Administered legal advice in risk management and compliance matters and reviewed governance materials. Monitored emerging risks and changes in federal regulatory guidance. Communicated internally on insight and advice related to regulatory changes. Advised on affiliates, confidential supervisory information, governance, management committees, and applicable laws and regulations. Selected accomplishments:• Led and managed cross-functional team efforts to respond to requests for comment… Show more Administered legal advice in risk management and compliance matters and reviewed governance materials. Monitored emerging risks and changes in federal regulatory guidance. Communicated internally on insight and advice related to regulatory changes. Advised on affiliates, confidential supervisory information, governance, management committees, and applicable laws and regulations. Selected accomplishments:• Led and managed cross-functional team efforts to respond to requests for comment on proposed rules from the Federal Reserve. Wrote and submitted comments to Federal Reserve that resulted in effective changes to final rules. Trained senior management on new rules.• Supported Chief Legal Officer for risk committee meetings. Prepared condensed committee materials, confirmed governance, advised on voting decisions, and researched legal questions.• Led and managed work group focused on regulatory enforcement actions to proactively predict and advise on emerging regulatory concerns. Advised legal team to anticipate and prepare for regulatory changes resulting from 2023 bank failures.• Led and executed enterprise effort to expand and clarify board delegation authority in governance documentation for transactions in line with enterprise needs and regulatory expectations. Show less

Collaborated with procurement, administered third party legal advice, and negotiated commercial transactions with service providers in banking products and services, marketing services, information technology (SaaS, cloud, AI, machine learning, managed services, etc.), and information security. Advised on intercompany affiliates, contract database management, technology solutions, financial services retail products, confidential supervisory information, third party committees and governance… Show more Collaborated with procurement, administered third party legal advice, and negotiated commercial transactions with service providers in banking products and services, marketing services, information technology (SaaS, cloud, AI, machine learning, managed services, etc.), and information security. Advised on intercompany affiliates, contract database management, technology solutions, financial services retail products, confidential supervisory information, third party committees and governance, and applicable laws, rules, and regulations. Accomplishments include:• Led, managed, and executed multi-sector efforts to improve efficiency in contracting. Streamlined NDA and negotiation period and accelerated NDA processes. Restructured third party contracts to reduce document size and complexity and improve negotiations and document management.• Led and managed cross-functional work group to completely overhaul the affiliate relationship process and contract structure. Wrote the updated contracts and secured enterprise alignment. Engaged regulators to ensure adherence to guidance. Trained departments on updated process and structure.• Assisted on cross-functional efforts to complete divestitures, mergers, and acquisitions. Advised on third party technology solutions and affiliate legal concerns. Conditioned contracts for business transactions to reduce legal risk. Show less

Collaborated with procurement, administered third party legal advice, and negotiated commercial transactions with service providers in banking products and services, marketing services, information technology (SaaS, cloud, AI, machine learning, managed services, etc.), and information security. Advised on intercompany affiliates, contract database management, technology solutions, confidential supervisory information, financial services retail products, third party committees and governance… Show more Collaborated with procurement, administered third party legal advice, and negotiated commercial transactions with service providers in banking products and services, marketing services, information technology (SaaS, cloud, AI, machine learning, managed services, etc.), and information security. Advised on intercompany affiliates, contract database management, technology solutions, confidential supervisory information, financial services retail products, third party committees and governance, and applicable laws, rules, and regulations. Accomplishments include:• Led, managed, and executed multi-sector efforts to improve efficiency in contracting. Streamlined NDA and negotiation period and accelerated NDA processes. Restructured third party contracts to reduce document size and complexity and improve negotiations and document management.• Led and managed cross-functional work group to completely overhaul the affiliate relationship process and contract structure. Wrote the updated contracts and secured enterprise alignment. Engaged regulators to ensure adherence to guidance. Trained departments on updated process and structure.• Assisted on cross-functional efforts to complete divestitures, mergers, and acquisitions. Advised on third party technology solutions and affiliate legal concerns. Conditioned contracts for business transactions to reduce legal risk. Show less

Dispensed legal advice and analysis on a variety of business and commercial concerns, including partnership and merger terms and conditions, and recommended, gained buy-in, and enacted solutions across departments and functions. Reviewed, drafted, and negotiated terms of all commercial transactions, including, technology, settlement, NDA, marketing, consulting, employment, and lease agreements. Managed contract database and reporting. Partnered with human resources to address and mitigate… Show more Dispensed legal advice and analysis on a variety of business and commercial concerns, including partnership and merger terms and conditions, and recommended, gained buy-in, and enacted solutions across departments and functions. Reviewed, drafted, and negotiated terms of all commercial transactions, including, technology, settlement, NDA, marketing, consulting, employment, and lease agreements. Managed contract database and reporting. Partnered with human resources to address and mitigate employment legal issues. Selected accomplishments include: • Created, organized, and staffed a legal department at the company. Managed and developed a 5-person team to address legal questions or issues. Sales support person of the year in 2013 and 2014. • Led, planned, and executed efforts to improve client contract processes. Streamlined contract templates to reduce size by 75%. Transitioned contract execution procedures to e-sign and reduced closing cycle by days. • Led a cross-functional team to develop and execute a company-wide process to track and manage client renewal dates and cancellation requests to retain clients and increase relationship terms. Show less

Created, negotiated, and processed client and partner contracts for sales-based organization and managed and maintained client contract database. Selected accomplishments include: • Led project to overhaul client contract templates and partnered with outside counsel to develop new contract templates resulting in a decrease in negotiations. • Interim Sales Operations department manager for 9-month period during increased productivity and record-setting sales with continued… Show more Created, negotiated, and processed client and partner contracts for sales-based organization and managed and maintained client contract database. Selected accomplishments include: • Led project to overhaul client contract templates and partnered with outside counsel to develop new contract templates resulting in a decrease in negotiations. • Interim Sales Operations department manager for 9-month period during increased productivity and record-setting sales with continued, successful output. • Named sales support person of the year and overall company person of the year in 2008. Show less

Created, negotiated, and processed client and partner contracts for sales-based organization and managed and maintained client contract database. Selected accomplishments include: • Led project to overhaul client contract templates and partnered with outside counsel to develop new contract templates resulting in a decrease in negotiations. • Interim Sales Operations department manager for 9-month period during increased productivity and record-setting sales with continued… Show more Created, negotiated, and processed client and partner contracts for sales-based organization and managed and maintained client contract database. Selected accomplishments include: • Led project to overhaul client contract templates and partnered with outside counsel to develop new contract templates resulting in a decrease in negotiations. • Interim Sales Operations department manager for 9-month period during increased productivity and record-setting sales with continued, successful output. • Named sales support person of the year and overall company person of the year in 2008. Show less