• Responsible for development of on-boarding and training programs for new and existing records employees including informationsecurity, records management procedures, proper software usage, retention and ethical wall management across 14 firm location• Created information security policies and procedures ultimately ensuring the firm’s ability to successfully maintain appropriate security levels.• Evaluate and compile risk reporting on security controls and stance for vendors.• Accountable for timely and accurate completion of client security assessments promoting the firm’s security, resulting in continued growth and maintenance of the firm’s client base.• Track firm wide compliance with information security training for employees and contractors.• Maintain a database of information security documents ensuring appropriate accessibility and promoting proper use procedures.• Participate at firm wide level in all ongoing records initiatives including; litigation holds, ethical walls, development and maintenance of ISO27001 information security documentation, coordination of the document management system with the records management system and the effective management of electronic records.• Key participant in HIPAA and ISO 27001 risk assessments and in the SOC2 Audit process.

• Coordinate and managed firm wide efforts to comply with records retention policies and procedures.• Responsible for establishing and maintaining ethical walls ensuring that only the appropriate personnel had access to client/matter information that was subject to the wall.• Assist in development of matter centric work environment allowing for increased efficiency and ease of use. • Coordinate the release of electronic records including obtaining proper release agreements from clients and overseeing the process through a multi-person; multi-step process.• Participated as a core team member responsible for reviewing and selecting a new integrated software package after evaluating presentations by vendors.• Assist with data mapping and conversion responsibilities associated with implementing new records management software.• Accountable for records management training encompassing new hire and continuous training in all records management functions.

• Responsible for day-to-day management of records staff including training, oversight of new client matter intake, database management, and physical file maintenance.• Oversee and manage active/inactive files in order to ensure efficiency in responding to requests as well as ensure proper file retention procedures are completed.• Manage relationships with multiple vendors including invoicing; successfully accomplishing record storage, and document shredding per client and firm requirements.• Maintain disaster recovery records• Analyze conflict of interest data in order to ensure no unacceptable conflict existed prior to setting up new clients resulting in decreased liability.