Real Estate High School

LEGAL EXPERIENCE

Mellon Bank Corp / The Boston Company

Vice President & Counsel Boston MA (1996 -

1999)

Provided general corporate counsel assistance to the investment

management subsidiaries of Mellon Bank Corporation. Advised senior

officers concerning securities law regulatory matters, software

contracts, investment management agreements, marketing and advertising

matters, portfolio matters (including securitized transactions, novel

investments, and other transactional issues), ERISA, employment, and

fiduciary matters. Served as Corporate Secretary to the Boards of

Directors of several affiliates. Made presentations at Board meetings.

Negotiated transactions and drafted agreements to support the private

asset management division's provision of wholesale trust support

services. Developed and delivered training (live and through

videoconferences) to in-house client in multiple locations within the

United States and Europe. Managed outside counsel.

CIGNA Corporation

Associate Counsel Hartford CT (1988 -

1996)

Advised client base of in-house investment officers concerning

structural issues and investment risks applicable to, and negotiated

and drafted documents with respect to, a wide variety of investment

transactions including project finance, real estate mortgage

financing, securitized transactions, and traditional private

placements. Assessed the special requirements of domestic and

international deals in many industry segments, including retail,

manufacturing, financial services, broadcast and communications, oil

and gas, cogeneration, health care, transportation, and professional

services. Advocated company positions in issuer workout and

bankruptcy negotiations; drafted amendments and restructuring

agreements. Reorganized and improved the efficiency of legal staff

and investment officers by creating model documents including term

sheets, administrative and transaction checklists, UCC procedures

outlines, and model note purchase agreements. Managed dozens of

outside counsel.

Mass Mutual

Assistant Counsel Springfield MA (1983 -

1988)

Practiced securities, real estate, and investment law. Served as

officer of series mutual fund underlying variable annuity and variable

life separate accounts. Drafted SEC filings, Board and annual meeting

agendas, votes and presentations. Researched investment and tax law

issues, including legislative developments. Gained exposure to ERISA,

real estate, tax and corporate law matters.

OTHER PROFESSIONAL EXPERIENCE

Saint Luke church

Director of Religious Education McLean VA (2007-

2010)

Planned, implemented and managed all religious education programs for

this active parish, including:

Parish School of Religion (over 800 children and 125 teachers and

volunteers); High School Service Organization; Adult Faith Formation.

Managed a staff of three; counseled catechists, parents and students.

Made presentations at regional conferences for the training of new

teachers. Significant accomplishments include: student enrollment more

than doubled, initiated the Generations of Faith program in which over

500 parishioners participate at each of multiple events each year.

Created a new High School Service Organization, added additional adult

programs, formed a Religious Education Committee that met monthly,

instituted a program that includes social outreach at every grade level

and enhanced the existing outreach programs (including to the Fishing

School in Washington, DC).

Small Business Owner

Fitness Centers Fairfax County VA (2002-

present)

Following 1999 move from Boston to Metro DC area and decision to

suspend legal practice a few years in order to remain home with

children, purchased fitness center in McLean, expanded the operation,

and relocated it to more spacious quarters. Acquired, operated and

later sold fitness operations in Falls Church and Fairfax. Acquired

and operate locations in Chantilly and South Riding. Manage a

workforce of approximately 20 class managers, 4 childcare providers,

and 16 fitness instructors; negotiate leases; execute all tax

compliance and franchisee reporting.

EDUCATION

Boston University School of Law J.D. (1983)

Advisor & Co-Director - Moot Court Competition; International Law Moot

Court Team; BU Legal Aid; Judicial Clerk, U.S. District Court in New

Haven CT

University of Chicago M.A. (1981)

Behavioral Sciences; accelerated program

University of Chicago B.A. (1980)

Psychology major, Dean's List, accelerated program

PROFESSIONAL, CIVIC & COMMUNITY ACTIVITIES

Current

. McLean Chamber of Commerce

. Sunday School Teacher

Previous (selected)

. American Bar Association - Business Law Section

. American College of Investment Counsel - Member

. American Heart Association - Organizer of

fundraising and recognition events

. Hartford Public Schools - Tutor of inner city school

children

. Jazzercise instructor - Longmeadow & Sudbury MA,

Northern VA

. Local Access TV Station - Board Member

. School Committee - Longmeadow Public Schools - Vice

Chair

. Various charitable organizations - Fundraiser

BAR MEMBERSHIPS

. Massachusetts (1984)

. U.S. District Court in Massachusetts

(1987)

. U.S. Supreme Court (2005)

References available upon request.

Contact this candidate