Experience

Vedder Price

• United States
• Law Practice
• 500 - 600 Employee

• Attorney, Knowledge Management and Innovation

  • Nov 2023 - Present

  Chicago, Illinois, United States *Collaborate closely with the CEO and firm leadership to drive innovation and thought leadership, leveraging information and technology for maximum value and efficiency in the F&T practice group client services. * Transform traditional legal resources into dynamic, user friendly, and interactive tools that empower both attorneys and clients. * Modernize intranet and document management systems to transform the accessibility of critical information, making it a seamless and… Show more *Collaborate closely with the CEO and firm leadership to drive innovation and thought leadership, leveraging information and technology for maximum value and efficiency in the F&T practice group client services. * Transform traditional legal resources into dynamic, user friendly, and interactive tools that empower both attorneys and clients. * Modernize intranet and document management systems to transform the accessibility of critical information, making it a seamless and intuitive experience. * Develop and implement robust data collection and reporting processes, harnessing insights from transaction teams and documents. * Leverage advanced data analytics to analyze market trends and translate them into forward-thinking legal insights * Champion the integration of cutting-edge technologies and AI, focusing on enhancing the firm's operational efficiency and market competitiveness * Create, recommend, and implement state-of-the-art tools and resources and conduct training sessions to encourage efficiency and continuous improvement. Show less



Goodwin

• United States
• Law Practice
• 700 & Above Employee

• Associate

  • Jul 2021 - Nov 2023

  Chicago, Illinois, United States I am an associate in Goodwin's Private Equity and Technology Companies groups. I focus my practice on company and investor side merger and acquisition transactions, growth and venture capital investments, and the representation of both emerging and mature private companies. I represent private equity and venture capital firms, independent sponsors, startups, search fund entrepreneurs, family offices and public companies in various industries including consumer products, software… Show more I am an associate in Goodwin's Private Equity and Technology Companies groups. I focus my practice on company and investor side merger and acquisition transactions, growth and venture capital investments, and the representation of both emerging and mature private companies. I represent private equity and venture capital firms, independent sponsors, startups, search fund entrepreneurs, family offices and public companies in various industries including consumer products, software, technology, business services, and healthcare I am involved in a variety of transactions, including: - M&A transactions - Venture capital and angel round financing - Search fund formation and financing - Early-stage formation and strategy - Board composition and corporate governance - Other outside general counsel duties Show less



McGuireWoods LLP

• Law Practice
• 700 & Above Employee

• Associate | Member of Practice Innovation Office

  • Dec 2018 - Jul 2021

  Chicago, IL



ZipAppeal

• United States
• Financial Services

• Founder and CEO

  • Jan 2017 - Jul 2021

  Glenview, IL • Built an industry first SAAS product - led data scalability, web development, and design of savings algorithm • Utilized big data analytics, tableau, and machine learning to identify customers • Led Customer Aquisition Efforts; pursuing 20 different customer acquisition online/offline acquisition channels • Raised capital; created pitch deck on customer pain points/value, unfair advantage, competitive analysis, growth strategy, financials • Creating and… Show more • Built an industry first SAAS product - led data scalability, web development, and design of savings algorithm • Utilized big data analytics, tableau, and machine learning to identify customers • Led Customer Aquisition Efforts; pursuing 20 different customer acquisition online/offline acquisition channels • Raised capital; created pitch deck on customer pain points/value, unfair advantage, competitive analysis, growth strategy, financials • Creating and executing corporate strategy, marketing strategy, technology strategy • Recruited co-founders and hired developers, data scientists, freelancers Save hundreds on your property tax bill in 3 minutes or less with Zipappeal! We break down the hassle and convoluted property tax system into an easy to understand, and even easier to use, tool for lowering your property tax bill, saving you time and money without breaking the bank. ➢ Input your home address and find out if you are paying more than your fair share ➢ Process your filings through Zipappeal and never hassle with property taxes again ➢ Receive email alerts and status updates as your filings moves through the various stages ➢ Review annual savings reports to find how much you can save each year Show less



Form to Fund, LLC

• Founder and Managing Attorney

  • Oct 2014 - Jul 2021

  Chicago, IL Launched law firm and advisory practice focused on facilitating the formation, growth, health, and even the profitable exit of start-up firms and early-stage companies. Leverage financial background to prepare investor presentations, create proformas, and construct capitalization tables. Services include: ► Entity formation and restructuring ► Drafting of agreements (founder, shareholder, partnership, employment, NDA, non-compete, etc.) ► Documenting terms of use, privacy policies,… Show more Launched law firm and advisory practice focused on facilitating the formation, growth, health, and even the profitable exit of start-up firms and early-stage companies. Leverage financial background to prepare investor presentations, create proformas, and construct capitalization tables. Services include: ► Entity formation and restructuring ► Drafting of agreements (founder, shareholder, partnership, employment, NDA, non-compete, etc.) ► Documenting terms of use, privacy policies, customer and vendor contracts ► Filing of trademarks and provisional patents ► Securing angel and venture capital financing ► Positioning the company for profitable sale or exit ► Directing the due diligence review and acquisition process for M&A actions ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Highlights ✔ Facilitated investor engagement and presentation for a successful $2.5M bridge financing round ✔ Drafted agreements for a start-ups investment seed round of $900K ✔ Led entity formation and financing documentation for a high-tech mobile device start-ups $750K in seed financing Show less



DLA Piper

• United Kingdom
• Law Practice
• 700 & Above Employee

• Corporate Associate / Venture Pipeline

  • Jan 2011 - Oct 2014

  Chicago, IL Member of Venture Pipeline and Pro Bono practices in 2011. Named Corporate Associate in January 2012 focused on the following activities: ► Private equity sell-side transactions and due diligence ► Deal closing ► Advisory to emerging growth companies ► Entity formation, structuring, and financing ► Employment contracts and intellectual property assignment agreements ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Highlights ✔ Due diligence and disclosures for… Show more Member of Venture Pipeline and Pro Bono practices in 2011. Named Corporate Associate in January 2012 focused on the following activities: ► Private equity sell-side transactions and due diligence ► Deal closing ► Advisory to emerging growth companies ► Entity formation, structuring, and financing ► Employment contracts and intellectual property assignment agreements ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Highlights ✔ Due diligence and disclosures for $130M sale transaction of a start-up network solutions company to a national market leader ✔ Diligence, option ledger reconciliation, and disclosure schedules for sales of a Cloud technology company to a PE firm for $100M+ ✔ Sale of assets and property for the leading global oil and gas company for $2.4B ✔ Venture capital financing rounds (seed, series A, series B, series C) for various venture capital firm portfolio holdings ✔ Formation and corporate law support for emerging growth firms ✔ Venture capital fund formation and investment execution into multiple portfolio companies to the tune of $2.5M ✔ Term sheet, investor purchase agreement, and limited liability agreement for $950K investment by an investor group ✔ Stock purchase, escrow, and ancillary agreements for $1.3M acquisition of a Cloud-based IT asset management company ✔ Seed round financing and related agreements for automotive financing start-up Show less



Georgetown University Law Center

• United States
• Higher Education
• 700 & Above Employee

• Intern

  • 2009 - 2010

  Chicago, IL Outside Counsel for low-income housing cooperative. Drafted and implemented corporate policies. Facilitated compliance of HUD loan covenants. ✔ Analyzed qualification standing for grants and loans as part of the government’s green energy rehabilitation program



DLA Piper

• United Kingdom
• Law Practice
• 700 & Above Employee

• Summer Associate

  • 2009 - 2009



Sarbanes-Oxley Consultant

• Sarbanes-Oxley Consultant

  • Jun 2004 - Dec 2006

  various Managed engagements with public companies and partnerships with major consulting firms to perform Sarbanes-Oxley (SOX) reviews and audits. Planned and developed SOX compliance strategies and program methodology. Delivered on-site reviews and reported findings to executive teams. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Key Clients and Partners ✔ EY ✔ PwC ✔ Caremark ✔ Harris Bank ✔ ACCO Brands ✔ Allegheny Energy ✔ RR Donnelley



Chicago Cubs

• United States
• Spectator Sports
• 700 & Above Employee

• Staff Accountant

  • 2002 - 2003