Experience

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  Weil gotshal and manges

  Jun 1991 - Aug 1993

  Corporate finance paralegal
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  Hahn & hessen llp

  Sept 1996 - Sept 1997

  Corporate finance attorney
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  Law offices of loren chodosh, p.c.

  Sept 1997 - Sept 2004

  Entertainment attorney
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  American express

  May 2005 - Nov 2005

  Financial services contract attorney / sourcing commodity manager

  Facilitated creation of Ameriprise Financial, Inc. ("AFI") through spinoff, providing legal support and training for personnel, along with managing agreement negotiations with suppliers. Additionally, assumed Sourcing Commodity Manager responsibilities within Management Consultant Sourcing Group, overseeing agreements and statements of work.

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  Citigroup

  Nov 2005 - Mar 2006

  Vice president strategic cost management / contract management

  Led Software Category, overseeing supplier relationships for software, e-business, and data management services. Spearheaded negotiation, drafting, and review of agreements encompassing master services, license agreements, and statements of work.

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  Bank of america merrill lynch

  Jul 2006 - Dec 2010

  Vice president supply chain management and global markets sourcing lead

  Originally hired as a Merrill Lynch Senior Sourcing Manager specializing in software, handling supplier relationships, contract negotiations, and shaping commercial terms. Transitioned to VP Supply Chain with merger, leading stakeholder support for global markets with team of 3 direct reports.𝗦𝗲𝗹𝗲𝗰𝘁 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀 ➡Retained during acquisition of Merrill Lynch by Bank of America, surviving resource consolidation with 90% of Merrill Lynch procurement organization eliminated due to redundancies.➡Collaborated with business partners to enhance negotiation position by aiding in demand planning. ➡Offered legal, sourcing, and project management support to Global Sourcing and Procurement Services Group during Blackrock Financial merger and consolidation of subsidiaries from National City Bank into Merrill Lynch.➡Managed supplier relationships for Oracle, HP, Tibco, and SunGard. Show less

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  Aig

  Dec 2010 - Mar 2016

  Executive director and global head of software and market data sourcing and procurement

  Initially hired as a senior sourcing manager, specializing in software within technology domain. Managed critical software supplier relationships including Oracle, SAP, Salesforce and HP. Supported stakeholders, negotiated contracts, and commercial terms. Later promoted to lead all software and market data transactions globally, overseeing both software and market data teams, consolidating spend and leading commodity support. Managed $700M technology spend.𝗦𝗲𝗹𝗲𝗰𝘁 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀 ➡Achieved $10M savings, mitigated audit and contractual risk, and streamlined management of 300 Oracle support renewals by orchestrating global drawdown agreement in collaboration with stakeholders, legal, and Oracle reseller.➡Produced $35M in yearly diversity spend by redirecting direct technology expenditures through stakeholder collaboration, sourcing adjustments, and procurement process enhancements favoring diverse technology suppliers.➡Led team to achieve $70M annually in cost savings and cost avoidance. ➡Partnered with CTO and IT Direct reports for aggressive IT cost reduction program; evaluated tech stack and collaborated on license management to boost IT savings.➡Revamped sourcing processes. Partnered as part of a cross-functional task force to transform a slow procurement process, collaborating across sourcing areas to improve processes and use of the Ariba procurement tool.➡Worked with Legal Partners as part of Sourcing/Legal Taskforce to create combined process efficiencies. Show less

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  Ey

  Apr 2016 - Sept 2023

  Director technology sourcing - client technology leader

  Team leader supporting stakeholder groups across diverse sectors including Assurance/Audit, Forensics, Global Markets, Financial Services, Banking, Insurance, Wealth Management, Risk, US Government Services, and Global/US Tax. Managed team of ~10 members overseeing technology spend of $400M, across Software, IT Services, and Hardware categories. Oversight and approval of all technology transactions for company over $500K.𝗦𝗲𝗹𝗲𝗰𝘁 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀 ➡Drove savings and flexibility in 2 critical software renewals by bringing a third supplier into the mix and negotiating advantageous terms yielding $8M in savings, flexible opt-outs, and fueling $125M client revenue growth.➡Stepped up during challenging period to lead IT Professional Services team (8 members) and Client Technology organization (60 members) concurrently, alongside my team of 10. All teams thrived, achieving goals and offering strategic stakeholder support. ➡Led team to achieve annual cost savings and avoidance exceeding expected goal through strategic measures including competitive bidding processes, meticulous transaction timing, and discussions tailored to optimize savings potential.➡Supported potential split of EY into 2 distinct entities—audit and consulting—by evaluating supplier relationships, contracts, and provisions to advise stakeholders on entity selection and contract strategies.➡Team Leader for Software and Mergers and Acquisitions Centers of Excellence, Liaison to Global and US Legal Teams, Technology Sourcing Policy Champion. Show less

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  Bloomberg

  Nov 2023 - now

  Global head of technology sourcing

  Global Head of Technology Sourcing: November 2024 to PresentGlobal Software and Cloud Sourcing Category Lead: November 2023 to November 2024Experienced Technology Sourcing leader with expertise in Software and Cloud Sourcing category. Focus on the negotiation of global Enterprise License Agreements, complex SaaS, cloud and hosted services agreements and the accompanying data privacy and security issues. Concentration on team leadership, commodity strategy development, stakeholder relationship building including at the CIO/CTO/CFO level, savings, risk mitigation, supplier management and process efficiencies. Management of strategic supplier relationships including Microsoft, AWS, Google, SAP, Adobe, Docusign and many others. Show less