Denise Lorenz, Jm, Frp

Denise Lorenz, Jm, Frp Email and Phone Number

Regulatory Compliance Specialist @ Matthias Private Wealth
Orlando, FL, US
Denise Lorenz, Jm, Frp's Location
Orlando, Florida, United States, United States
About Denise Lorenz, Jm, Frp

I am a seasoned and detail-oriented legal professional with deep expertise in estate and gift tax law, corporate governance, and financial compliance. My experience spans managing complex legal documentation, navigating intricate regulatory frameworks, and executing high-stakes projects with precision and a focus on operational excellence. Recognized for my superior organizational skills and advanced legal research capabilities, I thrive in fast-paced environments where multitasking and maintaining a high level of accuracy are critical. As a proactive problem solver and strategic thinker, I am committed to delivering exceptional legal support that drives team success and organizational goals. With extensive training and/or experience in corporate governance, compliance, and paralegal functions, I bring a well-rounded skill set that includes the ability to streamline legal processes, mitigate risks, and ensure seamless regulatory adherence. My track record of delivering impactful results underscores my dedication to upholding the highest standards in legal practice.

Denise Lorenz, Jm, Frp's Current Company Details
Matthias Private Wealth

Matthias Private Wealth

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Regulatory Compliance Specialist
Orlando, FL, US
Denise Lorenz, Jm, Frp Work Experience Details
  • Matthias Private Wealth
    Regulatory Compliance Specialist
    Matthias Private Wealth
    Orlando, Fl, Us
  • Dean Mead
    Paralegal
    Dean Mead Feb 2005 - Jul 2024
    Orlando, Florida, Us
    Provided comprehensive support to eight attorneys across three firm locations, with a focus on estate and gift tax returns, fiduciary accountings, and corporate and real estate documentation. Drafted legal briefs, motions, pleadings, and tax returns, ensuring strict adherence to local, state, and federal regulations. Played a key role in IRS audits of estate and gift tax returns, delivering essential documentation and support. Managed court calendars and deadlines, ensuring seamless department operations. Summarized depositions and legal documents, supplying attorneys with critical case material. Collaborated with paralegals and legal staff to ensure timely task completion and fostered strong client relationships. Consistently maintained one of the highest billable hours among the firm’s paralegals.• Improved efficiency and standardized processes by leading the creation of templates and checklists for probate and trust administration, establishing a central repository for legal documents that saved up to three hours per task, and ensuring consistent, risk-free handling of client matters across the firm.• Quickly mastered probate law, becoming an acknowledged Subject Matter Expert (SME) in Estate and Gift Tax Returns and Trust Accounting, leveraging expertise to mentor and coach peers to foster team growth and expand the overall knowledge base within the firm.
  • Alan Eckstein, P.A.
    Legal Assistant/Paralegal
    Alan Eckstein, P.A. May 1999 - Feb 2005
    Spearheaded office administration for a sole practitioner, managing systems, equipment, and client records with complete confidentiality. Drafted and prepared legal pleadings, documents, and correspondence, while efficiently overseeing attorney calendars to ensure optimal scheduling. Led the organization and summarization of critical documents for court hearings, provided strategic support for trial preparations, and played an integral role in trial execution. Conducted in-depth legal research and background investigations to strengthen case strategies. Orchestrated courtroom logistics, ensuring seamless execution of trial proceedings.• Instrumental in maintaining the efficiency of the legal practice by expertly managing office operations and client interactions.• Provided reliable support during trials, contributing to successful case outcomes through accurate organization and document management.• Demonstrated advanced research skills, providing valuable insights and information that shaped legal strategies.

Denise Lorenz, Jm, Frp Education Details

  • Florida State University College Of Law
    Florida State University College Of Law
    Financial Regulation And Compliance
  • Florida State University
    Florida State University
    Criminology/ Minor In Sociology
  • Seminole State College Of Florida
    Seminole State College Of Florida
    General Studies
  • Everest University-Tampa
    Everest University-Tampa
    Paralegal Studies

Frequently Asked Questions about Denise Lorenz, Jm, Frp

What company does Denise Lorenz, Jm, Frp work for?

Denise Lorenz, Jm, Frp works for Matthias Private Wealth

What is Denise Lorenz, Jm, Frp's role at the current company?

Denise Lorenz, Jm, Frp's current role is Regulatory Compliance Specialist.

What schools did Denise Lorenz, Jm, Frp attend?

Denise Lorenz, Jm, Frp attended Florida State University College Of Law, Florida State University, Seminole State College Of Florida, Everest University-Tampa.

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