Prior Work Experience

Representative Experience

• Represented a large US life insurance company with the outsourcing of scanning and indexing functions for several lines of business to a leading service provider.
  
• Represented a major life insurance company in a multi-year claims processing outsourcing agreement with a leading offshore service provider.
  
• Represented a global commercial bank in negotiating license, development and related maintenance agreements for the acquisition of core banking software.
  
• Represented two major North American department store chains in a finance and accounting outsourcing transaction against a leading offshore service provider.
  
• Represented a joint venture consisting of the largest cable companies in the country in developing a national interactive television advertising technology platform.
  
• Represented a leading provider of life insurance and annuity products in a multiyear extension of an existing information technology infrastructure outsourcing contract, along with an expansion in scope of services to include application development and maintenance, in a deal valued in excess of $120 million.
  
• Represented a major outsourcing service provider in a global print services outsourcing transaction against an international publishing company valued at over $1 billion.
  
• Represented one of the largest investment and insurance companies in a suite of outsourcing transactions to multi-source its application development and maintenance activities to major offshore service providers.
  

Publications/Speeches

• Speaker, SIG 2012 Global Sourcing Summit (March 27-29, 2012)
• Speaker, Outsourcing in Financial Services (November 1, 2011)
• Speaker, SIG 2011 Global Leadership Summit (October 18-20, 2011)
• Author, Financial Institution Facing New Lawsuit for Offshoring Call and Data Center Services, SIG Inside Sourcing Newsletter (September 2011)
• Co-author, FINRA’s Proposed Rule on Outsourcing to a Third-Party Service Provider, SIG Inside Sourcing Newsletter (June 2011)
• Speaker, Outsourcing in Financial Services Program, New York, New York (October 19, 2010)
• Speaker, SIG Global Leadership Summit (October 5-7, 2010)
• Author, Six Biggest Mistakes in Outsourcing Contracts, Nearshore Americas (August 11, 2010)
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Media Mentions

• A Lawsuit Attempts to Ban Outsourcing: Hollow Claim or an Issue with Real Merit? By Patrick Haller, Nearshore Americas
• Outsourcing Contracts: Six Ways to Preserve a Good Marriage Nearshore Americas

Affiliations

• Member, Editorial Board, PLC Cross-border Outsourcing Handbook (5th edition)
• Member, Sourcing Interests Group, Thought Leaders Council

Distinctions

• Named "Best Lawyer" in Technology Law, The Best Lawyers in America, published by Woodward White, Inc. (2011 and 2012 editions)
• Named "New York Super Lawyer" in Information Technology/Outsourcing by Thomson Reuters (2009-2011 editions)