FINRA Dispute Resolution Arbitrator - Financial Industry Regulator Association - Boca Raton, FL
(2020-11)
- Maintain qualification as a FINRA Dispute Resolution Arbitrator through completion of FINRA's mandatory basic arbitrator training program
- Serve on a panel of arbitrators by acting as a neutral arbitrator of securities investment disputes to obtain a fair, impartial, and efficient dispute resolution
- Assist in the resolution of monetary and business disputes among and between investors, brokerage firms and individual brokers.
Paralegal (Remote) - Greybull Stewardship - Jackson, WY
(2022-02 - 2023-02)
- Supported private equity M&A transactions of small businesses through managing transaction documents, resolutions, due diligence materials, closing checklists, and legal correspondence
- Assisted with drafting and preparation of loan agreements for investors and portfolio companies
- Compiled and analyzed corporate data for all of the portfolio companies, including corporate entity structure, officers, registered agents, transaction-related information such as deal amount, type and future options
- Assisted with initial compliance to obtain SEC Registered Investment Advisor qualification
Paralegal - Broward Health - Fort Lauderdale, FL
(2019-05 - 2022-02)
- Drafted legal documents including agreements, amendments, leases and board resolutions
- Performed healthcare and compliance legal/regulatory research utilizing LexisNexis and Westlaw
- Assisted with FTC investigation response into Stark Law and Anti-Kickback Statute findings
- Managed legal contract templates, contract lifecycle administration and compliance documentation
- Facilitated fair market valuation reports for physician and specialty healthcare agreements
Contracts Analyst - Broward Health - Fort Lauderdale, FL
(2018-04 - 2019-05)
- Drafted, reviewed, and processed agreements, amendments, leases, physician contracts, managed care agreements, and clinical trial agreements for one of the nation's largest public healthcare systems
- Conducted due diligence reviews on prospective business partners and corporate entities
- Coordinated with legal, compliance, privacy, risk management, and operational stakeholders regarding pending legal and contractual matters
- Managed intake and distribution of legal service of process, ensuring prompt notification to legal counsel and applicable departments
Contracts Compliance Analyst - Assurant - Cutler Bay, FL
(2015-10 - 2018-04)
- Reviewed insurance regulatory developments and assessed operational impact on vehicle service contracts and warranty products
- Drafted and revised contract language to ensure compliance with state and federal insurance regulatory requirements
- Prepared compliance analyses and regulatory summaries for internal business stakeholders
- Submitted product and compliance filings to state insurance departments for approval and drafted responses to regulatory objections
- Analyzed statutory and regulatory requirements to revise legal forms and product documentation
Contracts Manager - Early Learning Coalition of Miami-Dade County - Coral Gables, FL
(2013-12 - 2015-10)
- Managed professional services agreements, grant agreements, lease agreements, and subcontractor agreements for multiple service locations
- Administered lease agreements for nine facilities, including payment approvals, lease review coordination, and issue resolution
- Monitored contractor performance, budget utilization, and contractual reporting obligations
- Assisted with development of scopes of work, specifications, amendments, and purchase authorization documentation
- Coordinated with Board Counsel on contract and lease-related legal matters
- Delivered presentations regarding contracting policies and procedures to providers and committees
Paralegal - Florida Health Law Center - Davie, FL
(2011-06 - 2013-01)
- Drafted motions, pleadings, demand letters, guardianship documents, probate documents, and healthcare-related legal documents
- Conducted legal research and analyzed medical records and contracts to support litigation and healthcare matters
- Created legal templates and case management spreadsheets for healthcare collection matters
