Margaret Dolson Email & Phone Number

Frankfurt Am Main, Hessen, De

Frankfurt Am Main, Hessen, De

Transform department that produces electronically stored data for all legal and regulatory matters and internal investigations; oversight of strategy, infrastructure and team.Develop strategic, data driven approach to significantly improve delivery and productivity. Lowered costs, instituted service level and increased capacity.Streamline systems and processes, increase automation. Implement controls ad quality assurance. Implemented internal document review capability.Manage global team based in UK, US, Germany, India, Hong Kong, Singapore and Australia.Develop Bank’s data disposal strategy and implementation plan in partnership with Legal, IT and governance teams.

Frankfurt Am Main, Hessen, De

New York, Ny, Us

• Created and launched program to educate key law firms on JPMorgan Chase’s eDiscovery program to drive efficiency and uniformity for discovery obligations at a leading global financial services firm (transitioned from operations to strategic role).• Oversaw document review operations, $50 million budget, 16-person team and the mortgage-backed security portfolio as part of the litigation and regulatory request discovery program.• Supervised project managers who advised attorneys on data strategy, sourcing, accessibility, cost and timing to optimize collection/production; managed discovery attorneys, providing document review strategy and logistics coordination for reviews by vendors/outside counsel; groomed successor to manage discovery attorney team.• Optimized document review vendor model, driving a $5 million cost reduction and conducted RFI with Sourcing Department to drive competitive pricing.• Introduced capacity planning, removed process bottlenecks and oversaw policy/procedure updates for document review program.• Implemented internal/external risk-related controls (relating to bank examination privilege and suspicious activity reports) and served on panel that trained outside counsel on the obligation to protect Confidential Supervisory Information.

New York, Ny, Us

• Established a Project Management Office, designed a new strategy/framework to manage mortgage-backed securities litigation and regulatory requests and consulted on discovery strategies; oversaw $60 million+ budget, 15-person team and technology vendors.• Restructured group to provide consultative services (vs technology and operations) to improve management and efficiency of 200+ active cases with billions of dollars of risk exposure.• Created case manager function to provide strategic guidance to attorneys and serve as primary contact for all aspects of the discovery phase of a case; reduced costs by $3.5 million annually by replacing 10 case manager consultants with 5 full-time positions.• Designed standardized processes for case management, budget forecasting, quality control and stakeholder communications; created workflows and defined roles. • Led marketing effort to communicate new services and positions across entire litigation department.• Managed relationships with eDiscovery technology vendors, overseeing evaluation and requirements for new document hosting providers.

New York, Ny, Us

• Oversaw eDiscovery technology processes, infrastructure, vendors and a 12-15-person team of paralegals, data quality control project managers, data processing analysts and systems managers.• Directed dedicated eDiscovery infrastructure, legal holds platform, document review systems and data processing software; oversaw development of process documentation and training for end users.• Managed technology vendor relationships and RFIs to enable competitive pricing negotiation.• Designed processes to estimate internal and external discovery costs to assist attorneys with overall cost estimates for cases; resulted in a $12 million cost avoidance.• Launched internal website presence to increase visibility and understanding of eDiscovery program across the Litigation Department

New York, Ny, Us

• Managed discovery projects for large litigation initiatives and oversaw operational processes and data/technology infrastructure, working closely with in-house and outside counsel and technology vendors.• Led selection and implementation of outsourced eDiscovery processing and hosting services in collaboration with the Sourcing Department; negotiated pricing that resulted in $3 million cost savings. • Directed large data and systems integration of litigation portfolios post-acquisition of Bear Stearns and Washington Mutual; analyzed legacy systems, data/storage infrastructures and internal document review platform; created integration plans and led data assimilation.

New York, New York, Us

Master Of Science (M.Sc.), Economics

Education record

Bachelor Of Arts (B.A.), Economics