Attorney at Law
- Advisory Agreement
- Business Licenses & Industry Regulations
- Buyout Agreement
- Corporate Dissolution
- Corporate Formation
- Corporate Restructure
- Delaware Incorporation
- Founders Agreement
- Franchise Agreement
- Franchise Disclosure Document
- Franchise Formation
- Joint Venture Formation
- Operating Agreement
- Partnership Formation
- Shareholder Agreement
- Other Business Formation Matter
- Asset Purchase
- Asset Purchase Agreement
- Stock Purchase
- Other Mergers & Acquisitions Matter
- Commercial Loan
- Convertible Note
- Fund Formation
- SAFE Document
- SEC Documents
- Securities Regulations
- Seed Financing
- Series Financing
- Stock Purchase Agreement
- Subscription Agreement
- Term Sheet
- Other Securities & Finance Matter
Mitchell Hamline School of Law
Adjunct Professor of Law
Jan 2017 - Present
•Instructed 3L law students in contract/settlement negotiation and drafting.
•Graded and provided constructive feedback and criticism on course assignments.
Gilbert Law PLLC
Aug 2014 - Present
•Counseled clients on estate planning/probate matters. Drafted and executed wills, trusts, health care directives, powers of attorney, and other documents as needed. Helped clients administer estates.
•Advised clients on business transactions, formation, and dissolution. Provided legal support for the sales and divestiture of small businesses.
•Produced fee-only financial planning and analysis
M&A Integration Manager/Compliance Manager
Dec 2011 - Present
•Performed due diligence on acquisition targets. Directed integration of completed deals.
•Augmented and updated resolution plan documents, partnered with executive leadership to create operational playbooks to provide execution steps in the event of a crisis.
•Provided legal and regulatory advice related to the Advisers Act, Exchange Act, and OCC, SSEC, FINRA, and MSRB rules and regulations.
Dec 2009 - Dec 2011
•Delivered fee-based financial planning and investment advisory services.
•Coached new financial advisors in client acquisition and financial planning techniques and processes.
Wealth Management Advisor
Nov 2008 - Mar 2009
•Managed client investment portfolios, performed financial markets research and analysis.
J.P. Morgan Chase
Vice President, Investments
Nov 2006 - Nov 2008
•Provided banking and investment advisory products and services to high net worth individuals.
•Trained and mentored securities-licensed bankers.
•Furnished high net worth clients with investment advice and retirement planning services.