Project and operations professional with more than 20 years of experience leading workstreams in regulated, asset intensive environments undergoing sustained operational, system, and organizational change. Strong focus on planning, execution, stakeholder coordination, and vendor oversight across complex, multi year initiatives. Experienced in risk management, documentation control, and performance tracking to support delivery discipline and operational stability. Bilingual English and Spanish professional supporting cross functional collaboration, issue resolution, and consistent outcomes during large scale transitions.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Technical Consultant, Recovery Programs
New York Life and Cigna Group Ins Company
Dallas, TX
01.2013 - 12.2025
Served as a senior execution lead supporting enterprise recovery programs operating under frequent regulatory, policy, and system change.
Planned, coordinated, and tracked recovery activities across LTD and STD portfolios, contributing to more than 105 million dollars in cumulative recoveries.
Managed vendor deliverables, timelines, and quality standards to ensure consistent execution and financial accuracy.
Aligned contract interpretation, documentation standards, and review processes with ERISA requirements and internal controls.
Developed and maintained performance and status reporting using Excel and Tableau to support leadership oversight and audit readiness.
Identified execution risks, downstream impacts, and dependency conflicts during process and system changes, escalating issues early.
Created procedures, templates, and job aids to support adoption of new workflows and reduce execution variance.
Coordinated with Legal, Compliance, Finance, Operations, and vendor partners to resolve escalations and mitigate financial exposure.
Supported audits through documentation readiness, validation processes, and follow-up tracking.
Monitored progress against recovery targets and communicated status updates to stakeholders.
Authored best practices documentation for use in new personnel onboarding processes.
Assessed business requirements to create focused solutions.
Case Manager III, Senior Appeal Specialist, Project Analyst
Cigna Group Insurance
Dallas
01.1995 - 01.2013
Managed complex claim and appeal portfolios while operating under evolving regulatory, policy, and system requirements.
Led structured appeal reviews and guided specialists on high-risk cases to maintain compliance with ERISA, ADA, HIPAA, and plan provisions.
Supported internal improvement initiatives through development of standardized documentation templates and review frameworks.
Coordinated with Medical, Legal, Vocational, and Operations partners to resolve complex issues and meet delivery timelines.
Trained and mentored staff during periods of operational change, improving consistency and reducing rework.
Provided execution guidance during policy and process updates to stabilize quality and outcomes.
Education
Post Graduate Program - Generative AI for Business Applications
Post Graduate Program in Generative AI for Business Applications, McCombs School of Business, The University of Texas at Austin, 12/31/26
Project Impact
Delivered more than 105 million dollars in cumulative financial recoveries through coordinated execution of long-duration recovery initiatives.
Sustained annual recovery growth from 4.7 million to 12.5 million while managing system migrations, workflow redesigns, and organizational restructuring.
Maintained operational continuity during the Cigna Group Insurance to New York Life transition by aligning legacy processes with new governance, documentation, and reporting standards.
Timeline
Technical Consultant, Recovery Programs
New York Life and Cigna Group Ins Company
01.2013 - 12.2025
Case Manager III, Senior Appeal Specialist, Project Analyst
Cigna Group Insurance
01.1995 - 01.2013
Post Graduate Program - Generative AI for Business Applications
Technical Consultant - Technical Coordinator at Palladium Global Party LimitedTechnical Consultant - Technical Coordinator at Palladium Global Party Limited