Professional Experience
Wiland, Inc
Corporate Paralegal •November 2021 - January 2023
• Authored Privacy Impact Assessments, data maps, and privacy operations procedures in order to support legacy plus new and pending 2023 consumer privacy laws in CA, VA, CO, UT, and CT
• Evaluated existing data vendor agreements to determine whether a Data Processing Agreement (DPA) was required, and facilitated obtaining signatures for required DPAs
• Responded to data subject access requests (DSARs) for opt-in, deletion, and data access via phone, email and the company's One Trust privacy portal. Tracked and reported DSAR status and volume
• Worked collaboratively with Agile-based Product Management and IT Security teams using Jira to specify privacy requirements and track required system development and implementation
• Authored contract amendments using the company's contract lifecycle management system (Docusign CLM) and MS Word. Archived and scheduled future actions for vendor and client contracts
• Maintained the stock ledger, generated stock certificates, tabulated shareholder votes, sent shareholder communications, and assisted with shareholder meetings
• Executed litigation-related legal records holds including sending internal legal record hold notifications and reminders, and requesting and filing related data archives and extracts
AdXcelerant, Inc
VP, Operations and Corporate Governance •December 2015 - September 2021
Littleton, CO and VP, Operations, Bulzi Media, Inc., Newport Beach, CA (remote)
December 2015 - September 2021
AdXcelerant is the successor entity from the Bulzi Media-AdGorilla merger
• Recommended privacy practices to the CEO based on the California Consumer Privacy Act (CCPA) and industry self-regulation guidelines (ANA/DMA). Maintained the consumer-facing privacy policy
• Drafted, negotiated, administered, and archived contracts with clients, vendors, and contractors
• Issued stock, warrants, stock options, convertible securities and SAFEs (Simple Agreement for Equity). Kept stock ledger in both Excel and e-stock system Shareworks Startup (formerly Capshare)
• Kept corporate records books and drafted Board of Directors minutes, Board and Stockholder consent actions, and Articles of Incorporation amendments. Managed membership for a related LLC
• Filed UCC-1 Financing Statements and Corporate Good Standing certificates with Colorado Secretary of State
• Filed, monitored, and obtained approval for a U.S. Trademark for company name "AdXcelerant"
• Assisted with raising $1.94 million private equity for AdXcelerant and $6 million for Bulzi Media through preparation of due diligence documentation, stock purchase and stockholder agreements, answering stockholder questions, and preparing stockholder communications
• For Bulzi Media-AdGorilla merger, prepared capitalization tables, due diligence documentation, amendments to corporate documents, and stockholder communications
Powerwave Technologies
Director, Business Development • 2010 - 2015
Lamberth & Associates and 151 Advisors
Strategic Consultant •March 2009 - November 2015
Independent consulting practice Lamberth & Associates merged into 151 Advisors in 2013
• Negotiated strategic deals with a mobile carrier, consumer information providers, a credit card issuer, and mobile app publishers. Also recommended and set up an electronic equity management system (Capshare) including compiling Excel stock ledgers and implementation (Bulzī Media)
• Authored confidential Marketing Requirements and detailed Technical Requirements for a location-based augmented reality mobile browser (Nantworks)
• Prepared Marketing Plan and Organizational Strategy for a startup developing a new communication device/platform for connected families (Dyna, LLC)
• Drafted, submitted, and successfully defended an approved IRS 501(c)(3) nonprofit application for a local food charity without attorney assistance (Plant Me A Fruit Tree, Inc.)
strategy and business development •August 2008 - February 2009
for Powerwave's "cognitive" broadband mesh technology
• Developed long-term market entry strategy from early adopters through mass market launch
G&G Organics and Hydroponics
Chief Marketing Officer & Co-Founder •April 2007 - July 2008
Created and implemented an interactive marketing program that combined the company's web site,
search engine optimization (SEO), print, radio and TV advertising, and social media marketing that generated earned and paid coverage and sustained sales
• Created and managed company's business operations, including negotiating into and out of commercial lease, set up and maintained the accounting system and corporate records book, established and maintained banking relationships, filed for various government accounts including city business license and California state employer and sales tax accounts and filed related periodic reports, obtained business property, casualty and liability insurance policies, purchased and managed inventory
Nextel Communications
Director, Business Development •September 2000 - March 2007
Nextel Communications
National Program Manager •April 1999 - March 2000
(dual role)
Nextel Communications
Sr. Manager, Corporate Account Pricing & Programs •April 1999 - August 2000
Nextel Communications
Sr. Marketing Manager, Southwest Area •January 1995 - March 1999
Nextel Communications
Business Manager, Los Angeles Market •November 1993 - December 1994
Nextel Communications
Director, Business Development •November 1993 - March 2007
Sprint acquired Nextel in 2005
• Hired onto the management team that launched Nextel's first market in Los Angeles, and served in a series of pivotal roles that helped Nextel grow from a start-up into a $35 billion takeover target for Sprint. Specific jobs listed below. Highlights include:
• Negotiated and managed the relationship between Nextel & BlackBerry for the Nextel BlackBerry product line that produced $500 million in Nextel revenue in calendar 2005, three years after launch
• Signed over 50 mobile device, service and application partners in support of Sprint Nextel's enterprise accounts base, Internet of Things business (IoT), mobile email and CRM services, and other product and service offerings. Drafted template contacts for IoT equipment and service partners
• Managed pricing and sales compensation during the highly competitive mid-90's, generating U.S. mobile industry-leading $72+ Average Revenue Per Unit (ARPU)
• Frequent contact with and presentations to internal and external C-level executives. Strong leadership and influencing skills learned "in the trenches" with some of the best wireless executives
• Positions:
Laparomed Corporation
Controller •July 1991 - November 1993
• Wrote the business plan and raised $8.3 million in Series A and B venture financing
• Managed all administrative and financial functions for this 25-person start-up, supervised two