Stephanie Sado Smith Email & Phone Number

Flourish offers a technology platform for registered investment advisers to access innovative products on behalf of their clients, and is an SEC-registered broker-dealer, and New York state-registered commodities broker-dealer. Today, the Flourish platform is used by more than 440 wealth management firms representing more than $1.4 trillion in assets under management. Flourish joined MassMutual in February 2021 and operates independently from MassMutual’s existing wealth management and… Show more Flourish offers a technology platform for registered investment advisers to access innovative products on behalf of their clients, and is an SEC-registered broker-dealer, and New York state-registered commodities broker-dealer. Today, the Flourish platform is used by more than 440 wealth management firms representing more than $1.4 trillion in assets under management. Flourish joined MassMutual in February 2021 and operates independently from MassMutual’s existing wealth management and insurance businesses. Show less

New York, New York, United States

New York, New York, United States

New York, New York, United States

- Maintained caseload of high-dollar domestic and international arbitrations and litigations in state and federal court; guided clients through all stages of litigation and arbitration in varied contract, insurance, and other commercial cases, and advised on dispute-avoidance, regulatory, general business, and budgetary issues.- Representative legal areas of caseload include: investment advisor fraud; contract issues relating to technology licensing and development agreements; insurance… Show more - Maintained caseload of high-dollar domestic and international arbitrations and litigations in state and federal court; guided clients through all stages of litigation and arbitration in varied contract, insurance, and other commercial cases, and advised on dispute-avoidance, regulatory, general business, and budgetary issues.- Representative legal areas of caseload include: investment advisor fraud; contract issues relating to technology licensing and development agreements; insurance and re-insurance coverage matters.- Implemented marketing and business development strategies to expand legal practice, including preparation of pitch materials and fee proposals, research of and outreach to target markets, organizing and attending networking events, and authoring publications for key markets Show less

New York, Ny

- Represented a diverse group of clients in multi-billion dollar complex commercial litigations, litigations related to merger and other corporate combination activity, government investigations including related to residential mortgage backed securities practices, and bankruptcy-related litigations.- Managed team of more than twenty attorneys and outside vendors; managed all aspects of high-volume, sensitive document productions; interfaced directly with government regulators; provided… Show more - Represented a diverse group of clients in multi-billion dollar complex commercial litigations, litigations related to merger and other corporate combination activity, government investigations including related to residential mortgage backed securities practices, and bankruptcy-related litigations.- Managed team of more than twenty attorneys and outside vendors; managed all aspects of high-volume, sensitive document productions; interfaced directly with government regulators; provided advice to clients relating to strategy and budget.- Negotiated settlements of legal claims against debtors, including against major worldwide telecommunications company; drafted settlement agreements; analyzed related contracts including merger and intellectual property agreements.- Defended financial institutions in civil litigation pursuant to the federal Anti-Terrorism Act, including drafting summary judgment briefing and obtaining dismissal of all claims; responsible for litigation strategy and pre-trial management; prepared expert and fact witnesses for examination; involved in settlement negotiations concerning more than $1 billion in alleged damages.- Prepared and presented CLE programs. Show less

United States District Court For The Eastern District Of Pennsylvania

Researched and drafted bench memoranda, judicial opinions, and orders, in varied criminal and civil matters, including contract, employment, and intellectual property disputes; prepared jury instructions; generally supported Judge Slomsky at trials and hearings.

J.D. Summa Cum Laude

Activities and Societies: Editor in Chief, New York Law School Law Review

Bachelor Of Arts (B.A.), Political Science And Government