Work History

Work History
Sep 2008 - Present

Editor

The Speculative Debauch

Creator, designer, and principal writer of business law research blog

  • Wrote and published more than 500 blog posts on law, business, and economics research.
  • Created podcast and SlideCast presentations on asset-backed securities and derivatives.
Aug 2010 - Apr 2011

Business Reference Librarian

Frederic S. Pardee Management Library, Boston University

Reference librarian and research instructor at graduate / undergraduate management school library

  • Provide reference assistance to students and faculty.
  • Provide formal classroom instruction in the use of research tools.
  • Member of e-learning development committee.
  • Create and maintain web research guides, including: Nonprofit Organizations and Credit Ratings.
Oct 2006 - Jan 2010

Manager, Librarian Relations

West, a Thomson Reuters business

Primary contact and trainer for law librarian customers of world's largest information vendor

  • Presented securities-specific training sessions for 400+ lawyers and librarians in Boston, New York, Chicago, Washington DC, and Toronto.
  • Assisted customers with account analysis, product troubleshooting, and subscription questions.
  • Organized and hosted Westlaw-sponsored events.
  • Created securities law research training curriculum.
  • Wrote articles for West publications and the Harvard Law School Forum on Corporate Governance and Financial Regulation.
Jan 2004 - Sep 2006

Supervisor of Reference

Fried Frank Harris Shriver & Jacobson LLP

Manager of reference department at 500-lawyer international law firm

  • Supervised four full-time reference librarians.
  • Created and led training programs for reference librarians, associates, and staff.
  • Wrote and delivered staff reviews.
  • Served as part of the library hiring and salary review team.
Apr 2001 - Apr 2004

Reference Librarian

Fried Frank Harris Shriver & Jacobson LLP

Reference librarian at 500-lawyer international law firm

  • Designed and taught ad-hoc and formal classes in use of the Bloomberg terminal.
  • Designed and taught mandatory class in use of CCH Internet Research Network
  • Edited firm intranet. Created current awareness web pages
Oct 1999 - Apr 2001

Law Clerk

Esanu Katsky Korins & Seiger

Paralegal in 30-lawyer business law firm

  • In connection with representation of underwriter, negotiated NASDAQ listing and state “blue sky” securities registration for $4 million IPO and other offerings. Communicated with state securities regulators, clients, and corporate counsel.Drafted resolutions and ancillary agreements.
  • Drafted agreements and corporate documents for two corporate acquisition transactions.Managed complex closing transactions.
Jan 1995 - Sep 1999

Paralegal / Researcher

McCarthy Tetrault

Researcher in the transaction practice of Canada’s largest law firm

  • Pioneered new position as securities law researcher within business law group.
  • Worked directly with senior partners researching complex issues of US and Canadian securities and corporation law.
  • Assisted senior partner in finding acquisition opportunities for one of Canada’s largest conglomerates.
  • Managed legislation-tracking project during complete revision of securities law of Canada.
  • Maintained and improved precedent database for capital markets group.
Dec 1991 - May 1994

Reference Librarian

Sullivan & Cromwell LLP

Evening and weekend reference librarian at 600-lawyer international business law firm

Education

Education

Summary

Law librarian and lawyer with expertise in securities, business, and corporate law research. Extensive teaching, writing, and public speaking experience.

Published Articles

Disclosure Hot Topics: Rising Action in Healthcare No-Acts

Westlaw Business Legal Currents, January 25, 2010 (with Erik Krusch)

10-K Disclosure: Healthcare’s Storm of Reform

Westlaw Business Legal Currents, January 15, 2010

Financial Risk: If Banks Fall Down, Obama Falls Short

Westlaw Business Legal Currents, June 18, 2009

The Financial Crisis: The Math Hits the Wall

Law Librarians in the New Millennium, May/June, 2009

The Financial Crisis: Complexity Made (somewhat) Less Complex

Law Librarians in the New Millennium, November/December, 2008

Experts on the Future of the SEC

Harvard Law School Forum on Corporate Governance and Financial Regulation, November 22, 2008

The Office of Law Revision Counsel

LLAGNY Law Lines, volume 30, No.2, winter 2007

An Educational Wish List from the Private Sector

AALL Spectrum, November 2005

Other Relevant Experience

CREATOR AND PRESENTER                                                                                                  upcoming

Securities & Corporate Law Update

American Association of Law Libraries, Chicago, IL

CREATOR AND PRESENTER                                                                                                  upcoming

Dodd-Frank Presentation

Special Libraries Association, New York Chapter, New York, NY

CREATOR AND PRESENTER                                                                                            Jan. 20, 2011

Where in the World is Dodd-Frank?

Practising Law Institute, New York, NY

RESEARCH ASSOCIATE                                                                                                     2002-present

Fred A. Levine Law & Public Policy Consulting,                                    

New York, NY

Legal research and writing for lawyer specializing in mental health law

CREATOR AND INSTRUCTOR

Business Law Research for Law Librarians, New York, NY                                                      2005-2006

Certifications

Certifications
Sep 2010 - Present

Massachusetts Attorney

Massachusetts Board of Bar Examiners