Christopher A. Lamendola, J.D. Email & Phone Number

Lincoln, Rhode Island, United States

Lincoln, Rhode Island, United States

Providence, Rhode Island Area

• Helped clients identify and achieve their financial goals through thorough financial analysis of documents, goals and current financial status
• Analyzed conversations and documents such as tax returns, investment and retirement statements and portfolios and Morningstar Reports in order to properly advise clients on financial success
• Designed, presented, and recommended customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific.
• Designed and presented both life insurance and annuity policies to meet specific client financial needs and objectives such as estate planning, legacy planning, business succession planning, retirement planning, tax.
• Met with clients to review and update information related to their financial plan as well as implement and address any necessary changes or new opportunities
• Worked with other professionals from all industries to network and trade referrals

201 Jones Road, Waltham, MA 02451

• Helped clients identify and achieve their financial goals in the most efficient way possible through thorough financial analysis of various accounts, documents, goals and current financial status
• Designed, presented and recommended customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, through analyzing relevant personal and financial.
• Designed and presented both life insurance and annuity policies to meet specific client financial needs and objectives such as estate planning, legacy planning, business succession planning, retirement planning, tax.
• Conducted life insurance policy audits and reviews taking changing interest rates, economic conditions, market conditions and changing client needs and objectives into consideration to ensure policies continued to meet.
• Mentor new advisors through meetings to assist with developing financial plans and answer specific inquiries on complex plans
• Executive Council qualifier (2017, 2018), Executive Council Summit qualifier (2016)

Boston, MA

• Responsible for the total business development strategy, marketing, sales, and account management for small to enterprise level legal organizations
• Developed and maintained professional relationships with clients through cold calling, networking events, on-site visits and lunch meetings
• Interacted with clients to fully understand business needs to effectively recommend and implement a customized staffing plan
• Responsible for client questions, concerns and any issues related to invoicing, employees, or procurement strategies

Providence, Rhode Island Area

• Worked extensively with counsel to solve various estate planning, wealth transfer, and estate tax issues.
• Researched issues related to property taxes on family compounds.
• Collaborated with counsel to gain a favorable settlement for a reduction in property taxes for client's family estate.

• Performed contract analysis for businesses such as Bank of America to solve complex legal and contractual issues.
• Drafted and edited various motions and legal memoranda.
• Assisted in depositions of clients, opposing parties, and witnesses.
• Worked extensively with counsel on trial preparation and strategy.

• Performed contract analysis for businesses such as Bank of America to solve complex legal and contractual issues
• Drafted and edited various motions and legal memoranda
• Assisted in depositions of clients, opposing parties, and witnesses
• Worked extensively with counsel on trial preparation and strategy

Boston, Massachusetts

• Assisted clients in locating potential apartments throughout the greater Boston area.
• Drafted, prepared and reviewed client’s leasing agreements.

Boston, Massachusetts

• Collaborated with in house counsel in preparation for trial.
• Drafted and edited various motions and legal memoranda.
• Performed legal research and analysis to solve various legal issues.

Elon, North Carolina

• Spoke with the citizens of North Carolina to inquire about different State & Federal policies, State laws, and other pressing issues affecting the State.
• Compiled and analyzed data.
• Presented to faculty and staff discussing the analysis of all findings.

Juris Doctor (Jd)

Activities and Societies: Business Law Association, Sports & Entertainment Law AssociationDean's List 2011-2012 Academic Year

Bachelor Of Science (Bs), Business Administration, Management

Presidents List, Fall 2008