Functional Skills

Artificial Intelligence
Business Intelligence
Change Management / Org Design
Compliance and risk
Innovation Management
Operational Efficiency
Process Improvements
Project Management
Strategic Planning
Strategy Development
Technology Strategy
Vendor Management
Commercial Due Diligence
M&A Support
Benchmarking

Software Skills

Artificial Intelligence
DocuSign
Google Docs
Large Language Models (LLM)
Microsoft Office
Microsoft Project
PowerBI
Prompt Engineering
Sharepoint
Tableau
Machine Learning
Natural Language Processing
Jira

Certifications

Six Sigma White Belt
Six Sigma Yellow Belt

Sector Experience

Business Services
Energy
Financial Services
Media & Entertainment
Technology

Languages

English
Hebrew
Spanish

Notable Clients

Alphabet
Harvey AI
HelloPrenup
OpenAI

Experience

NewLegalOps.com Management Consulting
LEGAL OPERATIONS COUNSEL & INNOVATION STRATEGIST | DIGITAL TRANSFORMATION LEADER| LEGAL TECH AI ADVISOR
5/2023 - Present
· Legal Tech AI Attorney Consultant for Harvey AI, the groundbreaking legal AI company built on OpenAI and ChatGPT technology. Working with the founders and original engineers to streamline the platform to automate legal tasks.
· Selected as Gartner Peer Community Ambassador for Legal & Compliance to serve as an industry expert and active thought leader to drive the discussion and share knowledge on topics including digital transformation, generative AI, and global technology developments.
· Speaker, panelist, and faculty member at legal industry conferences on innovation, change management, and best practices in strategy, driving adoption and focusing on the end-user experience.

Consolidated Edison Company of New York, Inc. Legal
ASSOCIATE COUNSEL, LEGAL INNOVATION & OPERATIONS
12/2021 - 4/2023
Oversaw and managed the Law Department's technology roadmap and information resources, including matter management/document management systems. Created and implemented short-term and long-term plans for upgrading and enhancing Law's technology, including rate case and annual budget submissions, enterprise risk management presentations, and procurement/proposal submissions for ELM system, including CLM and e-billing. During tenure, leveraged existing resources and technology to create a range of valuable deliverables for practice groups, such as playbooks, procedural guides, forms, templates, workflow automation solutions, and process maps.
·Increased efficiency by over 30% and streamlined processes by creating a new O365 Law Department SharePoint site with shared services (forms and tools) using MS, Power Apps, and Power Automate workflows.
·Successfully launched the Litigation Center of Excellence and established plans for the Contracting Center of Excellence. This involved included

Independent Consultant Operations
LEGAL OPERATIONS CONSULTANT/LEGAL TECHNOLOGY & INNOVATION ADVISOR
8/2016 - 11/2021
Delivered comprehensive business and legal operations services to diverse clients, including law firms, companies, and organizations by expertly managing enterprise-wide projects and programs and driving successful execution on behalf of senior leadership. Representative projects:
·Acted as Director of Operations on a consultant basis for Women in Derivatives (WIND), an organization working to attract, retain, educate, and develop female leaders in the financial industry. Created and implemented business plans for Board of Directors and committee chairs, collaborating with industry leaders in law and finance on goal alignment, performance measurement, and other executive functions.
·Led management of complex, enterprise-wide legal department programs for multiple global financial institutions, overseeing project execution, executive reporting, and establishment of best practices.
● Acted as interim head of legal operations for global companies, tapped to develop teams, strategies, p

SHEARMAN & STERLING LLP Legal
SENIOR BUSINESS MANAGER, CAPITAL MARKETS
7/2013 - 8/2016
Served as Group COO of Capital Markets with global responsibility for firm's largest practice group (250+ attorneys) focused on securities transactions, corporate governance, and regulatory compliance. Reported to Global Managing Partner/Practice Group Leader, acting as trusted advisor and chief of staff, directing day-to-day operations, and establishing and managing policies and procedures on all group matters. Representative responsibilities: Billing & Collections/Revenue Management; Business & Strategic Planning; Knowledge Management; Performance Management/Professional Development/Training; Project Management; Technology Initiatives.
·Surpassed practice group's revenue and performance targets annually. Created custom profitability reports identifying key issues, trends, and opportunities for financial improvement.
·Led review and upgrade of Capital Markets new matter opening process, including detailed review of 2500+ historical matters. Improvement led to ability to track transa

Kaye Scholer LLP (now Arnold & Porter LLP) Legal
STRATEGIST/ATTORNEY, FINANCE PRACTICE
10/2011 - 7/2013
Led Finance Practice's knowledge management efforts in newly created senior strategist role to enhance thought leadership. Maintained and updated forms, precedents, and templates for practice group. Drafted client memoranda and newsletters. Cultivated deep client relationships and monitored regulatory, business, and policy changes relevant to practice, providing advice and guidance to clients. Created regulatory tracker to align with competitors. Designed and delivered practice-related training presentations and client-facing initiatives.

A New Strategic Consulting Management Consulting
FOUNDER & PRINCIPAL
1/2009 - 9/2011
Developed business to provide consulting services, strategic research, and business intelligence support to clients. Sought-after resource in connection with deal management and ongoing business services for banking and corporate clients, generating most referrals from former colleagues.
Representative projects:
·Led legal and compliance consulting projects on behalf of Guidepost Solutions LLC (Summer 2011).
● Managed onsite investigations for one of largest U.S. tobacco companies.
● Member of legal team overseeing compensation claims related to BP ("Deepwater Horizon") oil spill.
·Provided investment management firm with advisory services related to 2010 IPO.
·Provided European banking client with research and advisory services related to Bernard Madoff-related investment business; also advised with restructuring of its new business venture.

Robinson Lerer & Montgomery LLC (now FGS Global) Research
DIRECTOR OF RESEARCH (VP LEVEL)
3/1999 - 1/2009
Headed research and operations strategy at financial communications firm founded by Linda Gosden Robinson (Barbarians at the Gate) and Kenneth Lerer (The Huffington Post). Led cross-functional teams to create and implement various tools, programs, and procedures, including process improvement initiatives, vendor/contract management, and research reports. Created highly profitable in-house, real-time news monitoring service. Managed budgets, staff allocation, and contract procurement. Direct report to CFO.

Fox News Channel Research
LEGAL ANALYST/SENIOR RESEARCH ANALYST
9/1996 - 3/1999
Helped create research department ("Brain Room"). Appeared on-air to discuss pending cases and developing verdicts. Promoted to department manager for business news and legal issues, assigning projects and supervising teams. Served as special liaison for Fox News Sunday and other programs.