Experience

Foreside

• United States
• Financial Services
• 1 - 100 Employee

• Senior Director

  • Jan 2021 - Present

  We work with and advise fund and advisor clients and service partners to engage with financial intermediaries regarding distribution and distribution-related services.

• Senior Counsel

  • Mar 2012 - Present

  On 3/31/20, Foreside Financial Group acquired Quasar Distributors from U.S. Bank, and all Quasar employees became Foreside employees. As senior counsel, I primarily work with business lines engaging with clients to provide services relating to fund distribution (including, for example, BD consulting, IA consulting, and NSCC servicing).



Quasar Distributors, LLC, a US Bancorp subsidiary

• Vice President

  • 2016 - Mar 2020

  Draft, review, and negotiate distribution, selling, confidentiality, and other agreements with clients, brokers, banks, trusts, and other parties, with the ultimate goal of helping Quasar provide superior service to our 150+ fund clients to enable them to succeed in a highly competitive environment.

• AVP

  • 2015 - 2016

• Attorney

  • 2012 - 2015



Carroll University

• United States
• Higher Education
• 500 - 600 Employee

• Director of Planned Giving

  • 2008 - 2012

  • Oversaw and managed the John Adams Savage Society (“JASS”), CU’s legacy society, and the relationships with the 464 JASS members; and met with JASS prospects. • Managed CU’s planned giving program, coordinating with third parties (attorneys, trustees, financial institutions, etc.) regarding the administration of gifts made through bequests, trusts, charitable gift annuities, and other planned giving vehicles. • Prepared written materials – including correspondence, gift proposals, solicitation materials and donor stories/articles (amongst other things) to market the planned giving program and promote the concept of planned giving. • Kept apprised of developments with regards to planned giving, and provided relevant information to colleagues and constituents. • Solicited major and annual gifts from a portfolio of major gift prospects. Show less



von Briesen & Roper, s.c.

• United States
• Legal Services
• 200 - 300 Employee

• Shareholder

  • 2007 - 2008

  • Advised clients in relation to general legal and business advice, M&A activities, international and domestic banking, real estate, securities, and immigration matters. • Drafted, reviewed, and negotiated legal documentation at behest of clients. • Advised clients in relation to general legal and business advice, M&A activities, international and domestic banking, real estate, securities, and immigration matters. • Drafted, reviewed, and negotiated legal documentation at behest of clients.



White & Case LLP

• United States
• Law Practice
• 700 & Above Employee

• Finance Lawyer

  • 2002 - 2006

  • Represented leading banks across a wide range of banking products (including senior and mezzanine acquisition finance, leveraged finance, structured finance, investment-grade loans, restructurings and workouts) by drafting, reviewing and negotiating documentation and supervising mid-level and junior associates. • Completed a 9-month secondment to the firm’s Frankfurt office and a 7-month secondment to the alternative investment team at Deutsche Bank’s asset management subsidiaries, Deutsch Asset Management and DWS Investments in Frankfurt. I drafted the business plans and helped the group win approval of two new business groups (one in Germany and one in New York) and created a structure that received provisional approval from German financial regulators (BaFin), which would have allowed hedge funds and mutual funds to invest in syndicated loans for the first time anywhere in Europe. Show less



Norton Rose Fulbright

• United Kingdom
• Law Practice
• 700 & Above Employee

• US Corporate Finance Lawyer

  • 2000 - 2001

  • Conducted due diligence and drafted offering circulars in relation to securities transactions. • Managed banking transactions, by drafting, reviewing and negotiating documentation. • Conducted due diligence and drafted offering circulars in relation to securities transactions. • Managed banking transactions, by drafting, reviewing and negotiating documentation.



Clifford Chance

• United Kingdom
• Legal Services
• 700 & Above Employee

• UK Banking Lawyer

  • 1998 - 2000

  • Assisted partners in drafting documentation (such as senior facilities, mezzanine facilities, intercreditor agreements, and security documents), attending negotiations and coordinating foreign counsel. • Closed cross-border, syndicated acquisition finance deals ranging in size from $40 million to €6.2 billion. • Assisted partners in drafting documentation (such as senior facilities, mezzanine facilities, intercreditor agreements, and security documents), attending negotiations and coordinating foreign counsel. • Closed cross-border, syndicated acquisition finance deals ranging in size from $40 million to €6.2 billion.