Experienced private equity attorney, having worked on transfers and subscriptions involving several sponsors.
Overview
22
22
years of professional experience
Work History
Corporate Staff Attorney
Simpson Thacher & Bartlett
09.2019 - 12.2025
Draft general partner assignment assumption agreements and transfer materials for limited partner interests
Advise fund compliance teams and foreign investment managers regarding investor subscription documents for multiple closings during fundraising process.
Draft side letters for fund sponsor and negotiate provisions with investors seeing to join the partnership.
Advise clients on KYC/AML concerns and draft KYC/AML letters for third-party creditors and vendors.
Drafted and advised clients on Tax/ECI certificates in connection with transfers.
Counsel
Coinbase
09.2017 - 06.2019
Advised on legal compliance for cryptocurrency regulations, ensuring adherence to evolving laws.
Advised business units on internal governance, restructuring payment methods, and raising withdrawal limits.
Advised company on KYC/AML concerns with onboarding limited partners .
Led cross-functional teams in risk assessment initiatives, improving decision-making processes.
Senior Attorney
New York City Human Resource Administration - Office of Legal Affairs
06.2004 - 09.2017
Litigated cases involving Medicaid recovery from estate and personal injury actions.
Negotiated and drafted settlements of claims. Reviewed trusts for Medicaid payback provisions and general trust management.
Drafted agreements for repaying claims from personal injury recoveries, estate proceeds, guardianships funds, contracts, and liens.
Supervised junior attorneys and summer interns.
Education
J.D. - Law
University of Wisconsin - Law School
Madison, WI
Skills
Private fund formation, private equity transferes, and compliance
Timeline
Corporate Staff Attorney
Simpson Thacher & Bartlett
09.2019 - 12.2025
Counsel
Coinbase
09.2017 - 06.2019
Senior Attorney
New York City Human Resource Administration - Office of Legal Affairs
Administrative Assistant, Professional Development at Simpson Thacher & Bartlett LLPAdministrative Assistant, Professional Development at Simpson Thacher & Bartlett LLP
Manager of VIP Hospitality (Director-Level-Scope) at Madison Square Garden Entertainment Co.Manager of VIP Hospitality (Director-Level-Scope) at Madison Square Garden Entertainment Co.