LILY ISAACSON
New York, NY 10016
Home 212-***-**** Cell 973-***-****
***********@*****.***
EXPERIENCE
World Business Lenders, LLC; Jersey City, New Jersey October 2017 - Present Senior Paralegal (Temporary Assignment)
• Prepare various day-to-day contracts, including IT and other vendor contracts and confidentiality agreements, and update standard contract templates.
• Perform legal research on a diverse range of issues.
• Handle general corporate governance matters, including entity formation, entity dissolution, entity foreign qualifications and DBAs, and obtaining EINs.
Deutsche Bank; New York, NY June 2017 – September 2017 Paralegal III (Temporary Assignment)
• Collaborated on a variety of tasks with all areas of the Passive Management Team, Legal Counsel, and external providers including reviewing and updating contracts.
• Managed and organized retention and transfer of physical and electronic files including all ETF documents contracts, and SEC filings etc., onto SharePoint.
• Prepared meeting Board materials and document updates for Board meetings. Brooklyn Bridge Park Corporation; Brooklyn, NY September 2016 – April 2017 Senior Paralegal
• Prepared for Board of Director and Committee meetings and provided information and documentation as requested by governmental officials, Board members and senior staff; maintained corporate records and Board of Directors’ resolutions and minutes.
• Responded to Freedom of Information Law (FOIL) requests.
• Ensured compliance with City and State reporting requirements.
• Reviewed and tracked receipts of insurance certificates and other required deliverables from contract parties and tenants.
• Prepared licenses, requests for proposals, leases and contracts. Citigroup Inc.; New York, NY August 2012 – September 2016 Senior Program Manager
• Assisted with Board and Committee meetings; prepared Board and Committee packages (including electronically); prepared materials including agendas, resolutions, consents, legal entity structure and organizational charts.
• Assisted in maintaining and updating SharePoint Platform and managed Board Vantage, Intra-links and Bank-Net in accordance with requirements for regulatory filings.
• Responsible for compliance with various regulatory projects for FINRA and the OCC.
• Subsidiary Management and Governance: Maintained minute books and other corporate records including charter and by-law changes, officer and director appointments, formations, maintenance and dissolution of legal entities, qualifications, managed database (GEMS), and subsidiaries domestically and internationally.
• Responsible for E-discovery litigation requests.
• Conducted legal research for special projects.
Depository Trust & Clearing Corporation; New York, NY December 2010 – August 2012 Associate Corporate Secretary
• Attended Board Committee meetings for Affiliate Company, took minutes, scheduled meeting, and was responsible for corporate secretarial duties and prepared related Board Committee memoranda, resolutions and minutes.
• Prepared packages for the Board and Board Committees and Board orientation materials.
• Coordinated with Compliance and Chief Compliance Officer as necessary and appropriately regarding Legal / Regulatory Compliance matters including, but not limited, to AML and OFAC.
• Managed Stock Reallocation process.
• Organized and planned Annual Shareholders Meetings and prepared related proxy solicitation documents.
• Collaborated and handled Shareholder requests for information. Self-employed
Pro Se Litigator January 2002 – March 2012
• Reviewed and assessed all assets and liabilities, expenses and income, and developed worksheet for use in trial.
• Performed legal research, drafted legal documents, and prepared court filings, including two Appellate Court Briefs.
• Presented oral argument before the New Jersey Appellate Court; Won New Jersey Appellate Court case in 2008 which set a precedent.
Bank of America; New York, NY October 2010 – December 2010 Corporate Paralegal (Temporary Assignment)
• Was responsible for all aspects of corporate and subsidiary matters: maintained corporate minute books: Prepared resolutions, minutes, secretary certificates, incumbency certificates and reports; Formed entities, filed state qualifications, prepared and filed name changes, dissolutions, withdrawals, and mergers. Cantor Fitzgerald; New York, NY July 2010 – September 2010 Paralegal-Contracts (Temporary Assignment)
• Monitored the preparation and revision of contracts and maintained filing system.
• Was responsible for reviewing and disseminating information to management regarding contract issues. Brookfield Properties Corporation; New York, NY January 2007 – June 2010 Corporate Paralegal
• Was responsible for over 500 entities which included filing annual reports, qualifications and franchise tax returns.
• Prepared resolutions, minutes, secretary certificates, incumbency certificates and reports, formed entities, prepared and filed name changes, dissolutions, withdrawals, and mergers.
• Organized and managed data base system (Inkspot) for corporate documents which included management and operating agreements; analyzed documents to determine entity ownership, compliance and state regulatory requirements.
• Was responsible for organizing and preparing for board meetings, agenda, minutes and compensation.
• Assisted with preparation and review of contracts, nondisclosure agreements and consulting agreements. Arcelor International America, LLC; New York, NY August 2005 – December 2006 Paralegal
• Was responsible for all aspects of corporate and subsidiary matters: completion of state filings including formations, state qualifications, name changes, dissolutions, withdrawals, mergers and reorganizations.
• Managed all legal billing including outside counsel.
• Responded to and prepared due diligence requests. Icahn Associates Corp.; New York, NY January 2005 – July 2005 Legal Assistant
• Formed LLCs, partnerships, and corporations and prepared corporate documents.
• Was responsible for SEC filings - Filed Section 13D and 14A, Forms 3, 4, and 5.
• Prepared Audit Litigation Letter.
• Was responsible for creating Org charts (Visio). EDUCATION
CUNY Queens College; Queens, NY
• Master of Science in Secondary Education (History)
• Bachelor of Arts in History (Dean’s List)
PROFESSIONAL CERTIFICATION
• New York Notary Public
• Paralegal Certificate, Adelphi University - (ABA approved)
• Certificate in Conflict and Dispute Resolution, NYU Continuing Education
• NY State Teacher Certification Grades 7-12 and NY State Common Branches K-6 SKILLS
• MS Office (Word, Excel, PowerPoint), SharePoint, LexisNexis, Westlaw, Blueprint, GEMS, Inkspot, DeltaView