
Bio Snapshot
- Strategic client advisor
- Experienced public company CLO & Corporate Secretary
- C-Suite business roles including CEO & COO
- Complex Dealmaker in Pharma/Life Sciences Industry, has led multi-billion dollar M&A transactions
- VC Investor
- Savoy Magazine, Power 300 Top Executives in Corporate America (2024)
- Leading roles on corporate, industry and community-focused boards
- University of Pennsylvania Law School
Blog
Representative, Multifaceted Leadership
Recent Engagements
AI‑Powered Diagnostic Developer (Nasdaq‑Listed)
-
Scope: Strategic planning for commercial rollout of noninvasive diagnostic tests
-
Services: Drafting and negotiating commercial supply and distribution agreements; SEC filings and disclosure review; compliance program enhancements; privacy and data‑use consent frameworks
Rare‑Disease Genetic Testing Company (Publicly Traded)
-
Scope: Employment, FINRA, and regulatory support for novel genetic assays
-
Services: Executive employment and equity‑incentive plan design; FINRA review matter; review of clinical‑trial recruitment and patient‑consent processes; FDA and CLIA compliance counseling
Oncology & Neurology Therapeutics Company (Fully Commercialized)
-
Scope: Global expansion strategy and licensing
-
Services: Structuring and negotiating multi‑territory distribution and licensing deals; outside‑counsel management and budget oversight; development of SOPs for promotional activities; anti‑corruption and export‑control training
Mid‑Stage Biotech (Pre‑Series B to Series C)
-
Scope: Governance build‑out and financing readiness
-
Services: Formation and documentation of board and committee charters; independent‑director onboarding; cap‑table audit and option‑plan approvals; preparation for venture‑capital diligence
Cell‑Therapy Platform Company (Clinical Stage)
-
Scope: Clinical trial compliance and vendor management
-
Services: Clinical‑trial site agreements and CRO oversight; GxP documentation programs; patient‑data privacy and HIPAA‑aligned policies
Specialty Pharma Licensing Partner (Small‑Cap)
-
Scope: BD & licensing negotiations with Big Pharma
-
Services: Structuring milestone‑based license deals; diligence on partner IP portfolios; drafting co‑development governance and steering‑committee charters
Biomanufacturing CDMO (Service Provider)
-
Scope: Commercial contracting and liability management
-
Services: Master services agreements (MSAs) for biologics manufacturing; quality‑assurance and indemnification clauses; insurance‑program reviews; cross-border logistics and customs counseling
Gene‑Editing Venture (Pre‑IPO)
-
Scope: Public‑company readiness and disclosure controls
-
Services: Drafting disclosure‑controls and procedures policies; coordinating mock audit for SOX internal controls; SEC‑filing support and underwriter due‑diligence response; D&O‑insurance procurement
Philanthropic Research Organization (Not‑for‑Profit)
-
Scope: Governance and compliance programs
-
Services: Board governance charters and conflict‑of‑interest policies; grant‑application and award‑agreement templates; IRS and OMB compliance counseling; impact‑reporting frameworks
Awards
- Savoy Magazine, Power 300 Most Influential Executives in Corporate America
- Johns Hopkins Center for Health Disparities Solutions
- Apex Leader, Leadership Philadelphia