Focused expertise at the intersection of law, technology, and regulatory compliance.
End-to-end eDiscovery program design and assessment. Defensibility audits. Platform evaluation and selection strategy. Workflow optimization for large-scale document review. Data mapping and information governance frameworks.
I built centralized eDiscovery architecture at C.R. Bard — including cloud-based email archiving, automated litigation holds, and data consolidation pipelines covering EU and domestic data. That operational experience informs every strategic recommendation.
Litigation hold automation design. Cloud archiving strategy. Data consolidation and review platform architecture. Vendor management and technology selection. Integration of eDiscovery workflows with existing legal operations infrastructure.
Supervision and surveillance program design for regulated industries. Policy development for electronic communications retention, monitoring, and production. Compliance with SEC, FINRA, CFTC, and HIPAA requirements for electronic records.
As Director of Professional Services at Smarsh, I led supervision and surveillance programs for financial services and healthcare clients. I also co-invented a patented system for supervising communications across multiple modalities (US Patent 10,880,254).
EU and domestic data privacy compliance strategy. Cross-border data transfer frameworks. Data protection impact assessments. Privacy program design for organizations managing sensitive electronic information across jurisdictions.
Technology assessment and roadmap development for legal departments. AI and automation evaluation for legal workflows. Technology-enabled process improvement for litigation, compliance, and corporate legal operations.
IACIS-certified forensic computer examination. Disk imaging, data recovery, artifact analysis, and chain-of-custody documentation. Analysis of electronic records for litigation, investigation, and regulatory proceedings.
Evidence preservation strategy. Spoliation risk assessment. Expert analysis of electronic records, metadata, and communications data. Support for motions involving digital evidence authentication, admissibility, and production disputes.
Available as a consulting expert or testifying expert on matters involving eDiscovery practices, digital forensics, electronic communications, data preservation, and technology-related litigation issues.
Case strategy development, motion and brief drafting, deposition preparation, and appellate analysis. Particularly effective where technology, data, and regulatory dimensions intersect with commercial disputes.
Background includes appellate clerkship (Hon. Howard H. Kestin, NJ Superior Court) and 3.5 years prosecuting securities and consumer fraud as Deputy Attorney General for the State of New Jersey.
Litigation strategy and consulting for matters involving securities fraud, regulatory enforcement, and financial industry disputes. Prosecution-side experience provides perspective on enforcement dynamics and government investigation strategy.
Certified mediator and conciliator, NJ Administrative Office of the Courts (1991). Resolution of complex commercial, technology, and regulatory disputes. Effective with technically complex matters where subject matter understanding accelerates resolution.
Available for hourly consulting, project-based engagements, and ongoing advisory relationships. Scope and terms are defined in writing before work begins.
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