LEONARD J. MUCCI, III

Phone: 856-***-****

Email: ac8smh@r.postjobfree.com

PROFESSIONAL EXPERIENCE

Legal Contract Experience: Philadelphia, PA

July 2016 to the Present

Civil trial practice for debtor/creditor and subrogation cases. Appearing in court for hearings and trials in PA and NJ at both local and district level.

Researching and drafting civil pleadings.

Reviewing, redlining, and drafting client agreements in corporate legal department at Aramark.

Reviewing discovery for in-house counsel at Diamond Tool, Inc. for patent infringement case.

Document Review for Philadelphia area firms, for both plaintiffs and defendants in civil actions. Areas of law included privilege review, employee agreements and non-compete clauses, corporate merger, white collar criminal defense, Federal Trade Commission investigation, bankruptcy creditor, environmental, antitrust price fixing, and pharmaceutical sales.

JP Morgan Chase: Newark, DE

Ultra-High Net Worth Client Services Associate, February 2016 to June 2016

Coordinated Private Banking client requests for banking products and services including account information, payment transactions, credit drawdowns and paydowns, credit card requests, investment accounts.

Advised clients of advantages and disadvantages of banking products and strategies.

Managed daily client transactions and inquiries for accuracy. Analyzing reports to determine actions needed to stave off overdrafts.

Reviewed new accounts for compliance with Know Your Client and Anti-Money Laundering.

The Vanguard Group: Malvern, PA

Wealth Transfer Transition Case Associate, September 2013 to February 2016

Received phone intake from clients, attorneys, and account beneficiaries for investment accounts, primarily during account transfers due to death.

Managed current caseload of approximately 50 through the transfer process from initial contact through file review. Maintained telephone contact with case contacts.

Reviewed account transfer paperwork for accuracy, and contacted parties when returned paperwork is incomplete or incorrect.

Served as staff liaison for intake and case management associates.

Served as Call Quality control Subject Matter Expert. Reviewed and updated client privacy procedures and standards. Communicated changes to team members.

Law Office of Leonard Mucci: Havertown, PA

Attorney, September 2006 to September 2013

Served as chief legal counsel for multiple real estate investment firms, advising company management on real estate legal issues including leases, acquisitions, and mortgages. Reviewed all contracts to outside vendors. Oversaw human resources. Assisted outside counsel’s representation of the company in its numerous cases.

Drafted estate and wealth and taxation planning documents, including wills, trusts, powers of attorney, and medical directives.

Advised clients in issues relating to income, charitable donations, wealth transferring, federal and state taxation, and real estate transactions. Represented clients in federal, state, and local taxation disputes.

Represented clients in defending mortgage foreclosure and credit card actions, advising them of mutually beneficial solutions between them and their lender including mortgage loan modifications, forbearance, short sales, or deeds in lieu of foreclosure.

LICENSES AND PROFESSIONAL CERTIFICATIONS

Active Law License in Pennsylvania and New Jersey.

Licensed FINRA Series 7 and 63

EDUCATION

Villanova University School of Law: Radnor, PA

LL.M., Taxation, May 2005

Main areas of focus included estate planning, trust administration, and gift planning

Seton Hall University School of Law: Newark, NJ

J.D., May 2003

Seton Hall University School of Law Academic Chancellor’s Scholarship

Seton Hall University: South Orange, NJ

B.A., May 1997, with honors, Political Science

Seton Hall University Academic Scholarship

AREAS OF PRACTICE

Estate Planning and Drafting – 7 years

Estate Administration – 7 years

In-House Counsel, Contract Drafting – 3 years

In-House Counsel, Real Estate – 2 years

Financial Documents (10Ks) – 3 years

Shareholder Litigation – 3 years

Tax Planning – 2 years

Real Estate Tax Appeals – 1 year

Mortgage Foreclosure Defense – 2 years

Debtors Defense – 2 years

Trust Drafting and Administration – 1 year

Small Business Planning – 2 years

Appellate Litigation – 2 years

Insurance Casualty Litigation – 1 year

Electronic Discovery – 8 years

Privilege Review and Log – 3 years

Pharmaceutical Liability – 3 years

Antitrust Price-Fixing – 4 years

ACTIVITIES

Jeopardy! Contestant, January 2016

Daggett Street Homeowners Project, Summer 2006. Provided pro bono legal assistance for homeowners in West Philadelphia whose homes were condemned due to sinking. Homeowners received assistance in applying for funds and purchasing of new properties.

Volunteer Income Tax Assistance, Spring 2003. Provided pro bono assistance in preparing Federal and State Income Tax filings for indigent clients.

Seton Hall Law School Entertainment and Sports Law Society, President, 2002-03.

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