Worked with both the business and wills, trusts, and estates departments; drafted wills, trusts, POA’s, medical directives, purchase orders; conducted research and drafted memos for will and trust litigation; conducted research and drafted memos for insurance litigation.

Prepared bench memos providing case facts and applicable laws and analyzing their application for each assignment of error; participated in the chambers discussions analyzing various legal issues in current cases before the Court of Appeals; observed oral arguments in front of three-judge panels.

Drafted Universal Periodic Review report submitted to the UN Human Rights Commission; provided internal memorandum research for amicus briefs and client representation; drafted Motion for Leave to Appear as Amici Curiae; crafted letters to the Department of Homeland Security and Department of Justice; Bluebooked letters, reports, and amicus briefs.

Assigned to a different court and judge weekly to observe and inquire as to the procedure and particularities of cases from a judge’s perspective; assisted judges with research and review of their daily docket.

Asked to join the team in transition from Morgan Stanley Smith Barney; researched and analyzed new potential micro and small-cap investments; established and implemented client review schedule; headed transition and organization of ~$110 million in assets while creating new client relationships; provided trading support, technical analysis, and portfolio allocation management; established marketing program for existing and newly targeted clientele – helped achieve $180MM AUM within 6 months of implementation and $1.7MM in production in the first year.

Played professionally throughout the greater Scottsdale/ Phoenix area.