Debra Aldred Email & Phone Number

Dayton, Ohio

Dayton, Ohio

Assist Shareholders and Associates by forming and dissolving business entities, by drafting entity resolutions, and by preparing documentation for mergers and acquisitions.• Assist in drafting corporation and limited liability company documents filing initial articles, qualifications, amendments, conversions and mergers• File UCC financing statements, amendments, terminations, and continuations• Assist with drafting and reviewing Asset Purchase Agreements, Stock Purchase Agreements and Plan of Merger• Assist with drafting and reviewing ancillary documents associated with transactions

Columbus, Ohio Area

Nationwide Mutual Insurance Company, Columbus, Ohio (October 2009 – present)Paralegal SpecialistAccomplished goals of the Office of Corporate Governance and Secretary in partnering with business units regarding the formation, amendment, dissolution and merger of entities, and by overseeing and improving the annual report process. Helped bring GEMS into the Department:• Partner with various stakeholders to put a request for proposal for statutory agent services• Managed the change of statutory agent for over 2,000 units• Maintained and improved the Global Entity Management System (GEMs)• Prepared and filed annual reports to maintain entity compliance with state reporting laws• Reviewed reports from CSC to determine status of annual reports it will be filing• Reviewed statutes and regulators to form, maintain and dissolve various entities• Audited approximately 250 companies in all 50 states

As a temporary contractor, assisted the Managers in the Office of Corporate Governance and Secretary by auditing the current and former business entities to determine their current status, researched and began a remediation plan for individual companies to rectify issues.• Audited approximately 250 companies in all 50 states• Created a spreadsheet to contain the information found in the audit• Created a remediation plan to resolve issues brought to light by the audit• Prepare and file annual reports • Review reports from CT Corporation to determine status of annual reports it will be filing for various companies

Assisted the Director of Compliance and General Counsel in tracking new laws and regulations affecting property and casualty insurance companies, and researched multi-state jurisdictions pertaining to the insurance business and insurance law.• Monitored compliance with regulatory agencies• Interacted with various departments of the corporation to elicit information for purposes of evaluating compliance• Tested and implemented Compliance360 (compliance management program)• Tested and implemented LexisNexis Insurance Compliance software

Responsible for maintaining membership information

• Forming and dissolving business entities• Drafting entity resolutions• Preparing documentation for mergers and acquisitions• Preparing, amending, assigning and terminating UCC Financing Statements• Drafting new loan documents and amending current loan facilities• Maintaining intellectual property database• Filing trademarks with the U. S. Patent and Trademark Office• Handling audit letter requests

• Incorporating and dissolving corporations• Preparing and filing branch applications for various states• Preparing, filing and renewing various business licenses• Drafting ancillary merger documents• Preparing corporate minutes• Maintenance of corporate records• Drafting new loan documents and amending current loan facilities• Assisting in filing Section 16 required documents

Assisted Executive Committee Members, Partners and Associates in forming and dissolving business entities, drafting entity resolutions, preparing documentation for mergers and acquisitions, drafting new loan documents and amending current loan facilities, maintaining intellectual property database, and filing trademarks with the U. S. Patent and Trademark Office• At client’s premises, organized documentation for the sale of multiple hospitals and medical practices, including organizing due diligence review by multiple parties, finding answers for the due diligence teams, assisting in the presentation of the bids to the Board of Directors, drafting asset sale documents and attending closing• Assisted clients in preparing for board of director meetings and annual shareholder meetings