Paralegal

CARLA BIASO-FALKENSTEIN

North Easton, Massachusetts 02356 781-***-****

*********@*****.*** www.linkedin.com/in/biaso-falkenstein

SUMMARY

A dedicated and accomplished paralegal with vast expertise in the areas of streamlining processes and legal function administration, contract management from developing templates to creating and administering a contracts database, and corporate recordkeeping. Extensive experience working in large and small private and public entities across industries including biotech and medical devices. Utilizes outstanding interpersonal and communications skills to liaise across all levels of an organization. A positive and detail-oriented producer who contributes to the short- and long-term value of a company.

Implementation of Legal/Finance Policies ● Routine SEC Filings ● Trademark Filings

Patent Prosecution Administration ● Streamlining Processes ● Drafting Contracts

EXPERIENCE

FLAGSHIP PIONEERING, INC., Cambridge, Massachusetts, Hybrid

Corporate Paralegal, 2022-2022

Drafted financing documents for Series A financing. Several research topics. Filing of contracts on Cobblestone database.

BERG LLC, Framingham, Massachusetts

Paralegal, 2021-2022

Streamlined process of drafting and finalizing contracts, RFAs (Request for Legal Services), billing, and filing database for contracts. Helped with issue of Stock Certificates and documentation necessary to grant stocks to employees and other stock acquisitions as well as issue reports and input grants in proprietary Certent system. Draft weekly and monthly reports to the CEO. Help compile presentations to the Board.

RADIUS HEALTH, INC., Waltham, Massachusetts

Paralegal, 2016-2021

Drafted, negotiated, and prepared for full execution contracts ranging from Confidentiality Disclosure Agreements (unilateral and mutual), Master Service Agreements, Professional Services Agreements, Statement of Work, Change Orders, Amendments, Consulting Agreements, Clinical Site Agreements, Letters of Intent, Medical Education Grant letters, Master Search Agreements (HR), and Service Orders for personnel. Received several Certificates of Recognition from peers for steadfast completion of several agreements for two big projects among others. Negotiated agreements through constant contact with agreements stakeholders, consultants (HCP and others), and vendors.

Participated on many presentations and matrix comparison meetings to choose new contract management system.

Functioned as substitute contracts coordinator successfully in maintenance and assignments of contract to attorneys and non-attorneys on proprietary contract database.

Created and maintained annual calendar for routine, periodic SEC filings on Forms 10-Q, 10-K, and proxy statements, requiring organization and sequencing of multiple internal steps involving several company functions (legal, finance, investor relations, executive team review) to generate dates for board and committees’ meetings streamlining finalization of dates.

Assisted in routine SEC filings (10-Qs, 10-Ks, Forms 4 and 3), insider trading compliance.

Collaborated in compiling PowerPoint presentations for board of directors’ quarterly meetings. Published “pre-reads” and final presentations for board of directors’ meetings using NASDAQ’s Boardvantage (electronic board portal).

Prepared and finalized minutes of meetings and consents for board of directors and its various committees and shareholders written consents for signature by secretary.

Drafted proxy statement, script, and other key documents for company’s annual meeting of stockholders. Planned and oversaw execution of in-person and online annual meetings successfully.

Tested annual D&O questionnaires electronically done by third party.

Maintained up-to-date hard and electronic copies of various minute books of board and its committees.

Managed and maintained corporate records (annual reports, good standing certificates) for seven corporations: four in U.S., one in Bermuda (dissolved), one in Ireland, and one in United Kingdom.

Researched and filed documentation for creation and dissolution of corporations domestic and internationally.

Upheld and maintained contract renewal and payment for two virtual offices internationally.

Created and maintained patent database with search forms and reports. Reorganized and maintained electronic files of all portfolio correspondence received from outside IP counsel. Organized and maintained hardcopies of company patents and assignments.

Performed creation and follow-up on purchase orders for legal and compliance departments.

Supported legal and compliance departments needs successfully by maintaining and updating budget figures and creating purchase orders. Maintained general counsel calendar and contacts; ensured smooth meeting schedule.

CERULEAN PHARMA INC., Waltham, Massachusetts

Corporate Paralegal, 2014-2016

Shortened and streamlined process of drafting, reviewing, and finalizing contracts by creating fillable templates that took only minutes to review and approve versus one week. Drafted and prepared for full execution contracts ranging from Confidentiality Disclosure Agreements (unilateral and mutual) and Consulting Agreements to Material Transfer Agreement upon request from multiple departmental clients and under supervision of assistant general counsel. Organized and updated company’s contracts database, and served as central repository for all newly executed contracts. Created and maintained “Agreements Workflow Database” with up-to-the-minute status of contracts (drafted, reviewed, sent to vendor, and fully executed) for consultation by any department.

Generated “red flag” reports from database for renewals and terminations by department.

Participated in crafting and implementation of company’s new purchasing and contracting policy and triage needs from all departments requiring compliance with policy. Researched contracts per general counsel’s and assistant general counsel’s request.

Created and maintained “perpetual countdown calendar” for routine, periodic SEC filings on Forms 10-Q, 10-K, and proxy statements, requiring organization and sequencing of multiple internal steps involving several company functions (legal, finance, investor relations, executive team review, disclosure committee, audit committee). Assisted in preparation of several SEC filings using Active Disclosure software.

Assisted in putting together PowerPoint presentations for board of directors’ quarterly meetings. Published “pre-reads” and final presentations for board of directors’ meetings using Boardvantage (electronic board portal). Prepared and finalized minutes of meetings of board of directors and its various committees for signature by secretary.

Drafted proxy statement, script, and other key documents for company’s annual meeting of stockholders. Planned and oversaw execution of meeting.

Maintained up-to-date hard and electronic copies of various minute books of board and committees, as well as corporate records (annual reports, good standing certificates, company policies, and procedures). Reorganized and maintained electronic legal network folders with various corporate, legal, and legal budget documents. Created and maintained updated due diligence folders on server in preparation for several negotiations.

Developed and maintained patent database with search forms and reports. Reorganized and maintained electronic files of all portfolio correspondence received from outside IP counsel. Created family tree for each patent portfolio. Organized and maintained hardcopies of company patents.

Supported legal department needs successfully by maintaining and updating budget figures. Maintained VP calendar and contacts; ensured smooth meeting schedule.

INTELLIGENT MEDICAL DEVICES, INC., Waltham, Massachusetts

Paralegal, 2013-2014

Drafted NDAs, confidentiality agreements, and amendments under supervision of general counsel. Created and maintained database for contract compliance and agreements with search forms and reports, as well as docket in Outlook calendar with all items needed for contract compliance. Researched contracts per general counsel’s request. Organized and drafted board of directors minutes. Prepared documentation for board of directors meeting. Prepared presentations and documentation for several meetings (quarterly partners’ meetings and prospective partners’ visits).

Maintained and updated corporate records. Reorganized and maintained electronic legal folders with finalized documents of company (agreements, corporate records, patent and application records, insurance, and financial records).

Created form in Adobe to issue stock certificates in-house, significantly saving on outside counsel’s fees. Maintained investor relations and fundraising documents (notes, equity). Created and maintained investors database with all pertinent investors’ information.

Checked company’s prosecution file wrapper on U.S. Patent and Trademark site and informed Patent Attorney of any changes. Updated file wrappers and publication files for each patent application. Filed electronically all portfolio correspondence received from outside IP counsel. Updated family tree for each patent portfolio. Created and maintained Patent Docketing System in Outlook Calendar, as well as patent database with search forms and reports.

Formulated and maintained legal working drive (document retrieval system). Created and maintained due diligence drive and documents.

Prepared documentation for annual insurance renewal. Compiled and filed annual business R&D and innovation survey. Compiled and filed reports for Federal Sunshine Act and Marketing Code of Conduct Report in Massachusetts.

Supported legal and business development departments successfully on administrative requests. Maintained legal and project management budget and tracked all related invoices.

Maintained general counsel’s calendar and contacts; ensured smooth meeting schedule.

Acted as executive assistant for chairman and CEO for three months.

Purchased office supplies for company. Served as key person during moving of company to Waltham and dissolution.

DLA PIPER US LLC, Boston, Massachusetts

Legal Secretary, 2006-2012

Coordinated major firm-wide pro bono project: eRoom set up and updates. Opened and closed matters. Created and maintained Access database with volunteer and client information. Reported directly to management team. Researched and obtained death and marriage certificates from other states. Participated in management team meetings.

Assisted in taking care of estate trust (billing, banking), as well as complex real estate closings and insurance title research.

Handled considerable typing projects (black-lining, comparisons), emailing, faxing and telephone, as well as complex filing system (real estate/litigation/corporate).

Performed substantial domestic travel arrangements and calendar scheduling.

Translated from English/Portuguese/English and Spanish/English of legal, financial, and labor documents.

Awarded pro bono staff of the year.

ADDITIONAL EXPERIENCE

NATIONAL AMUSEMENTS, INC., Dedham, Massachusetts, Senior Legal Administrative Assistant/Paralegal, 1996-2005. Supported general counsel/legal senior vice president, litigation associate counsel, and real estate & trademark associate counsel with daily Form 4 filings, and as-needed 13-Ds, Form 3, and Scott Rodino filing. Researched trademark on USPTO website, and drafted and filed new trademarks saving considerable amount of money on legal fees. Filed domestically and internationally gaming licenses and renewals.

EDUCATION

EASTERN NAZARENE COLLEGE, Quincy, Massachusetts

Associate’s Degree, Business Administration (magna cum laude), 2006

CERTIFICATION

Paralegal Certificate (American Bar Association Approved). Awarded by Bentley College.

Six Sigma, White Belt, 2022

LICENSURE

Commonwealth of Massachusetts, Notary Public

AFFILIATIONS

Massachusetts Paralegal Association

National Federation of Paralegal Association

COMPUTER SKILLS

Microsoft Office XP Professional, NASDAQ Boardvantage; RR Donnelley Active Disclosure; Conga Contracts Management System; Adobe Acrobat Writer and Reader; Concur; MediusFlow; Dynamics, SharePoint; NetSuite, Cobblestone contract database, Carta.

LANGUAGES

Fluent in Spanish and Portuguese.

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