Functional Skills
Project Management
Financial Management
Benefits Management
Post-Merger Integration
Healthcare Analytics
Financial Modeling
Forecasting / Projections
Strategic Planning
Certifications
FSAFellow of the Society of Actuaries
MAAAMember of the American Academy of Actuaries
Sector Experience
Financial Services
Healthcare
Real Estate
Languages
English
Spanish
Notable Clients
Bank of New York Mellon
Chanel
Morgan Stanley
Northwell Health
Thomson Reuters
Experience
CROSBY&MILLAN
Start-Up
Director
4/2023 - Present
• Founded and led a consultancy supporting American clients relocating to Spain
• Built a professional services network across real estate, legal, healthcare, and financial domains
• Published market insights and presented at international real estate forums
• Built a professional services network across real estate, legal, healthcare, and financial domains
• Published market insights and presented at international real estate forums
Aon
Management Consulting
Vice President, Health & Group Benefits
1/2012 - 4/2023
STRATEGY & PROGRAM DESIGN
• Led client teams with budgets up to $800M, overseeing project management and financials
• Devised health and wellness strategies to align with client goals, strengthen competitiveness, and comply with various regulatory frameworks
• Evaluated value-based care strategies and chronic condition programs to guide benefit design and reduce total cost of care
• Developed and presented strategy reports and performance dashboards for senior stakeholders
• Oversaw the annual development of Aon's benefits survey for health system clients
VENDOR & FINANCIAL MANAGEMENT
• Negotiated carrier renewals, analyzed network changes, and managed finalist meetings
• Negotiated financial terms and ROI guarantees with vendors
INTERNAL LEADERSHIP
• Co-led Aon’s national actuarial healthcare vertical, defining best practices and developing resources for health system consulting teams
• Led performance reviews and development planning for the actuarial team
• Led client teams with budgets up to $800M, overseeing project management and financials
• Devised health and wellness strategies to align with client goals, strengthen competitiveness, and comply with various regulatory frameworks
• Evaluated value-based care strategies and chronic condition programs to guide benefit design and reduce total cost of care
• Developed and presented strategy reports and performance dashboards for senior stakeholders
• Oversaw the annual development of Aon's benefits survey for health system clients
VENDOR & FINANCIAL MANAGEMENT
• Negotiated carrier renewals, analyzed network changes, and managed finalist meetings
• Negotiated financial terms and ROI guarantees with vendors
INTERNAL LEADERSHIP
• Co-led Aon’s national actuarial healthcare vertical, defining best practices and developing resources for health system consulting teams
• Led performance reviews and development planning for the actuarial team