Bio
Experience
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Cleveland, Waters and Bass, P.A.
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Concord, New Hampshire, United States
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Associate Attorney
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Jun 2021 - Present
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Concord, New Hampshire, United States
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Smith-Weiss Shepard & Spony, P.C.
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Nashua, NH
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Attorney
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Nov 2015 - Jun 2021
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Nashua, NH
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Baker Hughes
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Houston, Texas Area
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Law Clerk, Compliance/Labor & Employment Division
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Mar 2014 - May 2015
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Houston, Texas Area
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Harris County Attorney's Office
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Houston, Texas Area
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Legal Intern, Public Law Division
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Jul 2013 - Aug 2013
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Houston, Texas Area
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University of Houston - Office of the General Counsel
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Houston, Texas Area
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Legal Intern
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May 2013 - Jun 2013
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Houston, Texas Area
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Banking
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1 - 100 Employee
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Vice President, Business Unit Compliance Officer, Commercial Banking Group
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Jan 2010 - Feb 2013
- Oversaw regulatory compliance for the commercial banking division, including compliance with Reg B, Reg Z, Flood & CRA.- Acted as project manager for several articles contained in an OCC Consent Order, including drafting the program response, re-writing policy, procedures and forms, and training staff on the policy and procedural updates.- Worked with IT specialists to develop databases to allow effective management of certain credit and compliance processes.- Functioned as the Internal Controls Coordinator for the commercial banking division, testing Sarbanes-Oxley controls and working with Risk Management to ensure effective controls were in place.
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Assistant Vice President, Loan Analyst/Liaison, Commercial & Wealth Management
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Jan 2009 - Dec 2009
- Trained in commercial credit analysis, including spreading and analyzing business and personal financial statements and tax returns. Assisted with preparation of credit authorizations, periodic reviews and ongoing covenant compliance testing.- Acted as loan liaison between the commercial banking division’s Los Angeles Metro group and Loan Services, facilitating interactions to ensure a smooth process.- Oversaw compliance responsibilities for the Los Angeles Metro group, including Reg B, Reg Z, flood & CRA. This included training staff as needed.
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Loan Documentation Supervisor
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Sep 2005 - Dec 2008
- Supervised team of 10 employees in the preparation of loan documentation for commercial and consumer loans.- Partnered extensively with legal counsel on projects to improve documentation or on complex requests.- Possess detailed knowledge and familiarity with LaserPro and Medici documentation systems, including setting up products and policy in each.
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Education
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2012 - 2015University of Houston Law Center
J.D., May 2015, cum laude -
1998 - 2002UC Santa Barbara
B.A., Business Economics & Psychology
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