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Work Background
A&L Goodbody LLPeDiscovery Technology Manager
Feb. 2023Dublin, County Dublin, Ireland
LinealSenior Project Manager
May. 2022 - Dec. 2022
Consilio LLCProject Manager
Aug. 2019 - Apr. 2022Belfast, United Kingdom
J.P. Morgan Europe LimitedAssociate, Trading Services Fiduciary Oversight Team, Investor Services
Jun. 2018 - Aug. 2019London, United Kingdom
J.P. MorganAssistant Vice President, Discovery Project Manager, EMEA Legal
Dec. 2016 - May. 2018London, United Kingdom
Allen & OveryParalegal Manager, Litigation Department
Feb. 2016 - Sep. 2016London, United Kingdom
Epiq SystemsSenior Project Manager, Client Services
Feb. 2015 - Oct. 2015London, United Kingdom• Provides day-to-day management of individual projects, including providing day-to-day direction to other project managers.
• Responsible for ensuring client requirements are defined and met for training, review and production.
• Manages aspects of hosting project. • Ensures that all work is checked for quality, accuracy and completeness and that problems identified are resolved appropriately.
• Communicates with Client and manages all aspects of Client relationship for specific projects.
• Extensive knowledge and use of Documatrix and Relativity.
Clutch GroupSenior Director, Client Services, APAC
Jan. 2014 - Oct. 2014Bengaluru Area, India• Responsible for the management and quality assurance of the Litigation and Investigation, Contract Management and Compliance services within client engagements in Bangalore, overseeing a team of 150 Associates including a team of 12 Associate Managers and Managers. • Worked with in-house data analytics team during collections and/or early case assessment to cull documents using technology, date ranges, excluding irrelevant file extensions and keywords. • Managed the project teams by establishing the team structure and review process; conducting quality control; reviewing and finalizing all final work product including but not limited to: memoranda, chronologies, presentations, abstracts, privilege logs, and fact summaries; monitoring and measuring quality and productivity. • Created and delivered detailed briefings, reports and lessons learned to the client.
• Litigation & Investigation projects included: review of internal chats and emails for a Global Financial Institution involved in an investigation for compliance of FOREX trading; Review of documents for a Global Pharmaceutical Company to comply with global Anti-Bribery and FCPA rules; Review of documents in an internal investigation for a Global Technology Company to produce documents for an Arbitration; Review of documents for a Global Pharmaceutical company involved in a multi-state jurisdiction lawsuit involving product liability. • Contract Management projects included: Contract Gap Analysis and Contract Abstraction & Intelligence.
• Compliance and Legal Research projects included: KYC/ AML Account Remediation; Dodd-Frank and EMIR Compliance; Sale Appropriateness/Mis-Selling Review; Compliance with FCA regulations; Anti-Corruption/Anti-Bribery Third Party Diligence; Regulatory Mapping and building Legal Obligation Libraries. • Gained extensive knowledge of ViewPoint (Xerox/Lateral Data) and experience with Relativity, Leverage, and Kroll OnTrack.
AxiomProject Manager
Jul. 2013 - Dec. 2013Belfast, United Kingdom• Collaborated with internal and external project teams, vendors, and other stakeholders to ensure successful implementation and delivery of projects for Managed Discovery Services. • Improved and standardized project management policies, processes and methods. • Tracked metrics and drafted reports related to the project. • Assisted with implementation or delivery of projects for Managed Contracts Services. • Projects included: o Review of internal chats and emails in response to a US and UK government investigation for a financial services institution on Relativity. o Classification of counter-parties involved in OTC derivatives for a major financial institution to comply with the European Market Infrastructure Legislation (EMIR) using MS Excel and Sharepoint. o Review of internal emails for a global cigarette and tobacco company in the course of litigation in the US on Autonomy
Herbert Smith FreehillsSolicitor (USA) - Team Leader (Management Support - Training & Resourcing)
Apr. 2011 - Apr. 2013Belfast, United Kingdom• Project managed reviews from early case assessment through production, which included: supervising solicitors and legal assistants on the review team; regularly communicating with instructing offices regarding review; training review team on case specific issues relevant to the review; conducting quality control; and obtaining metrics for each review. • Assisted Deputy Quality Manager and instructing team in drafting case-specific manuals. • Assisted in generating, monitoring, and updating cost estimates. • Drafted interim and post review reports for specific reviews. • Provided performance feedback to team members. • Trained review team on different review tools as necessary. • Trained Support Legal Assistants and Support Solicitors as required. • Assisted Quality Manager with drafting of Belfast Process Handbook, Case Manual Template, and other documents to assist with streamlining processes and workflows in the Belfast office. • Line managed 8 Solicitors and Legal Assistants, including coaching and mentoring as appropriate. • Maintained and implemented the rolling training and induction program for the Belfast office. • Assisted in resourcing of reviews and management of resources in the office. • Tracked future reviews in the pipeline. • Led and managed Diversity & Inclusivity Committee. • Ensured own and team compliance with financial disciplines on matters. • Review tool experience included: Recommind, Documatrix, Kroll Ontrack, Clearwell, Relativity and Introspect.
Bodhi Global ServicesSenior Manager - Subject Matter Expert
Jan. 2009 - Dec. 2009• Subject Matter Expert for US related projects.
• Trained associates on US civil litigation, US privilege law, and document review.
• Drafted training manuals for lease abstraction, document review, deposition summary, US legal writing, US civil litigation, and US privilege law. • Assisted in drafting and implementation of process flow for each service line. • Assisted in drafting and implementation of assessment tool for quality control for each service line. • Assisted in drafting recruitment test and interviews of potential associates.
Pangea3Project Management Consultant
Nov. 2008 - Feb. 2009• Trained associates on US civil litigation, US privilege law, and project specific subjects. • Implemented document review litigation projects.
• Managed document review litigation projects from end to end.
• Liaised with clients.
• Prepared and updated daily, weekly and monthly reports on productivity and accuracy for document review projects.
• Conducted quality control review on due diligence and business intelligence research projects.
IntegreonManager - Global Legal Services
Apr. 2008 - Oct. 2008• Drafted manuals for training and document review projects.
• Trained associates on US law, research and project specific subjects. • Implemented document review litigation projects.
• Managed document review litigation projects from end to end.
• Liaised with clients.
• Prepared daily, weekly and monthly reports on productivity and accuracy for document review projects.
• Conducted quality control on contract drafting / summarizing, research, and draft memoranda.
• Drafted internal weekly newsletter.
• Evaluated document review tests, contract summarization tests and case summarization tests of potential employees (interviewees).
Asia Law and PracticeFreelance Correspondence
Jan. 2007 - Dec. 2007
Various law firms through various staffing agenciesContract Attorney / Litigation Specialist
Feb. 2004 - Dec. 2006• Worked on various long term and short term projects on a contract basis for different firms such as: Leventhal, Senter & Lerman, Baker & McKenzie, Crowell & Moring, Hogan & Hartson, McDermott, Will & Emery, Jones Day, Honigman, Miller, Schwartz & Cohn, Gibson, Dunn & Crutcher, Richards, Spears, Kibbe & Orbe.
• Reviewed and analyzed documents for Mergers and Acquisitions, Hart Scott Rodino compliance for Department of Justice, Antitrust Division and Federal Trade Commission, Bureau of Competition; and Telecommunications Act of 1996 compliance for Federal Communications Commission, Enforcement Division. • Participated in implementation of internal corporate investigations and audits and review of internal corporate antitrust and regulatory compliance. • Executed discovery compliance for corporate and civil litigation including, class action lawsuits, Attorney General investigations, and shareholder derivative suits.
• Managed projects as team lead for SBC-AT&T merger, AT&T-Bell South merger, Masco-Kaba Mas merger and SCI-Alderwoods merger. • Analyzed documents for compliance with attorney-client privilege and confidentiality rules. • Performed second review for quality control of document production. • Additional projects include NBC-Vivendi/Universal merger, Sony-BMG merger, Cingular-AT&T merger, Nextel-Sprint merger, Proctor & Gamble-Gillette merger, Entravision-Univision merger, Blackboard-WebCT merger. • Managed data through Kroll on Track, Attenex, Concordance, Ipro, Dolphin Search, EED, and Cataphora.
Balestreri Pendleton PotockiAssociate
Jan. 2001 - Dec. 2003• Managed the defense of developers and subcontractors in complex construction defect litigation (insurance defense and coverage). • Conducted legal research and drafted memoranda, motions, and pleadings including motion for summary judgment, motion for new trial, motion to vacate judgment, motion in limine, and motion for good faith settlement.
• Conducted document review, discovery and drafted discovery responses. • Prepared for, attended and took depositions.
• Appeared at hearings for oral arguments for discovery and pre-trial motions. • Assisted in trial preparation. • Negotiated settlements and drafted settlement agreements. • Drafted mediation briefs and comprehensive status reports. • Coordinated and attended site inspections and destructive testing.
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