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0-5 years of experience
Provided legal support to general council, and multiple IP, Business and Compliance attorneys
- Rendered large file data extractions for defendant fact sheets in national female mesh litigation
- Negotiated, drafted and executed contracts for 450 new and existing health care professionals
- Provided legal support to 4 medical device business units within company
- Implemented, managed and maintained Ariba electronic contract management system
- Created central electronic spreadsheets reducing workload by 7% within company admin sector
0-5 years of experience
Provided support to General Counsel, five Assistant General Counsel’s, the company serving over 250 employees and business clients with evaluating and organizing finance, acquisition, and diverse transaction closings, and plays an integral role in managing closing check lists.
- Served as the point of contact for outside counsel regarding litigations, closing and post-closing issues.
- Organized and participated in meetings and conference calls focused on the development, finance, construction, and operation of strategic projects.
- Drafted consents, litigation Board documents, certificates, notices, and agreements.
- Contributed in real estate transactions, which included knowledge of preparing lease abstracts, documenting lease/easement payments, and data entry using lease tracking software.
- Promoted an unwavering commitment to customer service in all client interaction.
- Responsible for maintaining in all aspects the companies’ corporate document database system Merrill, with over 250,000 documents.
0-5 years of experience
Prepared, drafted and filed via EDGAR all SEC 33′ and 34′ Act filings including Form 10-K, Form 10-Q, Proxy Statement, S-1, S-4, Form 8-K and all Section 13 and 16 filings.
- Maintained corporate governance controls and specifically incorporated additional controls as deemed necessary.
- Acted as liaison between Outside legal Counsel, transfer agent and the Company, specifically international subsidiaries and our in-country Outside Counsel.
- Proficient in Sharepoint and Viewshare with regard to document and content management.
- Drafted board minutes, annual meeting minutes and shareholder consent forms as well as bylaws.
- Reported directly to Executive Vice President and Associate General Counsel.
0-5 years of experience
Performed UCC searches, drafted and filed documents and amendments, as necessary. Managed restructure of legal filing system and implemented and maintained a contract database.
- Relocated to the Tampa Bay area. Responsibilities included all aspects of the corporate entity administration for 80+ foreign and domestic corporations, limited partnerships and limited liability companies.
- Provided corporate maintenance (formations, dissolutions, annual reports, franchise tax returns, etc.)
- Drafted resolutions, organizational charts, maintained accurate minute books.
- Performed UCC searches, drafted and filed amendments.
- Implemented and maintained contract database and overhaul of legal filing system.
6-10 years of experience
Revolutionized Board of Directors information flow for $2 billion public company by independently researching, implementing and managing transition from manual to electronic Board of Directors information system. Acted as sole program administrator post-transition.
- Managed Board of Directors project team during quarterly production of board and committee materials.
- Performed acquisitions due diligence and tracked departmental progress throughout a year-long, multi-entity, $1 billion transaction.
- Drafted, edited, reviewed and distributed board minutes, resolutions, agendas and reports, annual reports, quarterly securities filings and disclosures.
- Facilitated and tracked payments and maintained relationships for a $4 million annual portfolio of global vendor invoices.
- Developed and led a complex transition from manual to electronic invoicing systems and acted as global Administrator post-transition.
- Managed department cost accounts listing, prepared and reviewed accounts analysis reports and assisted with budgeting functions.
- Prepared state corporation filings and liaised with counsel on foreign filings.
- Drafted, reviewed and edited sales representative, professional services and distribution agreements and other contracts.
- Planned and executed preparations for meetings and conventions.
- Ensured timely coordination of calendaring, travel, expense accounting and administrative needs of department.
6-10 years of experience
Formed corporations and LLC’s in various States
- Facilitated mergers, acquisitions, dissolutions, incorporations, State filings, partnership agreements, Board of Director resolutions, annual meeting minutes, stock purchase agreements and maintained the corporate records for over 500 subsidiary corporations
- Reviewed and prepared various operational agreements such as lease agreements, national purchasing agreements and vendor contracts
- Assisted with gathering information for 10K filings, due diligence for IPO and various shareholder stock issues
- Assisted outside counsel with obtaining information for business licenses, liquor licenses and trademark renewals and provided various documentation in connection with litigation matters
- Maintained calendar system for all contracts, licenses and permits
0-5 years of experience
Health care – Case Management, Project Management.
- Reviewed 60 real estate contracts at a mid-size corporation and developed an Excel database to trace overdue leases that resulted in over $100,000 retrieval.
- Built the infrastructure from its infancy (started up) of the Legal Department for a health care corporation, developed and managed case files, attended meetings and prepared minutes, and created corporate binders and logs.
- Reported directly to General Counsel, CEO, CFO, and Secretary with a broad range of responsibilities including development and maintenance of case management on database, editing/proofreading all documents, and acting as liaison between general counsel and business clients.
- Scheduled and maintained a master calendar for meetings in Outlook.
- Proofread drafts of motions from co-counsel resulting in avoiding filing error with the Court.
0-5 years of experience
Obtained attorney attestation to become BPC 6450 compliant
- Managed all company licenses (73 and growing) for three different companies: Freedom Debt Relief, LLC, Freedom Financial Asset Management, LLC and Bills.com, LLC, including working directly with state regulatory bodies to mitigate and resolve potential business issues
- Maintained corporate minute books, corporate filings and agreements
- Assisted with due diligence for business transactions
- Assisted Compliance Officer to draft and implement record retention, quality assurance, and information security policies and compliance audits for all companies underneath the [company name] umbrella
- Performed detailed and organized research on applicable Federal and state laws
- Analyzed and responded to state Attorney General consumer complaints and attorney demands
- Created and implemented the Net Benefit Analysis spreadsheet which is now used companywide
0-5 years of experience
Maintained the corporate minute books for corporation and subsidiaries
- Prepared and filed respective US and Canadian registration documents and annual license renewals
- Provided support to Senior Attorney in preparation of Board of Directors resolutions
- Assisted Senior Attorney with the preparation and filing of UCC financing statements, and bankruptcy proof-of-claim applications
- Drafted and negotiated legal agreements under the direction of one or more attorneys and in coordination with business contacts in the US and Canada
- Consulted with outside immigration counsel regarding issues with employees requesting E or L nonimmigrant classification, as well as securing required visas to work in the US
0-5 years of experience
Reviewed client documents for accuracy and completion and adherence to Compliance policies.
- Trained account executives in documentation requirements.
- Ensured legal forms complied with company’s Compliance Policy and Procedures Manual.
- Fielded inquiries from the firm concerning documentation and account openings.
- Provided monthly delinquent documentation reporting.
- Updated and maintained two Lotus Notes databases, including account closings, openings, and account service changes.
- Maintained foreign subcustodian, third party, procedural and safekeeping agreement files for clients.
0-5 years of experience
Executed private company financings, involving due diligence, drafting of documents,
correspondence with investors and company regarding documents and status of financing, and creating closing volume books for all parties involved
- Researched blue sky laws and draft memos for various states in the United States
- Managed securities filings in various states, including 25102(o) and 25102(f) filings in California, and with the Securities Exchange Commission
- Participated in a merger involving a public company, which included filing of certificate of merger
- Drafted and prepared company documents, including board minutes, board and stockholder
- Built and maintained capitalization table reports and spreadsheets to track companies’ securities
- Attended training classes and informative meetings to further corporate law knowledge
- Held direct open communication with clients on a daily basis concerning a company’s securities,
0-5 years of experience
Researched, interpreted materials, and prepared board presentations for General Counsel on various corporate governance, corporate securities, and executive compensation matters.
- Drafted the proxy, engaged with the proxy solicitor, directed the activities of HR, Finance, and Investor Relations staff to finalize and file with the SEC.
- Assisted with SEC Form 10-Q, 10-K, 8-K and Form 4 filings.
- Prepared minutes and resolutions for board and committee meetings; planned and created board and committee annual calendars and agendas.
- Administrator of board portal, coordinated materials for all board and committee meetings.
- Performed intellectual property maintenance and registered new trademarks.
- Position demanded extreme confidentiality and diplomacy and interfaced with individuals and teams across, as well as outside of, the organization to effectively meet the current objectives.
10+ years of experience
Updated language to all federal posters and oversaw any required reprints. Assisted human resource, garnishment, tax, unemployment and medical health benefits departments with various legal issues and updates. Routinely conducted legal and factual information research and data compilation as directed by attorneys for wage and hour hearings, Employment Practices Liability Insurance and Equal Employment Opportunity Commission claims. Negotiated terms and prepared addendums to client contracts on case-by-case basis. Drafted legal position statements for attorney review pertaining to various business issues, policies, practices and/or transactions. Compiled, reviewed, and organized evidence and other information in response to subpoenas, document requests and authorizations on behalf of company, and managed filing systems. Attended depositions and trials as the Corporate Representative. Maintained corporate books and required state specific filings for 18 subsidiary entities.
- Ensured compliance with Professional Employer Organization (PEO) regulations by monitoring and researching state regulations and prepared, filed and maintained more than 50 PEO license applications and renewals with state agencies including all controlling person applications.
- Administrated I-9 process, storage and compliance for more than 500 internal employees
- Responsible for the Legal Department’s Disaster Recovery Plan
0-5 years of experience
Performed general corporate governance duties including drafting and filing of incorporation, qualification, amendment, dissolution and merger documents, consents, minutes and authorizations.
- Drafted and coordinated proxy materials and annual reports with printer, transfer agent and distributor.
- Prepared miscellaneous other SEC and NASD filings, including Section 16 Forms 3, 4 & 5, and any and all amendments thereto,
- Liaised directly with U.K. service companies to handle all facets of U.K. subsidiaries.
- Researched international corporate issues and worked with foreign agents to handle all foreign corporate governance responsibilities.
- Assisted Intellectual Property attorneys with organization and compliance issues relating to both domestic and international trademark filings.
0-5 years of experience
Functioned on an expert level to define new corporate processes for HR/recruiting, vendor management (ensuring quality and timely delivery), and overall continuous process and procedure improvements for recruitment, Human Resources, and expatriate mobilization cycle. Supported expatriate informational and operational needs, facilitating and improving upon administration and management.
- Compiled and negotiated various types of high-level contracts including vendor and licensing agreements.
- Improved procedures in conducting vendor management.
- Reviewed Statements of Work for legal issues and negotiated Master Agreements.
- Counseled clients about company procurement policies. Collaborated with other paralegals, attorneys and business clients to proactively manage contract negotiations and other legal issues.
- Involved in developing and deploying client-facing web tools and improving processes and templates.
0-5 years of experience
Responsible for drafting lease termination agreements, landlord demand letters, commercial lease agreements, construction contracts, real estate purchase contracts, and mutual release agreements
- Managed critical lease dates and timely exercise options, renewals, and terminations
- Reviewed and maintained due diligence documents and closing materials to include title and survey work in connection with commercial real estate acquisitions, financings, and other operational matters
- Identified problematic issues in leases and other real estate documents and negotiated favorable lease terms provisions form the company
- Maintained complete and accurate files for all matters including files contained in hard copy and electronic database
- Ensured the recording of critical documents and coordinated disbursement of funds from real estate closings while always meeting deadlines
0-5 years of experience
Supported Corporate Counsel / Chief Compliance Officer through assistance with Legal, Corporate Compliance and Tax matters.
- Conducted legal research, due diligence, litigation support and planning;
- Prepared documents including, but not limited to, affidavits, licensing, legal export paperwork, and internal and external legal letter communications;
- Drafted and reviewed contracts;
- Provided aid in general corporate compliance issues;
- Assisted with global internet marketing compliance, research, monitoring, and policies, including intellectual property protection; and â—† Helped with tax matters involving State and Federal tax audits including preparation of tax schedules and returns.
0-5 years of experience
Maintained Database for acquisitions, sales of commercial/residential properties, Secretary Certificates and Authorizations.
- Prepared real estate agreements and oversaw execution and delivery of documents for closings.
- Maintained Letters of Credit Index and advise Asset Managers when expiring.
- Prepared landlord-tenant documents and reviewed leases.
- Conducted lien searches, updated title and surveys.
- Updated Litigation Database with MetLife, insurance companies, asset managers and counsel. Answered Interrogatories.
0-5 years of experience
Assisted with mergers/acquisitions, IPOs, financings, entity formations, and all phases of general corporate governance.
- Managed capitalization and corporate activities of public and private medical device companies.
- Assisted partners and associates with drafting board resolutions and maintained company minute books.
- Processed client stock option exercises and prepared stock certificates.
- Researched relevant blue sky laws and prepared necessary federal and state securities filings for all transactions.
- Extensive on-site training in all aspects of corporate governance.