Mackey Jackson Email & Phone Number

California, United States

San Francisco Bay Area

Santa Cruz, California, United States

Associate attorney for civil cases, involving landlord/tenant, estate planning, probate, and family law. Perform various tasks, such as preparation of memos, briefs, points and authorities, declarations, propounding of discovery and other court filings. Communicate with clients and conduct interviews to provide clear, concise, and empathetic counsel to clients. Play role as key utility player, taking on any and all requests from firm owner to ensure zero discrepancies.● Carried out legal research on case law and regulations to find support for specific legal issue or decision.● Implement and trained on case management software and contract management software

New York, New York

Oversaw project caseload of 5-10 clients at time in order to provide optimum services, while complying with company standards. Devised Microsoft project plans / documentation, communicated, tracked, and managed progress, work effort, budget, and change order management process. Drafted / negotiated statements of work for software services, licenses, and SaaS services to improve scalability and integration. Documented workflows and pain points, managed product to work with clients in order to identify issues and determine development needs according to requirement in software to alleviate issue.● Led full suite implementation and upgrades of Advent Software products remotely, such as portfolio accounting reconciliation, live trading, and compliance products.● Spearheaded on-site multi-day project planning workshops with advent stakeholders / customer executive sponsors and C levels / ops to identify all aspects of project scope, set proper expectations, and gain buy in from project sponsors.● Managed 5-10 standard projects with budgets between $100,000-300,000 and received consistently positive reviews from clients on post implementation survey to measure things like "overall satisfaction with implementation.”

New York City

Developed scalable workflow solutions for Registered Investment Advisors to ensure compliance with 1940’s Act and other SEC regulations in live securities trading environment through regulation analysis. Performed services as primary technical and workflow escalation point for Rules Manager software for sales, support, training, conferences, and customers. Assisted sales team through client demos and sales estimate contracts creation, negotiation and work statements. Liaised among sales / support and development team and worked well collaboratively among development teams / clients, sales teams, and junior team members. Provided expert knowledge of trade order management / compliance workflows in order to run implementation projects of clients.● Deployed 60+% of global clients with installation and MS server setup environments, SQL, SEC rule writing / interpretation, workflows, training, phone consults, project management, on-site workshops, training, and go-lives.● Created and delivered all internal / external compliance training programs to excel in achieving company goals.

Senior support representative for the world leading Order Management System- Moxy

Support representative for the leading portfolio accounting system- Advent's Axys.

Doctor Of Law - Jd - Magna Cum Laude

B.A W\Honors, History & Psychology

Activities and Societies: Phi Chi- National Honor Society in Psychology

Education record

Activities and Societies: Women's Rugby

Education record

Activities and Societies: Student counsel president