Attorney / Legal Engineer
📍 New York, NY / New Jersey, USA
Experienced attorney with background in financial regulation, derivatives documentation, commercial lending, and legal engineering. Expertise in ISDA/CSA, netting enforceability, cross-border compliance, and AI legal QA. Published author on banking law, Dodd-Frank, and financial regulation. Admitted in New York, New Jersey, and District of New Jersey.
Mercor
Nov 2025 — Jan 2026
Performed legal QA on AI outputs within the financial sector, diagnosing and correcting specific failure modes to ensure alignment.
Axiom (Bank of America)
Jan 2020 — Oct 2025
Assessed commercial lending documentation for contractual breaches and legal non-compliance. Redesigned breach and RoR templates to enhance legal clarity and support the Bank's commercial and risk-management objectives.
Lumen Legal (USAA Bank)
Jun 2019 — Aug 2019
Ensured institutional compliance with OCC and FDIC heightened standards by auditing and editing key reports and artifacts.
Washton & Gitto (Societe Generale)
Nov 2017 — Feb 2019
Evaluated netting and collateral enforcement opinions for financial derivatives including ISDA/CSA/UMR CSA, Repo/Sec Lending, Futures across multiple jurisdictions. Authored memoranda on jurisdictional risk and regulatory compliance. Managed external counsel in AMER/EMEA/APAC.
Sumitomo Mitsui Banking Company
Jan 2017 — Oct 2017
Evaluated netting and collateral enforceability across multiple international jurisdictions for ISDA/CSA and UMR framework. Authored strategic memoranda on cross-border netting compliance. Managed external counsel across AMER, EMEA, and APAC.
Quadrangle Consulting
Oct 2016 — Dec 2016
Drafted and negotiated buy-side trade documentation including ISDA/CSA and Prime Brokerage agreements for hedge fund clients with global Tier-1 banks. Advised on global regulatory frameworks (FinfraG, BRRD, JMP, UMR).
Axiom (Credit Suisse)
May 2013 — Sept 2016
Executed large-scale Prime Brokerage client migration for Dublin branch. Analyzed and negotiated novations across Prime Brokerage agreements including GMSLAs. Evaluated netting and collateral enforceability internationally. Negotiated derivatives documentation with hedge funds, institutional asset managers, and sovereign entities.
The Kelly Firm, P.C.
Jan 2012 — Nov 2012
Drafted comprehensive memoranda and motions for corporate debtors in Chapter 7 and 11 proceedings.
Stern, Lavinthal, Frankenberg & Norgaard, LLC
Aug 2009 — Apr 2010
Authored legal memoranda and advised debtors regarding bankruptcy and reorganization.
United States House of Representatives, Judiciary Committee
Jun 2009 — Aug 2009
Authored briefings for Congressional Members regarding the GM and Chrysler bankruptcies.
The Honorable Sheldon R. Franklin J.S.C.
Jun 2008 — Aug 2008
Authored talking points and summaries of pre- and post-trial motions for fast-paced litigation.
JD · Law
? – 2010
MA · Rabbinic and Talmudic Studies
? – 2006
BA · Talmudic Studies
? – 2003