SaaS provider of leading conversational AI agent, Amelia, the industry's most-human digital AI colleague. Amelia’s ability to learn, interact and improve over time makes her the market’s only AI agent that can fully understand user needs and intentions. Amelia can be trained to recognize words and phrases in more than 100 languages. She delivers real-life business benefits including lower operating costs, higher customer satisfaction and increased employee productivity.

Developed and implemented global legal strategy to facilitate growth and mitigate risk. Assembled and led 8-member legal and compliance team with annual budget of $3–7M. LEADERSHIP• Stood up and mentored three teams covering legal, export compliance and information security as company grew from $250M to $1B in revenues• Tapped by CEO to transform facilities, IT and insurance teamsSTRATEGIC THOUGHT PARTNER• Contributing member of executive leadership team and strategic thought partner to CEO, CFO and cross-functional business leaders• Formulated and executed strategy aligned with business objectives and collective goalsCORPORATE GOVERNANCE• Instituted best practices for the board of directors and its committees• Established risk oversight guidelines to ensure appropriate board review of all relevant risk areas• Prepared and presented materials for board, committee and stockholder meetings to inform and align with best practicesSECURITIES• Drafted, reviewed and advised on SEC filings, including 10-Ks, 10-Qs and 8-Ks, proxy statements, registration statements and section 16 insider transaction reports• Advised on external communications and shareholder outreach, ensuring compliance with applicable laws while minimizing exposure and riskMERGERS & ACQUISITIONS• Structured, negotiated and closed 24 acquisition, disposition and investment transactions, with an aggregate value of $2B, accelerating company growth and diversifying product baseINTELLECTUAL PROPERTY• Partnered with CTO to formulate and execute IP strategy• Oversaw evaluation of portfolio of more than 1,000 patents, determining which patents to pursue/maintain and which to sell/license/abandon, providing maximum protection and value while managing cost• Structured, drafted and negotiated software/IP licenses and joint development agreements

Corporate generalist attorney in headquarters office of advertising and marketing services provider. Oversaw securities filings, M&A, minority investments and general corporate matters.

Corporate generalist attorney in headquarters office of refiner and marketer of petroleum products. Oversaw securities filings, M&A and financings.

Corporate transactional attorney specializing in M&A, securities offerings and financings for private equity clients and portfolio companies.

Corporate transactional attorney specializing in M&A, securities offerings and financings.