Deborah Perullo Email & Phone Number

Towson, Md, Us

Singapore, Sg

Empowering women and men through knowledge and guidance to navigate their own divorce.

Responsible for market research, media presentations, industry trends and individual state compliance regulations. Ensure up to date competitive analysis is ongoing and current. Seek out mutually beneficial partnerships to take the company to The next level. Coordinate all the tasks within the company to perform at the optimal level.

Monitor continuing education and related credits for licensees in Maryland, Virginia and District of Columbia. Maintain information related to continuing education requirements and license reciprocity in all states.

Austin, Tx, Us

Prepared and filed motions, including an appeal to the Court of Special Appeals, relating to various aspects of Family Law. Researched cases for inclusion in such documents. Prepared financial documents and other exhibits as necessary.

Instrumental in the sales of company's mutual funds,, annuities and tax magnified products via the broker/dealer, financial planner and bank channels. Possessed high level of IRS regulations and intricacies pertaining to qualified retirement plans, IRA's and non-qualified deferred compensation plans with a special emphasis on estate planning techniques , tax managed investing, charitable remainder trusts, and distribution planning. Sales efforts included conducting presentations, meetings and seminars to promote the sale of focus product and to provide continuing education for attorneys, financial planners and CPAs. Worked closely with Wealth Strategies management to ensure the company was positioned for continued sales growth. Maintained strong relationships with top producing firms as well as with the internal sales force including wholesalers, key account managers and inside sales representatives. Traveled extensively to cover the entire United States territory.

Oversaw and managed staffing and operations of this multi-program, non-profit agency which included a Pre-School for children in the community considered to be "high-risk". Planned and managed a $500,000 annual budget. Responsible for fund development and maintenance through grant writing at both federal and state levels, development and implementation of fund raising projects and solicitation of local donations.

Established retirement plans for individual, professional, and corporate clients of this business consulting firm. Prepared Summary Plan Descriptions (SPDs) and other employee education materials for newly acquired retirement plans. Responsible for fund accounting for the firm's privately owned Mutual Fund. Prepared and presented proposals to prospective clients and provided general sales and marketing support.

Responsible for ensuring company's compliance with ERISA and IRS regulations and for interpreting the impact of legislative changes on the practices within the customer service division. Developed and conducted training initiatives for department employees on complaisance and regulatory issues. Directed task force assigned to research and present to management the impact of legislation of company's customer service. Worked extensively in developing IRA prototype plans for company's largest bank clients. Reviewed company's retirement plan literature for accuracy and implemented text and design changes where and when necessary. Oversaw production of IRS 1099 Tax Forms for distribution to clients nationally.

Paralegal Certification, Legal Litigation

Mediation Certification, Divorce

Psychoanalysis And Psychotherapy

Bachelor Of Arts - Ba, Business, Sociology And Social Work