Reed Smith LLP

Working for Gravity Stack -- a wholly owned subsidiary of Reed Smith LLP

Sr. Client Technology Solutions Analyst

Sanders Roberts, LLP

Former Manager of eDiscovery and Litigation Support

eDiscovery Manager

Rodarti Law Group - Advisors to the Development and Construction Industry in Orange County

Manager of eDiscovery / Sr. Paralegal

University of California, Irvine Division of Continuing Education

Part-time Instructor in the Paralegal Certificate program, specializing in legal technology and eDiscovery courses.

Instructor / Advisory Board Member

Callahan & Blaine

Senior litigation & eDiscovery paralegal, with a focus on managing complex civil matters, from inception through trial, using the latest technologies and modern efficiencies to achieve excellent results for our clients.

Sr. Litigation & eDiscovery Paralegal

SkylineOmega Discovery Solutions

Worked at Skyline Document Solutions (predecessor to SklineOmega) as the eDiscovery Support Manager. Worked to expand the  services offered by Skyline in the areas of eDiscovery, along the entire EDRM spectrum.

eDiscovery Support Manager

Berger Kahn

Paralegal / Legal IT Specialist (PC / Mac / iOS)

Apple

Worked part-time (nights and weekends) while working at Berger Kahn full-time as a paralegal.

Specialist

Bienert, Miller & Katzman, PLC

Work to create, support and maintain over 120 litigation support databases using Lexis Nexis LAW Prediscovery & Concordance amongst others. Created exhibits for federal trials, including first ever Economic Espionage trial in 2009. Created ESI production sets and sets of scanned documents as well for production requests. Implemented firm wide conflict checking software and procedures; investigated mortgage fraud for the FDIC as outside counsel.

Litigation Support Paralegal

Confidential 

Working as a Paralegal in charge of newly formed Loan Modification division and also responsible for firm-wide IT. Previously responsible for normal paralegal duties in worker's compensation and making appearances as a hearing representative before the WCAB.

Paralegal

Nationally recognized consultant, leader and SME in the following areas: eDiscovery and Litigation Support, Trials and Trial Strategy, Data and Advanced Analytics, AI and Automation, Privacy, Cybersecurity, Training and Leadership. A former senior litigation paralegal and legal technology instructor at UC Irvine, I have built a proven record of accomplishments in various legal-technical and litigation support roles, including:
•	Design, selection, and implementation of better/faster/cheaper legal technologies and methods throughout all phases of the litigation lifecycle for matter management and case development;
•	Fantastic results at arbitration and trial, including a 10-0 record (8 jury trials) just in 2022 alone;
•	Massive cost-savings throughout all phases of eDiscovery & Litigation Support, through use of advanced technologies and related efficiencies, and by use of cutting-edge service providers;
•	Design, selection, and implementation of advanced communications and collaboration systems within law firm environments, to achieve best results within secure compliance frameworks;
•	Up-training of attorneys and partners within the firm to help maximize utilization of firm resources;
•	Design, selection, and implementation of various Office 365 and/or Google Workspace products, including SharePoint and OneDrive, Google Drive, Teams, Slack and / or Messaging to increase efficiencies, project communications and security of client data, throughout all matters and projects.

Further, I have built cohesive teams to consistently accomplish strategic objectives. I am adept at communicating with all parties to coordinate overall efforts, and I excel at using these technologies to our client's advantage, throughout all phases of litigation. 

Lastly, I am currently serving as President of the Orange County Chapter of ACEDS, providing free education, training and networking opportunities to like-minded legal professionals in our area.  

Thank you for taking the time to connect with me.

Grady Glover, CEDS

J.P. Morgan Private Bank

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. 

JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). 

INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE 

Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. 

Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm .

Executive Director, Banker 

Business and corporate development role including client relationship leadership, go-to-market strategy, training and development for providing professional services including audit, tax, B2B consulting, internal audit, cyber, compliance, forensics, privacy, mergers & acquisitions, and IPO readiness working with private companies, family-offices, public companies, private equity, venture capital, alliance partners and emerging growth companies.  Drove significant year-over-year growth and revenue and accounts in all service lines of EY in California and Arizona markets. Helped drive the Entrepreneur of the Year programs and events in the Western US and led relationships with CEO's, CFO's and Founders for 9+ years.

Client Executive, Business Development & Strategy

Revenue, relationship, opportunity generation and pipeline growth leader at EY, with responsibilities managing strategic accounts, large pursuits, driving key relationships, go-to-market initiatives and events covering the Western US from San Diego to Seattle. Lead business plan development, revenue and resource planning, go-to-market programs and campaigns raising brand awareness of professional services teams.

Identify, propose, negotiate, and execute projects and managed services contracts for accounting, tax, advisory, consulting, internal audit, compliance, loss-prevention, investigations, data preservation, litigation support, privacy, cyber response, cyber preparedness, legal hold, information governance, data analytics, legal operations, managed document review and electronic discovery services.

Business Development Leader - Forensics & Compliance

State Bar of California

The State Bar of California’s Law Practice Management & Technology Section (LPMT) improves the practice of law and enhances the knowledge of its members through the effective use of educational programs, professional experience and expert technology counsel. The group exclusively devoted to starting, growing, and maintaining an intelligent, efficient, successful and ethical law practice including law office systems and procedures, financial management, marketing legal services, technology and legal ethics. Derick sat on the Executive Committee for 5 years, and was the vice-chair of the Technology and Social Media committees. He helped educate thousands of lawyers on technology, productivity tools, litigation support, electronic discovery, legal ethics, operations and finance topics.

Executive Committee / Special Advisor - Law Practice Management and Technology Section

Hewlett Packard Enterprise

Derick and his team sold products and services directly to strategic enterprise customers as well as through various HP partner channels alongside hardware, enterprise computing and data center business groups.  Derick's team delivered products and services for Enterprise Search, Archiving, Analytics, Back-Up, Legal Hold, Early Case Assessment, eDiscovery, Artificial Intelligence, Predictive Coding, Database Hosting and Project Management.
•	Presidents club award
•	Bulldog award for new account generation
•	HP Leadership program
•	Train the trainers program

Iron Mountain Digital, which included Stratify eDiscovery, Connected back-up software, and Mimosa archiving platforms was acquired by Autonomy / HP in 2011.  HP's Legal Solutions & Big Data Group provided enterprise-level software and professional services that help organizations make sense of structured and unstructured data.

Enterprise Account Executive

California State University, Fullerton

Advisory board member and Instructor for Electronic Discovery Certification courses associated with the Certified Forensics Examiner programs.  Taught lecture and lab courses including legal technology applications, eDiscovery, digital forensics and automated document review platforms. Course provided career development for law enforcement and legal professionals to expand their understanding of technology, forensics and law.

Adjunct Professor, Advisory Board, Program & Curriculum Development

Reveal Data

Reveal™ was founded on the principle that clients demand transparency into every step of their discovery data management workflow.  We combined sales, operations, consulting and software development professionals to develop products and services for the legal technology community. Derick was an equity partner responsible for leading sales, marketing, PR, and brand awareness.  He and his team established initial revenue streams, service delivery models, and software as a service while the software platforms were being developed and deployed, fueling the development team with operating capital, user feedback, industry insights, feature and functional building of the software platforms.  He and his team developed accounts and trained external reseller channel partners on the products and helped them to sell software and software as a service (SAAS) products and services for law firms, corporate legal departments, service bureaus, and consulting firms.
•	Established a Client Advisory Board consisting of trusted resources in the legal technology business.
•	Recruited, trained and developed sales teams and alliance partners in Los Angeles, San Francisco, Dallas, Chicago, Philadelphia, Washington DC, and NY to demonstrate products and generate sales.

Founder, Executive Board, Vice President of Sales & Marketing

LexisNexis (Applied Discovery)

LexisNexis and Applied Discovery supported clients with services, software and solutions that help them better manage their portfolio of legal and investigative matters.  Derick was responsible for law firm and corporate counsel relationships in the Western region of the US selling an entire spectrum of legal technology platforms, including Applied Discovery, Concordance, FYI, CourtLink, and CaseMap. Derick's team assisted clients with all aspects of Electronic Discovery by handling consultation and needs analysis, data collection, filtering, processing, database creation, and document review during the discovery process.  LexisNexis Circle of Excellence - 2007

Business Development and Electronic Discovery Specialist

Williams Lea

Derick had oversight of all aspects of Business Development, Recruiting, Operations, Finance (P&L), Training, Customer Service and Project Management for Southern California markets.  Derick established, maintained and developed client base consisting of AMLAW Top 200 law firms and Fortune 1000 corporations for business process outsourcing, office services, litigation support, and document management projects.  Venture-capital backed Uniscribe was a premier professional services organization and business process outsourcing company.  During his 7+ years with the company, he managed integration, alignment and re-branding of 3 acquired companies assets, real-estate, employees and clients with consistent growth which led to the company's acquisition by Williams Lea in 2005.  Six consecutive years at President’s Club, and General Manager of the Year award.

General Manager

Total Reprographics & Imaging, Inc.

Derick was an equity partner responsible for a start-up company providing litigation support, reprographics services, scanning, coding and digital print services to professional clients.  Oversaw all sales, marketing, business development, brand creation, recruiting, and customer service functions for 3 offices in Southern California.  Established the company as a Value-Added Reseller (VAR) and channel partner for software such as Concordance, Summation and Kofax products.

Founder, Board-Member, Vice President of Sales and Marketing

IKON Office Solutions / Nightrider

Derick was an Account Manager responsible for developing a sales territory in Southern California consisting of law firms, accounting firms, and national companies.  Consistent elevation and quota attainment and 225% year over year sales growth. Developed quarterly business plan model, and corporate managed services models that were adopted and widely used across the country to train new sales executives.  Best of the Best Conference.

Account Manager

I partner closely with highly successful individuals and families across Southern California, including founders, senior executives, board members and finance/legal professionals who seek the intellectual strength of an industry powerhouse. I serve as a conduit to the firm’s global capabilities, offering sage advice to help clients make informed financial decisions to grow and protect their legacy.

An entrepreneur myself, I understand the time and energy my clients have invested and drill into the core of their goals to help them pursue these ambitions. My focus is on placing the right specialists in the room to strategically address the complexity of substantial wealth—trust/estate approaches, investing, lending and pre/post-transaction planning. 

I am an experienced sounding board and business advisor who helps explore the possibilities that a client’s assets represent.

taplio

The Battle

Grady Glover, CEDS

Derick Roselli

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