Cheyenne Watson Email & Phone Number

New York, Ny, Us

Managed cross-divisional, cross-product, and firm-wide initiatives on behalf of the Legal and Compliance Department for all integrations for the Wealth Management business.Partnered with senior management to analyze and assess current strategies and served as point of contact to sub-function leads and stakeholders to track the progress of integration-related tasks, prioritizing and meeting tight deadlines.Managed seven acquisition integrations for Legal and Compliance, ranging from a large-scale E*TRADE acquisition integration to smaller registered investment advisor acquisition integrations for the Wealth Management business.Hosted governance forums, including Sr. Executive governance forums, driving discussions, decisions, and consensus, assisting in action item tracking, project and resource plan creation, defining and executing milestones, and meeting documentation.Analyzed risks and mitigated strategies toward resolution.Developed improvement plan to optimize processes related to integration tracker/project plan for deliverables and risk management.Coordinated and executed internal audits with The Project Management Office and Wealth Management teams to ensure compliance.Document management.

Fostered cross-functional collaboration between the paralegals, legal secretaries, attorneys and human resources to ensure best practices. Organized all aspects of discovery, analyzing client financial information, collecting, inventory, reviewing, and storing private, confidential client data. Facilitated training for newly onboarded staff.Managed the firm rebranding initiative and website redesign project, which increased site traffic by 43% and helped to increase clientele by 15%.Partnered with Human Resources to ensure all policies were up to date and new onboarding policies were implemented.Created marketing designs with collaboration from various key stakeholders for various events and projects.Managed multiple simultaneous workstreams/programs, including vendor engagements by reviewing service level agreements, identifying risks and issues, planning requirements, and partnering to resolve issues and identify areas of opportunity to improve engagements.Secured and partnered with Technology and Stakeholders to implement a firmwide digital database solution.Engaged and coordinated with various high-net-worth clients, internal counsel, legal secretaries, opposing counsel, opposing parties, and Courts to facilitate the resolution of each case.Supported attorneys with the preparation of statements of net worth and with the financial aspects of briefs and other legal documents.

Chicago, Il, Us

Provided legal administrative and project management support to senior counsel and insurance defense team for over 220+ litigation cases, while interacting cross-functionally with other departments Onboarding and distributing case work and tasks, tracking and collecting status updates from stakeholders, attorneys, paralegals, opposing counsel, expert advisors, and courts. Tracked budgetary expense and billable time to clientsDrafting and issuance of legal documents, pleadings, discovery, letters, complex correspondence, status reports, white papers and opinions.Performed document review and proofing.Trial and deposition preparation with extreme attention to detail.Created presentations to the board of directors. Identified and partnered with Technology to implement a firmwide digital database solution and developed a training plan as part of the implementation.Managed special projects.

Supported three litigation attorneys and one paralegal with the administration of 60 cases, which consisted of drafting legal documents, pleadings, and status reports. Tracked and managed court filings, invoices, expenses, and reimbursements.

Drafted and prepared discovery, motions, subpoenas, deposition summaries and document production; Research; Scheduled IMEs; Reviewed records; Trial preparation; Billable time entry; and completion of daily administrative tasks for three attorneys, including managing partner.

Scheduling and calendar management; Drafted and filed legal documents and pleadings; File organization; Billable time entry; and completion of daily administrative tasks for three attorneys, including managing partner.

Scheduling and calendar management; Drafted and filed legal documents and pleadings; File organization; Billable time entry; and completion of daily administrative tasks for three attorneys, including managing partner. Responsible for ordering an inventory of all office supplies.

Bachelor Of Science - Bs, Legal Studies, General

Grand Diploma, Culinary Arts/Chef Training