Senior Legal Consultant with over 23 years of hands on contract experience. I Played a vital roll in the sale of Maxwell's Technologies, Inc.'s high voltage product line for $55 million USD in December 2018 and the merger of Maxwell to Tesla at $277 million USD in May 2019. I am bonded and insured in the state of California as a Legal Document Assistant.
*** I are not an attorney and do not give legal advice. I am licensed and permitted to complete documents and processes at the clients direction.
Certificated paralegal from an ABA-approved, paralegal program with a focus towards a legal support role in casework, discovery, and trial and settlement preparation. Effective at engaging members across different levels and departments of an organization to drive consensus and move projects forward.
I am a skilled and educated paralegal. I obtained my ABA-approved paralegal certificate with honors from the University of San Diego (CA) and my Certified Paralegal designation from the National Association of Legal Assistants (NALA)
In over 9 years of experience assisting in legal document preparation and quality assurance I have handled a wide array of administrative and legal tasks from corporate matters to civil litigation. I have extensive experience in proofreading and thrive on critical thinking and analysis.
I am a registered and bonded Legal Document Assistant in San Diego, California and work with clients remotely.
I am fluent...
I am a recent college grad from the University of Massachusets Amherst with a bachelor's degree in Political Science and a minor in Classical Studies. I have vast experience in scholarly research and writing, as well as worked for a semester with a professor on a research project involving political ideologies and keywords present in ideological texts. I also worked as a paralegal at a personal injury law firm for eight months and am extremely familiar with both reading and writing legal texts. I pay close attention to my work and hold myself to a high standard. I also enjoy writing in general, and the opportunity to do blog posts is quite...
- Experience with SEC exams
- Draft policies and procedures tailored to your organization
- Prepare annual ADV and ADV amendments in consultation with CCO and accounting staff and/or fund administrators
- Prepare form PF, including analyzing IQS and other documents to LP investor categories and create working documents to track such information going forward
- Prepare and/or administer BEA filings (10/11, 120/125, 577 and 180)
- Form entities, draft initial operating documents and create structure charts
- Monitor trading, political contributions and outside affiliations, flag potential violations of policies and procedures for CCO's review...
I have a very diverse and eclectic background! My experiences in sales, office management, paralegal, client success and team culture focus has uniquely prepared me to deliver in many areas. My passion is the PEOPLE! I love working with groups and helping them create a culture of trust and an environment to bring forth everyones' talents!
• Over 15 years’ sales experience
• 8 + years’ paralegal experience
• 6 + years of office management
• Client success focused
• Excellent at bringing teams together to build a rich company culture
• Next level energy and passion to truly help others succeed!
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