Brad Rice Email & Phone Number

Salt Lake City Metropolitan Area

Salt Lake City Metropolitan Area

Salt Lake City Metropolitan Area

• Partnered with new and developing companies to draft and negotiate asset and stock purchase agreements, real estate agreements, NDAs, non-compete/solicitation agreements, independent contractor agreements, service.
• Designed estate plans for individuals and families protecting business interests, real estate investments and unique family situations
• Managed, trained, and developed paralegals and staff within corporate and estate planning divisions

Greater Salt Lake City Area

• Consistently exceed case closure expectations while multitasking between projects in negative media screening, enhanced due diligence, rolling review, and client onboarding spaces
• Manage risk by preparing investigative reports and presenting recommendations to global KYC, sanctions, anti-bribery, transaction surveillance, and market surveillance groups
• Designate PEP statuses based on principals’ political exposure and AML risk
• Conduct reviews of customers and account transactions by utilizing negative news inquiries,publicly available internet research and other available internal and external tools

Greater Salt Lake City Area

• Drafted contracts, estate plans, court motions, and general business documents
• Negotiated with opposing counsel, insurance companies, creditors, and construction companies
• Researched issues of first impressions and advanced client interests in court
• Developed business by meeting potential clients and maintaining relationships with existing clients

State College, Pennsylvania Area

• Researched insider trading standards and compared differences between the US and European systems for article published in European Company and Financial Law Review
• Evaluated recent court cases, determining changing trends in intellectual property practice and presenting information to law faculty
• Created online modules for business law topics used by undergraduates to understand topics and explore concepts
• Analyzed and collected data on law schools and professors to identify ways of comparing programs across national jurisdictions for Penn State Law Review Article

Greater Denver Area

• Performed market analysis of digital strategy within financial services sector and presented findings to 30 directors/managers/vice presidents in preparation for prototyping new offer
• Conducted primary research within ultra-high net worth service team, identifying opportunities to improve efficiency and spearheading process improvement initiative with multiple department managers
• Facilitated client strategy rollout helping advisors identify and address complex wealth needs with goal of increased asset retention and client satisfaction
• Organized content from hundreds of internal sites and coordinated with managers from various departments to co-design single internal platform aimed at improving knowledge management and increasing efficiency

Irvine, California

• Identified companies for possible future M&A opportunities and presented recommendations to COO
• Performed market analysis of mobile banking strategy and recommended improvements for current platform to CEO and Executive Committee
• Co-negotiated and restructured $20MM loan agreement for failing company
• Drafted and negotiated various contracts such as credit agreements, non-disclosure agreements, forbearance agreements, and inter-creditor agreements
• Coordinated with outside counsel in determining litigation strategy for trade secret dispute
• Consolidated contracts and identified synergies after acquisition of $103MM company

Provo, Utah Area

• Formed LLC, drafting articles of organization based on client’s goals and ensuring client understood responsibilities required to operate the business
• Developed strategy for over 40 bankruptcy cases, working with clients to protect assets and negotiate with creditors
• Co-negotiated with district attorney’s office to reduce sentences and protect client interests
• Consulted with clients, and prospective clients, on issues dealing with business formation, estate planning, bankruptcy, criminal proceedings, personal injury, and family law

Master Of Business Administration (Mba), Strategic Leadership And Entrepreneurship

Doctor Of Law (J.D.)

Activities and Societies: J. Reuben Clark Law Society, International Law Society, Art and Culture Society

Study Abroad, Banking, Corporate, Finance, And Securities Law

Bachelor Of Fine Arts (Bfa), Technical Theatre/Theatre Design And Technology

Associate Of Science (A.S.), History And Political Science