BUSINESS DOCUMENTATION & DEVELOPMENT

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Texas Toy Museum (formerly Austin Toy Museum) - 2018 to 2019

It's hard running a museum!

 Here are my accomplishments, as VP & Director of Development:


Mission Statement

Bylaws

Business Model Revamp, including defining Director roles

Pricing

Research on Best Practices

Donor Policy

Collections Management Policy

Exhibits Policy

Corporate Policy Roadmap

Assignment Letter (alongside review of associated lease agreement)

Plans of Work (including templates and procedures)

Budgets

Audit Rules

Texas Museum of Science and Technology - 2018

Sometimes, things just don't work out.  Unfortunately, my time spent with the science museum involved protecting objects of aesthetic importance and distribution of the museum's collections and property post dissolution.


I helped them close their doors April 1, 2018.

Additional Educational Nonprofits - 2008 to 2019

It's very important to me to be able to give back to the community.  As part of my role as Executive Officer and Officer, I drafted each of the following:

Bylaws & Standing Rules
Grade Level Grant Program

Donation Guidelines (including Plans of Work)
Volunteer Orientation Presentation

Volunteer Campus Guidelines

Committee Hierarchy & Duties (including Plans of Work)
Budgets
Audit Rules

SystemWise Solutions, Inc. - 2014 to 2015

I prepared data and documentation for local business broker, including:


Research of Customers & Competition

Non-disclosure Agreement Template

Contractor Agreement Template

Engagement Letter Template

Independent Professional - 2011 to 2013

Organization names are withheld due to confidentiality agreements.


I utilized my career experience to counsel expert witnesses for high-profile client lawsuits.  My review included the following documents as part of discovery:


Master Agreement schedules

Transaction confirmations

Credit Agreements

Collateral Agreements


Focusing on risk mitigation in regards to documentation of complex products, I have analyzed the following:


Loan Agreements (including a wind farm assignment)

Private Placement Memorandums

Derivatives Contracts (including Swaps, Options)

Confidentiality Agreements

Reimbursement Agreements

Dispute Resolution Clauses

I also reviewed and drafted internal templates for the firm’s general contracts, including:

Non-disclosure Agreement Template

Contractor Agreement Template

Engagement Letter Template

Term Sheet Template

PERSONAL PROJECTS

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REJIGGIT - 2015 to 2019

I am currently launching an online social enterprise committed to conservation.  Here's my progress:


Business Model Canvas (Lean)

Product Roadmap (Jira)

Research of Community, Customers & Competition

MY CAREER ON WALL STREET - PRE-2008

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Lehman Brothers

I have produced:


Synthetic Collateralized Debt Obligations

Bespoke Derivatives

Loan Participation Agreements

 Total Return Swaps (equity and debt)


I have reviewed and analyzed the following:


Private Placement Memorandums
Insurance Agreements (hedging arrangements)
Equity Transfer Agreements


Other accomplishments:


Primary analyst sent abroad to review Russian Crisis contracts
Procedures for credit-related events (e.g., Enron, WorldCom)  
Facilitated  standardization for a focus group of 20+ industry leaders for "Syndicated Secured Loan Contingent Credit Default Swaps"

ING Barings

I have produced:


Term Sheets (and templates) for Prospective Emerging Market Based Transactions

Structured Notes issued by the firm

EMTA Master Agreements & Schedules
ISDA Master Agreements & Schedules

Swaps and Options contracts (on emerging market debt)

Hybrids

ABN Amro

I have produced:

Options contracts (on currencies, precious metals and commodities)


Other accomplishments:


Whistleblower in $70 million fraud scheme