Education
- Georgetown University Law Center, J.D., 1999
- University of Richmond, B.A., 1995
Bar Admissions
- District of Columbia
- Virginia
- Speaker, “Strengthening Board Leadership,” Bank Director’s Bank Board Forum, September 8, 2025.
- Speaker, Troutman Pepper’s 2024 Public Company Seminar, October 24, 2024.
- Speaker, “Universal Proxy Rules and Delaware General Corporation Law Changes,” 2022 Public Company Seminar, Troutman Pepper, December 8, 2022.
- Presenter, “ESG Roadmap: Requirements, Best Practices and Trends,” Bank Board Training Forum, September 13, 2021.
- Co-presenter, “SEC Reporting Refresher,” Virginia Bankers Association 2019 CFO Conference, August 27, 2019.
- Presenter, “Securities Regulation 101,” 2019 Troutman Sanders Legal Update, Charlotte, February 2019.
- Presenter, “The Case to Remain Independent,” Bank Director’s Acquire or Be Acquired Conference, January 2019.
- Presenter, “2019 Proxy Season for Financial Institutions,” Troutman Sanders Webinar Series, December 2018.
- Co-author, “Federal Banking Agencies Propose Rescission of 2023 CRA Final Rule and Reinstatement of 1995 CRA Regulations,” Financial Services Blog, July 17, 2025.
- Co-author, “Troutman Pepper Locke Advises Performance Trust Capital Partners, LLC in Chesapeake Financial Shares, Inc.’s $25 Million Subordinated Notes Offering,” Financial Services Blog, March 10, 2025.
- Co-author, “Preparing for the FDIC’s Final Enforceable Guidelines on Corporate Governance and Risk Management: State Nonmember Banks with Assets Above — and Potentially Also Below — $10 Billion Take Note,” Troutman Pepper Financial Services, October 28, 2024.
- Co-author, “FDIC and OCC Finalize New Guidelines on Bank Mergers,” Troutman Pepper Financial Services, September 18, 2024.
- Co-author, “FDIC Proposes Special Assessments to Recover Cost of Protecting Uninsured Depositors Amidst Bank Closures,” Troutman Pepper, May 11, 2023.
- Co-author, “FDIC Recommends Deposit Insurance Reforms to Better Protect Businesses,” Troutman Pepper, May 3, 2023.
- Co-author, “New Virginia Law Permits Banks to Provide Virtual Currency Custody Services,” Troutman Pepper, April 13, 2022.
- Co-author, “FDIC Makes Bank Merger Policy a Priority This Year,” Troutman Pepper, February 15, 2022.
- Co-author, “NCUA Finalizes Amendments to Subordinated Debt Issuance Regulations,” Troutman Pepper, January 4, 2022.
- Co-author, “The FDIC’s Focus on Regulatory Technology: Rapid Phase Prototyping Competition and Tech Sprint Programs,” Troutman Pepper, December 9, 2021.
- Co-author, “Key Takeaways for Regional and Community Banks from the Federal Reserve’s April 2021 Supervision and Regulation Report,” Troutman Pepper, May 13, 2021.
- Co-author, “The FDIC’s Rapid Phased Prototyping Competition,” The Banking Law Journal, May 2021.
- Co-author, “Trend of Fintech Companies Seeking U.S. Banking Licenses Continues,” Troutman Pepper, March 26, 2021.
- Co-author, “The FDIC’s Rapid Phased Prototyping Competition,” Troutman Pepper, January 29, 2021
- Co-author, “FDIC’s Final Rule on Brokered Deposits Adds Clarity to Fintech Partnerships and Other Common Arrangements,” Troutman Pepper, December 21, 2020.
- Co-author, “OCC Proposes New Rule on Fair Access to Banking Services,” Troutman Pepper, December 4, 2020.
- Co-author, “SEC’s New Exempt Offering Rules: Demo Days and Testing the Waters — All Glister No Gold?,” Troutman Pepper, November 25, 2020.
- Co-author, “The One-Two Punch to Madden – FDIC, Following the OCC, Finalizes its Regulation Clarifying the Valid-When-Made Doctrine,” Troutman Sanders, June 30, 2020.
- Co-author, “SEC Provides Guidance on Shareholder Meetings for Companies Affected by COVID-19,” Troutman Sanders, April 8, 2020.
- Co-author, “Accounting and Financial Reporting Relief for Eligible Financial Institutions Under the CARES Act,” Troutman Sanders, April 2, 2020.
- Co-author, “FDIC and OCC Issue Operational and Regulatory FAQs for Financial Institutions in Wake of COVID-19,” Troutman Sanders, April 2, 2020.
- Co-author, “SEC Releases COVID-19 Disclosure Guidance for Public Companies,” Troutman Sanders, March 26, 2020.
- Co-author, “The Federal Reserve’s Final Rule for Determining Control,” Troutman Sanders, February 11, 2020.
- Co-author, “5 Key Points From Fed’s Bank Control Proposal,” Law360, May 9, 2019.
- Co-author, “Five Things to Know: Proposed Revisions to the Federal Reserve’s Control Framework,” Troutman Sanders, May 1, 2019.
- Co-author, “SEC FinHub Publishes Framework for Investment Contract Analysis of Digital Assets,” Troutman Sanders, April 8, 2019.
- Co-author, “Five Things to Know: SEC Adopts Final Rules on Hedging Policies,” Troutman Sanders, December 19, 2018.
- Author, “Exchange Regulatory Improvement Act: Unintended consequences for U.S. exchange regulation,” November 2017.
- Author, “Making Sense of a Wild Week in Cryptocurrency,” August 2017.
- Author, “A World of Whistleblowers: What Companies Should Know About Dealing With Third Parties Going Forward,” BNA Securities Regulation & Law Report, December 2011.
- Mentioned, “TowneBank Acquires Old Point in $203M Deal,” Law360, April 3, 2025.
- Quoted, “Important Considerations Surrounding the FTC Ban on Noncompete Contracts,” Thomson Reuters, May 20, 2024.
- Quoted, “Dodd-Frank Changes Could Nudge Midsize Banks Into Deal-Making,” Bloomberg Law, June 2018.
- Quoted, “When M&A Challenges a Bank’s Comfort Zone (In a Good Way),” American Banker, May 2018.