Basic Profile Info

Education

  • Brigham Young University
    B.S.
  • Brigham Young University
    MAcc | Accountancy—Tax Emphasis
  • Brigham Young University J. Reuben Clark Law School
    J.D. (2009)
    Honors: Cum Laude

Experience

  • Partner: Corporate Securities Legal LLP (Current)

Associations

  • State Bar of California: Member (Current)

Jurisdictions

  • California (Since 2009)

Fees

  • Free Consultation

Practice Areas

  • Business Law: Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
  • Securities Law

Languages

  • English: Spoken, Written

Contact Info

Corporate Securities Legal LLP
Costa Mesa Office
650 Town Center Dr
#680
Costa Mesa, CA 92626
US
Telephone: (949) 752-1100
Fax: (917) 791-8877

Corporate Securities Legal LLP
New York Office
43 W 43rd St
#342
New York, NY 10036
US

Biography

I specialize in transactional law, focusing on representing registered investment companies and private enterprises. I am honored to hold active membership with the California State Bar. My legal career commenced at Dechert LLP, where I was a key member of the financial services team. My practice predominantly centered on financial services and investment management. I routinely provided counsel to U.S.-registered investment entities, their investment advisors, and affiliated financial service organizations on various regulatory, compliance, and business matters. Furthermore, I offered expert advice to the boards of directors/trustees of U.S.-registered investment companies on fund governance and fiduciary responsibilities. My expertise also encompasses a wide array of issues related to the establishment, governance, compliance, and transactions involving both domestic and international private funds.

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