Princeton, New Jersey, United States
I am passionate about helping lawyers, business owners, and other professionals build and protect their wealth -- both as an attorney and as a financial professional. By offering a holistic, integrated approach to estate planning, clients enjoy a higher level of wealth, take fewer risks, and better protect their assets on a revenue neutral basis. Contact me if you want to start a dialog about how you can achieve your financial dreams. In my career, I have served in diverse roles: vice president -- legal for a global investment bank, legal AI thought leader, strategy consultant for a boutique investment bank, attorney for a boutique firm, and sales and marketing analyst for a global conglomerate. Expertise in operations, risk management, investment due diligence, business strategy, business and legal analysis, raising capital, business development, marketing, and creating and delivering presentations and deliverables to senior executive teams. I bring a disciplined work ethic, high energy, creativity, a collaborative approach, and positive attitude that yields excellent business outcomes. Highlighted include: • Negotiated, drafted, and executed credit facility agreements totaling $800mm in borrowing capacity • Negotiated, drafted, and executed asset purchase agreements, asset servicing agreements, term sheets, investment incentive agreements, asset management agreements, and other contracts • Raised over $150mm in capital for credit unions • Wrote white papers for clients on business strategy and company performance improvement based on client data • Created and presented legal and business proposals to boards of directors and senior executive teams • Legal AI thought leader • Co-created LG Commercial Air Conditioning’s marketing program • Author of the novel "The Phoenix of Upperville" /COMPLIANCE:2026-3821/
As a GLG network member, I bring expertise on the Legal AI space to help clients solve some of their toughest business and legal challenges regarding AI and the practice of law.
AI Consulting for law firms.
Senior member of legal and product group focused on managed services business for an early stage legal AI company. Responsible for creating and executing customers’ initial positions on commercial agreements and communicating with counterparties. Involved in cross-functional teams focused on improving Robin AI’s AI functionality. • Negotiated and drafted commercial agreements for private equity customers. • Trained and performed quality control on AI functionality.