Partner, Technology Transactions

• Jun 2021 - Present

Technology and commercial transactions attorney for startup and high growth companies. Provide counsel on legal strategy, risk mitigation, structuring and negotiating technology and commercial transaction contracts, including but not limited to SaaS, Licensing, Services, Referral, Development, Consulting, and Data Protection agreements, website Terms of Use, Terms of Service, Terms of Sale, Privacy Policies, and web disclaimers. Provide counsel on regulatory and data privacy compliance, including HIPAA, GDPR, and CCPA/CPRA. • Worked with companies at all different stages, from private startups to billion dollar and publicly traded companies. • Experience in a variety of industries, including but not limited to FinTech, AdTech, marketing, health, retail, real estate, accounting, esports, metaverse, and pharmaceutical. • Commended for quick turnaround and a practical, business-minded approach to meeting clients’ legal needs. Show less

General Counsel, VP of Finance and Administration

• May 2017 - Jun 2021

Hired by IT services provider to healthcare industry as Project Manager and In-House Counsel. Rapidly identified and resolved key business challenges; promoted to manage compliance and risk management operations, then to oversee all finance, accounting, HR, legal, and compliance functions. Automated company systems, enhanced compliance and efficiencies, increased revenue. • Transformed financial model to boost revenues, cut costs, and drive profitability, redirecting $MM in revenue back to company, capturing outstanding payments, and achieving budget compliance. • Created new contract management system and process that substantially cut contract review time and achieved full HIPAA compliance. • Assumed project leadership for creating patient data quality management solution for highly regulated medical device, passing all audits, and enabling device launch. • Developed effective, division-relevant KPIs to ensure alignment with services provided and enable real-world performance measurement. Show less

Security, Compliance, and Systems Officer / Attorney / Director of Operations

• Apr 2013 - May 2017

Recruited as Social Security lawyer, quickly promoted to Director of Operations for US Advocates managing the Social Security Department, then to manage the operations, systems, security, and compliance for all departments for Schwartzpafel Lawyers and US Advocates with focus on restructuring key processes to regain efficiencies and profitability. Made Chair of Law and Technology Group. • Turned around Social Security Department with improved processes, enhanced staff incentives, and effective monitoring to make substantial transformation in profits. • Led critical technology program to transform decades of paper files into automated data management system, integrating numerous separate software platforms, significantly reducing costs, and improving productivity and security. • Transformed mail processing by creating centralized and automated mail handling system with clearly defined workflows to significantly slash mail scanning and processing delays and at lower cost than outsourced solutions. • Eliminated data and ransomware attacks, and significantly reduced cybersecurity vulnerability through complete analysis, data security best practices, and better staff training, achieving HIPAA compliance. Show less

Attorney Advocate

• Dec 2010 - Apr 2013

Hired by national advocacy firm to represent Social Security Disability clients, including reviewing cases, writing briefs, and representation in Social Security Disability administrative hearings. • Commended in judge's ruling for thorough grasp of record, applicable law, case's strengths and weaknesses, and ability to capitalize on case strengths to obtain best result for client. • Achieved one of highest case win ratio in firm while complying with strict Social Security Administration regulations and case requirements. Show less

Legal Researcher and Assistant (Independent Contractor)

• Aug 2010 - Dec 2010

Business and Legal Intern

• Jun 2008 - Jul 2008

Graduate Legal Assistant

• Jan 2008 - May 2008

Logistics Analyst

• Oct 2004 - Jul 2006