founding WageWorks, Kessler built deep technical fluency in benefits taxation as a specialist at Arthur Andersen and as a senior economist advising on employee benefits and tax policy during the Clinton and Bush (Sr.) administrations. His background in government and policymaking grounds his entrepreneurial work in firsthand knowledge of the regulatory frameworks governing consumer-directed benefits.
Jon Kessler’s decades of public company leadership, tax-advantaged benefits expertise and disciplined governance experience uniquely position him to support the Board’s oversight of strategy, financial discipline, regulatory risk and long-term shareholder value creation.
Career Highlights
- President and Chief Executive Officer, HealthEquity (Nasdaq: HQY) (2014 – 2025)
- Executive Chairman, HealthEquity (Nasdaq: HQY) (2009 – 2014)
- Founder, Chairman and Chief Executive Officer, WageWorks (formerly NYSE: WAGE) (2000 – 2007)
- Benefits Taxation Specialist, Arthur Andersen LLP (1997 – 2000)
- Senior Economist, Washington, D.C. (1991 – 1996)
Other Board Experience
- SureCo (2025 – Present)
- Employee Benefits Research Institute, Vice Chair (2024 – Present), Investment Committee (2024 – Present), Executive Committee (2018 – Present)
- George Washington University Medical Faculty Associates, Trustee (2023 – Present), Finance, Audit and Risk Committee Member (2023 – Present), Chair, Special Committee (2024 – Present)
- International Baccalaureate Organization (2017 – 2020)
Other
- Glassdoor Top 100 CEO
- Institutional Investor Top CEO in Healthcare Technology
- Inc. 5000 – Fastest Growing Private Companies
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