Connor Sheridan Email & Phone Number

I am a recently barred attorney that brings a wealth of regulatory experience from my prior role as a paralegal and regulatory analyst, where I honed my skills in the intricacies of legal and financial documentation. I have a proven track record of success in preparing fund prospectuses and offering documents under Form N-1A for submission to the Securities and Exchange Commission. My role extended to drafting internal board disclosures, initial prospectuses and post-effective amendments, and coordinating the launch of three new funds and a new trust.In addition to my expertise in fund-related matters, I have also prepared shareholder reports, and drafting proxy statements (Schedule 14A) for shareholder votes on new trustees. I have developed a keen understanding of the importance of accurate and accessible information. Collaborating closely with product and contracts attorneys, I ensured the accuracy of fund filing documents and audit materials.My role extended to coordinating with fund portfolio managers and attorneys to compile information for sub-advised clients, showcasing my ability to work seamlessly across teams. Notably, I played a pivotal role in training new hires in departmental policies and procedures, contributing to the overall efficiency of the team.I am excited to bring my unique blend of legal acumen and hands-on experience to new challenges and opportunities. Let's connect and explore how my skills can contribute to the success of your team or organization.