Elizabeth Inman work email
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Currently work as a Support Services Administrative Officer at a registered investment advisor and North Carolina trust company, assisting the line of business with compliance policies and procedures, new regulations, audits and exams, Most recently served as a compliance officer for a registered investment advisor. Emphasis on providing responsive client service. Work experience includes working with bank clients with regard to many aspects of commercial real estate lending and working for a bank as a commercial lending officer. Specialties: Complying with the DOL PTE 2020-02 and the Corporate Transparency Act. Knowledge of and experience with the Investment Advisor Act of 1940. Review and negotiation of banking and real estate legal documents, especially easements, subordination and non-disturbance agreements, lease amendments, and commercial real estate loan documents. Business and personal bookkeeping through Quickbooks. Also familiar with using APX, SalesForce, Telemessage, MyRepChat, Protegent PTA (now ECM) and MyComplianceOffice.
Franklin Street Partners
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Vice President - Support Services Admin. OfficerFranklin Street Partners Nov 2021 - PresentChapel Hill, NcResponsibilities include monitoring IRA transactions for compliance with the Department of Labor's Prohibited Transaction Exemption 2020-02, responding to auditor's and examiner's requests for data and information, liaising with Compliance for annual review of policies and procedures, and making SEC regulatory filings, including all parts of Form ADV, Form 13-F and Form NPX. Was responsible for drafting and implementing the DOL PTE 2020-02 procedures. Train new employees on the Code of Ethics… Show more Responsibilities include monitoring IRA transactions for compliance with the Department of Labor's Prohibited Transaction Exemption 2020-02, responding to auditor's and examiner's requests for data and information, liaising with Compliance for annual review of policies and procedures, and making SEC regulatory filings, including all parts of Form ADV, Form 13-F and Form NPX. Was responsible for drafting and implementing the DOL PTE 2020-02 procedures. Train new employees on the Code of Ethics and notify/educate all employees on new policies and procedures. Show less
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Compliance OfficerFranklin Street Partners May 2017 - Nov 2021Chapel Hill, North Carolina
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Family Office AdministratorFranklin Street Partners Apr 2011 - May 2017Chapel Hill, North CarolinaWorked with the Family Office of Franklin Street Partners to administer client accounts, track client assets and assist clients with lifestyle management. Review real estate transaction documents and residential leases of professional athlete and high net worth clients in connection with accounts payable. Assisted clients with subscription agreements for private equity funds. Skills include working with Quickbooks.
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Project AttorneyAlston & Bird Llp Nov 2007 - Apr 2010Represented master servicer of commercial real estate loans on a variety of issues, including review and negotiation of easements, leases, subordination and non-disturbance agreements, partial releases, and condemnations. Dealt directly with clients, borrowers, and borrowers’ counsel. Conducted in-depth review and analysis of commercial real estate loans for large client projects. -
Independent Contract AttorneyCadwalader, Wickersham & Taft Llp May 2005 - Oct 2007Conducted due diligence on loans in Commercial Mortgaged-Back Securities (CMBS) pools including in-depth review of loans against pool representations and warranties. Reviewed commercial leases and prepared lease abstracts. Trained associates on CMBS loan due diligence. -
Vice PresidentBanc Of America Securities Jul 1998 - Mar 2000Assisted in handling syndication of Bank of America commercial real estate loans (loan size of $20 million to $100 million), including construction loans and subscription secured facilities for opportunity funds. Duties included reviewing loan documents for syndications issues, preparing bank books, marketing loans to other banks, and negotiating participation agreements with other bankers. Passed Series 7 and Series 63 exams, now expired. -
Vice PresidentBank Of America Aug 1997 - Jul 1998August 1997 - July 1998. Senior Credit Product Specialist with the Financial Sponsor Portfolio Group (Leveraged Finance). Handled portfolio of bank loans as the relationship banker, including Bank of America agented deals. January 1996 - July 1997. Credit Product Specialist with Corporate Finance Special Asset Unit (Workouts). Prepared Credit Exception Reports, monitored pay-down of credit exposure and bankruptcy proceedings.
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AssociateBank Of America Sep 1993 - Dec 1995September 1993 - December 1995. Completed Corporate Finance Group MAPS (Management Associate Program), including credit training and six-month rotations with the Debt Finance Group assisting Medium-Term Note Product Manager, the Nashville Corporate Finance office, and the Textiles & Apparel Group. Received Most Valuable Player Award for the Corporate Credit Department, January 1994.
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AssociateBlair Conaway Bograd & Martin (Now Merged With Shumaker, Loop & Kendrick, Llp) May 1990 - Jul 1993Represented secured and unsecured creditors in a range of bankruptcy and non-bankruptcy contexts including: conducting collections litigation, negotiating settlements and workouts, enforcing judgments and pursuing post-judgment activities, acting as counsel to creditors' committees and individual creditors in bankruptcy cases, and filing involuntary bankruptcy petitions. Conducted legal research on a variety of creditors' rights and bankruptcy topics.
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InstructorCentral Piedmont Community College Jan 1993 - May 1993Taught legal writing to students in the paralegal program. -
Associate And Summer AssociateDavis, Matthews & Quigley, P.C. Aug 1988 - Dec 1989Researched and analyzed problems of corporate clients involving private offerings, secured financing, environmental law, and bankruptcy. Drafted various corporate and commercial documents including: security agreements, guarantees, and lease amendments.
Elizabeth Inman Skills
Elizabeth Inman Education Details
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Emphasis On Commercial Law -
Cum Laude -
Albemarle High School, Charlottesville, VirginiaSalutatorian
Frequently Asked Questions about Elizabeth Inman
What company does Elizabeth Inman work for?
Elizabeth Inman works for Franklin Street Partners
What is Elizabeth Inman's role at the current company?
Elizabeth Inman's current role is Support Services Admin. Officer at Franklin Street Advisors, Inc..
What is Elizabeth Inman's email address?
Elizabeth Inman's email address is in****@****ing.com
What schools did Elizabeth Inman attend?
Elizabeth Inman attended William & Mary Law School, Wake Forest University, Albemarle High School, Charlottesville, Virginia.
What skills is Elizabeth Inman known for?
Elizabeth Inman has skills like Loans, Corporate Law, Banking, Negotiation, Due Diligence, Commercial Mortgages, Leases, Microsoft Excel, Finance, Public Speaking, Corporate Finance, Legal Research.
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Elizabeth Inman
Aspiring Forensic Social Worker | Psychology Student With A Background In Child Welfare, Legal Processes & AdvocacyHuntington, Wv2cordoganclark.com, larsondarby.com -
1hotmail.com -
1yahoo.com9 +131740XXXXX
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Elizabeth I.
Poulsbo, Wa
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