Patrick J. Ertle, Esq.

Lakewood, OH ***** § 216-***-****

ad4k0s@r.postjobfree.com § www.linkedin.com/in/patrickertle

General Legal Counsel C-Suite Executive

20+ years’ experience in multi-disciplined, trusted legal counsel

Accomplished attorney in corporate law, mergers and acquisitions, transactional business advisement, Trusts, Estate and Succession planning. Served as General Counsel for 23 Ohio corporations, C-Suite executive for major medical health systems, university, legal and human service environments. Distinguished for ability to provide trusted legal guidance, establish strategic vision, and implement strategies for sustainable success.

HIGHLIGHTS OF EXPERTISE

Corporate Governance

Real Estate Law Professor

Contracts

Organizational Strategic Planning

Legal Compliance/Risk Management

Estate and Tax Succession Planning

Individual Wealth Planning

Insurance Law

Financial Planning FINRA 6 & 66

WORK EXPERIENCE

I. Truax Law Group, Avon, OH (2022-present)

Attorney at Law

Transactional attorney proficient in business mergers and acquisitions

Real Estate Sell-Purchase

Estate and Business Succession Planning

II.Patrick Ertle Legal, Cleveland, OH (2018-2022)

Attorney at Law/General Counsel/C-Suite Executive

Served as General Legal Counsel for large, mid-size and small corporations

Served as primary legal counsel for numerous entrepreneurial business startups, including IT-software and environmental services companies

III.Nonprofit Attorney/Executive (2001-2018)

C-Suite executive for major medical health systems, university, and human service environments including:

Cleveland Clinic Foundation, Cleveland, OH

EXECUTIVE DIRECTOR/PRINCIPAL GIFTS

Legally structured over $25M in philanthropic principal and planned gift commitments.

Provide Estate and Tax planning advisement

Contract negotiations

University Hospitals Health System, Cleveland, OH

DIRECTOR/PRINCIPAL and PLANNED GIFTS PROGRAMS

Created the Operational Plans, personally launched and directed the Principal and Planned Gifts Programs resulting in over twenty (20) different million dollar and above philanthropic gift commitments totaling over $200M.

Leadership role in the planning and launch of a successful $1.2B fundraising campaign.

Founded and lead the Diamond Advisory Group, 325+ business, legal, finance and other community leaders, personally engaging each member.

John Carroll University, University Heights, OH

EXECUTIVE DIRECTOR/ADVANCEMENT

Personally, solicited and closed $35M in philanthropic gift commitments by applying legal expertise in the gifting process and tapping securities, wills, trusts, and other giving vehicles.

Leadership role in the planning and implementation of a $100M fundraising campaign.

IV. General Counsel 21 Corporations (1993-2001)

oCleveland Catholic Charities, Cleveland, OH

Eight years of General Legal Counsel experience for all legal issues for 21 corporations in the areas of contracts, taxation, tax credits, real estate, nonprofit corporation creation and restructuring, insurance defense, human resource, et al.

EDUCATION

Juris Doctor: Cleveland State University Law School

Graduate Studies: Pontifical University of Saint Thomas Aquinas – The Angelicum (Rome, IT)

Bachelor of Arts in English Literature & Classics: Borromeo College of Ohio

LICENSES AND CERTIFICATIONS

Attorney - Supreme Court of Ohio-0047112

FINRA-Series 6 & 66

Ohio Insurance Life, Health, Property and Casualty

BOARD AND ADVISORY COMMITTEE APPOINTMENTS

21 corporations-Cleveland Catholic Diocese

St. Ignatius High School Board of Directors

BNY-Mellon National Charitable Advisory Council

St. Augustine Academy Board of Directors

L’Arche (group homes) Board of Directors

St. Edward High School Advancement

RELATED SKILLS

Juris Doctor degree from an accredited school, licensed in Ohio

Proficiency in Adobe, Microsoft Office Suite - Word, Excel, PowerPoint, Outlook

Contract Creation and Negotiation

Excellent organizational, interpersonal and communication skills

Legal Writing and Research

Management/Team Building

Legal Software

Ability to multi-task, effectively prioritize work and adapt to the rapidly changing needs in a client focused environment

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