W. Ed Stephenson

W. Ed Stephenson Email and Phone Number

Insourcing Attorney @ Axiom
Boxborough, MA, US
W. Ed Stephenson's Location
Boxborough, Massachusetts, United States, United States
W. Ed Stephenson's Contact Details

W. Ed Stephenson personal email

n/a
About W. Ed Stephenson

15+ years with insurers, financial services providers, trade associations, lawmakers, and regulators working to understand, implement and affect financial and market regulation on the state, federal and international levels.Leading insurers, banks, trade associations, lawmakers, and regulators in understanding, implementing and changing financial and market regulation on the state, federal, and international levels. Complete, reasoned understanding of regulatory change, relates the client’s goals to issues of policy, has a non-adversarial attitude, sees questions from other viewpoints, and determines what information and argument will lead stakeholders to an agreement. Admitted to the New York State, Massachusetts and District of Columbia Bar.

W. Ed Stephenson's Current Company Details
Axiom

Axiom

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Insourcing Attorney
Boxborough, MA, US
W. Ed Stephenson Work Experience Details
  • Axiom
    Insourcing Attorney
    Axiom
    Boxborough, Ma, Us
  • Various Agencies
    Document Review Attorney
    Various Agencies Nov 2019 - Present
    Reviewed, analyzed, and coded e-documents according to client-provided discovery protocols. Environmental, unfair trade practices, criminal tax, and antitrust subject areas. Clients included: AkinGump, Wilson, Sonsini, Goodrich & Rosati; Nossaman, Katten; and WilmerHale.• Relevance• Attorney-client and work-product privilege• Personal and client confidentiality• Redaction• Audio and video file review• Privilege log writing• Quality control• Team Lead
  • Axiom
    Insourcing Attorney
    Axiom Jul 2021 - May 2024
    New York, Ny, Us
    Secondment to legal department regulatory operations teams at well-known OCC-regulated banks and financial services companies. Evaluation and consultation on legal and regulatory aspects of escalated customer complaints. Second line-of-defense compliance consultation. Writing and QA on law and regulation surveys and inventories.• Client response & customer service letters• Regulatory compliance & response• Compliance surveillance• Risk & loss mitigation advisory• Consumer protection• FCRA/ECOA (Regs V/B)• Truth-in-Lending Act (Reg Z)• Electronic Fund Transfers (Reg E)• RESPA (Reg X)• Vulnerable/elder adult protection
  • Lexitas
    Research Attorney
    Lexitas Feb 2021 - Jun 2021
    Houston, Texas, Us
    Research project for Eversheds Sutherland and a national insurance carrier to prepare comprehensive database of compliance requirements found in the statutes and regulations of all 50 states for 11 property-casualty lines of business.
  • Metlife
    Policy Development Consultant
    Metlife May 2014 - Oct 2018
    New York, Ny, Us
    Assisting RIS to respond to regulatory proposals and changes. Review of statutes, regulations and emerging compliance issues to determine impact. Determining and achieving goals for modification or revision of regulatory proposals. Determine and achieve specific changes to business processes driven by regulation. Key Accomplishments and Projects:• Developed primary strategy and assisted government relations and trade partners in successfully defeating multi-state legislative effort that threatened multi-billion dollar line of business. • Review, comment and implementation of the DOL Fiduciary Rule.• Managing many projects to update compliance. Review regulation before and after changes. Distill requirements into actionable business processes. Communicate requirements and assist business partners with process updates. • Designed and authored several Sharepoint compliance databases, including for risk management.
  • National Conference Of Insurance Legislators
    Director Of State-Federal Affairs
    National Conference Of Insurance Legislators Nov 2012 - Mar 2013
    Represented client organization to state regulators, federal officials and industry on insurance law, regula-tion and policy. Staff to the International Issues, State-Federal, and Health Committees.
  • Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C.
    Counsel
    Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C. Aug 2011 - Jun 2012
    Little Rock, Ar, Us
    Practice representing insurance companies on solvency and accounting issues on a national, federal and international level. Work on projects related to ACA grants, state licensing and M&A.
  • Gnaie - Group Of North American Insurance Enterprises
    Staff To Accounting Convergence Committee
    Gnaie - Group Of North American Insurance Enterprises 2003 - 2011
  • Barnert Associates
    Director Of Government Affairs
    Barnert Associates 2001 - 2011
    Consultant to insurers on public policy and regulation. Monitored and affected direction of major policy-making organizations including: NAIC, IAIS, FASB, FIO, SEC, the IAIS, etc. Clients included trade association (GNAIE), AEGON USA, Jackson National Life Insurance, etc.Identified regulatory issues and solutions; drafted specific changes to model regulation; managed projects; and led client and trade groups; achieved support for goals. Conducted presentations, answered questions and debated issues at regulator and legislator meetings. Key Accomplishments and Projects:• Lead staff on international asset accounting, investment, and solvency for client trade association. • Successfully led effort to achieve state regulatory treatment for client’s key financial crisis strategy.• Author of many comment letters including client’s response to SEC proposal to adopt IFRS. • Led effort to rationalize the application of SOx to non-public insurers.• Conducted 20+ presentations on international issues including to the NAIC, FEI, and Federal Bar.• Member of the Board of Directors of client trade association.
  • Cornelius Fitzgerald
    Project Manager
    Cornelius Fitzgerald 1997 - 2000
    Primary supervisor for the execution of contracts on approximately $24M of work in elevator and escalator construction for NYC Transit and the City of NY.
  • Freelance
    Film, Tv, Etc.
    Freelance 1990 - 2000

W. Ed Stephenson Skills

Policy Corporate Governance Insurance Corporate Law Legal Research Legislative Relations Mergers And Acquisitions Public Policy Strategic Planning Legal Writing Government Reinsurance Policy Analysis Insurance Law Licensing Investments Grassroots Lobbying Accounting Microsoft Office Microsoft Excel Microsoft Word Microsoft Powerpoint Public Speaking Westlaw Legislative Policy Business Operations Regulatory Compliance Federal And State Regulatory Compliance Written Communication Building Effective Relationships Documentation Practices Risk Management Project Management Microsoft Project Visio

W. Ed Stephenson Education Details

  • Brooklyn Law School
    Brooklyn Law School
    Law
  • University Of Rochester
    University Of Rochester
    Political Science

Frequently Asked Questions about W. Ed Stephenson

What company does W. Ed Stephenson work for?

W. Ed Stephenson works for Axiom

What is W. Ed Stephenson's role at the current company?

W. Ed Stephenson's current role is Insourcing Attorney.

What is W. Ed Stephenson's email address?

W. Ed Stephenson's email address is ws****@****ife.com

What schools did W. Ed Stephenson attend?

W. Ed Stephenson attended Brooklyn Law School, University Of Rochester.

What are some of W. Ed Stephenson's interests?

W. Ed Stephenson has interest in Photography, Sailboat Racing, Sailing.

What skills is W. Ed Stephenson known for?

W. Ed Stephenson has skills like Policy, Corporate Governance, Insurance, Corporate Law, Legal Research, Legislative Relations, Mergers And Acquisitions, Public Policy, Strategic Planning, Legal Writing, Government, Reinsurance.

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