Results-driven executive with extensive experience in strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
Overview
16
16
years of professional experience
Work History
VP – Global Publishing Operations
Morgan Stanley
01.2022 - Current
Successfully manage a global team of over 30 individuals, ensuring seamless operations 24/6, leading to the publication of 87,500 global reports/models/media content, a 7% increase from 2023
Processed approximately 121,000 email requests and fixed tasks, achieving a 17% increase year-over-year, and executed nearly 500 process initiations, representing a 48% increase in volume over the previous year
Spearheaded the training and development of nearshore FTEs, reducing the average training completion time to 7 months compared to 1.5 years for contingent employees, enhancing workforce readiness and productivity
Drove initiatives to optimize operational processes, resulting in annual savings of 3,300 hours through Python optimization for email task tracking, 1,800 hours from low-effort automation in FILM, and 300 hours by eliminating legacy tasks related to morning meetings
Key contributor to the Disclosure Governance working group, facilitating a reduction in the department's disclosure-related residual risk rating for the first time in three years post-audit, and participating in the Disclosure Surveillance Overhaul project for enhanced real-time monitoring
Actively serve as an officer on the Alpharetta Incident Response Team, overseeing year-end transference testing and ensuring compliance with policies and controls, resulting in zero risk incidents for the year
Co-chair of the Alpharetta Latino Employee Network (ALEN) – 2022-2025, organizing events that promote diversity and inclusivity, and raised over $49,000 in 2024 for the Covenant House Sleep Out campaign, addressing homelessness and human trafficking issues
Deputy Director
Ryan Health
01.2020 - 06.2021
Oversee all facets of the clinical and administrative operations of Ryan Health’s largest and newest Federally Qualified Health Centers (FQHC) including our mobile Medical Van
Accountable for all aspects of performance including but not limited to: clinical outcomes, patient satisfaction, staff engagement, regulatory compliance and financial health
Influence program strategies and priorities, lead and participate in delivery of special projects, committees, and initiatives including Performance Improvement, SDOH, PCMH, Manage Care and more
Operational and staff management including an Administrator, 3 Administrative Managers and a Clinical Nurse Manager directly and over 60 union and non-union associates, in compliance with HR policies for recruiting, training, performance approvals, and personnel logistics
Serve as the Center’s Corporate Compliance Officer to ensure that the center follows Federal, State, and Local regulations
Capture and analyzed metrics to ensure quality improvement, increase physician and patient satisfaction, resolve budget and visit volume reporting variances, and grow patient thru put and revenues
Promote professional interdisciplinary collaboration and encourage teamwork to improve the health and wellness of our patients
Represent Ryan Health to external organizations and political officers, deliver presentations, and cultivate relationships
Assume complete oversight of centers in the Executive Director’s time off/absences
Responsible for training and developing learning solutions for Americas’ Investment Banking and Global Capital Markets at all levels of seniority on Morgan Stanley’s proprietary applications including Microsoft Office 2010 products (focus on pitchbook creation), Client Relationship Management (CRM), Financial Research Tools, Sharepoint, Expense Management System (Concur), in conjunction and collaboration with a global team
Conduct needs assessment, develop processes, workflows, user acceptance testing and support with stakeholders and departmental leaders to ensure challenging deadlines were met while meeting client’s on-time and on-budget guidelines
Collect feedback for the global technology development team during pilot and production phase to improve software applications resulting in employee efficiency and productivity gains
Manage logistics for all global training including: new hire orientations, summer programs and blended learning webinars
Lead America’s coverage trainer and subject matter expert, redesigning 60+ course based on feedback and training over 1000 Bankers during Summer Programs
Assistant Administrator at Bronx East Medical Group & Urgent Care
Montefiore Medical Center
01.2016 - 01.2018
Administration of Internal Medicine, Pediatrics, Urgent Care along with managing the logistical operation of 9 other Specialties
Collaborated with Administrative Director and Medical Group Finance to review and monitor site income and expenses using excel formulas and SAP, including supply inventory and medications stock
Operational and staff management including 4 Administrative Supervisor directs and 62 union and non-union associates, in compliance with HR policies for recruiting, training, performance approvals, and personnel logistics
Monitor operational and performance metrics, identifies and implements interventions to improve performance
Ensured EOC site compliance with a focus on Joint Commission regulatory standards
Participated with interdisciplinary Medical Group associates and leadership in PCMH and the Patient Satisfaction Committee to strategize and implement innovative methods to improve Press Ganey scores and benchmarks
Interim Administrative Director for 3 months during a transitional period and during time off/absence
Program Manager of Patient Navigation & Colon Cancer Prevention
Montefiore Medical Center
01.2009 - 01.2016
Increased colon cancer screenings up to 82% though improved operational systems, processes and policies supporting the program’s mission – these included creating and managing statistical & budget reporting, supervising business processes, establishing workflows to improve productivity in navigator services, and cultivating patient communications
Established site presentations for 23 directors and referring physicians; coordinated outreach efforts to promote colon cancer screenings at other Montefiore sites, due to the 35% increase in program referrals created by the original marketing effort
Migrated referrals in multiple systems into a paperless environment; for efficiency gains via improved electronic workflows
Partnered with Montefiore Care Management and Accountable Care Organization teams to develop algorithms and methods to outreach and coordinate care for 4,000+ patients; improved prevention and reduced emergency visits tied to colon cancer
Liaised with the Vice President, Department Administrator, and Nurse Manager to manage the entire program budget via SAP
Responsible for 14 full time employees, including both patient and nurse navigators
Developed strategic plans, setting clear objectives and achievable milestones for the team.
Education
MBA - Healthcare Management
MERCY COLLEGE
Dobbs Ferry, NY
08.2021
Skills
Strategic Management
Project management
Financial Management
Business development/workflows
Clinical Operations Management
Regulatory Risk Assessment
Statistical/Strategic Planning
Change Management
Operational leadership
Performance improvement
Performance metrics analysis
Team leadership
Oral and written fluency in Spanish
Key software knowledge: MS Office suite, Power BI, SAP, EPIC, Press Ganey, Kronos, Methode, AskResearch, Twiki, GenAI, Jive, Jira and more