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Proactive, innovative Senior-Level Officer with a unique combination of financial and legal expertise in public and private companies. Certified Public Accountant and Attorney with demonstrated ability to establish and implement financial and legal systems that effectively support a growing company. Accomplished in the financial, legal and corporate structuring necessary for strategic development and growth. Success as Chief Financial Officer / General Counsel for three growth-stage technology enterprises.Specialties: Skilled at facilitating sales; managing financial, human, and intellectual capital; and controlling risk necessary to growth. Motivated by the challenges of growing a business in a cost-effective manner. Strong negotiator with experience structuring, negotiating, and closing transactions. Professional and personal integrity and the ability to build trust and credibility through concise and honest communication, superior performance, and judicious legal and financial business decisions.Executive Committee Member, Utah Technology Council, Co-chair Public Policy Forum.
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General CounselNewrocketSalt Lake City, Ut, Us -
General CounselNewrocket Jun 2022 - PresentSalt Lake City Metropolitan Area -
Vp Legal And General CounselNice Cxone Jan 2014 - May 2022Salt Lake City, Utah -
Legal CounselPros Holdings, Inc. Aug 2008 - Jan 2014All legal matters enterprise-wide including sales/supplier transactions, public company reporting and compliance, insurance, human resources, strategic development, dispute resolution, and Board of Directors management. Manage corporate patent, trademark, and intellectual property portfolio. Report to CFO, CEO, and Board of Directors. Delivered record-breaking revenue with 15% increase over prior year by negotiating and closing license and service agreements that generated $78M from 40% domestic and 60% international contracts, while ensuring intellectual property protection and GAAP compliant revenue recognition. Reduced outside counsel fees by 40% and improved reporting efficiency thorugh in-house legal review for SEC public company filings and compliance. Negotiated global channel distribution agreement with Microsoft to provide PROS customers with MS Access database licenses at discount in conjunction with PROS License purchases. Positioned company for rapid, exponential expansion by negotiating global business development and system integration agreement with Accenture that grew PROS sales force overnight from 50 internal sales executives to Accenture’s 2K-person global sales force. Closed agreement in June 2009. Added value to enterprise-wide insurance coverage through risk management and achieving optimal balance between CG&L, E&O, D&O, and policy premium cost/coverage. Managed ongoing defense of $15M software trade secret litigation scheduled for August 2010 trial by strategizing defense and directing outside counsel. Avoided escalation of employee/former employee disputes by managing internal/external dispute resolution. -
Cfo And General CounselEnterbridge Technologies, Inc. Dec 2003 - Aug 2008Leadership of legal and financial operations for EnterBridge Technologies, Inc. Led legal and financial effort to raise $2 million in equity capital in 2004 private placement. Manage debt financing, financial projections, cash flow, and capital budgeting. Established sales contracting procedures, standard agreements, and GAAP revenue recognition sales processes. Negotiate trademarks, audit, tax, and corporate compliance.Currently serving SunTrust Banks, Inc., in Richmond, VA to implement transactions for $65 million technology upgrade . Negotiate and close transactions with over 100 Technology License and Service Providers for acceleration of origination and servicing systems operations and cost reduction. Negotiate offshore and domestic outsourcing arrangements for significant servicing operations. Utilize negotiation and closing strategies employed by Fortune 500 Procurement organizations which have enhanced my ability to sell into such organizations. -
Senior Commercial CounselResearch In Motion Limited Dec 2001 - Dec 2003Research In Motion Limited, Waterloo, Ontario (Developer and manufacturer of BlackBerry ™ products)Recruited to facilitate legal negotiation and decision making from U.S. to Canada’s leading technology provider. Provided legal oversight for Strategic Business Development Group, Corporate Finance Group, and Major Carrier Business Unit (Nextel Communications, Inc.). Reported to General Counsel. Successfully negotiated partnership and product distribution agreements between Pacific Rim countries and Canadian corporate headquarters. Facilitated financial revenue recognition, protection of intellectual property, and optimization of Canadian tax regulation by restructuring Corporate International subsidiaries. Negotiated and closed profitable overseas international carrier transactions for transporting BlackBerry devices to Singapore and the Philippines. Successfully managed U.S. major carrier legal relations and negotiations with Nextel. -
Head Of Legal DepartmentAether Systems, Inc. Feb 2000 - Dec 2001HEAD OF LEGAL DEPARTMENT Aether Systems, Inc., Owings Mill, MD (Growth-stage publicly held wireless service provider)Recruited as Assistant General Counsel to integrate financial and legal operations of newly acquired LocusOne Communications into $3 billion Aether Systems. Served as primary legal contact for business development, integration, and day-to-day operations of 5 acquired companies. Oversaw partner formation, strategic alliances, procurement, direct and channel sales negotiation/contracting, intellectual capital management, and software licensing. Initially reported to, and later succeeded to all responsibilities of, Corporate General Counsel. . Successfully integrated LocusOne into organization, earning promotion to Assistant General Counsel for performance. Assumed additional responsibility for integrating legal operations of four other acquired companies throughout the United States. Negotiated solid supplier agreements with Research in Motion Limited.
Dan Lloyd Skills
Dan Lloyd Education Details
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Economics -
Accounting
Frequently Asked Questions about Dan Lloyd
What company does Dan Lloyd work for?
Dan Lloyd works for Newrocket
What is Dan Lloyd's role at the current company?
Dan Lloyd's current role is General Counsel.
What is Dan Lloyd's email address?
Dan Lloyd's email address is da****@****ket.com
What is Dan Lloyd's direct phone number?
Dan Lloyd's direct phone number is +180450*****
What schools did Dan Lloyd attend?
Dan Lloyd attended University Of Virginia School Of Law, University Of Utah, University Of Utah.
What skills is Dan Lloyd known for?
Dan Lloyd has skills like Intellectual Property, Corporate Law, Strategy, Management, Leadership, Licensing, Business Strategy, Start Ups, Contract Negotiation, Negotiation, Business Development, Finance.
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