Representative Experience
Representing companies in stock and asset acquisitions, mergers, reorganizations, joint ventures and strategic alliances acting for acquiring and target companies
Public and private securities offerings for U.S. and Canadian issuers, including debt and equity offerings under the Securities Act
Formation, governance and structuring of business entities including public company Securities Exchange Act compliance for a wide range of businesses
Securities laws reporting and Sarbanes-Oxley compliance
Preparation of registration statements, periodic reports and proxy statements, and general corporate matters, including drafting purchase agreements, organizational documents, operating agreements, opinion letters and related corporate transactional documents
Represented Clearwire Corporation in $600,000,000 initial public offering
Company counsel to The Relegence Corporation in $50 million acquisition by AOL LLC
Company counsel to technology manufacturer in $60 million sale of Series C Preferred Stock to private equity firm and simultaneous redemption of Series A and Series B Preferred Stock held by venture capital funds
Represented Pacific Wealth Advisors in its acquisition of Pacific Portfolio Consulting, L.P.
Represented Coldstream Capital Management in its acquisition of Western Pacific Investment Advisers, Inc.
Represented UST, Inc., in sale of technology to a China based company
Company Counsel to Sage Manufacturing Corp., in acquisition of Rio Products Intl., Inc.
Prior Experience
Corporate Associate, Katten Muchin Zavis Rosenman, New York, NY
Summer Associate, Proner & Proner, P.C., New York, NY
Publications and Presentations
"New Executive Compensation Disclosure Rules: Preparing now for the Upcoming Proxy Season"
Speaker on Securities and Corporate Law Topics
Memberships and Activities
Admitted to practice in Washington State
Admitted to practice in New York
Education
J.D., cum laude, Hofstra University School of Law, Hempstead, NY, 2003
- Hofstra Labor and Employment Law Journal
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Merit Scholarship
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Dean’s List
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International Law Society
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Business Law Society
B.A. in History, minor in Political Science, magna cum laude, State University of New York at Albany
- Golden Key National Honor Society
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Dean’s List
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Academic All-American
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ECAC Merit Scholar