Marie M. Email and Phone Number

IP Paralegal / Innovation Analyst – Interacted & provided support to Moffitt’s faculty/staff with the coordination of IP protection for patents, trademarks, & copyrights as well as analysis of industry business intelligences services. Business Intelligence - Gathered, analyzed & reported on industry business intelligence. Effectively monitored & managed existing/emerging contracts utilizing software database for contracts management. Followed written risk & compliance policies, standards, & procedures by applying techniques to solve business challenges, which can potentially impact current and/or future business strategy. Researched/gathered relevant business intelligence on potential licensing partners, industry collaborators & other strategic partners for dissemination to appropriate stakeholders. Utilized business intelligence to prepare reports and executive summaries. IP Protection - Assisted with trademark searching, copyright & patent filing as well as patent/trademark prosecution. Utilized business analytical/technical knowledge to participate in discussions with cross functional teams to collaborate on business objectives & influence solution strategies. Assisted with trademark searches for acquiring identical & similar marks for trademark oppositions. Processed copyright registration filings & assisted with filing, prosecution & maintenance of trademarks/patents for the U.S. Patent & Trademark Office. Business Records Management - Created/updated all IP agreement records and folders in department database and on shared network drive. Managed agreement negotiations involving various contracts with academic/industry collaborators, and start-up companies. Database Administration & Reporting - Administered department database & generated stakeholders' reports. Assisted with preparing/editing policies & procedures for operations of department & redesigned processes/procedures to improve effectiveness/efficiencies.

Senior Corporate Paralegal - Provided diverse support to the General Counsel while maintaining proficiency in the performance of duties, a high degree of attention to detail and professionally manages highly sensitive and confidential information. Prepared and proofread legal documents; pleadings, motions, briefs, affidavits, appeals, corporate contracts, settlement agreements, as well as initial and amended articles of incorporation. Processed litigation cases involving small claims, employment claims and general real estate and garnishment matters. Coordinated, compiled and distributed information and documents in response to legal requests and ensured dental board requests, record request subpoenas and special project deadlines are completed in a timely manner. Analyzed and researched legal issues and primary sources of law; statutes, rules, regulations, recorded judicial decisions, legal articles, treaties, constitutions, and legal codes to ensure all pertinent statutes, administrative codes and dental board rules are updated and maintained in the department’s database. Managed legal invoices by utilizing a deductible spreadsheet to ensure billing invoices are coded and maintained. Prepared dental records for the Chief Clinical Officer’s review as well as coordinated the Chief Legal Officer’s scheduling for conference calls, meetings, hearings, and depositions.

Legal Assistant / Caseworker - Developed case information, evidence, and settlement options; managed cases and provided assistance for the attorney's trial proceedings. Communicated with clients, doctors, and facilities to obtain medical updates, records and provide pertinent information in response to the Disability Determinations Office’s (DDS) request. Maintained client records and verified all medical evidence is provided for the attorney’s review prior to submitting documents to the DDS for an appeal. Prepared content-specific files reflecting case-relevant data and materials to ensure proper case management.

Legal Assistant – Provided attorney support with conducting legal research, drafting, and reviewing legal documents, organizing, and maintaining files as well as preparing hearings, trials, and meetings. Researched and analyzed law sources such as statutes, legal articles, treaties, and legal codes to prepare legal documents, such as pleadings, motion and orders, appeals, amended articles, complaints, and summons for review, approval, and use by attorney. Investigated facts and case law to determine cause of action and to prepare case accordingly. Prepared affidavits of documents and maintained document file. Directed delivery of subpoenas to witnesses and parties of action. Managed department’s database filing system and directories by maintaining departmental files and ensuring original legal documents are properly indexed, scanned and filed.

Collateral Analyst - Analyzed collaterals and provided detailed reports for accounts while ensuring compliance and financial requirements are met to secure potential loans. Objectively evaluated client credit availability on asset based revolving lines of credit using agreed loan covenants and actual collateral balances submitted on borrowing base statements. Responded to daily client credit advance requests by confirming credit availability. Completed all pre-funding and documentation requirements for new and renewal activity to ensure accurate collateral positions.

Accounts Receivable Clerk – Posted customer payments by recording cash, checks, and credit card transactions as well as revenue by verifying and entering transactions from lock box and local deposits. Processed the daily task of entering billing, collections, and information into Point-of-Sales system. Researched, reviewed, and approved new and current customers for AAA memberships. Entered data into system to report monthly gains and losses of AAA member’s renewals and deactivations.