Insurance Real Estate

Marie Andrew

C: 860-***-**** *****.*.******@*****.*** 700 N.E. 122nd Street,

H: 405-***-**** #3612

Oklahoma City, OK 73114

Legal Research Analyst Paralegal

Senior-level Specialist with a broad business and legal skill set, proven

leadership success, and a unique background that spans start-up, growth and

Fortune 100 businesses. Creates positive impact by leveraging legal acumen,

business insight, and financial / auditing experience.

Thought leader and innovator who scrutinizes legal issues, develops new

solutions and strategies, and leverages broad expertise. Polished

communicator who navigates comfortably across organizational levels and

functional areas. Builds, develops and leads high-performance, energized

and empowered teams, and creates a positive, shared desire for excellence

across the entire organization.

Strengths

Contract Review / Analysis Complex Analysis / Problem Solving

Investigative / Interviewing Techniques Document Gathering / Organizing /

Indexing

Researcher / Legal Review Team Dynamics / Leadership

Regulatory Compliance Strategic Planning / Execution

Professional Experience

Acorn Growth Companies, Midwest City, OK 2010

(Private Equity Firm)

Consultant / Director of Administration

. Maintained and updated due diligence checklists and tracking methods; and

collected and evaluated supporting documents.

. Reviewed, analyzed and summarized due diligence materials, minute books

and company records.

. Researched and reviewed FAA and EASA statutes for license requirements

and other relevant legal issues related to M&A change of control

activities.

. Reviewed and summarized 401k plan documents and investment options from

prior plans in conjunction with project to create new plan for all

portfolio companies; and coordinated with TPA and investment advisor to

assist with implementation of new 401k Plan.

HSB Global Standards, Hartford, CT 2008 - 2010

(Inspection and insurance firm, Government Contractor)

Legal Research/Human Resources Analyst

. Analyzed and reviewed government and commercial contract provisions from

a general perspective focusing on legal issues such as indemnification,

warranties, limitation of liability, and protection of confidential and

proprietary information.

. Researched and analyzed legal issues such as escheat, privacy, FMLA and

FAR provisions, TWIC, international work rules and numerous other legal

issues; and prepared legal memorandum analyzing relevant issues and made

appropriate recommendations.

. Assisted in updating of Company Handbook and Code of Conduct for

compliance with changes in labor law and regulatory requirements.

. Prepared and filed legal documents electronically with appropriate legal

entities as required.

. Assisted with special projects related to human resource activities and

corporate compliance.

Glenmar Group, Inc., East Lyme, CT 2002 - 2008

(Business / executive coaching and investment firm)

Director of Finance

. Managed comprehensive day-to-day financial matters of business operations

related to investment real estate and informational products and prepared

company financial statements.

. Prepared and analyzed financial information to determine present and

future performance and maintained corporate minute book.

. Designed, developed and marketed information products (CD sets and

publications) for potential and existing clients on personal / business

growth, success and entrepreneurship.

. Reviewed and revised real estate contracts, title survey review and

assisted with closings.

. Provided coaching services to business clients involved in start-up

businesses.

Marie Andrew Page 2

The Travelers Companies, Inc., Hartford, 2002

CT

(Insurance)

Legal Specialist

. Coordinated and prepared witnesses for court proceedings, assisting in

the preparation of exhibits, and prepared drafts of pleadings, motions

and other legal documents.

. Assisted attorneys on behalf of client with identification of potential

deponents, creation of deposition outlines and organization of exhibits

based on case document productions.

. Digested transcripts to summarize highlights of depositions and

proceedings and performed legal research.

Advest, Inc., Hartford, CT 2000 - 2001

(Investment Firm)

Auditor

. Documented and evaluated the adequacy and effectiveness of existing

management and internal audit controls over the financial, operation, and

IT activities of the department or area under investigation.

. Performed and documented compliance and substantive tests.

. Documented audit findings and prepared audit reports for review by

management.

. Audited trust files of Private Client Group and reviewed investment

objectives for compliance with investment criteria.

. Performed stock loan/stock borrow reconciliations on a monthly basis.

The Travelers Companies, Inc., Hartford, 1996 - 2000

CT

(Insurance)

Auditor (1998 - 2000)

. Participated in all aspects of assessments in accordance with audit and

risk review standards, as determined by GAAP accounting standards,

government and regulatory statutes.

. Participated in audits using risk assessment techniques and accounting

principles.

. Formulated audit conclusions and issued recommendations to management

concerning audit findings.

. Prepared clear and concise internal documentation and contributed to

preparation of audit reports.

Legal Specialist (1996 - 1998)

. Assisted attorneys in all areas of trial preparation by fact finding and

investigation, prepared responses to discovery requests, interviewed

witnesses and acted as company representative in settlement negotiation.

. Performed legal research of statutes, legal articles, and recorded

judicial decisions using LEXIS, WESTLAW, and other legal authority for

review of relevant legal issues related to compliance and insurance

regulations.

. Assisted Compliance Officer with document review and responses to

Insurance Department Market Conduct Examinations.

Dewey & LeBoeuf, Hartford, CT 1995 - 1996

(Law Firm)

Corporate / Insurance Paralegal

. Edited and proofread major transaction documents; including contracts of

sale, leases, loan agreements, mortgages and deeds.

. Reviewed and analyzed due diligence items and organized corporate,

limited liability and limited partnership entities; including drafting

articles of incorporation, bylaws, operating agreements and corporate

minutes.

. Reviewed mutual fund documents for accuracy and completeness for filing

of new product for insurance client.

Education and Professional Development

Master of Business Administration, Finance, Sacred Heart University,

Fairfield, CT, 1995 with 3.5 GPA

Graduate Research Assistantship under Dr. Lucjan Orlowski, "Exchange Rate

Policies and Inflation Control

in Transforming Economies of Central Europe"

Bachelor of Science, Business Administration, Regis University, Denver, CO,

1983

Certificate of Completion, Denver Paralegal Institute, Denver, CO (ABA

Approved), 1984

Certificate of Completion Co-active Coaching, The Coaches Training

Institute 2009

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