PROFESSIONAL PROFILE

Skilled attorney with a strong background in electronic discovery and project management in large scale antitrust government investigation and civil litigation. Proven leadership, analytical skills, strategic planning, and work product during all phases of discovery in small and large litigation. Excellent written and verbal communication skills. Ability to work independently and within a team dynamic. A proven leader able to make strong decisions on behalf of the firm and its clients.

Document Review Platforms

Relativity, Concordance, Ringtail, Clearwell, Recommind, and Discovery Partner

WORK HISTORY

Zephyr Technology Group October 2013 - Present

Vice President, eDiscovery Solutions

Providing expertise in the design, implementation, and execution of managed document review strategies for public and private entities. Hire legal staffing and prepare managed review budgets. Develop specialized workflows for early case assessment, first pass review, quality control, privilege review and preparation of privilege logs within Relativity. Implement advanced culling and sorting techniques to reduce the document universe and prioritize document review. Plan and execute predictive coding and technology assisted review methodologies.

Baker Botts April 2015 – May2016

Contract Litigation Attorney

Hired by law firm to supervise large second request in the oil and gas industry. Utilize expertise in document managment to increase efficiencies of 250 contract attorneys, and provide substantive experience for privilege review and deposition preparation. Provide privilege and substantive training and feedback to the document review team. Develop search terms for quality control protocols in privilege review and production phases. Participate in integration and divestiture planning management to monitor and provide guidance on antitrust issues.

AlixPartners LLP March 2014 – February 2015

Vice President

Provide consulting for managed document review services using Relativity with a focus on data analytics and technology assisted review (TAR) using eDiscovery best practices. Use expertise in the design, implementation, and execution of specialized workflows for first review, quality control, and privilege review to provide efficiencies and cost savings. Provide Relativity administrative expertise in the creation of coding layouts, views, STRs, coding fields, and setting user and field level security permissions. Perform first level review, second review, privilege review, and quality control in Relativity.

Bingham McCutchen LLP March 2011 – September 2013

Of Counsel

Responsible for consulting, management, and strategic planning of electronic discovery matters and large scale litigation in the high-tech employee, microprocessor, and copier industries. Manage the collection, review, and production of requested electronically stored information (ESI). Create and implement customized workflows to case specific requirements. Prepare budget and staffing requirements for document review projects. Consult with the client regarding the use of technology to achieve efficiencies and cost savings during all phases of the EDRM. Responsible for developing and implementing a workflow for first pass review, quality control, privilege review, and production. Provide recommendations to inside counsel regarding the utilization of analytics within Relativity to prioritize the review of potentially relevant documents. Work with the client’s internal Clearwell technology to search employee documents for potential review. Prepare documentation for defensibility of search terms. Prepare document research and deposition materials in the fact and expert discovery phases of antitrust litigation.

Regularly presented best practices on electronic discovery for companies producing to the federal government. Prepared internal research memorandum regarding the firm’s marketing and utilization of technology assisted review (TAR) or predictive coding. Attend seminars and vendor workshops on eDiscovery best practices.

Howrey LLP

Senior Attorney June 2007 - March 2011

Senior Staff Attorney January 2004 – June 2007

Staff Attorney January 2001 – December 2003

As a member of Howrey’s electronic discovery group, responsibilities included consulting on electronic discovery matters and managing large scale litigation. Presented to the firm regarding electronic discovery best practices related to Rule 26 discovery conferences, early case assessment, meet and confers, and document review strategies.

Provided case management of document discovery in the microprocessor, tobacco, oil and gas, and telecommunications industries. Negotiated and tested the efficacy of search terms in response to document requests in litigation with the Federal Trade Commission (FTC). Train document reviewers to use the Relativity, iConect, Clearwell, and Concordance review platforms. Supervised hundreds of contract attorneys and firm staff attorneys in response to document discovery. Oversaw the review, quality control, and production of multiple terabytes of data including the electronic equivalent of over 300 million pages for a single case. Developed substantive deposition preparation summaries for the litigation team. Coordinated all discovery issues with opposing counsel. Worked as liaison to six different co-counsel firms to effectively manage case projects. Provided strategic analysis and reporting directly to the client.

Developed and implemented the strategies for the collection, review, and production of documents in response to document requests utilizing the best electronic discovery practices. Researched, analyzed, and recommended electronic discovery tools and vendors in the course of discovery. Developed RFPs and negotiated with electronic discovery vendors for the use of their processing and review tools. Trained attorneys to use electronic discovery review platforms for the document review. Participated in meet and confers regarding the production of documents. Gained client approval to implement value-added privilege review protocol providing millions in cost savings and review efficiencies. Developed documentary evidence to support case strategies. Supervised over one hundred attorneys reviewing documents for relevance, significance and privilege.

Responsible for gaining regulatory clearance for transactions reported under the Hart-Scott-Rodino (HSR) Act. Manage the collection, review, and production of client documents to respond to government second requests for information. Performed document review utilizing firms Concordance and iConect review platforms. Prepared significant document summaries and privilege logs. Prepared written responses to government interrogatories and prepared witnesses for depositions.

Eric J. Wieder, Esq., September 1996 – December 2000

Attorney

Responsible for the review and production of documents to the government under the Hart-Scott-Rodino Act, especially as it pertains to privileged material. Traveled to client office sites to conduct interviews and pull documents responsive to government specifications. Prepared significant document summaries and privilege logs. Assisted with deposition preparation summaries.

Louis R. Brooks, Esq., January 1996 - September 1996

Law Clerk

Assisted in preparation for criminal trials, attended court proceedings, researched, prepared and reviewed legal documents for court, and participated in client interviews. Additional responsibilities included case management and administrative assistance in the daily operation of the business.

EDUCATION

Touro College Jacob D. Fuchsberg Law Center,

Huntington, NY, JD, May 1995

Honors: Moot Court Board

Activities: Associate Editor, Adelphia Law Journal

John Marshall National Moot Court Competition

George Mason University

Fairfax, VA, BA in History, May 1991

Activities: PUSH (People Understanding the Severely Handicapped)

BAR ADMISSIONS

Virginia and District of Columbia

PROJECT TIMELINE

2001 – Staff Attorney responsible for privilege review and quality control for oil and gas second request.

2001 – Staff Attorney supervising collection, review, and production for poultry farm second request.

2002 – Staff Attorney supervising telecommunications second request.

2003-2004 – Staff Attorney in charge responding to smokeless tobacco antitrust lawsuit.

2004 – Staff Attorney supervising review and production for oil and gas second request.

2004 – 2011 – Senior Staff Attorney responsible for civil antitrust litigation and foreign and U.S. government investigation regarding microprocessor industry.

2012-2013 – Of Counsel supervising collection, review, and production for high tech employment litigation.

2013 – Of Counsel responding to antitrust litigation in copier industry.

2015-2016 – Contract Litigation Attorney supervising review and production for oil and gas second request.

2016 – Contract Project Manager supervising review and production for healthcare merger.

2016 – Contract Review Manager supervising review for superconductor industry.

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