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Paralegal - Executive Assistant

Burbank, CA
April 22, 2016

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ABA Certified Paralegal with experience in Corporate Contracts, Agreements and Transactional Law including Commercial Real Estate Purchase and Lease Agreements, Residential Lease Agreements, International Industrial Chemical Engineering Sales/Support Agreements, Entertainment Industry Performance Agreements & Riders and Web-Based Business Terms & Conditions

[Contract Experience includes drafting, red-lining, finalizing Agreements and Document Control Protocol]

Due Diligence – Contracts/Mergers & Acquisitions/Litigation experience

Corporate Compliance Professional & Recording Secretary (B.O.D. Meetings) - establish, dissolve and maintain entities, draft, maintain and audit Corporate Records/Resolutions (Minute Books)

Intellectual Property Paralegal – USPTO Trademark, USPTO Patent & International Patent Prosecution Specialist

Workflow efficiency expertise include migrating hard copy to soft document platforms and creating/maintaining ‘specialized’ add-ons that make those systems meaningful, accurate and ‘current’ for decision makers and stakeholders with diverse interests

Experience working directly with CFO’s to draft/manage internal budgets and internal reports

Extensive Financial Reporting experience including 10Qs, 10Ks, peer & market monitoring

Corporate Representative - Formal Mediation

Outstanding grammar and communication skills

Advanced Westlaw® and Lexis Nexis® – Certified

Notary Public & Authorized Loan Signing Agent


California State Polytechnic University Pomona – B.A. Philosophy 1997

University of LaVerne College of Law – ABA Certified Paralegal 1994


Platinum Energy, LLC (Goldenwest Solutions Group)

Real Estate Division

Report to Director of Finance – Interim Head of Real Estate Division during Reorganization

Robert Half Legal Assignment (10/2015-11/2015 - Reorganized)

Platinum Energy, LLC is a petroleum distributing entity with gas station, convenience store and car wash operations located throughout CA, OR and WA

Create report format for Notice Requirements under the Federal Petroleum Marketing Practices Act (PMPA) for 90, 120 and 180 day mandatory notice requirements and include Sublease/Master Lease extension terms and notice requirements

Review all Lease, Sublease, Assignments/Assumptions, Brand Marketing and Dealer Fuel Supply Agreements to facilitate end of lease determinations by Senior Executives

Review Recordations - Grant Deeds, Title, Assignment/Assumption of Subleases, Master Leases and Recorded Amendments relating to same

Audit files and identify key documents for scanning and input into a proprietary Real Estate Management Database, thereby preserving documents and enabling the Database to capture and integrate hard file information on a network platform

New Acquisitions - Establish files at close of Escrow, as needed

InterDent, an HIG Capital Venture, Corporate Headquarters - Inglewood Office

Corporate Compliance and Trademark Paralegal

Reporting to Chief Legal Counsel, Associate General Counsel and the Senior Tax Accountant Robert Half Legal Assignment (6/2015-9/2015 Contract Completed)

Contracts and Agreements - Review SSA, Buy Outs and Transfer of Ownership of on-going Dental practices & draft Separation Agreements regarding the same

Acquisition Due Diligence – Search UCC filings and various potential financial/legal liabilities of acquisition targets

Audit Corporate Compliance - all existing entities – establish, maintain and dissolve entities

Support a “Gentle Dental Smile Plan” initiative in eight states by establishing corporate compliance pre-requisites to facilitate roll out of a company-wide upcoming marketing campaign, which involved formal filings with State Dental Boards, Trade Names, etc.

State and Local Trade Names/ Fictitious Business Names – Establish central tracking system and status alerts for 173 Trade Names/Fictitious Business Name filings, identify errors, oversights and prepare for maintenance/abandonment review by Counsel in future

USPTO Trademarks – Draft and File three (3) new Applications for Trademark, maintain existing Trademarks (file Section 8 and 9 Declarations), identify Section 8 and 15 Declaration Filing opportunities, monitor/report dilution alerts and prepare/file trademarks at the State level

Poly Plant Project, Inc. a subsidiary of Kunical Holdings, Inc. d/b/a KIG Holdings

Legal Coordinator (9/2011 – 4/2014*) *Chapter 11 Filing

KIG Holdings, a privately held corporation founded in 1993, comprised of a group of International Companies, planned and prepared for an IPO, owns and maintains a portfolio of intellectual property and maintained an In-House Legal Department. My responsibilities spanned all units of Kunical Holdings, Inc. Poly Plant Project (PPP) enabled companies involved in the solar industry to build large scale polysilicon material production plants (average contract value $250 million) and produce high-purity polysilicon material for the semiconductor industry. The Company completed assignments in Spain, Norway, Italy, Russia, Saudi Arabia, Qatar, Dubai, China, Taiwan, Korea, Japan, and the US.However, the high value of Poly Plant Project’s contracts, sensitivity and exposure to international markets and litigation comprised the bulk of the work. I functioned under the guidance of a CLO during their term of service and transitioned to report directly to the COO.

Litigation Coordinator - identify, retain and work directly with Outside Counsel to provide all strategic, factual and internal documentation required to defend/mediate/litigate and successfully resolve several complex Civil Suits (e.g. Writ of Attachment(s), suits brought by Foreign and Domestic Corporations for work performed in South Korea and China over a four year period of time – EXTENSIVE hard and soft document/communication gathering and analysis)

Attend Mediation as Corporate Representative in State and participate via remote video conferencing in out-of-state Mediation at the request of the CEO and Counsel

Develop, execute and maintain Non-Disclosure Agreements for all chemical engineering vendors, clients and solicitations of interest with prompt and reliable turn-around times (e.g. 48 hours across international time zones)

Contracts & Agreements - Draft, red-line and finalize (International and Domestic)

Due Diligence and document production coordination

[KIG Holdings, Poly Plant Project, Inc. – Legal Coordinator, Cont.]

US Patent Prosecution – Monitor, draft preliminary amendments in advance of Office Actions for four co-pending applications for patent (Chemical Industry - FBR); PCT Patent Application Prosecution – Draft, prepare and file Ch 2 Demand (Chemical Industry – FBR) ;Monitor three direct-filed applications for patent in Korea and provide ongoing analysis regarding advisability of continued patent prosecution, and file through prosecution new USPTO Trademark applications

Support the Office of the CEO, COO, CLO, CFO and VP of Technology and interact with engineering, business development, project management and logistics/supply on a regular basis to align performance with company objectives

Recordings Secretaries, Inc.

Independent Contractor 1099 (2009-2013)

RSI representatives are paid professionals contracted to attend common interest development meetings (Corporate and Residential Board of Director meetings) and record meetings by generating minutes/records for associations in accordance with CA Civil Code requirements and the rules of Parliamentary procedure (Ventura and Los Angeles County).

Jexan Holdings, Inc. - Corporate Headquarters

Corporate Compliance/Contracts Manager and Executive Assistant to CEO

(4/2007-9/2008*) *Dissolved

An independently held international venture capital company, Jexan Holdings was comprised of multiple domestic and international business subsidiaries.

Corporate Compliance – Establish, maintain and dissolve US & UK companies

Website terms and conditions – Draft and publish

Manage all contracts, business relationships and communications - examples of contract management include(d):

Commercial lease and partnership negotiations (e.g. a hardware repair division for, utilizing a reverse logistics/supplier)

Bid selection and management of corporate headquarter build out (1,500 square feet: on time & on budget)

Market peer analysis – Conduct ongoing market peer analysis utilizing EDGAR and other financial/market publications

Domain acquisition and maintenance (US & International)

Support and manage Grima Gallery an International Antiquities subsidiary (e.g. Sotheby’s UK & US)

Human Resource research, development and support

Support the COO, Executive Vice Presidents and Presidents, as needed

Launch the US venture “” a remote, web-based, dial-in PC support service (2008)

Amgen Inc. - Corporate Headquarters Law Department

Associate Patent Administrative Coordinator (2003-2/2007)

Amgen is a biopharmaceutical corporation with international subsidiaries and a complex Intellectual Property (IP) portfolio. Patent prosecution deemed critical to Amgen’s business interest or defensive position are handled in-house - I specialized in coordinating, maintaining and supporting all International Patent Prosecution.

[Amgen Inc. - Associate Patent Administrative Coordinator, Cont.]

International Patent Prosecution for all Amgen Corporate Attorneys (43)

US Patent Prosecution support for two Attorneys

Patent Paralegal support – Support three patent paralegals, as required

Quarterly “International” Patent Portfolio Review Meetings - Compile all US & International Patent materials for review by Amgen’s legal staff, attend, compile minutes and docketing instructions for patent prosecution maintenance/abandonment.

Migrate meeting preparation process from hard copy compilation to an electronic document management system

Process all incoming correspondence regarding US & International Patent prosecution

IP data base input, reporting and analysis: (ALECTO, MemoTech, Crystal Reports)


IP calendaring/docketing

Monitor, coordinate and process incoming request(s) for publication approval (i.e. research/trade publication approvals of matters in which Amgen maintains a proprietary interest – worldwide)

Trademark support

Marcus & Millichap Real Estate Brokerage Company – Corporate Headquarters

Administrative Assistant to the President/CEO and CFO (2000-1/2003)

Marcus & Millichap is a privately held, nationwide, commercial real estate brokerage firm in competition with similarly well-established private and public companies.

Compile, edit and process Corporate Financial (and Non-Financial) Monthly, Quarterly, Calendar and Fiscal Year-End reports

Customize, edit and improve, in-house Executive reports under the direction of the CFO (Crystal Reports) and design and maintain market and peer analysis performance reports utilizing EDGAR and other financial/market resources

Executive Meetings – Coordinate meetings, prepare agendas, attend, draft and distribute minutes/action items

Provide additional support to all Officers, Presidents and Vice Presidents at Corporate Headquarters

Serve as Corporate Headquarter contact for all administrative branch managers

TBA Entertainment Corporation (Nasdaq: TBAE) – Corporate Headquarters

Paralegal and Executive Assistant to the COO and CFO (1997-1/2000)

TBAE became a public company at the time of my hiring. The position demanded familiarity and expertise regarding SEC reporting, mergers, acquisitions and contract law. TBAE encompassed multiple subsidiaries operating nationwide.

Function as Office Manager during Corporate division of assets, establishing a new Corporate Headquarter

Draft, edit, red-line and finalize contracts, letters of intent, agreements and correspondence (Entertainment Law)

Manage due diligence compliance (acquisitions & mergers)

[TBA Entertainment Corporation - Paralegal and Executive Assistant to the COO and CFO, Cont.]

Compile, word process and support 10Q, 10K and all other related SEC filings (e.g. EDGARize)

Handle multiple responsibilities and projects while meeting the requirements and deadlines of highly placed executives (e.g. Director of Financial Reporting, Director of Financial Analysis, Corporate Controllers and Vice Presidents


Advanced – Microsoft® Excel, Word & Outlook 2003 – Certified Advanced - Westlaw – Certified

Beyond the Basics - Microsoft® 2007 – 2010 – Certified Advanced - Lexis-Nexis – Certified

Advanced - Microsoft® Access Database– Certified EDGAR (SEC Report Formatting)

Project Management/Fast Start – Certified Licensing HQ®

Mac Operating Environments (Legal) Crystal Reports®

MemoTech® – Docketing & Reporting ALECTO® – Docketing & Reporting

CPM and CSM Certified Training -Logistics, Supply and Sourcing Management

Documentum®, Merrell®, Advanced Acrobat & Adobe® – Document Management Systems

Word Processing/Dictation/Transcription > 75 w.p.m.

Written Communications Honors: Collegiate Awards for Analytical Writing & Non-Fiction

Public Speaking/Oral Communications Honors: Collegiate Debate & High School Competitive Speaking Honors – team and individual competition (e.g. University of California at Berkeley, Georgetown University, Harvard University, University of North Carolina at Chapel Hill, Wake Forest University, National Forensic League and California State Tournament)

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