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Paralegal Training

Location:
Alamo, CA
Posted:
February 28, 2021

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Resume:

Samantha Lostia

925-***-**** adkj0x@r.postjobfree.com www.linkedin.com/in/samanthalostia

Education

M.A. Public Leadership Graduated Dec 2020

University of San Francisco

B.A. Political Science with History Minor Graduated Jun 2015 University of California, Davis

Professional Experience

Corporate Paralegal Aug 2019 - Current

Orrick, Herrington & Sutcliff LLP – Menlo Park, CA

● Oversee and maintain 70+ clients to ensure good standing and accurate and complete records.

● Supervise 3 assistants’ completion of records maintenance, written correspondence, and document preparation.

● Track annual filings, and project deadlines through the organization of emails and calendars.

● Prepare board and stockholder consents, NDAs, and CIIAAs for Company execution.

● Assist with financing documents to ensure accurate approvals and calculations.

● Research state and federal laws and communicate with agencies regarding the same to determine next steps. Corporate Paralegal Nov 2015 - Aug 2019

Fenwick & West, LLP – Mountain View, CA

● Directed interaction and ownership of 50+ clients, ensuring complete records and accurate reporting.

● Processed capitalization documents to ensure accurate Company ownership reports.

● Managed flow of information from clients to attorneys, resulting in real-time updates with internal records.

● Trained 3 Corporate Assistants to provide guidance and understanding of paralegal tasks and duties.

● Conducted federal and state securities compliance research and prepared securities filings for the SEC and other state filing agencies for non-public offerings (Blue Sky Research). Homeowner Support Jun 2015 - Nov 2015

The Helsing Group – San Ramon, CA

● Managed and responded to a high volume of inbound telephone calls and emails daily from homeowners, ven- dors, Board of Directors, and others.

● Provided administrative support for documents, mail, orders and reservations. Military Experience

Sergeant Dec 2011 - May 2018

United States Marine Corps: Reserves – San Jose, CA

● Contributed to morale, health, and training of 30 Marines by providing leadership and guidance.

● Managed Detachment fiscal and calendar year training, including organization and presentation documents.

● Coordinated and conducted physical and combat fitness tests.

● Communicated with four supervisors on training successes and deficiencies including strategizing to improve performance.

Software Skills

• Proficient in Microsoft Suite (Word, Excel, PowerPoint, Outlook) & Google Suite

• Strong working knowledge of Legal Content Management (NetDocs & iManage), Intapp, Tableau, SPSS, and Intelliconnect/Cheetah.

• Capitalization Management Systems: Carta, Shareworks Growth, CapShare (Shareworks Startup), and CapTableIO,



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