Assistant General Counsel - Digital and Enterprise Operations. Technology; Partnerships; Future Ventures; Business Development; Strategy; Marketing; Privacy; Intellectual Property; Fintech; Transactions; Innovation; Artificial Intelligence; ESG.

CEO Award - 2019Technology and Strategic Initiatives - Global Lead AttorneyPrivacy - Lead Attorney Americas, Global Co-LeadMarketing - Lead Attorney AmericasSales Distribution and Partnerships - Lead Attorney AmericasContractsIntellectual Property (IP)Payments

Technology and Strategic Initiatives• Biometric authentication and telematics• Open Source Software and other licensing• Mobile App development • Electronic contractingPrivacy and Data Security - Lead Attorney, Americas • GDPR, PIPEDA, CCPA, FTC Article 5, PCI-DSS, and other compliance• Policies and Procedures• Evaluation of projects, concepts, and vendors• Global Privacy Steering Committee Co-ChairMarketing - Lead Attorney, Americas• Sponsorships and partnerships (including television commercials)• CAN-SPAM, CASL, TCPA, CTRA, FTC, CCB, and other compliance• Digital marketing, including social media, targeted advertising, etc. Payments - Lead Attorney, Global• PSD2, card association rules compliance• Digital payment mechanisms • Card association and processor agreements• Global Payments Steering Committee member

• Provided advice to all segments of the company in business law, compliance, corporate governance, insurance law, international law, IP, licensing, M&A, and taxation• Drafted, reviewed, and negotiated a variety of contracts, including employment, confidentiality, services, licensing, vendor, software, and independent contractor agreements• Liaised and negotiated with regulators, including state insurance departments and Offices of Attorneys General• Supervised regulatory compliance functions• Developed strategies for entry into new markets (domestic and international)• Worked with executives as legal group S.M.E. on major company projects• Oversaw insurance and service contract form filings• Directed licensing functions and maintained licensing database• Established and assessed internet marketing, direct mail, and telemarketing best practices• Assisted in the development of a compliance database for terms & conditions• Managed support staff and legal interns• Presented written and oral advice to supervisory attorneys and senior management

• Provided counsel to insurance industry member companies on the issues of bad faith; claims handling; corporate governance; international banking; auto, commercial general, homeowners, product, professional, and property liability; market conduct; customer-facing contracts; and unfair trade practices• Supported government affairs team by providing advice, preparing testimony, and attending legislative hearings• Assisted in drafting amicus briefs related to large-scale litigation matters• Collaborated with industry regulators, legislators, in-house counsel, outside counsel, and business executives in order to achieve goals • Researched and analyzed complex and conflicting laws and regulations, enforcement actions, and case law for impact on member company operations

• Completed full prosecutorial training program, including ethics, procedure, and litigation strategy• Drafted motions, responses, subpoenas, and legal memoranda

• Drafted and negotiated service, marketing, non-disclosure, and participation agreements• Managed the internal contracts database and helped develop a complaint e-discovery tool• Assisted the litigation and SEC practices groups• Reviewed litigation updates and billings from outside counsel