
Timeline
About me
VP Associate General Counsel at TAG The Aspen Group
Education

Clarkson university
1984 - 1988Bachelor of science - bs electrical & computer engineering
Syracuse university college of law
1995 - 1998Doctor of law - jd law
Experience

Niagara mohawk power corp
Jan 1998 - Jan 2001AttorneyAs part of National Grid’s acquisition of Niagara Mohawk, served as a member of the integration team that delivered over $190 million in annual savings. Led transformation initiatives including end-to-end process review and change management activities.As in-house counsel, oversaw the share exchange process supporting Niagara Mohawk’s $3 billion merger with National Grid Group plc.Served as corporate counsel handling the divestiture of power generation assets and unregulated businesses, yielding over $2 billion. Ensured all legal and non-legal aspects of sale were completed once the company received regulatory approvals. Engaged cross-functional team to support due diligence and sales process. Supervised outside counsel.- Successfully closed six transactions ranging from $425 million to $48 million. - Divestiture included sale of 71 hydroelectric sites, four fossil fuel generating units, and two nuclear stations. - Transactions included the transfer of land, generating units, employees, equipment and inventory. - - Secured related approvals, consents and assignments.Served as dedicated legal resource supporting HR and Ethics organizations. Investigated highly sensitive complaints, harassment and discrimination charges. Show less

National grid
Jan 2002 - Jan 2011As Vice President, oversaw the end-to-end revenue cycle for US operations. Managed $100 million budget and 550 employees. Built relationships with a wide variety of stakeholders, including supporting teams across multiple sites, senior executives, regulators and vendors. Provided testimony at regulatory hearings and supported development of regulatory filings. Managed $40 million annual vendor spend, directly negotiating contracts critical to operations. Key functions included delivering 85 million customer bills each year, processing $18 billion payments and managing policies and procedures to reduce $280 million in bad debt. Accomplishments:- Brought new vision, energy and organization to faltering credit and collections operations. Developed and implemented strategies to mitigate the impact of economic downturn. Halted decline and reduced bad debt expense by $100 million. Leveraged predictive analytics modeling used in the banking industry to introduce proactive strategies. Improved regulatory relationship by matching collection strategies to individual customer risk and ability to pay. - Following merger with KeySpan, implemented an integration plan and led consolidation of Customer Shared Services. Within one year, recruited 100 management employees and oversaw consolidation of customer systems.- Member of global project team leading efforts to build a Shared Services organization. Led review of meter to cash processes, established strategies and related operational management activities. Show less As Director, managed $37 million budget and 525 employees located in five call centers across service territory. Centers handled 8 million calls each year. Secured favorable labor terms for the company by negotiating a new union contract that resulted in reducing labor costs by two-thirds and cutting overhead in half. Developed a strategic model that ensured the transaction center would remain competitive by tying future wage increases to the national market. Based individual variable pay on performance measures achieved by top performers. As a result, the company built a US-based transaction center in the union’s service area. Show less
Vice President
Jan 2007 - Jan 2011Director, Customer Shared Services
Jan 2006 - Jan 2007Audit Manager
Jan 2005 - Jan 2006Legal Counsel
Jan 2002 - Jan 2005

Src inc
Jan 2011 - Jan 2015Assistant vice presidentLed operations for the Intelligence and Information Systems division. Provided operational oversight to accelerate corporate growth and efficient delivery of software solutions. Oversaw division support of government contracting and compliance training for all personnel. Strategically positioned company for growth by spearheading efforts leading to the creation of a commercial cybersecurity start-up.Accomplishments:- Assessed developing regulations and cybersecurity market needs. Identified opportunities to use defense developed capabilities to address commercial problems.- Built Secure Cyber Technology, LLC business infrastructure, shaped market strategy, and established sales channels. Led business from its start. Structured and negotiated operating agreement and supporting documents. - Oversaw product development and related intellectual property filings. Prepared product licenses and supporting technical reference materials. Show less
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Aspen dental management, inc. (admi)
May 2016 - nowProvide timely legal counsel to executives and Finance, Procurement, IT, HR, Risk and Operations business leads. Supervise staff attorneys and manage outside counsel. Research emerging issues. Draft corporate resolutions and maintain company records. Serve as corporate secretary for subsidiary companies. Administer processes involved in issuing equity and maintain the ownership and equity management platform. Lead the review of contracts for the procurement of products and services for the enterprise supporting operations in more than 1,100 locations in 45 states across five retail healthcare brands. Draft and negotiate a high volume of IT vendor contracts, including SaaS agreements, software licenses, professional services, and pilot agreements. Conduct employee investigations, identify and summarize legal issues and present recommendations and defense strategies. Partner with HR business leaders to respond to leave and accommodation requests and provide legal advice on employee discipline and termination decisions. Develop recommendations for Operations leadership team to address compliance related issues.▪ Working as lead in-house counsel, completed the strategic acquisition of MASH Urgent Care in 2018, Hometown Urgent Care & Occupational Health and ClearChoice Management Services in 2020, MedExpress Urgent Care in 2021 and AZPetVet in 2022. Successfully closed each transaction adding 65 dental offices, 110 urgent care clinics, and 28 animal hospitals to the TAG network.▪ Prepared core agreements to acquire equity interest in a software development company. Worked closely with CIO to negotiate deal terms. Negotiated a joint development agreement to build an enterprise practicemanagement system for a large scale dental service organization.▪ Deployed new technologies across the legal department. Created automated contract management and legal services workflows, Implemented e-billing and document management systems and an equity management platform. Show less
VP Associate General Counsel
Apr 2023 - nowAssociate General Counsel
Jan 2022 - Apr 2023Senior Corporate Counsel
Jan 2021 - Dec 2021Corporate Counsel
May 2016 - Jan 2021
Licenses & Certifications

Esq
New york state bar associationFeb 1999
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