Attorney
CurrentAssist solo practitioner part time with estate planning work overflow.
May 2020 - Present
AeroLeads people directory · profile
Katie Patel Email & Phone Number
1 work email found
@talife.com
4 phones found area 319 and 800
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Attorney
Location
Snohomish, Washington, United States
Who is Katie Patel? Overview
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Quick answer
Katie Patel is listed as Attorney at PARACLETE ESTATE PLANNING, A LIMITED LIABILITY COMPANY, based in Snohomish, Washington, United States. AeroLeads shows a work email signal at talife.com, phone signal with area code 319, 800, and a matched LinkedIn profile for Katie Patel.
Katie Patel previously worked as Counsel at Transamerica and Staff Attorney at Transamerica. Katie Patel holds Juris Doctor, Law from Concord Law School - Kaplan University.
Company email context
Email format at PARACLETE ESTATE PLANNING, A LIMITED LIABILITY COMPANY
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{first}.{last}@talife.com
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AeroLeads found 1 current-domain work email signal for Katie Patel. Compare company email patterns before reaching out.
Profile bio
About Katie Patel
I am an attorney with expertise in corporate governance and insurance compliance, including SEC reporting, stock exchange listing requirements, investor relations, shareholder meetings, board reporting and governance, conflict of interest reporting, executive compensation, corporate records, contracts, mergers and acquisitions, intellectual property, insurer state regulatory compliance, data privacy, financial crimes compliance, economic sanctions, anti-money laundering, fraud, bribery and corruption, risk assessments, compliance testing, and internal investigations.
Listed skills include Corporate Law, Legal Writing, Intellectual Property, Litigation, and 25 others.
Current workplace
Katie Patel's current company
Company context helps verify the profile and gives searchers a useful next step.
Paraclete Estate Planning, A Limited Liability Company
AeroLeads page
10 roles
Katie Patel work experience
A career timeline built from the work history available for this profile.
Counsel
Advise regarding financial crime (anti-money laundering, international sanctions, fraud, elder financial exploitation). Manage the compliance testing/audit team and provide legal advice on compliance gaps of all topics. Conduct internal investigations into compliance issues.
Oct 2016 - May 2019
Staff Attorney
Aug 2014 - Oct 2016
Senior Paralegal
May 2012 - Aug 2014
Legal Consultant
Provide support and direction for legal department projects
Jun 2011 - May 2012
Legal Affairs Administrator And Corporate Secretary
Prepared board reports and correspondence; attended board and committee meetings; maintained corporate records; prepared SEC filings including Section 16 filings; prepared press releases including earnings releases; monitored compliance with state law, stock exchange requirements, and SEC regulations; administered stock awards and drafted stock award.
Sep 2007 - May 2011
Business Affairs Associate And Assistant Corporate Secretary
Drafted corporate resolutions and minutes, prepared board materials, maintained corporate records for parent company and subsidiaries, organized and coordinated all stockholder meetings and mailings; drafted SEC filings including Section 16 filings; EDGARized and filed in house all SEC filings and coordinated SEC filing data inputs with finance team.
Feb 2005 - Sep 2007
Executive Assistant To Chief Financial Officer
Assisted Chief Financial Officer in managing various finance department projects, including many cost reduction initiatives relating to insurance, financial printing, and office management contracts
May 2000 - Feb 2005
Receptionist
Assisted with various projects for different teams and provided general administrative support.
Jan 2000 - May 2000
English Teacher
Taught English as a foreign language to Japanese adults in Tottori, Japan
May 1998 - May 1999
2 education records
Katie Patel education
Juris Doctor, Law
Bachelor Of Arts, Philosophy
FAQ
Frequently asked questions about Katie Patel
Quick answers generated from the profile data available on this page.
What company does Katie Patel work for?
Katie Patel works for PARACLETE ESTATE PLANNING, A LIMITED LIABILITY COMPANY.
What is Katie Patel's role at PARACLETE ESTATE PLANNING, A LIMITED LIABILITY COMPANY?
Katie Patel is listed as Attorney at PARACLETE ESTATE PLANNING, A LIMITED LIABILITY COMPANY.
What is Katie Patel's email address?
AeroLeads has found 1 work email signal at @talife.com for Katie Patel at PARACLETE ESTATE PLANNING, A LIMITED LIABILITY COMPANY.
What is Katie Patel's phone number?
AeroLeads has found 4 phone signal(s) with area code 319, 800 for Katie Patel at PARACLETE ESTATE PLANNING, A LIMITED LIABILITY COMPANY.
Where is Katie Patel based?
Katie Patel is based in Snohomish, Washington, United States while working with PARACLETE ESTATE PLANNING, A LIMITED LIABILITY COMPANY.
What companies has Katie Patel worked for?
Katie Patel has worked for Paraclete Estate Planning, A Limited Liability Company, Transamerica, Reading International, Inc., and Aeon Corporation.
How can I contact Katie Patel?
You can use AeroLeads to view verified contact signals for Katie Patel at PARACLETE ESTATE PLANNING, A LIMITED LIABILITY COMPANY, including work email, phone, and LinkedIn data when available.
What schools did Katie Patel attend?
Katie Patel holds Juris Doctor, Law from Concord Law School - Kaplan University.
What skills is Katie Patel known for?
Katie Patel is listed with skills including Corporate Law, Legal Writing, Intellectual Property, Litigation, Contract Negotiation, Corporate Governance, Westlaw, and Commercial Litigation.
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