JACQUELINE M. HOLMES
**** ******* ******, ****, ** 60099
Phn: 224-***-**** **********@*****.***
PROFESSIONAL PROFILE
Proactive, detail-oriented and professional. A team player with strong communication skills, the ability to work independently, with a firm commitment to confidentiality.
EXPERIENCE
2016 Graduate Zion-Benton Leadership Academy
Zion, IL
Through the StrentghFinders assessment, characteristics that define me are: Analytical, Belief, Consistency, Focus, and Responsibility
7/2016 to present Licensing Specialist PharMEDium Services, LLC
Lake Forest, IL
Track and maintain required state licenses for four drug-compounding centers. License requirements include Federal (FDA Registrations, DEA Licenses) and State (In State and Out of State Wholesale, Distributor and/or Pharmacy Licenses). Assist in managing the daily activity in support of contract administration, litigation, and corporate records. Track and maintain required licenses for all states. Follow up with State Regulatory agencies on status of applications/renewals. Manage license matrix/update and distribute, maintain licensure file. Work with individual centers to obtain renewal applications, process applications, and work with finance to obtain payment for renewal and new licenses. Ensure all center licensure files are up to date. Closely monitor all Regulators (websites, new and/or revised laws, published information, etc.) for new and/or revised requirements. Acquire license permit applications for new process, programs, and new facilities. Assist Contract Administrator with managing form library, distributing and managing utilization of standard agreements and assisting with preparation of agreements, including tracking of drafts, execution copies and exhibits, filing, and maintaining final agreements. Liase with contracting parties to assure smooth contracting process. Work with General Counsel regarding dispute resolution including meditation, arbitration and trial preparation. Assist in discovery, including answers to interrogatories and document production. Liase with Registered Agent, Corporate Attorney and business people to assure compliance with filing requirements.
6/2010 to 7/2016 Paralegal U.S. Bancorp Fund Services
Milwaukee, WI
Under general supervision, perform varied aspects of legal maintenance of mutual funds, such as preparation of initial and amended registration statements, proxy statements, prospectus supplements and other mutual fund SEC submissions; gather, prepare documentation for, and record minutes for fund Board meetings; and maintenance of fund records for assigned funds. Work directly with internal counsel, external fund counsel, internal compliance administrators, financial printers, external auditors and mutual fund investment advisers.
3/2009 to 5/2010 Paralegal Temporary position through Manpower, Inc.
at Potawatomi Bingo & Casino
Milwaukee, WI
Served as backup to the Executive Assistant; process mail, answer phone lines; greet clients and act as liaison between clients and company employees; track and account for expenses utilizing client codes and invoicing procedures; create and run reports; prepare correspondence; index files, update database, design searches and reports, process queries to generate reports, and prepare procedures and provide user support for staff members to meet company retention policy
8/2006 to 9/2008 Paralegal, Corporate Securities Rockwell Automation, Inc.
Milwaukee, WI
Supported the Senior Assistant Secretary/Associate General Counsel in The Office Of The Secretary; served as gatekeeper for domestic and international subsidiaries and maintained subsidiary database; responded to stakeholder requests and updated company records; filed annual reports; worked with outside counsel and colleagues abroad to form corporations, LLCs, partnerships and other business entities; conducted research to fulfill filing requirements with governmental offices; prepared and organized documents for and assisted with closing corporate transactions including mergers & acquisitions; prepared and filed forms to report securities transactions for Section 16 reporting persons; served as Inspector of Election for company's annual board meeting; answered and responded to calls from company's stockholder line; liaised with other departments on behalf of the Corporate Secretary; worked with Treasury Department to ensure that company's banking guidelines were current; legalized documents; managed registered agent services; assisted in the management of responses to litigation; and provided administrative support for the Corporate Secretary's office as needed.
Highlight: Completed Six Sigma training to measure and improve procedures for creating, maintaining and dissolving subsidiaries intended to reduce unnecessary expenditures for the Office of the Secretary.
6/2002 to 8/2006 Sr. Paralegal/ Sr. Project Manager Midwest Paralegal Services, Inc.
Oak Creek, WI
Provided paralegal services for law firms and corporate law departments. Projects included work in the areas of corporate maintenance and litigation. Supervised paralegals; updated minute books, maintained subsidiary and litigation databases; prepared and filed corporate documents; and assisted in trial preparation for an environmental litigation case.
Excerpt from Employee Review:
"Jackie is doing a great managing the assignments and the employees offsite. She is an honest and forthright person and someone who is able to command respect."
EDUCATION
1996 Bachelor of Arts - Business Administration
Lakeland College
Sheboygan, Wisconsin
2004 Paralegal Certificate
The American Institute for Paralegal Studies
Oak Brook, Illinois
2018 Master’s in Public Administration
Purdue University Global (projected graduation in 2020)
ORGANIZATIONS
Trustee for Zion-Benton Public Library
American Library Association
Zion-Benton Leadership Academy
Illinois Paralegal Association