Theron Rothstein
Denver,United States
Summary
Experienced, resourceful, and collaborative business-focused in-house lawyer with a strong focus on partnering with innovative companies and their business teams. Demonstrated expertise in handling complex commercial contracting matters, including SaaS, sales and purchase agreements, service provider agreements, license agreements, private-label agreements, and technology agreements. Possesses a solid understanding of data, technology, privacy, health care, product development, and employment laws. Known for creative and independent problem-solving skills, excelling at leading and working with teams to simplify intricate legal issues into actionable strategies.
Overview
20
20
years of professional experience
Work History
Associate General Counsel
Personify Health (formerly Virgin Pulse)
Denver, United States
03.2024 - Current
- Company Overview: Multi-national wellness company offering a best-in-class cloud based preventative health wellbeing platform with analytics and multi-channel engagement for enterprise clients.
- Senior lawyer managing team of lawyers on complex contracting and negotiations for enterprise clients.
- Responsible for leading the contracting function for 4,000+ international wellness platform company with multi million dollar investments.
- Work closely with company business leaders and executives on company-wide initiatives and strategic planning.
- Manage large docket of agreements, deals, and relationships, and implement strategies for best business practices.
- Support company on employment matters
- Researched and interpreted laws, rulings and regulations to advise clients on business and legal transactions.
- Provided legal counsel to clients on diverse business and financial matters.
- Developed legal strategies to protect client interests and resolve disputes.
- Drafted and reviewed contracts and other legal documents to support client needs.
- Counseled clients on potential outcomes of legal matters.
Senior Commercial Counsel
Color Health
Burlingame, United States
03.2022 - 03.2024
- Company Overview: Health Technology Start-up (Unicorn) focused on innovative medical testing
- Lead counsel on majority of company contract negotiation and and drafting for large scale SAAS provider agreements, RFPs, professional services agreements, research agreements, IP licenses, business associate agreements, government contracts, consulting agreements, IT and technology agreements, data agreements, and marketing agreements with enterprise partners such as UnitedHealth, RedBull, Meta, and major universities
- Partner with product development teams and government agencies for identifying and managing compliance and regulatory protection and licensing issues for emerging products and services, including developing policies and procedures on best practices to bring new products and services to market quickly and effectively
- Commercial support for privacy counsel on data security and privacy matters including agreement review and drafting and company implementation
- Primary legal manager for marketing, research, scientific affairs, and real estate teams providing advice and counsel on best practices and risk management for host of complex issues including marketing materials, leases, and property development agreements
- Lead strategic legal advisor for creating innovative agreement models with Fortune 100 customers, government agencies and municipalities, health insurance providers, and universities
- Health Technology Start-up (Unicorn) focused on innovative medical testing
- Researched and interpreted laws, rulings and regulations to advise clients on business and legal transactions.
Senior Corporate Counsel
Virgin Pulse
Denver, United States
07.2019 - 03.2022
- Company Overview: High technology wellness company focused on driving consumer activity via a cloud based secure platform with predictive analytics and multi-channel engagement
- Lead counsel for significant corporate unit of private equity-backed health technology company with primary responsibility for a digital product team handling multi-million-dollar sales, purchase negotiations and other corporate transactions with sophisticated Fortune 100 clients and partners
- Demonstrated track record of success in fast-paced entrepreneurial environment working with challenging business teams on complex intellectual property, marketing, technology, data, and privacy issues, including management and integration of specific product offerings and entities
- Extensive work in support of exit transaction in 2021 of Welltok to Virgin Pulse including M&A support such as due diligence and negotiation of assignments, license agreements, and other transitory documents
- Primary counsel working with sales and business teams to build an ecosystem of partners to provide services on company's platform above and beyond contract negotiations
- Provide collaborative advice to key stakeholders on sales and finance teams on ideal contract provisions to improve company's actual contract value numbers
- Employment and benefits advisor for company with responsibility for advising on employment and benefit related issues and reviewing, revising, and drafting handbooks, policies, procedures, and communications
- Responsibility for negotiating, drafting, and executing the full lifecycle of complex commercial agreements across the entire company platform
- Ownership of the following agreements: (a) master service agreements; (b) all cloud-service model agreements (both as seller and purchaser); (c) intellectual property license agreements; (d) engagement and campaign service agreements; (e) agreements with third party providers for inclusion of services on company platform; (f) Business Associate agreements; (g) Data Exchange agreements; (h) NDAs/non-disclosure agreements; (i) Marketing and Advertising agreements; (j) Data Analytic service agreements; (k) leases; (l) professional service agreements; (m) benefits agreements; (n) independent contractor agreements; (o) service level agreements; and (p) product development agreements
- Led legal team in building and managing complex contracts template database for the above agreements
- Significant work integrating acquired companies including due diligence on agreements and products and migrating and merging divergent processes and procedures across multiple platforms
- High technology wellness company focused on driving consumer activity via a cloud based secure platform with predictive analytics and multi-channel engagement
Senior Corporate Counsel
Johns Manville
Denver, United States
06.2008 - 12.2018
- Company Overview: Berkshire Hathaway-owned roofing and insulation company
- Broad responsibility and legal leadership over significant corporate/business unit of 5,000+ employee international corporations
- Worked directly with senior business leaders and executives to implement legal best practices and initiatives and to develop enterprise risk management policies and procedures
- Drafted and negotiated complex commercial agreements including purchase and sale agreements, supplier and supply chain agreements, employment agreements, due diligence, insurance and benefits agreements, master services agreements, and technology agreements including privacy, software licensing, intellectual property and IT outsourcing agreements, cloud agreements, and data agreements
- Effective and vital member of legal and business teams on large scale projects including the analysis, review, and implementation of company-wide health benefits policies, employment policies, software/IP/IT policies and procedures, and GDPR and other regulatory compliance
- Responsible for benefits policies and procedures and administration, including primary responsibility for drafting HIPAA privacy and security policies
- Integral part of annual planning team to review and prepare legal strategy to develop creative and cost-effective policies consistent with business objectives for upcoming years, including analysis of legal and regulatory framework affecting multiple business units
- Managed and worked directly with outside counsel on a variety of legal matters including licensing, employment, health care, benefits, IP, and disputes
- Extensive experience and responsibility for real estate transactions including drafting, reviewing, and negotiating leases, purchase and sale agreements and reviewing all contracts, Non-Disclosures and Letters of Intent for due diligence in M&A transactions
- Led legal group in community involvement including multiple group projects in home building, clean up, and indigent care
- Prepare and present to business clients on pertinent issues including drafting and negotiating complex agreements, antitrust, GDPR, and the FCPA
- Berkshire Hathaway-owned roofing and insulation company
Corporate Counsel
Level 3 Corporation
Broomfield, United States
10.2006 - 06.2008
- Company Overview: Large broadband operator (now part of Lumen)
- Dedicated member of corporate transaction department of multi-billion-dollar telecommunications, fiber, and software company with responsibility for formation, negotiation, and review of vendor contracts, working seamlessly with the business side of the company on interconnection and infrastructure agreements
- Primary attorney in company responsible for real estate transactions, including the drafting and negotiation of leases, purchase agreements and amendments
- Principle contact and manager of all building access agreements around the country, working closely with large national real estate brokerage corporations
- Large broadband operator (now part of Lumen)
Corporate Counsel
Centrix Financial
Aurora, United States
01.2005 - 10.2006
- Member of three-person legal team for automobile financing company working directly with senior management on all legal and risk issues
- Responsibility for negotiation and drafting of commercial contracts for financing and and serving as company compliance manager
- Managed outside counsel on litigation and m&a transactions
Education
Law School -
University of Colorado School of Law
Boulder, CO05.2004
Undergraduate - undefined
The University of Oregon
Eugene, OR05.2000
Skills
- Commercial transactions
- Employment law
- Corporate and business legal issues
- Contract negotiation
- Drafting all types of commercial agreements
Hobbies and Interests
- Avid supporter of education initiatives for children and special needs counseling for parents.
- Enthusiastic participant in multiple book clubs, exercise groups, and school fundraising initiatives.
Personal Information
Title: Associate General Counsel
Timeline
Associate General Counsel
Personify Health (formerly Virgin Pulse)
03.2024 - Current
Senior Commercial Counsel
Color Health
03.2022 - 03.2024
Senior Corporate Counsel
Virgin Pulse
07.2019 - 03.2022
Senior Corporate Counsel
Johns Manville
06.2008 - 12.2018
Corporate Counsel
Level 3 Corporation
10.2006 - 06.2008
Corporate Counsel
Centrix Financial
01.2005 - 10.2006
Undergraduate - undefined
The University of Oregon
Law School -
University of Colorado School of Law