Corporate Structure, Transactions & Investment Advisory Leader

I provide strategic advisory services to startups and corporate clients from pre-incorporation through exit, developing compliance-ready contracts, bylaws, governance processes, and equity systems for U.S. and EU funding.

My current work includes advising on Philippine corporation formation and compliant U.S.-Philippines cross-border money flows.

I developed the business plan and technology stack for legal-tech and real-estate fintech ventures, building two full-stack SaaS platforms with role-based access and an Apple-approved emergency-alert application.

I engineered UPL, FTC, and bar-rule compliance into the products and supported Delaware formation, Florida qualification, Form C, SAFE, and Reg D 506(b) offering materials.

I design rubrics and evaluate AI-model outputs involving multi-jurisdictional compliance, corporate governance, and contract obligations.

My work covers contract renewals, amendments, regulatory reasoning, and quality assessment for legal and corporate use cases.

I serve as legal and corporate director for an Amazon timberland, agriculture, and trading group with 27 operating companies in Brazil.

I negotiate agreements, advise on mergers and acquisitions and due diligence, and counsel executives on sensitive corporate and cross-border matters.

I managed in-house legal filings and securities offerings for an SEC 12(g)-registered company, including SAFE, PPM, and S-1 capital-raising activities and Board reporting on SEC and state blue-sky matters.

I also structured carbon-credit and offset strategies, international tax-advantaged trading structures, M&A transactions, and partnership agreements.

I advised management on the legal implications of business decisions and reviewed contracts involving joint ventures and partnerships.

I managed outside counsel and provided strategic corporate guidance for the business.

I designed and built legal SaaS platforms for automated legal forms and AI integration.

I audited investor portals and real-estate closing systems and developed technology-driven strategies for funding platforms.

I served as a forensic document expert and alternative-sentencing specialist on high-profile criminal matters.

My work included matters involving ZZZZ Best, the Castelano-Berger case, and the Marshall Zolp federal RICO case.

I handled cross-border contracts, M&A due diligence, and multi-jurisdiction compliance for Brazilian operating companies.

I also supported U.S. GAAP audits of foreign assets for SEC reporting purposes.

I provided legal and investment advisory services and tailored strategies for high-profile clients.

My advisory work addressed investment structures, corporate matters, and strategic transactions.

I helped defeat hostile technology takeover and asset-dilution efforts and established governance frameworks to protect core thermal patents.

I negotiated commercialization contracts with the U.S. military and international partners, contributing to more than $8 million in early venture liquidity.

I conducted records investigations and forensic accounting audits in complex criminal-defense matters.

I analyzed compliance issues involving asset syndications, broker-dealer distributions, and motion-picture tax structures.

I served as a personal business advisor to founder Jerry Wiegert for America's first supercar company.

My work covered corporate strategy, founder-protection arrangements, and capital partnerships.

I advised inventor Jack Cover on restructuring and redesigning the TASER technology to meet non-firearm standards.

I facilitated sale, licensing, capitalization, and corporate restructuring activities that supported the technology's commercialization.

I advised on day-trading technology and NASDAQ trade-execution optimization, including Smart Order Routing Technology.

I supported negotiation of the Philip Berber partnership and related corporate arrangements before Tradescape's acquisition by E*Trade in 2002.

I acquired and licensed independent media libraries and developed Investment Tax Credit structures around film and catalog assets.

I worked with James Caan, Ronnie Caan, and major studios including Columbia Pictures on production acquisitions and ventures.

I led a nonprofit program that housed veterans with PTSD while they trained rescued dogs as service animals for physically disabled veterans.

I also contributed volunteer service through Refuge Outreach and have founded behavioral-health and sober-living organizations.

Juris Doctor degree in Law.

Master of Liberal Arts degree.

Bachelor of Arts in Political Science and Government.