Providing legal counsel / transactional assistance:* Serving as a central point of contact for (i) the review and drafting of sub-advisory investment management agreements (IMAs) for Strategic Advisers LLC; (ii) the review and negotiation of corporate sponsorship agreements; (iii) the review and negotiation of Software Trial Services Agreements for Fidelity Labs LLC in connection with new product/service development; (iv) the review, drafting and negotiating of non-disclosure agreements (NDAs), joinders agreements and related obligations; (v) development and implementation of NDA templates, policies, procedures, training and tracking; (vi) development of specialized forms of NDAs; and (vii) the negotiation and drafting of participation and (IMAs and amendments thereto on behalf of FIAM LLC and Fidelity Institutional Asset Management Trust Company;* Supporting the Equity and Fixed Income Groups responsible for (i) supporting transfer agency initiatives, and (ii) the negotiation and drafting documentation in connection with clearing and derivatives transactions (i.e. Clearing Agreements, ISDAs, CSAs, CCAs, NDAs, derivatives trading addenda, third party data access agreements) by FMR Co., Fidelity mutual funds, Fidelity Canadian funds, FIAM LLC's pools and separate accounts, Fidelity Management Trust Company stable value pools, and Fidelity Investment Money Management, Inc.; * Serving National Financial Services, LLC, Fidelity’s clearing broker-dealer, and the operator of FundsNetwork, a global funds supermarket platform, including the drafting and negotiating master services and clearing agreements in connection with servicing private wealth advisers, institutional advisers, and retirement administrators; and* Supporting Fidelity Capital Markets and the Operations and Services Group advising on sales and trading issues, margin and money movement, market operations and risks, account management and asset servicing.

* Managing counsel in connection with general unit administrative, staffing and planning matters, and state liaison serving seven (7) mutual fund clients.* Managing counsel and Assistant Secretary for corporate and regulatory governance services to four (4) registered mutual funds, including two (2) ETFs, and responsible for:* the review and preparation of Board, Committee and shareholder meeting agendas, scheduling, resolutions and related materials, the printing and posting of Board and Committee materials on Diligent, and Board, Committee and shareholder meeting attendance and minute-taking; and * drafting and review of press releases and annual registration statement and prospectus updates, mergers, proxy statements, and periodic regulatory filings (including Section 16, Form 8-K, N-PX and N-1A).* Advising counsel on client governance materials and manuals, i.e. Committee charters and compliance procedures.* Editorial counsel and contributing author on the bi-weekly JPMorgan external regulatory publication, “The Regulatory Alert”. * Advising counsel in connection with Rule 38a-1 governance matters and policy and procedural summaries; Secretary of the Rule 38a-1 Governance Committee.  Moderator at the J.P Morgan Chief Compliance Officer and Fund Treasurer Summit, Boston, Massachusetts (2012).

Recruited, trained and supervised junior attorneys and paralegal staff as practice group leader and managing attorney.Provided general counsel in connection with (i) structured investment vehicles including alternative investment funds, and (ii) rule making under Title VII of Dodd-Frank relative to investment advisory and derivatives business lines.Drafted, reviewed and negotiated:• global brokerage and domestic and offshore investment advisory/sub-advisory agreements for proprietary funds and the investment advisory SID;• syndicated international commercial lending documentation including working capital/asset based lines of credit, secured/unsecured revolving facilities, term loans, real estate loans and letters of credit;• agreements in connection with asset purchases, M&A, global outsourcing and joint ventures;• derivatives agreements (i.e. repo agreements, ISDAs [1992 and 2002], CSAs [NY and UK], Master FX Give-Up agreements, and IFEMAs); • fund distribution agreements, dealer agreements, shareholder servicing agreements, electronic trading platform agreements, and networking agreements; • web-based product application and licensing agreements;• custodial, TA and administration agreements for domestic and international clients (including insurance companies, pensions, hedge funds, 40 Act funds, UCITS/non-UCITS funds); and• RFPs, master services agreements, SOWs, NDAs, residential/commercial leases, web-based product application and licensing agreements, food service agreements, consulting/professional services agreements, travel/transportation agreements, supply/utility agreements, and employment/employee retention agreements.Lead counsel to: • offices in London, Dublin, Zurich and Luxembourg in connection with client securities matters and Boston/NY-based commercial banking and global securities lending groups; and• NY-based Merchants Group providing overnight cash and clearing member payment services to registered FCMs.