PROFESSIONAL EXPERIENCE
Flowroute Inc., General Counsel & Corporate Secretary June 2013 to
October 2015
. Formulated and managed policy governing all legal matters, including
corporate governance, intellectual property, labor and employment,
litigation, tax compliance, insurance, regulatory and privacy.
. Drafted and negotiated a wide variety of agreements including
technology licenses, digital marketing, carrier, partner referral,
services and employment agreements.
. Managed litigation and subpoena compliance, including achieving two
successful summary judgment decisions in class action lawsuit brought
under the Telephone Consumer Protection Act.
. Established and managed a framework for all VoIP and
telecommunications regulatory compliance matters, including FCC
filings and state Public Service Commission filings.
. Implemented and managed patent and trademark strategy resulting in the
filing of three patent applications.
. Migrated entity structure from limited liability company to C
corporation, including implementing a stock option plan.
. Managed the human resources function including implementing
comprehensive benefit plans (health, vision, dental, short and long
term disability, life insurance and 401k Plan) and automating the on-
boarding process.
Washington Mutual, Inc., Senior Vice President & Deputy General Counsel
January 2009 to April 2011
On September 25, 2008, the FDIC seized Washington Mutual Bank and sold
most of its assets to JPMorgan Chase Bank. On September 26, 2008,
Washington Mutual, Inc., the former bank holding company, commenced a
case under Chapter 11 of the United States Bankruptcy Code.
. Drafted and negotiated material stipulations with:
o Siemens IT Solutions and Services, Inc. reducing a claim originally
filed in the amount of $17,953,368.11 by $12,178,591.96 resulting
in an allowed claim of $5,774,776.16.
o Egencia LLC f/k/a Expedia Corporate Travel LLC reducing a claim
originally filed in the amount of $3,790,867.25 by $3,740,867.25
resulting in an allowed claim of $50,000.
o Computer Sciences Corporation reducing a claim originally filed in
the amount of $5,611,776 by $2,453,318.48 resulting in an allowed
claim of $3,158,457.52.
. Managed the identification and valuation of intellectual property
rights including trademarks, domain names, patents and software.
Washington Mutual Bank
Senior Vice President & Associate General Counsel January 2007 to
December 2008
First Vice President, Senior Counsel & Team Lead January 2004 to
December 2006
First Vice President & Senior Counsel January 2003 to December 2003
Vice President & Counsel November 1999 to December 2002
. Drafted and negotiated every major strategic outsourcing deal put in
place between 1999 and 2008, including Item Processing (Unisys
Corporation, Fiserv Corporation); Debit Card Processing (First Data
Resources); PIN Processing (Star Systems); Credit Card Processing
(TSYS Corporation); Loan Servicing (Fidelity Information Services);
and Corporate Property Services (CB Richard Ellis).
. Negotiated most major domestic and international technology deals put
in place between 1999 and 2008, including Telecommunications (Worldcom
Communications, Inc., AT&T Corp.); Information Technology and Call
Center (International Business Machines); and Application, Development
and Maintenance Agreements (e.g. Wipro, Infosys, Covansys).
. Drafted and negotiated strategic partnerships agreements including the
debit card and credit card branding agreements (MasterCard, Visa,
Discover).
. Participated on the due diligence, negotiation and integration teams
for both stock and asset acquisitions, including the acquisitions of
Bank United, Fleet Mortgage Corp., PNC Mortgage Corp., Dime Savings
Bank of New York, Homeside Lending, Inc. and Providian Financial Corp.
. Drafted and negotiated numerous software licenses (e.g. Corillian
Corporation, CheckFree Corporation, Palisades Technology Partners,
LLC, PeopleSoft, EMC, VMWare, Computer Associates) and agreements for
hardware procurement (e.g. Cisco, NCR, Lenovo).
. Achieved numerous process improvements including the implementation of
contract policy positions through the use of templates.
. Collaborated across business lines and departments to develop and
implement information security and privacy policies and positions.
. Developed and implemented the Intellectual Property Policy (including
management of the trademark, patent and URL portfolios).
. Hired, developed and managed the Contracts/Intellectual
Property/Technology Group that grew from one attorney and one
paralegal to ten attorneys, two paralegals and four legal assistants.
Data Dimensions, Inc., Vice President, Legal Affairs August 1998 to
November 1999
. Responsible for all legal matters, including corporate governance,
contracts, intellectual property and insurance matters.
. Drafted standard contract templates for a variety of agreements
including Consulting Services, Statement of Work, End User License
Agreement and Confidentiality Agreement.
. Managed up to three attorneys, two contract managers and two legal
assistants.
Mundt MacGregor LLP, Associate October 1991 to July 1998
. Executed the restructuring of a multi-national conglomerate with
interests in the U.S., Argentine and Russian fisheries, Norwegian ship
building industry and apparel industry.
. Participated on the due diligence and negotiation teams for the
acquisition of a running shoe company and the thwarted acquisition of
a foreign running shoe company.
. Drafted numerous corporate formation, organization, maintenance and
dissolution documents.
. Drafted and negotiated a wide variety of legal documents, including
financing and lending documents.
Price Waterhouse
Senior Accountant July 1985 to July 1988
Staff Accountant July 1983 to July 1985
. Planned and managed multiple audit engagements concurrently, gaining a
broad understanding of financial reporting and requiring matrix
management of numerous subordinate professionals accountable to more
than one manager.
. Coordinated relationships with key client personnel to address service
issues.
EDUCATION
University of Virginia (J.D., May 1991): Order of the Coif; Edwin M.
Cohen Tax Prize; Editorial Board, Virginia Law Review; Research &
Notes Development Editor, Virginia Tax Review.
University of Virginia (B.S. Commerce, May 1983): Accounting
concentration; Graduated with Distinction; Beta Gamma Sigma; Beta
Alpha Psi (Treasurer, 1982-1983); The Raven Society.