Partner with teams and senior management to implement solutions addressing corporate scalability challenges. Streamline entity management, client onboarding and monthly reporting aligned with trading requirements. Identify and address gaps by creating and implementing plans. Review and negotiate non-disclosure (NDAs), trading and master service agreements. Manage one direct report paralegal. Oversee team expenses and review invoices.

Managed corporate and product operations for fintech start-up. Created and implemented policies and procedures, confirming alignment with organizational goals and requirements. Designed organizational charts and workflows as well as negotiated vendor contracts. Drafted master service agreements to establish customer relationships, address customer needs and complex issues, maintain standards, mitigates risks and protect company.Oversaw four teams of third-party service providers, including external counsel and compliance consultants. Established relationships with build-partners and prospects. Secured and maintained money transmission licenses in 50+ US states and territories.

Oversaw external relationships in support of multiple business lines, including asset management, broker-dealer services, private equity, ventures and real estate. Led external service provider with one relationship manager and 10+ paralegals offering documentation and responses to due diligence requirements. Refined onboarding workflows. Created and deployed scalable corporate tools, processes and control functions. Managed know your customer (KYC) deliverables and beneficial owner information.

Streamlined executive administrative and legal tasks across zoning, transactions, litigation and government affairs. Crafted legal documents and final closing statements for commercial and residential closings. Managed calendar for appointments, closings, public hearings and board meetings.