Memberships: State Bar of Michigan, State Bar of New York, and State Bar of Massachusetts.

Experience:

Michigan Coalition to End Domestic & Sexual Violence Okemos, Michigan

May 2021-Present, Law Clerk

Perform research related to the rights of crime victims to assist in the publishing of toolkits for attorneys, advocates, and victims.

FormulaFolio Investments, LLC/Retirement Wealth Advisors, Inc. Grand Rapids, Michigan

June 2014-May 2015, In-House Counsel

Responsible for EDGAR large trader filings, FINRA Form ADV updates, and state notice filings.

Negotiated dual registration with North Carolina Securities Division in lieu of new solicitation rules for advisers with RIAs and outside RIA affiliations.

Reviewed marketing material and radio show review for proper legal disclosure language to ensure all advertising complied with commercial advertising laws and SEC rules and regulations.

Assisted CCO in performing annual audits, risk assessments, email audits, and compliance training.

Administered firm’s compliance policies including important regulations mandated by the SEC by maintaining books and records, checking personal brokerage for front running, providing pre trade clearance forms for personal trading, reviewing social media/email archiving for procedural violations, and resolving client as well as IAR complaints for prompt and proactive legal resolutions.

Provided legal in-house counsel relevant to contracts and business acquisitions.

Ingham County Probate Court Lansing, Michigan

January 2014-March 2014, Appointed Investigator/Guardian Ad Litem

Appointed Investigator/Guardian Ad Litem for minors and the developmentally disabled in guardianship and conservatorship review hearings.

Researched and investigated tax foreclosures, notified attorneys and personal representatives of parcels in foreclosure, and provided status updates to the Lansing City Treasury.

Performed Supreme Court mandated reporting on inventory filing fee value comparisons prior to and after the new January 1, 2014 legislation providing deductions for real property liens/encumbrances.

Michigan House of Representatives Lansing, Michigan

January 2014-March 2014, Legislative Aid for Representative Collene Lamonte of the 91st District/Intern

Researched Medical Identity Theft with the Council of State Governments and the Michigan DOE.

Addressed constituent complaints regarding varied queries such as financial and health concerns.

Attended Michigan House of Representatives House Sessions and Committee Meetings.

Sixty Plus, Inc. Elderlaw Clinic Lansing, Michigan

August 2011-December 2011, Attorney under MCR 8.120/Intern

Performed legal research, client interviews, and client consultations for probate, divorce, property, estate planning, and guardianship cases.

Drafted demand letters, wills, trusts, health care directives, and durable powers of attorney.

Performed guardianship reviews, and witnessed competency tests, as well as executions for wills, medical powers of attorney, and durable powers of attorney.

Merrill Lynch New York, New York

June 2008-May 2009, Client Relationship Manager/Documentation Specialist, Consultant

Reviewed trade contracts and contacted counterparties for signatures of acceptance.

Worked as a liaison between counterparties and legal department to resolve legal issues.

Drafted credit event notices for bankruptcies, spin-offs, mergers & acquisitions.

Citco Hedge Fund Services New York, New York

September 2007, April 2008, Middle Office Operations Specialist/Documentation Specialist

Reviewed trade contracts and confirmed trade details for documentation purposes.

Processed corporate actions such as spin offs, stock splits, mergers, and acquisitions.

Deutsche Bank New York, New York

April 2007-September 2007, Relationship Manager in Derivative Operations, Consultant

Liaison between clients and internal legal department, resolving legal and financial disputes.

Escalated unexecuted trade contracts targeted by the Federal Government.

Processed novation contracts for third parties.

Goldman Sachs New York, New York

December 2006-March 2007, Trade Support in Interest Rate Derivatives Interbank Team, Consultant

Contacted brokers on trading floor to amend trade discrepancies.

Verified trade details, confirming accuracy within internal booking systems.

Morgan Stanley New York, New York

June 2006-Novermber 2006, Trade Support in Equity Operations, Consultant

Responsible for booking trades for cash equity trading desk.

Maintained contact with sensitive clients to ensure accurate and prompt responses to trading queries.

Education:

Thomas M Cooley Law School Lansing, Michigan

Juris Doctor, with honors, in Business Transactions Concentration, May 2012

GPA 3.13, Class Rank 138/519

Dean’s List, Honor Roll, and Certificate of Merit/Highest Grade in Class, in Business Planning, Taxation of Business Entities, & Advanced Practice Skills Mediation Training

Vice President & Diversity Co-Chair of the Student Intellectual Property Law Association

Treasurer of the Entrepreneurial Law Society and Financial Officer Trainee

Vice President of the Thomas M. Cooley Law School Sixty Plus, Inc. Elderlaw Clinic

First Year Moot Court Competition Participant and Moot Court General Body Member

Alternative Dispute Resolution Client Counseling Competition Participant

Certificate of Training from the Resolution Services Center of Central Michigan

Rutgers University New Brunswick, New Jersey

Bachelor of Arts, with honors, in Criminal Justice, May 2005

GPA 3.508, Class Rank 142/727

Dual Minor in Political Science & Sociology, Certificate in Criminology, Dean’s List, Honor Roll

Externship: The New Jersey Board of Public Utilities, Law Library, Legal Assistant

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