Experience

Bread

• United States
• Financial Services
• 100 - 200 Employee

• Senior Director, Managing Counsel & Corporate Secretary

  • Mar 2021 - Present

  Lead Regulatory/Governance attorney and Corporate Secretary for two boards of directors. Direct report to the Bank General Counsel. Leading a team in support of fintech integration, regulatory compliance, exams, governance, risk mitigation, safety/soundness, and corporate entity management. Alliance Data Card Services rebranded in 2022 to Bread Financial, an S&P MidCap 400 company offering Retail Credit Cards and Buy Now Pay Later (BNPL). Lead Regulatory/Governance attorney and Corporate Secretary for two boards of directors. Direct report to the Bank General Counsel. Leading a team in support of fintech integration, regulatory compliance, exams, governance, risk mitigation, safety/soundness, and corporate entity management. Alliance Data Card Services rebranded in 2022 to Bread Financial, an S&P MidCap 400 company offering Retail Credit Cards and Buy Now Pay Later (BNPL).



USAA

• United States
• Financial Services
• 700 & Above Employee

• Executive Attorney/Bank Counsel

  • Jul 2011 - Mar 2021

  Team lead and manager with primary responsibility for Board of Director/Governance, Credit Cards, Debt Collection, Operations, Regulatory Compliance, Strategy, Privacy, and Sales & Servicing. Direct report of the Bank General Counsel. -VP, Bank Counsel (2017-2021) -AVP, Bank Counsel (2011-2016) Team lead and manager with primary responsibility for Board of Director/Governance, Credit Cards, Debt Collection, Operations, Regulatory Compliance, Strategy, Privacy, and Sales & Servicing. Direct report of the Bank General Counsel. -VP, Bank Counsel (2017-2021) -AVP, Bank Counsel (2011-2016)



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Vice President, Legal

  • 2004 - 2011

  -SVP, 2010: Head attorney for the Credit Card Law Department, managing the team of attorneys, and advisor to the President and senior business staff. Review and edit 10-K and 10-Q filings, as well as Board interaction. -Associate General Counsel, 2007-2010: Cards, regulatory, privacy, marketing, compliance, contracts and private label merchant programs. -Senior Counsel, 2004-2006. -SVP, 2010: Head attorney for the Credit Card Law Department, managing the team of attorneys, and advisor to the President and senior business staff. Review and edit 10-K and 10-Q filings, as well as Board interaction. -Associate General Counsel, 2007-2010: Cards, regulatory, privacy, marketing, compliance, contracts and private label merchant programs. -Senior Counsel, 2004-2006.



Dell Technologies

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Associate Counsel

  • Nov 2000 - Aug 2004

  Contract negotiatons, privacy, new products, and consumer credit & finance. Primary in-house litigation attorney, as well. Contract negotiatons, privacy, new products, and consumer credit & finance. Primary in-house litigation attorney, as well.



Thornton & Summers, LC

• Austin, Texas Area

• Associate

  • 1997 - 2000

  Litigation, trial experience, depositions, mediations, breach of contract, product liability, mass torts, personal injury, insurance, hearings, motions and discovery. Litigation, trial experience, depositions, mediations, breach of contract, product liability, mass torts, personal injury, insurance, hearings, motions and discovery.