Hunter College

Codecademy

Pratt Institute

Lead Corporate, Securities Paralegal & Incentive Plan Administrator

FreshDirect

Senior Corporate Paralegal

SiriusPoint

Paralegal

Prepare schedules for debt collection executions, corroborate data across disparate city systems, and submit related reports - clearing approximately $10.5mn in schedules for NYC in collections debt.

NYC Department of Finance

Vet businesses for minority certifications affording access to government contracts.

NYC School Construction Authority (SCA)

Analyst

Reviewed and amended annual shareholder proxy statement, coordinating internal team stakeholder review and input, and facilitating shareholder, board, and committee meetings using Diligent Boardbooks.

Lam Research

Conducted legal health check (and related entity/capitalization audits), prepared closing packets for share financings, drafted, reviewed, and amended legal entity documents, prepared and filed annual state franchise tax reports, drafted, reviewed, and amended startup charter documents, drafted, reviewed, and amended board minutes and resolutions, clarified incentive plan considerations for client stakeholders, maintained capitalization/organizational tables and Carta capitalization databases and document repositories, prepared, reviewed, and filed UCC1/3 statements, prepared, reviewed, and filed state securities' offering ('Blue Sky') notices, prepared, reviewed, and filed Reg D federal securities offering notices, prepared, reviewed, and filed mutual fund notices with the CFTC, and supported, trained, and mentored 'greener' associates and lawyers on efficient corporate legal work flows, prepared, reviewed, and filed FEIN and EDGAR code POAs and applications, and maintained NetDocs repositories.

Sidley Austin LLP

Supported Corporate/Securities Counsel, executives, and Directors with governance, finance, compliance, contracts, and litigation, lead the corporate legal team deliverables for an auditor initiative whereby employees could work from anywhere for COVID, drafted, reviewed, and filed $1bn in Section 16 officer transactions without an error, reviewed annual D&O questionnares, drafted, reviewed, and amended board and committee minutes and resolutions, maintained organizational table, managed global legal entities, signing matrices, POAs and apostille portfolios, and cost approvals, participated in billing projects, lead internal policy and procedural changes for changes in global regulations, managed rolling out entities in global jurisdictions, drafted, reviewed, and filed capitalization and registry filing, drafted, reviewed, and amended Modern Anti Slavery Statement, coordinated board meetings for EU entities drafting related minutes and resolutions, and facilitated business expansion in APAC .

Twitter

Partnered with Corporate & Securities Counsel, executives, and Directors on governance, finance, compliance, contracts (strategic sourcing, project bidding), project finance, various construction licenses, and treasury bonding.

Swinerton

Lead Corporate Paralegal

Administered the SaaS proprietary software, facilitating cash tender offers and equity buybacks from AML entity review through platform administration to wire fund transfer.

Nasdaq Private Market

Specialist

Aided Counsel in global business expansion aims and related legacy Blueprint data clean up.

Twilio Inc.

Assisted Partners and Counsel on the Private Investment Funds team with ’40 Act mutual fund compliance for early/growth stage clients.

Goodwin

Advised/collaborated with counsel and teams on compliance, contracts, customer complaints, finance (project finance), governance (onboarded Diligent Boardbooks), IP, litigation, tax initiatives and collaborate with Capital Markets for asset bonding/securitization.

Renew Financial

Supported partners, counsel, and clients with compliance, commercial contracts, finance (project finance), governance, and tax initiatives, including registration from seed to preferred financings, employee equity incentive administration, and restructurings.

Pillsbury Winthrop Shaw Pittman LLP

Guided/aided partners counsel, and clients with compliance, commercial contracts/transactions, corporate finance (project finance), governance, legal entity management, M&A, debt/equity securities, other structured finance transactions, and tax initiatives.

Weil, Gotshal & Manges LLP

Assisted counsel, executives, and Board members in compliance (Section 16 filings), commercial contracts/transactions, corporate finance, governance, IP, litigation, tax, litigation, and global expansion initiatives (including opening a store in Bucharest, Romania).

Michael Kors

Aided counsel, associates, and clients with compliance, contracts, finance (project finance), governance, M&A, securities and tax initiatives.

Covington & Burling LLP

Advised/supported the GC, CCO, executives, directors and shareholders in the daily operation and administration of fund of funds, mutual funds, investing in alternatives (like sale lease backs), revolving loan facilities, and ’40 Act, FDIC, FINRA and SEC regulatory compliance.

ICON Investment Group, LLC

Associate

Accommodated Treasury in the build out of systems supporting a first CFTC credit exposure report as newly required under Dodd-Frank and supported core lines of business (derivatives, forex, and commodities) by normalizing new systems and administering guarantees.

Morgan Stanley & Co. LLC

Assisted counsel, investment banks and issuer clients ranging from early-stage startups to publicly traded fortune 500 companies in debt (like high yield bond and loan facilities), equity (like convertible common stock), asset backed securities, and other structured securities’ financings.

Cravath, Swaine & Moore LLP

Promoted into Corporate Paralegal Program.

James R.