Bob Merz

Compliance Counsel at Interactive Brokers

Northbrook, Illinois, United States

About

I am a senior-level corporate counsel with extensive experience drafting contracts, advising on complex commercial issues, and managing litigation as both a litigator and corporate client. I derive great satisfaction from a well-drafted contract that makes rights and responsibilities clear and concise. Additionally, I thrive on taking a position and supporting it with cogent arguments. Throughout the course of my legal career, I have maintained a diversified skill set while litigating complex commercial transactions, foreclosure actions, probate, and trademark infringement matters. Working within various industry verticals, I have partnered with numerous entities to formulate corporate structures and governance procedures. I have acted as a strategic business advisor in drafting and negotiating deals involving financing agreements, licensing agreements, partnership agreements, service contracts, and statements of work. I also maintain expertise in handling internal HR matters and procedures. My leadership style is focused on encouragement, respect, and creativity. I am passionate about developing relationships of trust and leveraging a flexible mind that allows for a solutions-based approach. I welcome the opportunity to connect with other hybrid business and legal executives.

Experience

  • Compliance Counsel at Interactive Brokers
    Nov 2020 - Present · 5 yrs 8 mos

  • Principal Attorney at Law Offices of Robert Merz
    Jun 2009 - Present · 17 yrs 1 mo

    Founded and managed a boutique law firm handling business transactions, business litigation matters and family law matters. Handled range of commercial transactions, including drafting and negotiating contracts, forming corporate entities, and preparing compliance documentation. Litigated complex commercial matters, conducted discovery, and attended settlement conferences, hearings, pre-trials, and trials.

  • Corporate Counsel at Strategic Data Intelligence (SDIntelligence)
    Feb 2011 - Nov 2020 · 9 yrs 10 mos

    Serve as corporate counsel for data-driven multi-channel marketing company providing email, social network and direct mail campaigns as well as all manner of data capture and database services. Negotiate broad range of contracts and licensing agreements, and advise and manage on all matters of corporate governance and compliance.

  • Corporate Counsel & General Counsel at Stelor Productions
    Jan 2007 - May 2009 · 2 yrs 5 mos

    Served as corporate counsel for children’s media and entertainment company. Built the legal department from the ground-up and minimized company's legal exposure by reviewing, negotiating and drafting contracts, including finance agreements, licensing contracts, leases and employment.

  • Associate Attorney at Dranias Harrington & Wilson
    Nov 2005 - Dec 2006 · 1 yr 2 mos

    Handled litigation and transactional matters, including drafting contracts, leases, and agreements, and incorporating several companies.