Brian Tran Email & Phone Number

Nashville, Tennessee, United States

Irvine, Ca

Irvine, Ca

Kareo is a cloud-based healthcare and payments technology platform purpose-built to meet the unique needs of independent practices. Helping 80,000 providers deliver outstanding patient care and run more efficient and profitable practices. • 2021 Best in KLAS award for Small Practice Ambulatory EMR/PM Solutions; 2020 Best Places to Work in Orange County• $100M+ revenue; 500+ employees; $120M+ from top-tier venture capital firmsAs member of leadership team with strong ability to balance legal risk with business objectives, advise, guide and successfully execute on the company’s growth and other strategic initiatives: • Transformative merger with PatientPop, Inc. creating an all-in-one provider platform • Strategic sale of Kareo’s revenue cycle management services business which accounted for approximately 25% of total revenues and 33% of total employees• Launch new payment processing services business unit and registration as a payment facilitatorGeneral Counsel and Chief Compliance Officer responsible for directing and managing all legal and compliance functions of the company:• Prepare and negotiate various commercial and other transactional agreements in support of Kareo’s business development, operations, products and services (e.g., Terms of Service, subscription agreements, Business Associate Agreements, services agreements, reseller/referral agreements, leases, marketing agreements, NDAs, etc.)• Lead and manage company’s compliance function with all HIPAA, data privacy and other applicable regulatory requirements• Establish strategy and successfully manage litigation matters and other disputes to resolution; manage subpoena, search warrant and other requests for information• Partner with HR to provide guidance on employment related matters• Build out Legal Dept. and establish and implement best in class processes/guidelinesServe as Corporate Secretary for Kareo and its subsidiaries.

Irvine, Ca

Primary legal support for all aspects of Sage’s enterprise resource planning (ERP) software product lines including: (i) Prepare and negotiate licensing agreements, master services agreements and SOWs, OEM/distribution agreements, partner agreements, NDAs, release and settlement agreements and wide range of other operational/commercial agreements: (ii) Resolve commercial issues, claims and disputes, including managing litigation; (iii) Guide and prepare customer/partner policies and procedures; and (iv) Prepare and review marketing materials and press releases. Support Sage’s global M&A activities: (i) Prepare and negotiate LOI, SPA/APA, alliance agreements, source code license agreements, subleases, NDAs and other transactional agreements: (ii) Conduct/Manage due diligence; and (iii) Identify and coordinate transition services.Serve as Assistant Corporate Secretary for Sage North American entities.

Los Angeles, Ca

Supported Countrywide and its broker-dealer subsidiary, Countrywide Securities Corporation (“CSC”) in connection with their non-mortgage back securities related activities and products, including brokered Certificates of Deposit, securities financings and underwriting. Partnered with compliance department with respect to NASD/FINRA and other broker-dealer regulatory compliance matters. Served as primary legal contact and support for international broker-dealer affiliates.

Tokyo, Japan And San Diego, Ca

Supported a broad range of domestic and international business transactions such as joint ventures, strategic alliances, mergers and acquisitions, restructurings, venture financings and securities offerings.

Los Angeles, Ca

Advised on mergers and acquisitions, corporate securities and general business law matters.

Juris Doctor

Education record

Bachelor Of Arts (B.A.), English