Management Assistant
Resume:
.
Daniel
PetersonDaniel R. Peterson Resume-Attorney or Financial Advisor Role
Daniel R. Peterson
*** ***** **** ****** - *********, WI 53226
414-***-**** - ********@*******.***
EXPERIENCE
Reinhart Boerner Van Deuren s.c., Milwaukee, WI
Attorney, September 2006 " January 2010, Summer Associate, 2005 Negotiated and drafted agreements for investment management, investment consulting, COBRA administration, claims cost management and investment custodian services Analyzed various COBRA, HIPAA and insurance issues for health and welfare plan clients Prepared detailed corporate governance analysis reports on various publicly traded companies Resolved plan qualification and compliance failures under the IRS's and the DOL's correction programs Advised plan sponsors and trustees on their fiduciary duties under ERISA and on tax compliance issues Researched and drafted memoranda on diverse aspects of the Internal Revenue Code and ERISA Performed due diligence on employee benefits matters for corporate mergers and acquisitions Drafted transactional documents related to employee stock ownership plan transactions Counseled plan sponsor on correcting various errors related to its deferred compensation plan under 409A Reviewed documentation related to pension fund's investments in several private equity funds Created expense reimbursement policies and investment policy statements for plan sponsors Composed memoranda analyzing glide paths for target date funds and on investment-related fees Drafted complaints to recover delinquent employer contributions and employer withdrawal liability Taught introduction to accounting for lawyers class to shareholders and associates
Milwaukee Bucks, Milwaukee, WI
Legal Intern, Fall 2005 Drafted and edited lease and sponsorship agreements under direction of Assistant General Counsel
Department of the Treasury, Internal Revenue Service, District Counsel-Midwest, Milwaukee, WI
Legal Intern, Spring 2005 Researched and drafted memoranda on tax issues, motions for summary judgment and answers to petitions
Honorable Justice Patience Roggensack, Wisconsin Supreme Court, Madison, WI
Judicial Intern, Fall 2004 Researched and drafted memoranda on various issues before the Wisconsin Supreme Court
L J Soldinger Associates, Arlington Heights, IL
Accountant, June 2002 " August 2003 Performed financial statement audits of publicly traded companies subject to Securities and Exchange Commission reporting requirements and financial statement reviews of privately held companies Prepared federal and state income tax returns for individuals, corporations and partnerships
EDUCATION
University of Wisconsin Milwaukee, Milwaukee, WI
Master of Science in Finance Analysis, Expected Spring 2013 - GPA: 4.000/4.000
Marquette University Law School, Milwaukee, WI
Juris Doctor, magna cum laude, May 2006
Class Rank: Top 6% (14/237) GPA: 3.576/4.000
CALI Awards (Highest Grade): Business Associations, Federal Individual Income Taxation, Amateur Sports
Member, Marquette Sports Law Review, 2005-2006
University of Illinois, Champaign, IL
Master of Accounting Science, May 2002 - GPA: 3.416/4.000
Bachelor of Science in Accountancy, with honors, May 2001 - GPA: 3.747/4.000
Member, Alpha Kappa Psi Professional Business Fraternity
ADMISSIONS
State Bars of Wisconsin and Illinois, 2006
PROFESSIONAL ARTICLES
Daniel R. Peterson & Michael J. Redding, Third and Long: The Issues Facing the NFL Collective Bargaining Agreement Negotiations and the Effects of an Uncapped Year, 20 MARQ. SPORTS L. REV. 95 (2009)
COMMUNITY ACTIVITIES
Ravenswood Neighborhood Association, President
Big Brothers Big Sisters of Metro Milwaukee
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