OBJECTIVE:

Seeking a rewarding opportunity to bring together experience in compliance, estate, legal, tax and financial management. I am a client oriented professional who enjoys working as part of a team to produce best outcomes for clients of the company. I'm seeking a firm with similar values that encourages a healthy work-life balance, community outreach, professional development and expects results and accountability of its employees.

EXPERIENCE:

MetroPlains Management, LLC Fargo, North Dakota June 2017 - Present Regional Manager

• Managed over 850 units of Low Income & Subsidized Housing properties including regulatory compliance, budgets, asset/capital investments, personnel, tenant issues and operations.

• Tasked with improving and writing policies and procedures and train staff to comply with all federal statutes and state and local law.

• Worked with entity ownership groups to strategize capital improvement schedule by preparing and presenting various financial models dependent on property, market, asset age, etc.

• Responsible for financial oversight of each property including budgeting, cash projections, marketability, and financial analysis for presentations on property performance. Integreon Managed Solutions Fargo, North Dakota November 2015 - June 2017 Legal Consultant - Financial

• Consulted for an international wealth management, financial advisory and banking institution on a variety of legal research projects as needed.

• Work closely with Client leadership to develop best approach to research strategy and reporting in financial crimes audit process.

Eide Bailly Fargo, North Dakota May 2014 - June 2015 Wealth Transition Services - Senior Associate

• Worked with senior partners of the WTS team to review Will and Trust documents and evaluate data involving client assets, income and liabilities in order to prepare calculations and flow-chart documents using various estate planning techniques including charitable planning, GRAT, IDGT, and Dynasty, formation/change in business structures.

• Prepared tax compliance documents for estates, trusts, gifts, private foundations and split interest charitable trusts.

• Assisted senior partners in client development and client retention by providing clients with best outcomes from a tax, legal, and personal family position.

• Successfully conducted legal tax research culminating in written or presentation materials for use within the firm and externally.

Brianna 1114 8th Ave N J. Fargo, McAleer North Dakota 58102 ad2j7e@r.postjobfree.com 701-***-**** Helical LLC & GivingPointe Fargo, North Dakota May 2011 - June 2014 Advisor - Legal & NonProfit

• I began consulting with GivingPoint but due to the business closing, I continued on with clients remaining with the company as their consultant and opened up my work to include specialized legal services.

• Consulted with organizations and their leadership to develop best practices to meet the needs of fiscal and governance standards.

• Worked closely with high net worth individuals on the creation and ongoing administration and compliance of private family foundations.

• Provided basic estate planning services, non-profit and foundation services.

• Wrote articles and presented publicly on topics including foundation, tax and family transition planning.

EDUCATION:

University of ND, School of Law Grand Forks, North Dakota May 2011 Juris Doctorate

• Honors:

Juris Doctorate with Distinction

Associate Editor, North Dakota Law Review

The Colorado College Colorado Springs, Colorado May 2005 B.A. Economics

• Honors:

Academic and Leadership Scholar

Instituto Superior Quito, Ecuador

Spanish Immersion, Level 4

Jonkoping International Business School Jonkoping, Sweden Microeconomics & Business Studies

AFFILIATIONS:

North Dakota Bar Association; Past ABA YLD Chair, Section for Real Estate, Trust and Probate; Board Member, The Colorado College Alumni Association; Volunteer and Pro-Bono services for community non- profits ~ 50 hrs annually; Site Coordinator, U.S. Volunteer Income Tax Assistance Program; President, Public Interest Law Student Association; Grant Recipient, ND State Bar Foundation

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