Kaileen Dummar Email & Phone Number

Glastonbury, Ct, Us

Orange, Ct

Greater San Diego Area

Greater San Diego Area

Leading San Diego Wealth Management Firm specializing in boutique like service. Manages 100 Million in assets.Built client relationships to better understand individual monetary needs and participated in related reviews.Implemented new software and maintained all IT, including current hardware repair and maintenance and new device purchasing and installation. Organized and participated in marketing and sales events.Worked closely with custodian to ensure legal compliance and/or best practices relating to Profit Sharing Plans, Simplified Employee Pension Plans, 401k plans, Charitable Remainder Unified Trusts, Standard Trusts, Inheritance Trusts, IRAs/ROTH IRAs and Standard TOD Brokerage accounts.Maintained extremely detailed, organized client history for reference and update at each quarterly or semi-annual review; both for legal due diligence purposes and to ensure client retention by way of effective/appropriate investment advising.

San Diego, California

Managed large customer mobile and IT interface activity using proprietary software.Primary customer and Internal Problem solving liasonWorked with all levels of upper management to support, assist in evaluation of options and decision making.Instrumental in identification and remedy of systemic implementations errors, focusing on providing predictive anaysis of expenditures, action plans to streamline analysis and funds transfer efficiency recommendations.

Farmington, Connecticut

Trained new paralegal hires, ensured complete understanding and accuracy of tasks. Responsible for ensuring timeliness, accuracy, execution and filing of required court documents prior to foreclosure judgment and title vesting. Prepared Affidavits of Debt, Attorney Fee Affidavits, Defaults, Military Affidavits and other relavant notices. Performed analysis on a case by case basis, with special attention given to identifying the existence of pending mediations and/or contested actions.

Hartford, Connecticut

Analyze/audit foreclosure proceedings, perform financial background analysis of delinquent borrowers. Ensure compliance with Fair Debt Collection guidelines, utilizing federal and state regulatory knowledge of commercial and residential mortgage loans.

Bachelor Of Arts (B.A.), Political Science And Government

Studied Political Science; strong focus on public speaking, effective persuasive and research writing techniques; took Anthropology.

Paralegal Studies, Legal Assistant/Paralegal

Studied Civil Litigation and Inheritance Laws; learned how to best handle ownership or transfer of tangible property between many entities.