Technology Transactions Contracts Licensing Outsourcing SAAS

TECHNOLOGY & COMMERCIAL TRANSACTIONS COUNSEL

Corporate Law Technology Transactions Contracts Licensing Intellectual Property Privacy Internet Procurement Legal Issues Mobile Apps Management Business Process Outsourcing Compliance Strategy Software Licensing Contract Negotiations & Management Telecommunications Strategy Contract Management Supply Chain Ecommerce Privacy SAAS Enterprise Software Vendor Management Trade Secrets Due Diligence SLAs Corporate Transactions Procurement Risk Management Data Security Sales Contracts Startups Channel Partners Reseller/VAR Strategic Partnership Sourcing Supply Chain Strategic Alliances Social Media Channel Partners Private Label Social Media Risk Management Professional Services Hardware Legal Writing & Research

PROFESSIONAL CAREER

SUNEDISON, INC., SF Bay Area 2014-Present

Largest Renewable Energy Company in the US.

CORPORATE COUNSEL (Placed by Addecco)

Served as a primary legal contact and support for SunEdison Sourcing Division. Drafted, reviewed and revised complex, enterprise-wide IT/IP and E-commerce Transactional agreements such as Hardware/Software Licensing, Outsourcing, IT/IP, Supply Chain, Professional Services, Consulting, Joint Venture, Advertising/Marketing (print/online).

iGATE TECHNOLOGIES INC., SF Bay Area 2013-2014

Global leader in integrated end-to-end off-shore centric IT and IT enabled business processing outsourcing solutions and services.

CORPORATE COUNSEL (Placed by Robert Half Legal)

Enterprise wide support to all iGATE’s business units. Additional duties include: (i) the championing of contract policies and procedures including the revision, improvement, and the creation of contract templates and playbooks; (ii) the coordination with other cross-functional business teams (e.g., IT, Sales, Finance, Operations, Human Resources and Risk Management) to develop and conduct training for personnel regarding business standards, contracts, proprietary information, and risk management.

Selected Accomplishments

Lead departmental team developing new, and revising existing U.S. sales agreement templates, including but not limited to, Business Process Outsourcing Agreement, Master Services Agreement, Strategic Alliance Agreement, Teaming Agreement, Subcontractor (outbound and inbound versions) and various other IT Services Agreement.

Negotiated multi-million dollar, multi-year BPO Agreement with major medical device company.

INFOSTRETCH CORPORATION -- Santa Clara, California 2012-2013

Leading global provider of SAAS-based testing management software and mobile app development.

SENIOR LEGAL COUNSEL (Contract)

Advised Chief Executive Officer and Senior Management, business unit leader and product managers in fast-paced environment with dynamic priorities on a broad range of legal, business, compliance and strategic issues, including those related to intellectual property protection, licensing and regulatory compliance. Provide legal support and guidance to offshore development organization. Managed all contracts and legal affairs of InfoStretch, including all of its divisions and subsidiaries worldwide. Counsel multiple business units on enforceability of contracts and assessment of risk. Lead legal aspects of on intellectual property matters, such as in-bound and out-bound technology, channel partner agreements, content licensing for inclusion or use in product development, outbound or public/customer facing websites. Identified and counseled development team regarding the mitigation of legal risks relating to software design and development. Provided legal training to employees through trainings, presentations, one-on-one guidance, etc.

Selected Accomplishments:

Total revamp of entire suite of customer facing technology agreements which include: Business Partner/Channel Agreement. Software License Agreement, IT Consulting Agreement, SAAS/Cloud/ASP Agreement, Hosting Agreement, Mobile App Development Agreement, Reseller/Referal Agreement, and NDA.

Development of various internal policies and procedures, review and revamp of certain HR policies and HR Procedures Manual

AAA (N. CA, NV & UT INSURANCE EXCHANGE)--SF Bay Area 2008-2012

A leading provider of Auto, Home and other Personal Lines of insurance services.

CORPORATE COUNSEL, COMMERCIAL & TECHNOLOGY TRANSACTIONS

Served as a primary legal contact and support for AAA’s Strategic Sourcing Division. Drafted, reviewed and revised complex, enterprise-wide IT/IP and E-commerce Transactional agreements such as Hardware/Software Licensing, Outsourcing, IT/IP, Supply Chain, Professional Services, Consulting, Joint Venture, Advertising/Marketing (print/online), AAA inter-company agreements and other significant corporate contracts. Advised management on the development and implementation of AAA policies and processes regarding the integration, implementation and configuration of software, hardware and technology into existing AAA computer networking system. Championed contract policies and procedures including the revision, improvement and the creation of contract templates and playbooks for non-legal personnel. Coordinated with other cross-functional business teams (e.g., IT, Sales, Finance, Operations, Human Resources and Risk Management). Developed and conducted training for strategic sourcing personnel regarding business standards, company code of conduct, contracts, vendor/customer relationships, proprietary information, and risk management. Member, Legal Department’s Privacy Committee.

Selected Accomplishments:

Lead Attorney in multi-million dollar, multi-year, multi-phase initiative designed to provide integrated web capabilities to multiple lines of business stakeholders through three key distribution channels to completely revamp AAA customer facing web content and services.

Lead Attorney and member of a cross functional team with members from Finance, HR, Risk Management, and Strategic Sourcing whose purpose was the decommissioning of Peoplesoft (HR, Payroll, Time & Attendance, Tax Filing and Garnishments) and replacing it with a cloud based solution integrated from three different vendors.

Lead Attorney for corporate initiatives which expanded Strategic Sourcing’s role to major areas of spend with Tier 1 suppliers.

Served as the Legal Department’s primary point of contact for the development and implementation of a preferred provider program for consulting services.

Served as a Legal Department’s primary point of contact for the development and implementation of AAA’s enterprise-wide print services relationship with a major hardware and service provider.

METROPOLITAN LIFE INSURANCE COMPANY NY, NY 2005-2008

Global Fortune 500 Insurance and Financial Service Corporation.

IT CONTRACTS AND PROCUREMENT ATTORNEY, GLOBAL PROCUREMENT

Provided legal support for the Information Technology Sourcing Group of the Global Procurement Department of Software, Hardware and E-commerce services. This support included the daily review, drafting, negotiating and coordinating/administering of in-bound IT/IP agreements, including but not limited to:

Software License Agreements

Software Development Agreements

IT Consulting Agreements

Outsourcing Agreements

Advertising and Marketing Agreements (print and online)

ASP and Hosting Agreements

OEM Agreements

Telecommunication Agreements

Professional Services Agreements

Channel Partner Agreements

Non-Disclosure Agreements

Maintenance and Support Agreements

Statements of Work

Airline/Hotel Discount Agreements

Beta Test Agreements

Print Services Agreements

Market Data Agreements

Training Agreements

Hardware Purchase/Equipment Lease Agreements

Trial/Evaluation Agreements

Proof of Concept Agreements

Service Level Agreements

Content License Agreements

Recruiting Services Agreements

SaaS/ASP/Cloud/Web Agreements

Other corporate and commercial Agreements

Other duties included the counseling and education of internal lines of business regarding MetLife corporate, compliance, risk, security and regulatory policies. Counseled internal lines of business in developing strategies for complex business and legal issues relating to IT/IP procurement. Provided advice on company issues including business deals, IP rights, trade mark and trade secret issues. Interact with all levels of management, including Legal, IT, Risk, Compliance, Communications, Corporate as well as senior management from vendors and suppliers. Lead cross functional negotiation teams and serve as a team leader to other procurement professionals. Worked with members of Metlife’s corporate development, technology and legal departments regarding transactions, initiatives and issues involving information technology contracts, including analysis and due diligence of contractual issues associated with MetLife’s merger and acquisition activities. Advised senior management on legal issues and risks, complex deal structures, approval processes, company policies and procedures, intellectual property, and negotiation strategy. Special projects as requested.

Selected Accomplishments:

Co-Lead on $20MM Business Process Outsourcing Agreement for Recruiting Services

As the Lead, I have negotiated drafted and administered multi-million dollar enterprise-wide software development, licensing and consulting agreements with large Tier 1 developers such as: Microsoft, Oracle, SAP, Hewlett Packard, Symantec, Computer Associates, Adobe, Cisco, SunGard, BMC, Autodesk, Ernst & Young, Cognizant, Cap Gemini, PriceWaterhouseCoopers, and IBM.

BANK OF AMERICA-- NYC & SF Bay Area 2003-2005

Global Fortune 500 Banking and Financial Service Corporation.

ASSISTANT VICE-PRESIDENT

Drafted, reviewed, negotiated, amended and managed complex inbound international and domestic software licenses and technology related agreements for the Market Data, Debt, Equity and Information Research Departments of the Bank of America Global Corporate and Investment Bank. Negotiated agreements in compliance with Bank of America corporate policies and risk tolerance. Managed a group of 500+ technology and information vendors with a total annual spend of $137 million dollars. Advised senior management on legal issues and risks, complex deal structures, approval processes, company policies and procedures, intellectual property, and negotiation strategy. Worked effectively with executive staff of the compliance, legal, technical, privacy and risk departments. Functioned as a point of contact to resolve business issues involving Bank of America corporate policies. Ensured the furtherance of business and contractual goals, satisfaction of customer or vendor specifications. Oversaw the protection of Bank of America intellectual property rights. Supported the continuous improvement of standard form agreements and legal processes. Managed the institution of contract administration procedures. Assisted in the management of compliance and privacy principals. Other special projects as requested.

Selected Accomplishments:

As lead Attorney I have negotiated, drafted and administered multi-million dollar enterprise-wide software development, licensing and consulting agreements with large Tier 1 developers such as: Microsoft, Oracle, SAP, Hewlett Packard, Symantec, Computer Associates, Adobe, Cisco, SunGard, BMC, Autodesk, Ernst & Young, Cognizant, Cap Gemini, PriceWaterhouseCoopers, and IBM.

EDUCATION, TRAINING & PRO BONO

UNIVERSITY OF CALIFORNIA, HASTINGS COLLEGE OF THE LAW

Juris Doctorate

Hastings Civil Justice Clinic

Associate Executive Editor, Hastings Journal of Communication and Entertainment Law (COMM/ENT)

International Student Liaison

Secretary, Black Association of Law Students at Hastings

Law Clerk for the Administrative Law Division of the California Public Utilities Commission

DARTMOUTH COLLEGE

B.A., Dual Major in Government and English

University College London (study abroad)

PROFESSIONAL MEMBERSHIPS

Member, California State Bar

Association of Corporate Counsels

International Association of Privacy Professionals

PRO-BONO

SAMASOURCE-San Francisco, California 2012-2013

Provided pro-bono transactional services to innovative global non-profit technology outsourcing company bringing computer-based technology projects to women and youth living in poverty in the developing world via SamHub, its cloud based technology platform.

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