Experience

Lawtrades

• United States
• Internet Marketplace Platforms
• 1 - 100 Employee

• In-house Corporate Counsel

  • Feb 2022 - Present

  In-house corporate counsel for Justworks, Inc., (HR technology startup/Series E) and Cleo Labs, Inc., (healthcare technology startup/Series C). Negotiate and draft complex commercial agreements relating to SaaS services, data processing addendums for CCPA, CPRA, and GDPR, data use agreements, software subscription renewals, amendments to master service agreements, and professional services. Collaborate with Operations/Sales Teams to develop an online Terms and Conditions hyperlink and vendor guidelines. In-house corporate commercial counsel for Apple Bank, Vendor Management. Served as a point of contact for inbound/outbound commercial contracting issues. Advised internal business partners on identifying, managing, and communicating risks and opportunities in commercial transactions. Structured, drafted, and negotiated a wide range of commercial agreements including MSAs, SOWs for software licenses, SaaS agreements, VoIP, EULA, and consulting/professional services agreements. Collaborated with InfoSec Team regarding information security and data privacy addendums. Show less



UnitedAg

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Associate General Counsel

  • Aug 2020 - Oct 2021

  In-house healthcare counsel for large self-funded healthcare provider. Draft, review and negotiate master services agreements, pharmacy benefit manager contracts, statements of work, business associate agreements, confidentiality and employer service level agreements. Oversee and implement regulatory compliance issues for COBRA, Joint Notice, ARPA subsidy, MHPAEA, No Surprises Billing Act and Transparency in Coverage. Counsel Board of Trustees and Board of Directors on corporate governance issues. Manage DOL and Dept. of Insurance audits. Prepare response to legal disputes relating to Medicare issues, out-of-network claims and vendor terminations. Draft claims committee charter, plan member communications, HIPAA breach notices, plan amendments, summary of material modifications (SMM) and summary of benefit changes (SBCs). Research ERISA fiduciary and prohibited transaction issues. Manage property and casualty insurance policies. Show less



Axiom

• United States
• Law Practice
• 700 & Above Employee

• Counsel - ERISA, Employee Benefits and Tax

  • Nov 2019 - Aug 2020

  Assisted as in-house employee benefits counsel to Allianz Asset Management Financial Services. Negotiated vendor and data processing agreements for GDPR, HIPAA, the HITECH Act and ERISA issues. Structured health and welfare cafeteria WRAP plan documents for compliance with ERISA and HIPAA. Drafted summary plan descriptions for telehealth benefits, health reimbursement arrangement and employee assistance program. Provided ERISA litigation support. Assisted as in-house employee benefits counsel to Allianz Asset Management Financial Services. Negotiated vendor and data processing agreements for GDPR, HIPAA, the HITECH Act and ERISA issues. Structured health and welfare cafeteria WRAP plan documents for compliance with ERISA and HIPAA. Drafted summary plan descriptions for telehealth benefits, health reimbursement arrangement and employee assistance program. Provided ERISA litigation support.



Steptoe & Johnson LLP

• United States
• Law Practice
• 700 & Above Employee

• Attorney - Employee Benefits, ERISA & Tax

  • Mar 2001 - May 2019

  ERISA/Tax employee benefits. Drafted employee benefit plan documents, plan amendments, summary plan descriptions. Reviewed vendor agreements for employee benefit plans. Represented and negotiated on behalf of employee benefit plans before the IRS and DOL with regard to compliance issues and audits. Implemented high-risk pension plan asset reversion for overfunded pension plan. Prepared and managed EPCRS applications with the IRS. ERISA/Tax employee benefits. Drafted employee benefit plan documents, plan amendments, summary plan descriptions. Reviewed vendor agreements for employee benefit plans. Represented and negotiated on behalf of employee benefit plans before the IRS and DOL with regard to compliance issues and audits. Implemented high-risk pension plan asset reversion for overfunded pension plan. Prepared and managed EPCRS applications with the IRS.



Allen Matkins

• Los Angeles Area

• Attorney,

  • Nov 1999 - Mar 2001

  Associate. Associate.



PricewaterhouseCoopers

• Los Angeles

• Senior Consultant

  • Jun 1998 - Oct 1999

  Employee benefits tax consultant. Employee benefits tax consultant.



Deloitte & Touche LLP

• Los Angeles

• Senior Consultant

  • Jul 1997 - May 1998

  Employee benefits consultant. Employee benefits consultant.



U.S. Department of Labor, Employee Benefits Security Administration

• Los Angeles

• Investigator

  • Jun 1994 - Jul 1997

  Enforced Title I of ERISA, fiduciary provisions. Enforced Title I of ERISA, fiduciary provisions.