We focus on relationships not transactions

Puma Management Group

Led by James Casale, a seasoned and accomplished businessman in the lien management industry, James produces positive results with his extensive expertise and track record of success.

We Exist to Serve our Clients

At every stage of our company, we ask the question – are we creating value for our clients?  For us to survive – and thrive – we must be able to answer that question in a positive way in everything we do. 

We
Listen

We continuously seek feedback from our clients to help improve our support for their goals.  We want to understand their goals and challenges and find ways to increase our service levels and value.  

We
Respond

We take client feedback and build it back into our business processes, as part of our effort of continuous improvement We encourage complete transparency in our client relationships and consistent two way communication.  

We
Empower

Each member of our team holds the additional title of ‘Client Services Advocate.’ Each team member is empowered to take the initiative to provide excellent service and solve problems for our clients – they don’t need permission  

We
Strive

Our approach to achieving total service excellence is a neverending processThere is always room to improve and create more value for our clients and in turn enable our long-term success.

The People Behind our Success

James Casale

President

James is a dynamic business leader that has experienced success in both corporate and entrepreneurial environments. He has designed, led and executed marketing, business development and business process improvement projects for companies including American Express, HSN and several health care enterprises. James has a special interest in the disciplines of marketing, sales, total quality and service excellence. James earned a Bachelor of Arts degree from The University of South Florida, an MBA from New York University and is a former U.S. Army Reserve Combat Arms officer. He is the proud father of two young adults.

James founded and currently leads Puma Management Group, a firm that provides high value finance and operations services to medical providers and health care leaders. Business philosophy: we exist to serve our clients. He also founded and leads Puma Service Solutions, a company providing multi-language operational services to health care providers.

James has been involved for many years in youth soccer administration, coaching and officiating, and can kick the ball around a bit too. 

Gracia Maria Landaverde

Operations Manager

As Operations Manager, Gracia directs the support services for our clients and internal company functions.  She coordinates directly with medical providers and attorneys and supervises the company operations team to ensure Puma Management maintains the highest  levels of service excellence for our clients.   

Gracia previously served as a personal injury paralegal at a successful law firm, handling client intake, communication, medical services and legal processes and filings. She has also supported law firms with specialized marketing projects.  

Gracia earned a Bachelors Degree in Business from Nevada State College.  She is fully bilingual in English and Spanish. 

Haryan Segura Diaz

Operations Specialist

As Operations Specialist, Haryan directly supports our clients and associates with critical communication and processes, including underwriting, collections and client service.   

Haryan possesses 10+ years of experience in client servicing, administration and inside sales.  She has worked with multiple companies in the U.S in the health care and athletic industries. 

Haryan earned a Bachelors Degree in International Business and holds certificates in Digital Marketing.   She speaks fluent English and Spanish.  

Sanket Patel

Director IT

Sanket led the development of our proprietary Puma TRAX Lien Management System and manages ongoing maintenance and new versioning of the platform. He also manages web development and digital architecture for the firm.

Sanket has 10+ years of professional experience in developing and managing IT properties and operations. Specific experience includes working with Network Devices, Windows and Linux applications, Amazon Web Services (AWS), Microsoft Azure and network and web security platforms. He holds certifications in AWS and Microsoft solutions.

Angie Rivera

Operations specialist

As Finance Specialist, Angie supports our clients with financial transaction processes, documentation and related services.  She also conducts financial and accounting activities for the company. 

Angie earned a degree in Engineering and has 4 years of experience in business finance and operations. She is fluent in English and Spanish.

Carlos Flores

Marketing Director

Carlos serves as the Director of Marketing for Puma Management, providing strategic and functional leadership for all marketing programs for the company and the marketing initiatives for our clients. Carlos has worked with clients including Coca-Cola, the Miss Universe Pageant, Banco Popular, Merck, Starbucks, and many others.

Carlos was formerly the co-owner and Vice President of Operations of the Hispanic Yellow Pages; where he was responsible for the production and distribution of millions of directories in the US and leading major promotional programs in major Hispanic markets.

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