Jen Iverson Email & Phone Number

Madison, Wi, Us

New Lisbon, Wisconsin, United States

Provide a variety of business and legal services remotely on an as-needed basis. Entity Formation (LLC, LP, Corporation), Compliance and Corporate Legal Services - Assist clients in forming legal entities for real estate investing or other business purposes; ongoing maintenance and annual requirements for overall compliance. Business Services - Document, presentation, flyer, and spreadsheet preparation; file management; accounting/bookkeeping; project management; business procedures; and proofreading.

Lake Mills, Wisconsin, United States

Manage real estate investment and rental properties. Responsible for legal, accounting, tax, and marketing functions. Prepare entity creation filings with supporting documents and maintain ongoing requirements. Oversee asset management structure. Maintain properties and assist tenants with collecting payments, scheduling maintenance requests, resolving conflicts, and communicating regularly as needed.

Whitewater, Wisconsin, United States

Provide oversight and feedback to virtual learners; answer student inquiries; monitor progress; grade assignments and tests; and update records.

Lake Mills, Wisconsin

High school teacher of various business courses to include Accounting; Advanced Accounting; Business and Personal Law; Personal Finance; Marketing; Introduction to Business; Advanced Computer Applications; and Life Strategies. Represented staff on Leadership Committee. Served as Career and Technical Education Department Head and Sophomore Class Advisor. Supervised youth apprenticeship students in the workplace while fostering relationships with local businesses. Oversaw student managed school store operations. Created and facilitated school and community volunteer events. Coached girls’ basketball.

Bowie, Maryland, United States

Remote preparation of a variety of estate planning documents to include irrevocable and revocable trust, living will, power of attorney, advanced directive, deed, and asset transfer forms. Utilize various customized firm software to include Formstack, Infusion Soft, Smart Vault, and Access. Communicate with attorneys to provide detailed and accurate plans.

Lake Mills, Wisconsin, United States

Responsible for payroll processing and tax reporting for three small businesses. Managed various business operations. Trained and supervised employees.

Madison, Wisconsin, United States

Hired initially to assist in the startup of private practice law firm. Developed processes and procedures for daily operations. Responsible for assisting clients with legal matters; drafting legal documents; investigating and researching legal aspects of projects; and facilitating real estate closings.

Madison, Wisconsin Area

Involved in many facets of a large, successful corporation over a ten-year period including human resources, insurance, investments, employee benefits, legal, marketing, computer training, and international relations. Assisted with legal advice, opinions and counseling to executives and senior management on corporate initiatives. Investigated and researched assigned legal aspects of projects. Drafted legal documents. Developed and interacted with key outside contacts. Responsible for administration of variable investment products. Prepared and filed securities reports with the Securities and Exchange Commission. Developed and maintained working knowledge of sophisticated software system for electronic filing. Kept abreast of changes in securities regulations. Coordinated assembly of prospectuses and shareholder reports. Supervised Law Technical Specialist position. Worked under tight deadlines and with a heavy workload. Received several corporate awards, high level performance evaluations, and promotions for assuming additional responsibility and completing assignments under critical deadlines.

Chicago, Illinois, United States

Interviewed prospective instructors and made hiring recommendations. Facilitated orientation for new students. Evaluated instructors during class visits. Provided ongoing assistance to students as needed. Kept students informed of changes in program and market. Assisted with open house workshops. Served on Wisconsin Advisory Board. Taught a career planning workshop each semester.

Masters, Business Education; Magna Cum Laude

Activities and Societies: Delta Pi Epsilon (graduate honorary society)

Paralegal Certification, Paralegal Studies

Nationally accredited by the Accrediting Council for Continuing Education and Training since 1981.

Bachelor Of Science, Business Administration, Management And Operations; Cum Laude