Heidi A.

Heidi A. Email and Phone Number

Corporate Secretary @ Restoration Builders Inc.
Phoenix, AZ, US
Heidi A.'s Location
Greater Phoenix Area, United States, United States
Heidi A.'s Contact Details
About Heidi A.

Talented and experienced leader with expertise in planning, directing, and coordinating activities of legal organization to ensure compliance with ethical and regulatory standards for a range of clients. Sound knowledge of development and implementation of compliance-related policies and procedures throughout multiple organizations. Proven record of improving efficiency in previously underperforming areas. Excellent communicator, negotiator, and mentor, with organizational abilities meeting requirements of highly-regulated, fast-paced environments.•Legal and Operations Support Specialist providing the following services including, but not limited to:Regulation D Compliance and SEC Filings; Complex Capitalization Tables, Excel and Carta; Corporate Compliance; Redomestications, including Continuance to Wyoming; Entity Formations, Organizational Documents, Business Management, and Governance; M&A Transactions, Drafting to Close; Due Diligence and Disclosure Schedules; Nonprofit Public Charity Corporate and Fund-Raising Organization and Compliance; Private Equity Offerings; Stock Option Plan Compliance; Franchise Tax Filings; USPTO Trademark Filings and Maintenance; UCC Filings; Probate and Trust Administration.

Heidi A.'s Current Company Details
Restoration Builders Inc.

Restoration Builders Inc.

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Corporate Secretary
Phoenix, AZ, US
Website:
restorbuilders.com
Employees:
170
Heidi A. Work Experience Details
  • Restoration Builders Inc.
    Corporate Secretary
    Restoration Builders Inc.
    Phoenix, Az, Us
    View
  • Hepa, Llc
    Lead Consultant - Corporate Transactions
    Hepa, Llc Oct 2011 - Present
    Legal and Operations Support Specialists providing the following consulting services including, but not limited to:Regulation D Compliance and SEC Filings; Complex Capitalization Tables, Excel and Carta; Corporate Compliance; Redomestications, including Continuance to Wyoming; Entity Formations, Organizational Documents, Business Management and Governance; M&A Transactions, Complex Contract Review and Analysis; Drafting to Close; Due Diligence and Disclosure Schedules; Nonprofit Public Charity Corporate and Fund-Raising Organization and Compliance; Series Seed and Series A Offerings; Stock Option Plan Compliance; Franchise Tax Filings; USPTO Trademark Filings and Maintenance; UCC Filings; Probate and Trust Administration.
    View
  • Hepa, Llc
    Chief Executive Officer
    Hepa, Llc Oct 2010 - Present
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  • Matterfi
    Director Of Corporate Compliance
    Matterfi Oct 2021 - Present
    Blockchain technology company launching DeFI digital asset management platform.
    View
  • Afissio, Llc
    Coo/Co-Founder
    Afissio, Llc Jan 2021 - Dec 2023
    Digital equity management platform serving entrepreneurs, founders, startups, and early-stage companies by streamlining corporate formation, jurisdiction choices, equity structure, investor presentation, and cap table management.
    View
  • Auxana Inc.
    Advisor Member
    Auxana Inc. Aug 2020 - Mar 2021
    Phoenix, Arizona, Us
    Available resource to outsourced general counsel members and companies of the Auxana Community. Specializing in: Regulation D Compliance and SEC Filings; Complex Capitalization Tables, Excel and Carta; Corporate Compliance; Redomestications, including Continuance to Wyoming; Entity Formations, Organizational Documents, Business Management and Governance; M&A Transactions, Complex Contract Review and Analysis; Drafting to Close; Due Diligence and Disclosure Schedules; Nonprofit Public Charity Corporate and Fund-Raising Organization and Compliance; Private Equity Offerings; Stock Option Plan Compliance; Franchise Tax Filings; USPTO Trademark Filings and Maintenance; and UCC Filings;
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  • Hool Coury Law, Plc
    Corporate Compliance Manager
    Hool Coury Law, Plc Nov 2003 - Jun 2020
    Legal scope: Investigation, legal research, due diligence for public and private companies, complex contract review and analysis, proxy statements, disclosure schedules, private placement memorandums, Regulation D filings, EDGAR research, SEC filings (13d, 8-K), Franchise registration, Blue Sky research, liaison, asset liquidation, trust funding, real property transfers, probate litigation, estate and corporate tax forms preparation, tax exemption applications (1023&1024), corporation/LLC/LP formation, trademarks, mergers and acquisitions.Keep legal and ethical integrity of up to 250 client companies intact through policy enforcement and program planning. Responsible for Corporate, Tax, Securities, Probate, Estate Planning, Intellectual Property, and Real Estate. Ensure compliance with rules and regulations, including national Regulation D reporting and the Delaware General Corporation Law (DGCL.) Recruit attorneys and staff, and mentor teams of 5-12 professionals. Create policies, plans, and development strategies, as well as proforma calculations and equity records management for clients, regularly exceeding targeted deadlines. Prepare compliance reports for clients and present to Board of Directors and Presidents.Key Contributions:• Recognized for diligence, commitment, and results beyond expectations. Consecutively receive performance reviews above average.• Successfully negotiate contracts for mergers and acquisition transactions with value up to $54M.• Started as Paralegal, quickly recognized for commitment and efficiency, and promoted to Corporate Compliance Manager role.
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  • Gallagher & Kennedy
    Paralegal
    Gallagher & Kennedy Mar 2001 - Nov 2003
    Phoenix, Arizona, Us
    Legal scope: Investigation, qualifying, legal research, pleadings, summaries, liaison, asset liquidation, trust funding, estate account management, estate and corporate tax forms preparation, tax exemption applications and estate tax preparation (1023, 706, 1041, 709), corporation/LLC formationAssisted 15 lawyers by investigating facts, preparing legal documents, and researching legal precedent. Conducted research to support a legal proceeding, to formulate a defense, and to initiate legal action. Selected and oversaw professional development of employees. Key Contributions:• Strengthened ability to handle a great deal of volume in the very detailed field of estate/probate administration. Consecutively performed beyond targets and above expectations.• Mastered processes of gathering and liquidating all assets, maintaining accounts and securities tracking, and distributions to heirs.
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  • Robert F Jeckel Pllc
    Paralegal
    Robert F Jeckel Pllc Jul 2000 - Mar 2001
    Legal scope: Investigation, interviews, legal research, pleading, summaries, liaison, asset liquidation, trust funding, estate account management, estate and corporate tax forms preparation, (706, 709, 1041, 1120), corporation/FLPs formationDirected and coordinated law office activity specializing in probate litigation and guardianship administration. Supported up to 200 active cases simultaneously. Gathered and analyzed research data, such as statutes, decisions, and legal articles, codes, and documents. Investigated facts and law of cases and searched pertinent sources, such as public records, to determine causes of action and to prepare cases. Met with clients and other professionals to discuss details of case.

Heidi A. Skills

Corporate Law Due Diligence Intellectual Property Personal Injury Mergers And Acquisitions Commercial Litigation Pleadings Legal Research Trials Legal Writing Estate Planning Real Estate Product Liability Mergers Depositions Legal Assistance Estate Administration Estate Tax Planning Personal Injury Litigation Litigation Trademarks Courts

Heidi A. Education Details

  • Barrington University
    Barrington University
    Business Innovation
  • Hartford University
    Hartford University
    Paralegal Studies
  • Arizona State University
    Arizona State University
    General

Frequently Asked Questions about Heidi A.

What company does Heidi A. work for?

Heidi A. works for Restoration Builders Inc.

What is Heidi A.'s role at the current company?

Heidi A.'s current role is Corporate Secretary.

What is Heidi A.'s email address?

Heidi A.'s email address is ha****@****oup.com

What schools did Heidi A. attend?

Heidi A. attended Barrington University, Hartford University, Arizona State University.

What skills is Heidi A. known for?

Heidi A. has skills like Corporate Law, Due Diligence, Intellectual Property, Personal Injury, Mergers And Acquisitions, Commercial Litigation, Pleadings, Legal Research, Trials, Legal Writing, Estate Planning, Real Estate.

Who are Heidi A.'s colleagues?

Heidi A.'s colleagues are Ellis Sammons, Ryan Mills, Adam Duckett, Nick Hampton, Sam Spear, Leona Kelley, Stephen Lekki.

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