Provide expert legal solutions to top tier law firms and corporations in the US.

I am the owner and a travel agent of Castle Escapes Travel that specializes in theme park vacations, cruises and all-inclusive beach vacations. I research and book travel for a variety of budgets and interests. I manage the sale and service of travel reservations, vendor relationship, hiring and management of a team of 21 independent contractors, the payment of commissions and the everyday operations of the agency. http://www.castleescapestravel.com

I am a Client Relationship Manager who is a single point of contact for any corporate formations, amendments, mergers, dissolutions, document retrievals, UCC filings/searches, process agency appointments, legalization/apostile of documents and more. My goal is to provide white glove service to the top law firms in the country.

Preparation of certificates of incorporation/formation, bylaws/operating agreements and applications of authority for many different corporate entities. Maintain corporate record books for 500 plus companies. Performing of Anti-Money Laundering/Know-Your-Client reviews. Liaise with managing directors and outside legal counsel to perform takeovers of public companies by a private equity firm. Review and preparation of Section 16 filings with the SEC. Assisting in implementation of entity management software. Mentoring of junior legal assistant.

Specialize in structuring support to the asset securitization industry through independent governance, ownership & management of special purpose entities formed in connection with the issuance of commercial paper and other forms of securitized debt. Maintenance of corporate minute books internally and for our corporate secretarial product line. Customer interaction with clients related to Lord providing Independent Directors and Managers both domestically and globally. Heavily involved with all new business and marketing of the firm’s services. Team leader for the Process Agent product line both domestically and internationally. Train and mentor new hires.

Coordinated and managed multiple transactional closings of multi-million dollar merger/acquisitions for private equity companies. Drafted closing document checklists and indices. Prepared closing documents for execution. Prepared closing binders documenting the transaction’s closing. Drafted and reviewed secretary’s certificates and resolutions. Reviewed and analyzed lien search reports and good standing documents. Analyzed results and prepared summary charts outlining results of UCC searches performed. Prepared financing statements, amendments and related schedules. Prepared certificates of incorporation/formation, bylaws/operating agreements and applications of authority. Maintained corporate record books for many corporate clients. Supervised and trained junior paralegals. Worked closely with partners and senior associates.

Drafting of LLC & LP formations along with Incorporations and other legal documents that are filed in all 51 jurisdictions. Provided information, and recommended solutions and options to attorneys/legal assistants regarding state filing requirements. Extensive customer interaction regarding business entity requirements regarding filing of different documents with various jurisdictions. Acted as liaison between corporate attorneys, paralegals and state officials. Worked with team members in providing guidance and improving efficiencies in workflow. Closely interacted with the team leader to monitor and achieve team goals. Trained and mentored new team members. 2005 CLS Achievers Club attendee based on other employee nominations and excellent performance in my position.