Senior Executive with substantial knowledge and experience in a variety of industries in both domestic and international markets. Provide strategic advice and technical expertise to business partners on key objectives and business issues. Creative thinker, particularly effective in structuring, negotiating and drafting complex transactional arrangements resulting in prosperous partnerships with customers and vendors. A results-oriented professional with a collaborative approach, strong client service skills and sound business judgment. Read and understand French and Spanish.
Areas of Expertise:
" Commercial: strategy, operations, mergers and acquisitions, corporate governance, construction, real estate and tax
" Technology: cloud hosting and SaaS agreements, privacy, data security, telecommunications, software and hardware licensing, manufacturing agreements, teaming agreements and IOs
" Marketing/Advertising: online advertising, direct marketing, sweepstakes, promotions, social media, intellectual property, content licensing, endorsements and sponsorships
" Solar: licensing, PPAs, EPC agreements, origination, OSHA
Consultant 2002 - Present
Consult to companies in various industries including construction, energy, online advertisers, application developers, direct marketers, accounting/auditing firms, marketing agencies, caterers, and distributors of construction materials.
" Crius Solar LLC / Verengo Inc. Responsible for all matters that were solar related from licensing, customer acquisition to completion of installation to help with the integration of Verengos and Crius solar operations.
" KPMG International Cooperative: Provide legal support for global initiatives including negotiating and drafting agreements and SOWs for cloud services, hosting, professional services, hardware acquisitions, global employee benefits, branding initiatives, training, and conferences with focus on Data Protection, IT Security and IP ownership and protection.
" Adobe Systems Incorporated: Structure, negotiate and draft cloud hosting agreements (Managed Services), SaaS, and On-premise Licenses for large multinational companies in support of sales objectives while protecting Adobes intellectual property and minimizing exposure to risk. Products include Adobes Digital Marketing Portfolio: Adobe Analytics, Adobe Target, Audience Manager, Scene 7, Adobe Media Optimizer and Campaign all created to help customer maximize their end users experience and provide customers with data to improve customer acquisition and retention and increase ROI. Work closely with finance on revenue recognition issues and tax, security for evaluation and negotiation of data security requirements imposed by customers, risk assessment for insurance, data protection group on data privacy issues, and development of data processing agreements, patent department on IP infringement issues such as combination or modification of IP and the professional services group for consulting agreements and ownership of deliverables, SLAs and acceptance criteria.
" Citrix Systems International (EMEA and APAC): Structure, negotiate and draft licenses for product lines, enterprise manufacturing agreements, logistic agreements, teaming agreements, consulting services, responses to RFPs issued by government owned and public companies and associated NDAS and SLAs.
" Wine and Distilled Spirits: Negotiated and draft co-promotional agreements, partnership and distribution agreements.
" Consumer Products: Advised on advertising and promotions, privacy and data security, PCI compliance, disclosures, packaging/labeling, warnings, and trademarks and manage corporate documentation and filings requirements.
" On-line Advertising: Negotiated, structured and drafted licenses, collaboration agreements, referral agreements, IOs, and all related documents.
Verengo, Inc., Greater Los Angeles Area, CA
Senior Vice President, General Counsel and Corporate Secretary 2015 - May 2017
Oversee all legal matters in addition to being intimately involved in restructuring strategy, operations and mergers and acquisitions. Addressed OSHA, CSLB, permitting, security bonds, procurement and real estate, power purchase agreements, loans, energy incentives, direct marketing, call center activities and TCPA, employment issues, subcontracting, construction, and corporate matters. Managed outside counsel reducing costs by more than 75%. Verengo was acquired by Crius Solar Fulfilment LLC.
International Masters Publishers, Inc., New York, NY
General Counsel and Corporate Secretary 2003 December 2013
U.S. subsidiary of a privately held Swedish direct marketer with operations in over 30 countries Oversaw all legal matters including, privacy, security, supply chain and operations, marketing, promotions, packaging, intellectual property, employment, real estate, corporate structuring, for US, Canada, Brazil and its affiliate, Purity Vodka, Inc.
" Negotiated complex strategic partnerships for prepress, printing, domestic and foreign sourcing of materials fulfilment, outsourcing of customer service and IT services resulting in savings of millions of dollars.
" Partnered with senior management on new product initiatives, both traditional print and online offerings, including licensing of content, development of a social media presence, multi-channel marketing plans, and mobile applications.
" Supported the development and roll out of new products including evaluating regulatory issues, target customer base, platform development, e-business hosting agreements, site terms and policies, vendor agreements, customer service, marketing and promotional materials.
" Ensured traditional and digital marketing, promotions, telemarketing campaigns, collections and external communications complied with FTA, TCPA, FCC, Regulation E, postal regulations, DMA, CARU and FTC guidelines and gaming laws.
" Streamlined contract process to increase efficiency and inserted cost controls for vendors and freelancers.
" Reduced outside counsel fees by more than 50% by managing litigation and the global trademark portfolio.
" Created an Information Security Program to insure the security and confidentiality of personally identifiable customer information collected and maintained by IMP.
" Instituted a risk assessment program to continually identify reasonable and foreseeable internal and external risks across all departments and recommended approaches and creative solutions to address and avoid risk.
CityNet International (UK) LTD, Surrey, UK 2000 2002
Vice President Legal/Regulatory
Cable & Wireless plc, London, UK 1998 2000
Senior Corporate Counsel - Global Operations
Citibank, N.A. NY. NY 1990 1998
Vice President and Counsel
New York State Province of Ontario
University of Toronto University Of Western Ontario
Juris Doctor 1987 B.A., Economics, Honors 1984