Brittni Roberts Email & Phone Number

Tampa, Fl, Us

St. Petersburg, Florida, Us

• Drafted legal and business communications, prepared legal documents, and conducted legal research using WestLaw and regulatory websites.• Maintained a library of form documents, contract clauses, and templates, ensuring accuracy and compliance.• Assisted in reviewing outside counsel invoices, tracking expenses, and preparing responses to regulatory authorities.

New York, New York, Us

• Provided paralegal support to Litigation/Regulatory attorneys for Citi ICG, handling litigations, arbitrations, regulatory inquiries, and subpoenas.• Managed 200+ Citi Private Bank subpoenas annually, ensuring compliance with laws and regulations.• Led medium to large projects independently, liaising with internal support functions and business clients for successful outcomes.

New York, New York, Us

• Provided paralegal support to Litigation/Regulatory attorneys for Citi Institutional Clients Group (ICG), handling litigations, arbitrations, regulatory inquiries, and subpoenas.• Managed 200+ Citi Private Bank subpoenas annually, liaising with internal stakeholders and ensuring compliance with laws and regulations.• Led medium to large projects independently, liaised with external counsel, and maintained litigation's internal case management system.

New York, New York, Us

• Reviewed and negotiated legal documentation for multi-billion dollar securities transactions.• Drafted a wide range of financial legal documentation, including non-disclosure agreements and underwriting agreements.• Trained junior attorneys and paralegals on drafting and negotiating legal documentation.

St. Petersburg, Florida, Us

• Assisted 6,000 financial advisors with insurance licensing needs, managing appointments and renewals.• Acted as a liaison between state insurance departments, carriers, and advisors, ensuring compliance.• Implemented improved processes for the department, enhancing efficiency and productivity.