Track record

Professional experience

More than 20 years of in-house legal leadership, managing $1M–$2M legal budgets and teams across regulated mortgage, consumer lending, fintech, and proptech platforms.

• Radius Agent (AgentDesks, Inc.), San Francisco — 2023–Present
  Chief Legal Officer & Corporate Secretary

  Legal & compliance for a virtual real estate and mortgage brokerage with ~$2B in annual production. Advise the board on new ventures, governance, and fundraising; draft and negotiate broker, correspondent, marketing, influencer, software, and licensing agreements; administer equity-incentive and ERISA plans; maintain terms of use and privacy policy; support AI product launches; manage trademark and copyright portfolio.

• Landed, Inc., San Francisco — 2022–2023
  Chief Legal Officer

  Led legal and compliance for a multi-state shared-appreciation down-payment-assistance originator and servicer; managed a >$1M legal budget. Structured credit, sale, SaaS, and licensing agreements; oversaw compliance with Reg Z, FCRA, TCPA, ECOA, UDAAP, HMDA, USA PATRIOT Act, AML/KYC; ran government affairs and IP portfolio.

• Flyhomes Inc., Seattle — 2019–2022; Consultant 2022–Present
  EVP, General Counsel & Corporate Secretary

  Managed legal and compliance (~$1.5M budget) for a PropTech brokerage, mortgage lender, and settlement services provider. Drafted capital-markets agreements (stock purchase, loan & security, master repurchase); managed litigation; advised marketing; led e-commerce data-security and privacy compliance (CCPA/CPRA).

• LendingHome Corporation, San Francisco — 2016–2019
  Vice President of Legal & Corporate Secretary

  Managed legal and compliance (~$2M budget) for a leading fintech mortgage lender; managed attorneys, law clerks, and outside counsel; negotiated multi-billion-dollar credit facilities and corporate agreements.

• Mark Lee, Esq., San Diego — 2012–2015
  Attorney at Law

  Advised entrepreneurs on entity formation and capital raising — Regulation D offerings, venture financings, private placements; represented issuers under the '33 and '34 Acts; handled business disputes and arbitration.

• Life Solutions International, LLC, San Diego — 2007–2011
  Associate General Counsel & Director of Compliance

  Negotiated >$1B/yr in premium-finance enterprise agreements; advised on alternative asset classes (life settlements, premium finance, installment and military loans, credit-card portfolios, medical receivables); established alternative asset funds in Ireland and Luxembourg with >$1B in assets.

• Accredited Home Lenders, Inc., San Diego — 2002–2007
  Associate General Counsel — Corporate & Securities

  Prepared SEC registration statements and periodic reports; negotiated the ~$340M acquisition of Aames Investment Corporation (a public REIT); drafted whole-loan sale, servicing, and securitization documents for >$20B in mortgages; oversaw the company's Canada launch.