Practices
Commercial
- I have extensive experience negotiating and executing a wide range of commercial agreements in support of revenue-generating products and services, including enterprise customer agreements, strategic partnerships, technology and software licenses, SaaS and platform agreements, content distribution arrangements and complex vendor and outsourcing contracts.
- I have led negotiations for both buy-side and sell-side arrangements, working directly with sales, product, procurement and executive stakeholders to structure commercially pragmatic terms around pricing, IP ownership, data use, liability, indemnities and service levels.
Product Regulatory Counseling
- I have deep experience providing regulatory and product counsel across a broad range of financial products, payments and lending solutions in both B2C and B2B environments.
- I have advised product, engineering and business leaders on the design, launch and scaling of numerous highly regulated initiatives including:
- Cloud-hosted solutions for domestic and international bill payment, including integrations with banking platforms (such as white-labeled bill pay offered through financial institutions’ online banking)
- Card payables and receivables including fintech/bank agency models.
- Lending solutions including spend and expense management, invoice financing and factoring.
- HIPAA enabled payments solutions.
Marketing
- I have experience advising on both B2C and B2B marketing initiatives, supporting the launch and growth of consumer-facing and enterprise products across regulated and non-regulated markets.
- My experience includes counseling on advertising and promotional campaigns, digital and performance marketing, website and in-app content, social media, influencer and sponsorship arrangements as well as customer communications.
- I have partnered closely with marketing and growth leaders to design and implement streamlined legal review processes and playbooks that enable rapid execution, particularly in high-volume environments where speed, clarity, and consistency are critical.
AI, Privacy and Cybersecurity
- I have led the design, build and implementation of comprehensive privacy, AI, and data security programs for data-driven organizations, including serving as the operational owner of GDPR, CCPA/CPRA, and HIPAA compliance programs.
- I have embedded privacy-by-design into product development, advised on data use, data sharing and AI deployment as well as negotiating data protection and security terms in complex commercial agreements.
- My experience also includes incident response management, breach preparedness and close partnership with information security leadership to support board-level oversight.
Crisis Planning
- I have developed and implemented crisis management and communication plans for high-growth, publicly listed companies, trained executive teams and boards.
- I have led coordinated responses during significant industry events (including cyberattacks and the collapse of Silicon Valley Bank) that tested resilience and leadership.
Legal Operations
- I have built and scaled high-performing legal teams from the ground up, implementing systems (including AI) and workflows across contract management, compliance, governance and cross-functional collaboration.
- Typical areas of support include:
- Designing scalable processes and playbooks.
- Creating templates and knowledge management resources.
- Helping clients identify and implement AI tools, train their teams and develop policies that ensure safe and effective adoption.
- Defining metrics and dashboards for legal performance.
