Contracts Attorney, Cross Functional Contract Management

David Hirsch

Denver, Co ***** 303-***-**** ********@*******.*** www.linkedin.com/in/DavidA-A-Hirsch

CONTRACT MANAGEMENT

Licensed attorney experienced regulatory, ethical and privacy compliance matters. I use reason and innovation to resolve matters and ensure client satisfaction while creating a positive environment that is inclusive for all team members.

EXPERIENCE

Global Healthcare Exchange

Deal Desk Contracts Analyst 10/2019-Present

Collaborate with product management, sales, implementation, and finance teams to establish scope and details, draft and negotiate supply chain management master services agreements, user agreements SAAS subscription, licensing agreements, NDAs and e-commerce consulting services agreements.

OFI Global Asset Management, Inc.

Legal Compliance and Audit Manager & Contracts Specialist 05/2015-06/2019

Advise internal business partners and represent various departments’ interests in distribution, operations and advisory related contract negotiations.

Draft, review and negotiate fund distribution, sub-transfer agency services, variable annuity and insurance and retirement TPA contracts for retail mutual funds, ETF’s, UCITS and alternative investment products, along with drafting and negotiating advisory and sub-advisory agreements relating to OFI Global’s advisory business.

Support fund and affiliate boards of directors, including preparation of board memoranda, reports and other materials in connection with quarterly and annual contract related board reporting.

Advised internal clients on regulatory issues regarding data privacy and GDPR.

Draft materials for regulatory filings, review sales literature, responses to requests for information (RFI) and requests for proposal (RFP) in connection with distribution activities, operations and advisory services.

Participate in audits and reviews with regulatory organizations having jurisdiction over OFI Global and its affiliates.

Advised and provided contract drafting and negotiation as well as due diligence related support and review relating to two major mergers relating to OFI Global.

Maintained standard model contracts to use across OFI Global business lines to ensure standardization of terms and maintenance of industry best practices.

Oppenheimer Funds Distributor, Inc.

Distribution Operations: Manager, client transitions and onboarding contracts 05/2006-05/2015

Managed new business contracts on-boarding and transitions for strategic business partners and financial intermediaries.

Negotiated legal business and operational terms of customer contracts from intake through final retention, drafted and negotiated contracts, and managed contracts through the agreement lifecycle.

Managed workflow, prioritization, scheduling and completion of contracts to ensure that all deadlines were met.

Reported to senior leadership, in order to keep them updated on contracts in process.

Represented internal stakeholders on contract drafting and negotiation.

Managed a team with sales, finance, and operations subject matter experts to analyze all intermediary contracts identifying steps necessary to assign or otherwise amend corporate contracts to complete a major business restructuring.

Oppenheimer Funds, Inc.

OppenheimerFunds Services: Contract Analyst 05/2006-01/2010

Represented OppenheimerFunds Services, the transfer agent for OppenheimerFunds, in business to business contracting process.

Draft review and negotiate distribution and services agreements.

Established contract process and workflow for contract review, negotiation and retention, ensuring uniformity across business units and repeatable processes for future use.

Revised (standard) model contracts for distribution and the transfer agency, and established technical guidelines for review of contracts to ensure compliance with industry best practices and uniformity in the contract review process.

ADDITIONAL RELEVANT EXPERIENCE

Regis University, College of Business and Economics. 2000-Present

Affiliate Professor for online and in-class graduate and undergraduate, Business Law I and II, Legal Environment of Business, Ethical Decision Making in Business, and Ethical and Legal Environment of Business. Participated in course design and selection of materials.

EDUCATION AND PROFESSIONAL DEVELOPMENT

University of Denver College of Law, Denver Co

Juris Doctorate

Regis University, Denver, Co

Bachelor of Arts in History/Philosophy

Recent Continuing Legal Education

Ethics for the Negotiating Lawyer 2019

Pension Plan Investments: Current Perspectives 2019

ERISA Fiduciary Investment Basics 2019

Ethics for Financial Industry Lawyers 2019

Drafting and Negotiating Corporate Agreements 2019, 2018

Practicing Law Institute 50th Annual Institute on Securities Regulation 2018

ERISA: The Evolving World 2017, 2016

Diversity & Inclusion in Law Practice 2018, 2016

DOL Fiduciary Advice: Final Regulations 2016

Ethics for In-House Corporate Counsel 2016

Financial Services Industry Regulatory Compliance & Ethics Forum 2016

Ethics in Social Media 2015

Regis University Continuing Education

Diversity and Inclusive Excellence Training 2019

Brave Space LGBTQ Inclusivity Training 2018

LICENSES

Licensed to practice law in the state of Colorado

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