Representative transactions and engagements include:

• Assisting community and regional banks to establish new hedging programs for their commercial banking customers, including Dodd-Frank compliance and development of form trading documents and credit policies.
• Assisting a regional bank to establish a commodities hedging program, including preparation of form trading documents, credit policies, and submissions for regulatory approval.
• Leading a team which prepares and negotiates more than 2,000 derivatives document sets annually for bank clients across the U.S., and for customers and transactions of all sizes and types.
• Leading the Firm’s High Volume Documentation team, which assists clients with short-term, high-volume, low cost projects. One recent client project was completed for more than 14,000 loan documents at a low flat-fee per document.
• Representing the private banking group of a large national bank in making customized loans to high-net worth individuals throughout the U.S.
• Representing a large national bank in administering Medallion Guarantee compliance policies and procedures.
• Representing the municipal finance group of a national bank in direct purchase and letter of credit backed municipal bond transactions.