Associate Director of Operations, Regulatory Compliance and Finance
Background:
Project management for pharmaceutical industry clients
Specialty:
Project management and client services
Experience:
Client relations for medical communications | Congress planning and sponsorship execution
Elleigh Morris came to Greenleaf with a background in client services, event planning, and project management and experience working with the pharmaceutical industry that she applies in her role as an Associate Director of Operations at Greenleaf Health. She previously worked at Caudex, part of IPG Medical Communications, where she was responsible for managing medical communications campaigns for clients with a focus on peer-to-peer engagements. Before that, she assisted with the planning and management of pharmaceutical congress sponsorships with various associations internationally and domestically.
Elleigh’s educational background has a significant emphasis on project management; she earned her Project Management Professional Certification (PMP) in the Fall of 2021. Elleigh graduated from Elon University with a B.S. in business administration.
Rachel Cunningham
Senior Accountant
Background:
Public accounting
Specialty:
• Analysis of accounts and accounting policies • Budgeting and financial reporting
Rachel Cunningham serves as Greenleaf Health’s Senior Accountant. Rachel provides accounting and analytical support to Greenleaf’s Finance Team. Her role includes assisting the Finance Team with annual budgeting, financial reports, and analysis of appropriate accounting policies. Rachel works alongside Greenleaf’s Executive Director of Finance and reports directly to the firm’s Chief Operating Officer.
Prior to joining Greenleaf, Rachel worked for several years in public accounting.
Rachel earned her Bachelor of Science in business administration in accounting from Shippensburg University in Pennsylvania.
Robin Johnkins
Office Manager
Background:
Office management and administration • Health care certifications • Direct care for Alzheimer's patients in a hospital facility
Specialty:
Administrative and operational support for health-related organizations and businesses
Experience:
20 years of office management and administrative support for national organizations and consulting firms, as well as direct patient care in a health care facility
Robin Johnkins operates as the Office Manager for Greenleaf Health. She manages the calendar for client and team meetings. She oversees the procurement of office supplies for internal and external staff members. Additionally, she is the liaison for building-related issues.
Robin is a native Washingtonian, and before joining Greenleaf Health, she provided administrative and office management support to many reputable D.C.-based organizations such as the American Psychological Association, Ankura, and two Witt O’Brien’s consulting firms. But in her 20-plus years of work, her most gratifying position was rendering direct patient care to Alzheimer’s patients at Providence Hospital, a health care facility in D.C.
Robin has completed several programs in health care and has received certifications in that field. She is now pursuing a degree in Business Management from Catholic University of America.
Katherine Macaulay Mueller
Deputy General Counsel
Experience:
More than a decade of legal experience in the private sector
Katherine Mueller has more than a decade of legal experience in the private sector, most recently as First Vice President and Senior Counsel at SunTrust Banks, Inc., where she managed litigation nationally and advised default constituencies on risk mitigation.
Prior to working at SunTrust, Katherine was a partner at an Am Law 200 firm, where she had both corporate and litigation practices. In her corporate practice, she focused on asset sales and acquisitions and corporate tax planning. Katherine also represented financial institutions in secured lending transactions, including loan workouts and corporate restructurings. She also managed a national Chapter 11 bankruptcy case, leading a team that resolved hundreds of preference actions and bankruptcy claims.
Prior to law school, Katherine worked on Capitol Hill and at a government contracting firm where she was a technical writer and editor.
Katherine received a B.A. in history, with honors, from Trinity College and a J.D. from William and Mary Law School.
Lyndsey Beasley, CPA
Director, Finance and Accounting
Specialty:
Financial management
Experience:
Extensive experience in accounting and financial reporting
Lyndsey Beasley serves as Director of Finance and Accounting at Greenleaf Health. Lyndsey provides assistance on all of the firm’s financial matters including annual budgeting, financial reporting, and analysis of appropriate accounting treatment and policies. Lyndsey works alongside Greenleaf’s Executive Director of Finance and reports directly to the firm’s Chief Operating Officer.
Lyndsey’s extensive background in financial services encompasses accounting, audit and tax reporting, financial statement preparation, ledger transaction recording, trial balance preparation, and journal entry adjustments. Prior to joining Greenleaf, Lyndsey served as CPA at Wegley, Higginbotham & Associates, a small public accounting firm specializing in closely held businesses. In this role, Lyndsey performed audit and review procedures including financial statement and footnote preparations, ledger transactions, and trial balances. In addition, Lyndsey prepared corporate and individual income tax, trust, and payroll tax returns.
Before joining Wegley, Lyndsey worked as an Investment Accountant at the North Carolina State University Foundation’s Accounting and Investments Office. This office provides services to sixteen entities that provide resources to the students, faculty, staff, alumni, donors, and others associated with NC State University. Lyndsey prepared annual audit work papers and drafted financial statements for the NC State Investment Fund and four university-affiliated foundations. She also performed all accounting tasks related to the NC State Investment Fund, NC State Intermediate Fund, NC State University Foundation Socially Responsible Investment Pool, as well as operating cash funds, and performed monthly and quarterly reconciliations of both foundation and manager accounts, contributions, spending withdrawals, fees, etc.
Lyndsey earned her B.S. in Business Administration from Bloomsburg University of Pennsylvania.
Kathleen Sonntag
Chief Operating Officer
Background:
20+ years of experience in the financial and sales sectors
Specialty:
Specialist in the broad financial services field, with a degree in accounting
Experience:
Background in information technology, with a focus on data analysis and use of technology to enable business process improvement
Kathleen Sonntag serves as Chief Operating Officer at Greenleaf Health. Kathleen’s broad career experience spans financial services and the legal profession, with an emphasis on information technology and data analysis. This unique blend brings strong analytical, technical and business skills to her role at Greenleaf.
At Greenleaf, Kathleen is responsible for financial and operational aspects of the business. This includes oversight of accounting, financial reporting, human resources, and information technology.
Before joining Greenleaf Health in 2011, Kathleen spent much of her career at The Capital Group, where she served as a liaison between sales organization and the technology team. Her work at the Capital Group included strategic planning, requirements and design, data modeling and data analytics. She was instrumental in the development of and strategic planning for key applications in the American Funds’ portfolio, including enterprise-wide business intelligence, customer relationship management, and call center technologies. She also performed financial analysis for Sales and Marketing management, providing insights into sales territory restructuring, new product rollouts, and overall business measurement.
Kathleen’s additional business experience includes management of financial operations at a law firm, and an accounting analyst role at Merrill Lynch.
Kathleen holds Bachelors of Science in Accounting and History from the University of Notre Dame. Kathleen has also completed coursework in Global Affairs at New York University.
Brooke Roth
Executive Director, Finance
Specialty:
Fiscal analysis and business
Experience:
Extensive experience in finance, including fundraising | Previous experience in the private sector and in Washington, DC, including on Capitol Hill
Brooke Roth serves as the Executive Director of Finance at Greenleaf Health and reports directly to the Chief Operating Officer (COO). In collaboration with Greenleaf’s finance team, Brooke manages the firm’s financial matters, focusing on its Accounts Receivables. Brooke’s experience spans numerous aspects of financial services and fundraising, bringing strong fiscal, analytical, and business expertise to her work at Greenleaf.
Before joining Greenleaf Health, Brooke was the Managing Director of Fundraising at the National Association of REALTORS® (NAR), the nation’s largest trade association. The REALTORS® Political Action Committee (RPAC) is the #1 contributor to federal candidates in the country. Brooke also oversaw the growth of the President’s Circle Program—a direct-giver program that raised more than $1.3 million and is the nation’s largest direct-giver program to candidates. She also managed RPAC’s corporate, soft dollar fundraising, which was used for the association’s independent expenditures at the national, state, and local levels. In addition to fundraising, Brooke managed a $3M+ budget, fundraising staff, and consultants.
Before joining NAR, Brooke worked at a Washington, D.C. firm that raised money to support numerous candidates for the United States Senate. She also spearheaded D.C. events for candidates such as former Governors Matt Blunt (MO) and Arnold Schwarzenegger (CA). Additionally, Brooke consulted with nonprofit organizations, such as the American Cancer Society and National Football Foundation, on their fundraising strategies. In Washington, Brooke worked on Capitol Hill for then Congressman Robin Hayes (R-NC).
Earlier in her career, Brooke worked for a political consulting firm in Atlanta, GA, where she consulted for congressional campaigns regarding their fundraising strategies. She planned fundraising events with VIPs such as President George Bush, Vice President Dick Cheney, and the late Senator Fred Thompson. Brooke’s first foray into politics was as Finance Director for Senator Saxby Chambliss’s last congressional race before running for the U.S. Senate.
Brooke earned her B.A. from Mercer University in Macon, GA. Brooke also completed coursework at George Washington University’s Graduate School of Political Management in Washington, D.C.