General Counsel

• Nov 2022 - Present

Deputy General Counsel & Privacy Officer

• Aug 2020 - Nov 2022

Managed commercial contracting, privacy, and legal operations functions within a high growth technology start-up serving the compliance and data management needs of customers in highly regulated industries. • Directed a team of commercial attorneys dedicated to enabling business growth, including driving in over $100MM in recurring revenue. • Partnered with Human Resources on employment matters, including improvements to applicable policies, templates, technology, processes and procedures. • Innovated the operations and processes of OwnBackup’s legal department to maximize efficiency and effectiveness. • Served as Data Protection Officer (DPO) and privacy counsel, developing our global data protection strategy. • Drove legal support for the implementation and development of new products and services. • Advised business stakeholders on legal issues, often creating creative solutions to balance risk versus reward. Show less

Managing Director / Chief Privacy Officer

• Sep 2015 - 2020

Managed United States based legal practice focused on helping clients develop processes and technologies to address an evolving legal landscape. Our primary focuses are on Data Protection and Privacy. • Contracted to oversee Data Privacy for Global New Payments Platforms ("NPP") business at Mastercard. • Provided subject matter expertise to law departments, helping to develop frameworks and processes to ensure operational compliance with organizational objectives. • Negotiated complex inbound and outbound agreements, including those for involving FinTech, Blockchain, Cross Border Payment platforms. • Oversaw the execution of Binding Corporate Rules (BCRs) applications to support European data privacy compliance initiatives. • Lead client efforts to implement processes and systems to address legal billing, matter, case, and document management. • Implemented Data Subject Access Request (DSAR) processes, including developing response workflows, training agents, and serving as escalation point. • Developed educational curricula to support employee adoption of data privacy best practices and ensure compliance. • Implemented processes around the use of Personal Data, including data transfer, breach response, and data subject request handling. • Assisted clients in the implementation of “Privacy by Design” based development approaches. • Managed development of processes and technologies to address data privacy regulations (HIPAA/HITECH, CCPA, PIPEDA, GDPR and Directive 95/46/EC). • Worked to implement Personal Data de-identification strategies through pseudonymization, anonymization, and aggregation. • Oversaw the the completion of Privacy Impact Assessments (PIAs/DPIAs), data mapping/inventory process, and Records of Processing Activities (ROPs) maintenance using the OneTrust platform. Show less

Vice President / Associate General Counsel, Product & Privacy

• Dec 2010 - Nov 2015

Responsible for overseeing internal legal operations and technology including overseeing data privacy/protection, compliance, eDiscovery, and information governance within HP Software group. • Served as product counsel for HP Software’s solutions portfolio, acting as primary legal resource for product/engineering teams. • Functioned as management overlay working across legal/compliance, HR, Audit, and business groups to ensure alignment between those groups and HP’s legal/compliance goals. • Oversaw data inventory procedures in order to comply with EU data privacy rules, including coordination of Safe Harbor (now Privacy Shield) self-certification and Binding Corporate Rules (BCR) application. • Lead a team of attorneys and technologists to develop defensible data management processes to address Data/Records Retention, Regulatory Compliance, and Litigation Responses. • Negotiated complex licensing agreements for SaaS transactions with respect to HIPAA/HITECH and GDPR implications. • Provided support for a high volume of licensing agreements, data processing addendums (DPAs), sales contracts, and services agreements. • Oversaw HP Software’s portfolio of litigation coordinating outside vendor selection, budgetary planning, and accrual. • Managed participation in U.S. Department of Commerce Safe Harbor (Prior to EU - US Privacy Shield) program for EU data transfers. • Initiated executive sponsorship for critical initiatives & projects around legal technology, process improvement, and reporting. • Served as single point of contact for customer and regulator inquiries around HP Software’s privacy policies and processes. • Delivered thought leadership with analysts and industry groups including The Association of Corporate Counsel, Gartner, Forrester, 451 Research, The Sedona Conference, IAPP, ARMA, and the EDRM. Show less

Director of Compliance and eDiscovery Counsel

• Dec 2007 - Dec 2010

Provided legal support for cutting edge start-up including overseeing the professional services group, tasked with delivering eDiscovery & Compliance consulting, implementation, training, certification, and data analytics services to fortune 500 corporations and AMLAW 100 firms. • Established partner relationships in order to ensure that our channel partners to could be successful and compliant with our core values and policies. • Developed best practices around the use of legal technology in making the legal department more efficient. • Drafted and negotiated services agreements in order to solutions implementation and scoping. • Worked to define and monitor adherence to service level agreements (SLA’s) in support of solutions delivery. • Directed services delivery in all international markets often advising on regional data privacy issues. • Envisioned and implemented Clearwell University, our global training, certification, and enablement program for attorneys and compliance professionals Show less

Practice Manager, Legal Services

• Jul 2005 - Dec 2007

Managed legal and compliance consulting engagements with a team spread across North America, EMEA, and Asia-Pacific. Client engagements focused on compliance and review management support across multiple industry verticals. • Oversaw account teams to ensure professional services, project management, operations, and development staff were aligned around the client’s business objectives. • Lead sales initiatives to increase revenues to nearly $30 million dollars in one year. • Responsible coordinating overall business unit integration of Amici into Xerox. • Managed and trained attorneys on litigation and regulatory review projects. • Coordinated review and productions efforts for large multi-district pharmaceutical litigation. • Provided executive level sponsorship and project oversight for the largest litigation ever recorded (at that time). Show less

Legal Operations Manager

• Apr 2002 - Jul 2005

Oversaw legal & compliance operations for a $4 billion dollar profit center including, information governance, records & policy compliance, regulatory filing, policy audit, and overall budgetary management.• Facilitated the collection and processing of paper and ESI materials in anticipation of litigation.• Developed policies around client information-sharing practices and opt-out procedures in order to comply with Gramm-Leach-Bliley Act.• Supervised development and prioritization of business process and technology improvement initiatives.• Served as representative for litigation and regulatory inquiries on IT systems (analogous to a 30(b)(6) witness)• Created Key Performance Indicators (KPIs) for the evaluation of the effectiveness of our external counsel spend.• Participated in shaping firm's strategic operational and information technology direction. Show less

Manager, Business Analytics & Data Science

• Jun 1999 - Apr 2002

Responsible for managing a team of analysts tasked with modeling business data for Sales, Marketing, and OFAC Compliance across AIG’s Global Companies.• Oversaw the implementation of a data warehouse consolidating policy, finance, and operational data globally.• Supervised a team of data scientists in implementing predictive modeling to drive growth and reduce fraud. • Served as liaison with external data providers, including Dunn & Bradstreet, Hoovers, and The FRBNY. • Enabled FCPA & OFAC monitoring and compliance education program. Show less

Major Gifts Officer

• 1998 - 1999

Managed corporate and major donor portfolio of over 100 prospects, rated for gifts of $10K and up. • Hired as one of first MGO’s for a brand new development initiative. • Lead the negotiation and solicitation of philanthropic investments of $10K up to $1 million. • Developed inaugural fundraising event securing contributions of over $200K. • Developed and maintained prospect pipeline to support development for targeted programs. • Increased collaboration among team members to engage potential donors through every interaction. Show less

IT Manager

• 1996 - 1998

• Managed in-house technical support and helpdesk operations. • Created business plans for the development of new product offerings. • Facilitated client network infrastructure implementations. • Gathered business requirements for systems development projects. • Worked with the business to develop three year strategic IT plan. • Responsible for the design and development firm's web presence. • Managed in-house technical support and helpdesk operations. • Created business plans for the development of new product offerings. • Facilitated client network infrastructure implementations. • Gathered business requirements for systems development projects. • Worked with the business to develop three year strategic IT plan. • Responsible for the design and development firm's web presence.

Senior Network Administrator

• 1994 - 1996

• Managed daily operations of Novell network including desktop and server maintenance and implementation. • Created technology training initiatives for internal business users. • Maintained point of sale (POS) hardware for 150+ stores, including terminal based transaction. • Managed daily operations of Novell network including desktop and server maintenance and implementation. • Created technology training initiatives for internal business users. • Maintained point of sale (POS) hardware for 150+ stores, including terminal based transaction.