Real Estate Management

SHARI J. DAVIS

**** *** ******* ****

Elmsford, New York 10523

Mobile 917-***-****

Home 914-***-****

E-MAIL:**********@*****.***

SUMMARY:

Senior Paralegal with over twelve years of experience in Corporate

Transactional Closings, Investment Banking, Energy Law, Securities,

Commercial and Residential Real Estate, Property Management, Expert in Real

Estate Transactions, Private Equity, Negotiations, Blue Sky, Asset

Management, Mergers and Acquisitions, Hedge Funds, Bankruptcy, Creditor and

Debtor Closing Representations and Heavy Litigation.

Proficient in MS Word, Excel, PowerPoint, FINRA, COBRADesk, Lexis and

Westlaw, 10-K Wizard, Securities Mosaic, LivEDGAR, Legal Key, I-Manage,

Outlook, Access, WordPerfect, Various Billing Applications, Martindale

Hubbell, Lotus and Word Perfect. Motivated team player with great

communication and interpersonal skills.

EXPERIENCE:

JPMorgan Securities, Inc. April

2007-Present

New York, New York

Corporate Paralegal/Investment Banking/Credit Trading Contract Manager

. Assist Corporate, Securities and Real Estate groups with private

placements of common and preferred equity securities, warrants and

options, various "hybrid" equity/debt securities, and convertible and

exchangeable debt securities, initial public offerings, follow-on

offerings, and secondary offerings SEC filings, including Forms 10-K, 10-

Q and 8-K, Forms 3, 4, and 5 under Section 16, Schedules 13D and 13G and

proxy statements, together with dealing with the SEC in connection with

its comments and inquiries regarding these and other filings.

. The challenges of dealing with public shareholders, including preparation

and review of press releases, insider trading issues, anti-takeover

measures, proxy solicitations, including assistance in the preparation

for annual meetings, tender offers and similar matters.

. Stock-based executive compensation plans, dividend reinvestment plans,

employee stock purchase plans, ESOPs and S-8 filings Fund formation and

portfolio investing Stock for stock exchanges and mergers and related S-4

filings.

. Regulation S for international offerings, Rule 144A for qualified

institutional buyers, and Rules 144 and 145 for secondary market trading

State securities law/"blue sky" issues.

. Assistance with filing of 8-Ks plus exhibits.

. Assistance with stock certificates and entity formations.

. Extensive corporate closings.

. Preparation of Limited Liability Agreements, Operating Agreements, Lien

Searches, etc.

Fried, Frank, Harris, Shriver & Jacobson LLP New York, New York

June 2006-March 2007

Senior Paralegal/Specialist

. Lead a team of paralegals for a several billion dollar corporate real

estate deal from beginning to end.

. Extensive Asset Management for Large Investment Clients including review

of Agreements and record keeping.

. Managed the Mergers and Acquisitions and Private Equity teams and

negotiations of ISDA Agreements.

. Negotiated and Reviewed Transfer Agreements and Hedge Fund information to

ensure all compliance regulations were met.

. Management of Assets for High -Level Wall Street Clients including

Goldman Sachs, Merrill Lynch and f/k/a Lehman Brothers on and offshore

accounts.

. Forms D filings and Blue Sky. Pre-closing and post-closing work

including coordination of legal support staff, closing rooms, closing

checklists and folders. Preparation of UCC 3s and UCC 1s.

. Closing Binder and Minute Book Preparation. Managed the First Year

Associates by coordinating the step by step processes of the closing.

Managed First and Second Lien closings and Mezzanine Loan Closings by

communicating with Lender's Counsel, Escrow Agents and Clients.

. COBRADesk Analysis of public offerings.

. Conducted Lien Searches. Searched for entity information using LivEDGAR,

Securities Mosaic and 10K Wizard. EDGAR filings including 8-K.

Gibraltar Management Co., Inc. Tarrytown, New York

October 2001-May 2006

Commercial and Residential Real Estate Paralegal

. Assisted attorneys by preparing Letters of Intent, Consulting and

Confidentiality Agreements. Prepared leases, lease abstracts, reviewed

Article 9 and 11, reviewed pre-petitioned claims, reviewed invoices for

hired counsel and prepared bankruptcy documents.

. Filed summons and complaints, prepared affidavits, ordered liens, and

maintained litigation files, served as a liaison, entered job-cost

figures in company's database, checked for proper insurance requirements

and assisted with Limited Liability Company formations, assisted with

refinance documents, escrowed accounts, drafted environmental reports

for commercial and residential properties, prepared for residential

closings, prepared HUD documents, and filed court documents.

. Prepared easements, title searches and surveys correspondence by

utilizing Gregg Shorthand, served as a liaison for several in house

attorneys.

EDUCATION:

Mercy College, Dobbs Ferry, NY To be

conferred in December 2013

MBS Pending Thesis

Mercy College, Dobbs Ferry, NY

Bachelors in Science/Organizational Management

April 2004

Berkeley College, New York, NY

Associates in Applied Science/Paralegal Studies

April 2002[pic]

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