Experience

Foresight® BoardOps

• United States
• Software Development
• 1 - 100 Employee

• Chairman & CEO

  • Mar 2017 - Present

  CGP offers Foresight, a cloud-based solution for planning, operating and analyzing the work of public company boards of directors. It helps eliminate regulatory surprises, provides benchmarking tools, and elevates a board's true priorities, with targeted information and analytics. www.corpgovpartners.com. CGP offers Foresight, a cloud-based solution for planning, operating and analyzing the work of public company boards of directors. It helps eliminate regulatory surprises, provides benchmarking tools, and elevates a board's true priorities, with targeted information and analytics. www.corpgovpartners.com.



Orchard Equity, Inc.

• Chairman

  • Apr 2008 - Present

  Chairman 2008-present Principal 2003-2005 Orchard Equity specializes in analysis of, and investment in, financial and legal services, particularly new methods of delivery and measurement. I have also advised CEOs and General Counsel regarding legal standards, management skills, techniques and measurements relating to corporate governance, securities disclosure, litigation, human resources, regulatory requirements, government affairs and internal client relations. Chairman 2008-present Principal 2003-2005 Orchard Equity specializes in analysis of, and investment in, financial and legal services, particularly new methods of delivery and measurement. I have also advised CEOs and General Counsel regarding legal standards, management skills, techniques and measurements relating to corporate governance, securities disclosure, litigation, human resources, regulatory requirements, government affairs and internal client relations.



Winston & Strawn LLP

• United States
• Law Practice
• 700 & Above Employee

• Of Counsel

  • 2008 - 2010

  Focused on corporate, banking, insurance and reinsurance matters. Focused on corporate, banking, insurance and reinsurance matters.



Unum

• United States
• Insurance
• 700 & Above Employee

• Executive Vice President & General Counsel

  • 2005 - 2008

  Unum Group (NYSE: UNM) is a Fortune 250 insurance company with over 80 attorneys in-house, over 10,000 employees, and a network of over 80,000 brokers and agents. Unum had over $10 billion in annual revenue and assets of $42 billion. Policies covered 40% of the Fortune 500, and over 25 million people. My team and I led a turnaround in the company’s relations with state and federal regulators, and realigned legal services to better match the company structure and goals. Subject matters: securities disclosure, corporate and board governance, proxy statements and annual shareholder meetings, board recruiting, activist shareholders, executive compensation, compliance, U.K. and U.S. regulatory affairs, government relations, privacy, ethics, intellectual property (trademark, copyright and patents), capital projects, internal and external government investigations. I also supervised compliance, government affairs, internal audit and the insurance fraud investigation unit. For over a year, I supervised human resources (90 employees), facilities and real estate (300 employees).



Bank One Corporation

• Executive Offices
• 1 - 100 Employee

• Deputy General Counsel

  • Mar 2001 - Sep 2003

  Bank One Corporation (now JPMorgan Chase & Co.) was the sixth largest US bank. The retail unit had 32,000 employees, income of $6.2 billion, and assets of $71 billion. There, I led 24 lawyers who advised the bank’s largest line of business -- retail banking -- and the company's information technology group. Subject matters: mortgage lending, auto lending and leasing, internet banking, small business lending/banking, student loans, privacy, human resources, and regulatory affairs. We worked extensively with the bank’s federal regulators -- OCC, FDIC, and the Federal Reserve.