EXPERIENCE
FRIED, FRANK, HARRIS, SHRIVER & JACOBSON, New York, NY July 2021-Present
Senior Paralegal (Private Equity)
Proofread subscription, transfer and assignment agreements.
General corporate governance, including entity formation; preparing stock certificates; drafting documents for amendments, withdrawals, mergers, conversions and dissolutions of corporations, partnerships and LLCs.
Contract management reviewing, drafting, and negotiating contracts
Prepare drafts of and file UCC, SEC and Blue-Sky filings.
Prepare and file audit letters
K&L GATES, LLP, New York, NY April 2018- June 2021
Paralegal (Temporary)
●Submitted filings under federal securities and state blue sky laws including drafting and filing Form D with the SEC and relevant states.
●Supervise legal entity formation, management and maintenance in international and domestic jurisdictions.
●Manage insurance regulatory filings and entity maintenance.
●Prepare closing sets for completed transactions.
●Organized and maintained electronic data rooms in support of M&A and securities transactions.
●Prepared organizational documents, agreements, resolutions and applications related to formation of corporations, LLCs, partnerships, companies.
J.P. MORGAN CHASE BANK, New York, NY September 2016-April 2018
Paralegal (Temporary)
●Worked with the private investment team to assist with the dissolutions of legal entities for the private equity business.
●Drafted and edited dissolution documents and materials
●Obtained internal and external approvals for each of the dissolutions.
●Researched the entities, located documentation, interfaced with state regulators, drafted internal approval documentation and dissolution filing papers.
O’MELVENY & MEYERS LLP New York, NY July 2014-JAugust 2016
Corporate Paralegal (Temporary)
●Prepared corporate housekeeping for new entities.
●Formed new corporations and limited liability companies.
●Applied for EIN numbers for new entities.
●Organize documents and closing books in connection with mergers and acquisitions.
●Perform Blue Sky research and filings,
●Supervised temporary paralegals for short term projects.
●Performed UCC-1 and UCC-3 lien searches.
●Supported senior attorneys on offerings of interests in private equity funds-of-funds and direct investment funds and separate accounts.
ACORDA THERAPEUTICS, INC., Ardsley, NY February 2013-June 2014
Corporate Paralegal
●Drafted confidential disclosure agreements (CDA), service and consulting agreements.
●Prepared SEC filings independently; Completed relocation and organization of SEC filings.
●Provided secretarial support for subsidiary, including planning and preparation of materials for Board and Committee meetings.
BLOOMBERG L.P. LLP, New York, NY July 2009-May 2012
Helpdesk Associate Bloomberg Law
●Assisted clients with brand new Bloomberg Law legal research website.
●Performed legal research for clients.
●Conducted court docket research for Bloomberg news articles.
SULLIVAN & CROMWELL LLP, New York, NY Sept 2000-May 2008
Corporate Paralegal
●Supported senior attorneys on transactional matters, including investments by funds in third-party managed funds, private equity firms, co-investments/direct investments
●Organized corporate housekeeping on various corporate entities.
●Assisted in the formation and structuring of private equity and venture capital funds.
●Prepared UCC-1 and UCC-3 financing statements.
●Conducted Blue Sky research and filings.
●Filed Section 16 and Form D filings.
THELEN REID & PRIEST LLP, New York, NY February 1998-August 2000
Corporate Paralegal
●Prepared and organized M&A closing documents.
●Organized corporate minute books.
●Drafted audit letters for accountants.
●Assisted in EDGAR filings at printing companies.
FRIED, FRANK, HARRIS, SHRIVER & JACOBSON, New York, NY July 1996-January 1998
Corporate Legal Assistant (Third Shift)
●Proofread, blacklined and redlined various agreements.
●Prepared EDGAR documents for filing at several printing companies.
●Assisted attorneys and clients during closings.
EDUCATION
NEW YORK PARALEGAL SCHOOL, New York, NY 1994
Diploma - Paralegal Studies
STATE UNIVERSITY OF NEW YORK AT ALBANY
B.A. Political Science 1993
SKILLS Word; Excel; Lexis/Nexis; Westlaw; Bloomberg Terminal; Legal Proofreading; EDGAR Filer Management; Blue Sky precedent research; 33’ Act; Proficient at Social Media research; Notary Public.