● Regulatory compliance: HIPAA, healthcare fraud and abuse laws, and antitrust● Strategic plan implementation (includes planning, advice, negotiation, implementation, and management): • Epic EHR and population health contract strategies • Tax exempt financing • Fund investment strategies • Strategic affiliation with Moffitt Cancer Center to enhance clinical services • Physician asset and practice acquisitions • Other strategic health care transactions • Formed and represent clinically integrated network (CIN) serving commercial payors• Restructured affiliation for Medicaid provider service network and TPA services • Created affiliated holding company structure for, and implemented, strategic investments, including ambulatory surgery centers, PET imaging centers, hospice, Super CIN, and accountable care organization • Corporate restructuring • Organized and supported nonprofit and for-profit entities, including tax planning • Corporate Secretary and counsel for holding companies • Equity investment transactions ● Contracts: • Software licenses (customer and licensor) • Equipment purchases and leases• Support • Services • Procurement • Vendor management • Finance • Investments • Construction • Staffing and independent contractor engagements • NDAs • Business Associate Agreements (BAAs) ● Real Estate: • Managed drafting and negotiation of commercial leases (landlord and tenant), and timeshare agreements and residential leases (landlord) • Real property purchases● IT Systems: • Structured and negotiated licenses (licensor and licensee) for electronic health records (EHR), population health, and vendor management strategies • Managed implementation and oversee operation of systems that cut costs and improve efficiency: e-billing, matter management, records management, and contract management• Negotiated system licenses for e-billing, matter management, contract management, enterprise content management, and telehealth

Behavioral Lifeboat was a nonprofit startup. Mission: to help make evidence-based behavioral therapy accessible and affordable for families.

Member of the Center of Expertise for Governance, Finance & Investments, Mergers & Acquisitions, & Corporate, a shared services legal team (promoted from Farmers Corporate Legal Team):● M&A and finance (US and international) ● US real estate leasing for Farmers & Zurich ● Records managementZurich Farmers United States Services is a subsidiary of Zurich Financial Services

Member of Farmers Corporate Legal Team (transferred after acquisition of Bristol West):● Benefit plan administration ● Contracts ● Equity investments ● Records Management: • Designed internal controls• Helped design and manage SharePoint site• Managed cross-functional team of records coordinatorsFarmers Group, Inc. is a subsidiary of Zurich Financial Services.

● Principal public company counsel ● Public company compliance and governance ● Enhanced SOX internal controls● Managed 2007 acquisition by Farmers and related SEC/NYSE compliance ● Enhanced benefit plan administration● Equity plan design and administration ● Finance transactions ● EEOC ● Designed records management internal controls Bristol West Holdings, Inc. (NYSE), a KKR portfolio company acquired by Farmers in 2007, was a nonstandard auto insurance company. After the acquisition, Bristol West became part of the Foremost product line at Farmers Insurance Group.

● Principal public company counsel ● Public company compliance and governance ● Designed and implemented SOX internal controls● M&A ● Finance Rock-Tenn (NYSE), a leading North American producer of paperboard, containerboard and consumer and corrugated packaging, is now known as WestRock.

● Provided outsourced General Counsel services● Primary Client: Firstdoor, Inc., including 2003 sale

● Formed legal department ● Hired and managed legal team ● Managed HR team● Increased business development productivity by designing and implementing contract management process ● Reduced risk by enhancing investor due diligence and disclosure processes ● Minimized outside counsel fees● Managed multiple private placements (aggregate $15 million) ● Participated in knowledgebase development, technology design and implementation, and intellectual property protection ● Crafted and negotiated BNA strategic alliance to deliver and cross-license proprietary HR content ● RIFs (including senior managers) ● EEOC Firstdoor was a venture capital funded, information technology and services company. In 2001, Forbes named Firstdoor as “Best of the Web for HR Products.” The Firstdoor team created AnswerSource, a SaaS HR knowledge delivery solution that facilitated employee and manager self-service by delivering plain English answers to compliance questions and up-to-date human resource, employee benefits, compensation, employment and regulatory information, including regulatory summaries, best practices, case studies, checklists, and training.

Sachem Ventures was a student-managed, nonprofit private equity fund start-up.Extracurricular project at Yale School of Management.

The Enterprise Center was a nonprofit business catalyst start-up.Extracurricular project at Yale School of Management.

● Headed securities law practice ● Public company compliance and governance ● Corporate governance ● M&A ● Commercial real estate ● ERISAEnrolled in the Yale School of Management in 1998.Altman, Kritzer & Levick was a prominent boutique law firm specializing in corporate and real estate law. The partners dissolved the firm in 2002 and formed a firm with new leadership.

● International M&A ● Sole in-house securities counsel ● Public company compliance and governance ● Converted from NASDAQ to NYSE

● M&A ● Corporate governance ● Public company compliance and governance Trotter, Smith & Jacobs was a prominent boutique law firm specializing in corporate and securities law. TS&J included approximately 70 attorneys at its peak. The firm dissolved in 1992 after its largest client, Southmark Corporation, filed for bankruptcy.

● M&A ● IPOs ● Corporate governance ● Credit facilities ● Tax exempt municipal bond financings