Experience

Eisen

• United States
• Software Development
• 1 - 100 Employee

• Operations Lead

  • Apr 2023 - Present

• Partnership Operations

  • 2022 - Present

  •Build and maintain Banking, Fintech, BaaS, and Vendor relationships.•Manage onboarding and operationalize partnerships.•Coordinate review and implement documentation including Service Agreements, Terms of Business, LOIs and NDAs.•Support customer onboarding and due diligence including KYC, KYB and various other compliance checks.



Two Sigma

• Professional Training and Coaching

• Vice President, Broker Management

  • Dec 2015 - 2022

  •Conduct onbording and maintenance of banking, custodial and brokerage relationships across multiple business lines including Asset Management, Market Making, Private Equity, Ventures, and Real Estate. •Negotiate and coordinate legal review of Terms of Business, Custody Agreements, Trade Execution Agreements related to digital assets, equity, and derivative trading, Electronic Access Agreements, NDAs and various other services agreements. • Develop and implement scalable corporate tools, processes, and best in class control functions. • Manage Know Your Customer deliverables and dissemination of Ultimate Beneficial Owner information. Show less



Weber Law Group LLP

• United States
• Law Practice
• 1 - 100 Employee

• Paralegal

  • 2013 - 2015

  • Draft legal documents and conduct extensive legal research. • Produce and submit applications for commercial projects. • Maintain calendar of appointments, closings, public hearings and board meetings; prepare attorney for client meetings. • Handle all phases of accounts payable: maintain daily case documentation with attorney hours to ensure proper billing to all accounts; submit pre-bills to partners for editing and mark-up; generate monthly billing reports. • Draft, proofread and edit all corporate correspondence. • Coordinate student internship program: develop semester schedule of placements to provide students with six-week rotations in various organizations; act as liaison between students and host companies. Show less