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Lee Merrill, Esq., CIPP
Data Privacy and Protection Manager at KPMG
Jacksonville, FL, United States
Details
Experience:
2021 : Present
KPMG
Manager - Cybersecurity Privacy
- Reviewed the provisions of CCPA and SB1121 for developing POVs and training materials, including a training deck on the GLBA Exemption and the impact of the CCPA on GLBA regulated entities.
- Conducted a current state assessment of a large property/casualty insurer’s legal and regulatory compliance program to provide assurance on compliance with regulatory requirements
- Conducted process, risk and controls assessments of a large property/casualty insurer
- Developed risk metrics and automation requirements for a large property/casualty insurer’s IT Processes
- Conducted assessments of a large lender’s compliance with NY DFS
- Developed a cyber security assessment methodology for a large lender
2018 : 2021
EY
Senior Consultant
- Review International Swaps and Derivatives Agreements (ISDA) and Credit Support Annexes (CSA) for compliance with U.S. and E.U. securities regulation for a top 35 global bank
- Negotiate CSA agreements affected by margin requirements for non-centrally cleared derivatives with the counterparty’s general counsel or legal representative
- Draft new CSA or amendment agreements that comply with the margining requirements
- Communicate with our client’s internal stakeholders and general counsel to finalize agreements and navigate complicated trading relationships
2016 : 2018
Axiom
Attorney Negotiator
- Analyzed complex commercial leases of Fortune 100 companies in preparation for mergers and acquisitions
- Performed quality control on the work of other attorneys and targeted review of commercial lease options
- Organized supplemental documents into master agreement trees and prepared contracts for delivery to client
2015 : 2016
Axiom
Contract Attorney
-Determined whether wills, trusts, and other filings were in compliance with state laws and regulations
-Conducted legal research, drafted memoranda, and served as a subject matter expert on wills, pour-over wills, trusts, and guardianships for judicial staff
-Reviewed various petitions and recommended whether the Judge should grant the request
-Drafted judicial orders including an order modifying and terminating the duties of a personal fiduciary representative
2013 : 2013
Eighth Judicial Circuit of Florida Probate Division
Probate Staff Attorney - Internship
KPMG
Manager - Cybersecurity Privacy
- Reviewed the provisions of CCPA and SB1121 for developing POVs and training materials, including a training deck on the GLBA Exemption and the impact of the CCPA on GLBA regulated entities.
- Conducted a current state assessment of a large property/casualty insurer’s legal and regulatory compliance program to provide assurance on compliance with regulatory requirements
- Conducted process, risk and controls assessments of a large property/casualty insurer
- Developed risk metrics and automation requirements for a large property/casualty insurer’s IT Processes
- Conducted assessments of a large lender’s compliance with NY DFS
- Developed a cyber security assessment methodology for a large lender
2018 : 2021
EY
Senior Consultant
- Review International Swaps and Derivatives Agreements (ISDA) and Credit Support Annexes (CSA) for compliance with U.S. and E.U. securities regulation for a top 35 global bank
- Negotiate CSA agreements affected by margin requirements for non-centrally cleared derivatives with the counterparty’s general counsel or legal representative
- Draft new CSA or amendment agreements that comply with the margining requirements
- Communicate with our client’s internal stakeholders and general counsel to finalize agreements and navigate complicated trading relationships
2016 : 2018
Axiom
Attorney Negotiator
- Analyzed complex commercial leases of Fortune 100 companies in preparation for mergers and acquisitions
- Performed quality control on the work of other attorneys and targeted review of commercial lease options
- Organized supplemental documents into master agreement trees and prepared contracts for delivery to client
2015 : 2016
Axiom
Contract Attorney
-Determined whether wills, trusts, and other filings were in compliance with state laws and regulations
-Conducted legal research, drafted memoranda, and served as a subject matter expert on wills, pour-over wills, trusts, and guardianships for judicial staff
-Reviewed various petitions and recommended whether the Judge should grant the request
-Drafted judicial orders including an order modifying and terminating the duties of a personal fiduciary representative
2013 : 2013
Eighth Judicial Circuit of Florida Probate Division
Probate Staff Attorney - Internship
Company:
KPMG
Spoken Language:
English, German
About
Lee is a Manager in KPMG’s Cybersecurity practice. His primary focus is in Data Privacy within the Financial Services sector. He also has experience in data protection, technology risk, and other cyber related matters.
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