
Revolutionary for driving efficient execution in the clinical research sector, specializing in ophthalmology
Dynamic and seasoned finance leader with over 15 years of leadership excellence across financial services, healthcare, and life sciences. Specializing in steering complex projects and transactions within global capital markets, I leverage my MBA, Lean Six Sigma Green Belt, Strategic Organizational Leadership (Villanova University), and Project Management (University of Virginia) certifications to drive transformative change, mitigate risks, and optimize performance. Throughout my career, I have successfully originated and executed a broad array of financial transactions, significantly boosting profitability and market expansion through innovative management and financing strategies. My bilingual proficiency in Spanish, coupled with exceptional communication, analytical, and presentation skills, complements my technical expertise and strategic insight. My career is distinguished by a profound ability to manage diverse teams, ensure stakeholder alignment, and foster an inclusive culture conducive to strategic planning and risk management. My expertise spans the full spectrum of financial operations, from capital management and FP&A to leading high-stakes negotiations and ensuring regulatory compliance. Adept at bridging operational and technical divides, I enhance project success and scalability through meticulous process optimization and team empowerment. A lifelong learner, I thrive in dynamic environments, consistently seeking out opportunities for growth and improvement. My approach is characterized by a unique blend of resourcefulness, perseverance, and strategic thinking, allowing me to drive projects to completion and achieve organizational goals. With a strong foundation in financial modeling, transaction structuring, and cross-functional collaboration, I excel in crafting specialized financing solutions and operational efficiencies, particularly in highly regulated industries. I am passionate about leveraging my comprehensive financial and project management skills to create lasting value and transformative impact for businesses. My leadership is grounded in a commitment to continuous improvement, teamwork, and achieving excellence through an execution-oriented mindset and coach approach.
morganstanley.com
fitchratings.com
genworth.com
harvard.edu
spglobal.com
mesirow.com
Wellington, Florida, United States
Vice President Client Relations
Clinical AI
• www.linkedin.com/company/clinical-ai-inc
Jan 2025 - Present
Director of Special Projects
Craniofacial Research and Study Center
• www.linkedin.com/company/craniofacial305
Jun 2024 - Present
Miami, Florida, United States
Chief of Staff
CASExGLOBAL
• www.linkedin.com/company/casexglobal
Sep 2024 - Jul 2025
Florida, United States
Strategic Operations & Global Development Director
CASExGLOBAL
Jul 2024 - Oct 2024
Florida, United States
Director Of Special Projects
Ora, Inc.
• www.linkedin.com/company/ora-llc
Nov 2020 - Jun 2023
Remote
Management Consultant
Kroisos Financial Consulting, Inc
Jan 2019 - Oct 2022
Hamilton, MA and Wellington, FL
Management Consultant
Kroisos Financial Consulting
Jan 2009 - Dec 2010
West Palm Beach, Florida Area
Vice President - Portfolio Management
White Mountains Insurance Group
Feb 2002 - Jul 2003
Guilford, CT