Tampa, Florida, United States
PUBLIC FINANCE SPECIALIST (September 2016 - present) Work in the Public Finance Department assisting Shareholders (Brian Fender and Jennifer LaRocco) and Associate (Sarah Parrow) specializing in municipal bond financings as bond, disclosure, and underwriters' counsel; Prepare first drafts of bond documents (i.e., official statements, purchase contracts, opinion letters, blue sky surveys, etc.); Research financial statements and economic reports to update statistical information regarding issuers; Distribute draft documents to working group via e-mail; Communicate with various printing companies to post and print official statements; Prepare closing documents; Submit electronic filings to Municipal Securities Rulemaking Board's Electronic Municipal Market Access System ("EMMA"); Organize due diligence materials for clients; Maintain Public Finance Department inbox, calendar, contacts, and comprehensive list of bond deals; Draft and finalize responses to Request for Proposals. LEGAL ASSISTANT (September 2003 - August 2016) Worked in the Public Finance Department assisting Shareholders (Frank Fleischer and Brian Fender) and Of Counsel (Jennifer LaRocco) specializing in municipal bond financings as disclosure and underwriters' counsel; Prepared first drafts of bond documents; Researched financial statements and economic reports to update statistical information regarding Issuers; Distributed draft documents to working group via e-mail; Monitored attorney's e-mail and made initial changes to documents based upon comments received from the working group; Participated in working group conference calls when attorney was delayed or unavailable for the call; Communicated with various printing companies to post and print official statements; Submitted electronic filings to EMMA; Drafted and finalized responses to Request for Proposals; Maintained attorney's personal financial accounts.
Legal Secretary for Partner, Associate and Paralegal Worked in the real estate department dealing with commercial transactions; Provided assistance with client trust accounts; Prepared various real estate documents for clients; Submitted conflict checks and followed procedures for opening new client matters; Communicated with accounting department to make sure time was allocated correctly on client bills; Performed various administrative tasks (i.e., answering phones, filing, sorting incoming mail, etc.).
Legal Secretary for Senior Partner (Michael J. Levitin), Associate (Edna M. Rienzi) and Paralegal Transferred to this office with Michael J. Levitin from Winthrop Stimson; Worked in the corporate department and assisted paralegal in the intellectual property department; Prepared various merger and acquisition documents for clients; Made travel arrangements for the attorneys and their clients; Formatted documents for filing with the Securities and Exchange Commission; Communicated with accounting department to make sure time was allocated correctly on client bills; Anticipated the needs of the attorneys and provided efficient error-free work product; Traveled to Bismarck, ND and Pittsburgh, PA to assist our client in its acquisition of other companies; Participated in the start-up of a new company and then the selling of that company.
Legal Secretary for Of Counsel (Douglas Ochs Adler), Associate (Michael J. Levitin) and Trade Analyst Transferred to this office with Douglas Ochs Adler from Verner Liipfert; Worked in the international finance, corporate and international trade departments; Prepared documents for filing with the Securities and Exchange Commission; Used encryption software to send e-mail messages to clients; Prepared graphical presentations for client meetings; Traveled to New York to assist with container ship refinancing; Traveled to Kansas and Paris, France to prepare documents for power plant facility in India; Operated computers/copiers programmed in French and connected to Washington office remotely.
Legal Secretary for Shareholder (Douglas Ochs Adler), Associate and Commercial Consultant Worked in the corporate/transactional/international department; Traveled to Karachi, Pakistan in February and March; Prepared closing documents for a new port facility; Connected to our Washington, D.C. office to check e-mail messages and download files remotely.