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Work Background
LexisNexisLegal AI Editor/Consultant
Aug. 2025 - Sep. 2025Scottsdale, Arizona, United States• Critically assessed and validated LLM outputs, including legal memorandums, briefs, statutory summaries, and opinions. Ensured fidelity to U.S. legal standards, grammatical precision, citation accuracy and structural coherence. • Collaborated with AI engineers to create robust evaluation protocols, performance metrics, and error-taxonomy mechanisms to improve model precision, factual grounding and reliability. • Ensured AI outputs adhered to legal ethics, jurisdictional norms, and avoided risks such as hallucinations, unauthorized practice of law, or attorney-client confidentiality issues. • Produced detailed analysis and structured feedback (including severity ratings and commentary) to inform iterative model training and fine-tune processes, including reinforcement learning with human oversight.
Snorkel AIExpert AI Contributor
Apr. 2025 - Sep. 2025Scottsdale, Arizona, United States• Authored and reviewed field-specific questions designed to challenge AI systems to reason more like human experts in the realms of legal, finance and business. • Assisted in creating gold-standard dataset annotations, prompt templates, and style guidelines tailored for legal NLP tasks—ensuring consistency, legal rigor, and alignment. • Conducted benchmarking against traditional legal research tools and human writing to evaluate AI performance, establishing reliability thresholds and driving improvements in trust and model adoption.
Stead & Associates, PLLCManaging Partner
Nov. 2021Scottsdale, Arizona, United States• Advise corporate clients on governance matters including board of directors composition and structuring, long-term corporate strategy, investment and fundraising efforts, and internal compliance affairs. • Guide clients through the applicability of various federal regulations set forth by the FDIC, OCC, SEC, CFTC and FINRA while collaborating with finance and investment management teams to ensure compliance with the same. • Support investor relations, corporate communications, and board-level advisement for client organizations. • Structure and negotiate investment and acquisition agreements, licensing arrangements, and syndications valued up to $30M, steering clients through complex corporate development matters and streamlining decision-making forexecutive leadership to facilitate capital raises and market expansion. • Draft internal governance and compliance documents including corporate bylaws, resolutions, shareholder agreements, NDAs, operating agreements, and KPI-driven policies and procedures. • Draft other business documents including SaaS agreements, services contracts, and employment agreements.
Capital Fund Law GroupInvestment Funds Attorney
Jun. 2021 - Feb. 2023• Structured private equity, hedge, real estate, digital asset, and hybrid funds, ensuring compliance with the Securities Act, Regulation D, the Investment Advisors Act, the Investment Company Act, and other regulations. • Drafted domestic and cross-border private fund offering documents including PPMs, LP agreements, subscription documents, investment management agreements, marketing materials, side letters, and private securities offering risk factor disclosures. • Forged strategic alliances and strong partnership networks with clients across industries (inter alia, real estate, construction, Web3, cryptocurrencies and non-fungible tokens, utilities, and energy) to effectively design investment strategies while properly navigating regulatory requirements. • Reviewed, critiqued and advised clients on private fund marketing materials ensuring regulatory compliance. • Interpreted evolving regulations and advised on long-term compliance planning.
MacDonald, Illig, Jones & Britton LLPTransactional Associate
Nov. 2020 - May. 2021Erie, Pennsylvania, United States• Conducted due diligence for $20M acquisition, reviewing contracts, financials, and corporate structure. • Prepared tax returns and governance documents aligned with corporate client-specific goals. • Researched federal and state securities, corporate, and partnership laws; drafted legal memoranda and compliance documentation.
Schneider DownsLegal Intern - Estate and Trust
Jun. 2019 - Dec. 2019Pittsburgh, PA, United States• Assembled high-net-worth individuals’ gift tax returns while coordinating with clients to ensure accuracy of filings. • Compiled various tax documents and reconciled discrepancies for federal income tax filings. • Assisted with ad hoc research assignments on commercial contracts and private equity investments, providing recommendations to team leads for customers.
GOODRICH AND ASSOCIATES, PCLaw Clerk, Business Litigation
Jul. 2018 - Dec. 2018Pittsburgh, Pennsylvania, United States• Researched case law and precedent in the areas of business partnerships, defamation, contracts, and property law
• Wrote legal memoranda to attorneys and co-counsel; Provided recommendations for trial proceedings, strategy, and legal arguments
• Attended depositions, client meetings, and arbitration hearings related to business dissolution case
• Drafted motions and briefs for commercial fraud case going to trial and filed them with the court
• Collected, organized, and maintained trial documents, transcripts, expert reports, and commercial contracts
Duquesne University School of LawLegal Research Assistant
May. 2018 - May. 2020Greater Pittsburgh Area• Researched and authored publications on blockchain technology, cryptocurrencies, securities regulation, start-up finance, entrepreneurship, and economics. • Published multiple peer-reviewed articles and book chapters with $15K research grant funding.
CitiAssistant Vice President, Risk Management Reporting
Jul. 2016 - Jul. 2017Buffalo, New York, United States• Calculated, analyzed and generated monthly and quarterly regulatory risk reports on accrual rate risk metrics. • Collaborated with global business units to validate financial risk assessments and ensure compliance with Regulation YY, AML, and KYC standards.
CitiAssistant Vice President, Treasury Risk Analyst 4
Jul. 2016 - Jul. 2017Getzville, NY• Calculated and analyzed monthly and quarterly risk reports on accrual rate risk metrics in collaboration with global team members across a complex network of business units; Validated cash flows and corrected issues that arose regarding convexity and duration risk assessments
• Regulatory familiarity with Regulation YY, and AML and KYC laws.
M&T BankBusiness and Planning Analyst II, Treasury Operations
Dec. 2014 - Jul. 2016Buffalo, New York• Supported $4B bank acquisition by reviewing OTC derivatives contracts and ISDA agreements, ensuring regulatory compliance. • Generated liquidity risk reports and coordinated asset transfers via FEDWIRE, CHIPS, SWIFT, and ACH. • Created new audit and treasury operations training curriculum that cut new hire training time by 90%. • Processed wires up to $50M and prepared DTCC reports for collateral valuations and derivatives transactions.
United States Air ForceAir Transportation Journeyman
Nov. 2009 - Nov. 2017Buffalo/Niagara, New York Area• Led and trained teams of 20+ airmen, managing cargo logistics in active combat zones. • Oversaw transport of 1M+ pounds of cargo daily, ensuring compliance with international transportation regulations. • Recognitions: Afghanistan Campaign Medal, NATO Medal, National Defense Service Medal, and Global War on Terrorism Medal.
LexisNexis
Scottsdale, Arizona, United States
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