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Dana Willis is a collegial executive and manager with extensive experience in both the private financial services industry and the not-for-profit sector. She is routinely sought out by key stakeholders and board members for guidance regarding risk management and a range of matters applicable to their businesses. Dana has experience across practice areas including corporate governance, compliance, litigation, intellectual property, labor and employment law, and contract review and management. She also prepares numerous policies and procedures to promote the smooth and efficient functioning of organizations. Moreover, Dana is committed to establishing a culture of compliance, diversity and inclusion. Dana graduated from Columbia University School of Law and Harvard University.
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General CounselKipp NycNew York, Ny, Us -
General CounselKipp Nyc Aug 2022 - PresentNew York, New York, Us -
Managing Counsel, Commercial AffairsThe Institute Of Electrical And Electronics Engineers, Incorporated Apr 2020 - Jul 2022Oversaw and managed IEEE’s global commercial transactions and legal affairs relating to licensing, electronic publishing, IT, product development and consulting agreements as well as customary commercial agreements relevant to IEEE’s dynamic global business environment. Managed a team of commercial attorneys and a contracts administrator. Provided support to the General Counsel and Chief Compliance Officer on governance and operational matters. Managed litigation matters and portions of the Legal department budget for management personnel and systems. Oversaw external legal counsel in general commercial litigation. -
Adjunct Assistant ProfessorThe City College Of New York Jan 2020 - Jul 2020New York, UsTaught Legal Research and Writing techniques. -
Principal, Associate General CounselBessemer Trust 2013 - 2019New York, New York, UsProvided legal advice regarding day-to-day operations, including interpreting applicable laws, regulations and policies, including guidance with respect to the Bessemer Code of Ethics. Generated and reviewed a variety of contractual arrangements (other than fiduciary agreements) including service provider agreements, transaction documents, engagement agreements and client account agreements. Served as Secretary of two bank committees and draft all such committee minutes. Provided presentations to senior management regarding Volcker Rule compliance and related regulatory matters. -
Vice President And CounselAlliancebernstein L.P 2007 - 2013Advise AllianceBernstein L.P.'s Private Client Wealth Management group on all legal matters relating to private client asset management. Review, approve and authorize execution of Rule 10b5-1 plans. Review and provide advice on new regulatory developments and pending legislation. Oversee and provide advice regarding the opening and maintenance of accounts, including drafting and negotiating client documents. Present annual compliance presentations to advisors regarding corporate compliance obligations, insider trading rules, OFAC, anti-money laundering rules and other regulatory matters. Prepare and negotiate a variety of other contracts including solicitation and referral agreements, copyright agreements, employment agreements, and assignment agreements. Work closely with operations, marketing, client relations, and human resources on special projects with respect to private client asset management.
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AssociateDavis Polk & Wardwell Llp 2005 - 2007New York, Ny, UsCorporate Associate in the Mergers and Acquisitions Group and also in Capital Markets. Drafted numerous registration statements, prospectuses and offering memos pertaining to a variety of equity and high yield debt issuances. Negotiated underwriting agreements, registration rights agreements and related documentation. Reviewed and assisted in the preparation of shareholder agreements and subscription agreements. -
CounselDow Jones 2004 - 2005New York, Ny, UsAttended to general corporate compliance matters. Assisted in the preparation of the Form 10Ks, Form 10Qs and proxy statements. Negotiated and reviewed a myriad of the corporation’s contracts. -
AssociateDavis Polk & Wardwell Llp 1999 - 2004New York, Ny, UsLed the negotiation of asset purchase, stock purchase and related acquisition and joint venture agreements. Drafted corporate resolutions on behalf of a variety of clients and assisted in the creation of a variety of governance committees in light of Sarbanes-Oxley.
Dana Willis Skills
Dana Willis Education Details
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Columbia Law SchoolJd -
Harvard UniversityEnglish And Economics
Frequently Asked Questions about Dana Willis
What company does Dana Willis work for?
Dana Willis works for Kipp Nyc
What is Dana Willis's role at the current company?
Dana Willis's current role is General Counsel.
What is Dana Willis's email address?
Dana Willis's email address is wi****@****msn.com
What is Dana Willis's direct phone number?
Dana Willis's direct phone number is +121270*****
What schools did Dana Willis attend?
Dana Willis attended Columbia Law School, Harvard University.
What skills is Dana Willis known for?
Dana Willis has skills like Mergers, Legal Writing, Equities, Legal Advice, Corporate Law, Licensing, Commercial Litigation, Litigation, Joint Ventures, Legal Research, Intellectual Property, Private Equity.
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