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Work Background
Chief Legal Strategist
Tax & Contracts, A Legal Services CompanyChief Legal Strategist
Mar. 2024United StatesKey Responsibilities: • Business Formation & Structuring: Assist startups and growing businesses in choosing the optimal legal structure and navigating the complexities of incorporation, mergers, and acquisitions. • Contract Negotiation & Drafting: Negotiate and draft comprehensive agreements, including partnership, shareholder, asset purchase agreements, commercial sales, and service contracts. • Regulatory Compliance & Risk Management: Provide guidance on compliance with local, state, and federal regulations, ensuring businesses operate within legal frameworks while minimizing risks. • Funding & Investment Strategies: Develop and execute strategies for securing investments through unregistered offerings such as SAFEs, SAFTs, and convertible notes. • Tailored Legal Support for Digital Nomads: Offer specialized legal services catering to the unique needs of digital nomads, ensuring their businesses are legally sound and scalable across borders. Specializations: • Social Enterprise & Non-Profit Legal Support: Advise on the legal nuances of establishing and managing social enterprises and non-profits, including obtaining tax-exempt status and structuring for social impact. • Cross-Border Transactions: Expertise in international law and cross-border business transactions, particularly in emerging markets. • Comprehensive Legal Advisory: Provide holistic legal advisory services that integrate business acumen with legal insight, fostering sustainable growth and innovation. At Carlton Law Ltd., our mission is to empower visionary entrepreneurs and organizations by providing the legal foundation they need to thrive. Connect with me to explore how our tailored legal strategies can support your business objectives and drive your mission forward.
Managing Attorney
Tax & Contracts, A Legal Services CompanyManaging Attorney
May. 2011 - Apr. 2024United StatesProvide bespoke legal services to small business owners, social enterprise entrepreneurs, and nonprofit founders. Our team is dedicated to helping our clients navigate the complex legal landscape quickly and confidently. We also help individuals in the startup community and small businesses negotiate and manage IRS tax debt (>$100K) when they do not qualify for the IRS Fresh Start. www.taxandcontracts.com
Managing Director - General Counsel
Teixeira Development Group, S.A.Managing Director - General Counsel
Feb. 2008 - Sep. 2016Chicago, IL-USA and Luanda, Angola• Reported directly to Board of Directors. Led development for the first all-digital cinema in Angola, securing a license for Hard Rock Café in Angola, and created formerly nonexistent supply chains for critical top tier vendors. • Selected, secured, and managed outside counsel, providing risk oversight and counsel the Board of Directors and Operating Committee on a broad range of legal issues. Angolan, US federal and relevant state laws • Established relationships and negotiated and closed financing transactions with Venture Capital and PE Partners.
Vice President of Investments
JPMorgan Chase & Co.Vice President of Investments
Oct. 2007 - Jan. 2009Greater Chicago AreaResponsible for branch team integration within Major Urban banking district,“Chicago Main.” Partnered with Lines of Business to deliver seamless financial services experience under highest visibility.

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