Carter Lundy

Chief Of Staff at Delphi Digital
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles, California, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Research Services
    • 1 - 100 Employee
    • Chief Of Staff
      • Aug 2022 - Apr 2023

      Los Angeles, California, United States Connectooor

    • Special Projects Lead
      • Oct 2021 - Aug 2022

      Los Angeles, California, United States Lead a team of research analysts who conduct DD and write research reports

    • Business Consulting and Services
    • 700 & Above Employee
    • Consultant
      • Aug 2020 - Oct 2021

      Los Angeles, California, United States Consulting with Fortune 500 companies and ultra-high net worth individuals in legal matters concerning residency tax and potential and ongoing controversy with tax courts. Research applicable laws and regulations to strategize and prepare client deliverables, such as memos and legal opinions. Work with M&A teams to determine and advise on existing legal exposure.

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Legal Tax Research Assistant for Professor Frank J. Doti
      • Jan 2019 - May 2020

      Orange County, California Area Researching and dissecting the many nuances of state enacted sales tax legislation in light of the Supreme Court’s landmark decision in South Dakota v. Wayfair, including constitutionality, consequences, and practical solutions for upcoming publication. Working with state legislators and tax professionals to better understand constitutional limitations and implications of post-Wayfair regulation. Compiling past California bar exam data to understand macro trends in subject testing. Organizing… Show more Researching and dissecting the many nuances of state enacted sales tax legislation in light of the Supreme Court’s landmark decision in South Dakota v. Wayfair, including constitutionality, consequences, and practical solutions for upcoming publication. Working with state legislators and tax professionals to better understand constitutional limitations and implications of post-Wayfair regulation. Compiling past California bar exam data to understand macro trends in subject testing. Organizing California bar exam data into meaningful sets for use in upcoming academic article.

    • J.D. Candidate
      • Aug 2017 - May 2020

      Orange County, California Area Double Emphasis Tax and Business Law Honors Scholarship Recipient CALI Excellence for the Future Award ABA Law Student Tax Challenge Academic Fellow, Federal Income Tax Alternative Dispute Resolution Team; Tax Law Society

    • United States
    • Venture Capital and Private Equity Principals
    • Partner
      • Jul 2017 - Jan 2020

      Greater Los Angeles Area Created and executed a multi-faceted investment strategy for our Limited Partners. Analyzed and invested in 21 crypto companies with 11 successful exits. Consulted & advised clients on go to market strategy and structure. Stepped down to pursue legal opportunities.

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Summer Associate
      • Jan 2019 - Aug 2019

      Greater Los Angeles Area Drafted, reviewed, and redlined offering prospectus, supplements, and quarterly and annual reports for the Securities and Exchange Commission. Complied with FINRA and Federal Securities Laws as it pertained to Broker-Dealer requirements and Regulation A+ offerings. Analyzed tax implications and developed strategy for asset acquisitions and dispositions. Audited property transfer documents and other legal documents to ensure corporate governance compliance. Edited and revised corporate… Show more Drafted, reviewed, and redlined offering prospectus, supplements, and quarterly and annual reports for the Securities and Exchange Commission. Complied with FINRA and Federal Securities Laws as it pertained to Broker-Dealer requirements and Regulation A+ offerings. Analyzed tax implications and developed strategy for asset acquisitions and dispositions. Audited property transfer documents and other legal documents to ensure corporate governance compliance. Edited and revised corporate governance files, policies, and other internal agreements. Received full time offer upon graduation. Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • Executive Consultant
      • Sep 2014 - Feb 2017

      San Francisco Bay Area Strategized with executive management to create policies and implement back-end software systems to adequately comply with California labor and employment law. Diligently collaborated with client’s labor attorneys to ensure fully compliant software implementations. Educated C-level executives on the everchanging nuances of California employment law. Led over 30 complex software implementations as project lead and trainer.

Education

  • Chapman University, School of Law
    Doctor of Law - JD, Law
    2017 - 2020
  • Purdue University
    Bachelor’s Degree, Cum Laude;, Business Administration and Management and Economics

Community

You need to have a working account to view this content. Click here to join now