Debra Aldred

Paralegal at Coolidge Wall
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Dayton, Ohio, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Anne Cornwell

Deb impressed me because she looked for the most efficient ways to manage large amounts of information as well as repetitious tasks that had to be done perfectly but took lots of time. She committed time and effort to learning new methods, or technology tools, because she knew the payoff was better customer service as well as better utilization of her time. She was quick to grasp the bits and pieces of training or software that would make a difference to her work and then run with it.

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

Credentials

  • Paralegal Certification
    Ohio State Bar Association

Experience

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Paralegal
      • Feb 2017 - Present

    • Paralegal
      • Feb 2017 - Present

      Assist Shareholders and Associates by forming and dissolving business entities, by drafting entity resolutions, and by preparing documentation for mergers and acquisitions. • Assist in drafting corporation and limited liability company documents filing initial articles, qualifications, amendments, conversions and mergers • File UCC financing statements, amendments, terminations, and continuations • Assist with drafting and reviewing Asset Purchase Agreements, Stock Purchase Agreements and Plan of Merger • Assist with drafting and reviewing ancillary documents associated with transactions Show less

    • Paralegal Specialist
      • May 2010 - Feb 2017

      Nationwide Mutual Insurance Company, Columbus, Ohio (October 2009 – present)Paralegal SpecialistAccomplished goals of the Office of Corporate Governance and Secretary in partnering with business units regarding the formation, amendment, dissolution and merger of entities, and by overseeing and improving the annual report process. Helped bring GEMS into the Department:• Partner with various stakeholders to put a request for proposal for statutory agent services• Managed the change of statutory agent for over 2,000 units• Maintained and improved the Global Entity Management System (GEMs)• Prepared and filed annual reports to maintain entity compliance with state reporting laws• Reviewed reports from CSC to determine status of annual reports it will be filing• Reviewed statutes and regulators to form, maintain and dissolve various entities• Audited approximately 250 companies in all 50 states Show less

    • Paralegal
      • Oct 2009 - May 2010

      As a temporary contractor, assisted the Managers in the Office of Corporate Governance and Secretary by auditing the current and former business entities to determine their current status, researched and began a remediation plan for individual companies to rectify issues.• Audited approximately 250 companies in all 50 states• Created a spreadsheet to contain the information found in the audit• Created a remediation plan to resolve issues brought to light by the audit• Prepare and file annual reports • Review reports from CT Corporation to determine status of annual reports it will be filing for various companies Show less

    • Paralegal II
      • Apr 2007 - Dec 2008

      Assisted the Director of Compliance and General Counsel in tracking new laws and regulations affecting property and casualty insurance companies, and researched multi-state jurisdictions pertaining to the insurance business and insurance law. • Monitored compliance with regulatory agencies • Interacted with various departments of the corporation to elicit information for purposes of evaluating compliance • Tested and implemented Compliance360 (compliance management program) • Tested and implemented LexisNexis Insurance Compliance software Show less

    • First Vice President
      • 2001 - 2008

      Responsible for maintaining membership information Responsible for maintaining membership information

    • Paralegal
      • Nov 2003 - Apr 2007

      • Forming and dissolving business entities • Drafting entity resolutions • Preparing documentation for mergers and acquisitions • Preparing, amending, assigning and terminating UCC Financing Statements • Drafting new loan documents and amending current loan facilities • Maintaining intellectual property database • Filing trademarks with the U. S. Patent and Trademark Office • Handling audit letter requests • Forming and dissolving business entities • Drafting entity resolutions • Preparing documentation for mergers and acquisitions • Preparing, amending, assigning and terminating UCC Financing Statements • Drafting new loan documents and amending current loan facilities • Maintaining intellectual property database • Filing trademarks with the U. S. Patent and Trademark Office • Handling audit letter requests

    • United States
    • Financial Services
    • 700 & Above Employee
    • Paralegal
      • Nov 2000 - Nov 2003

      • Incorporating and dissolving corporations • Preparing and filing branch applications for various states • Preparing, filing and renewing various business licenses • Drafting ancillary merger documents • Preparing corporate minutes • Maintenance of corporate records • Drafting new loan documents and amending current loan facilities • Assisting in filing Section 16 required documents • Incorporating and dissolving corporations • Preparing and filing branch applications for various states • Preparing, filing and renewing various business licenses • Drafting ancillary merger documents • Preparing corporate minutes • Maintenance of corporate records • Drafting new loan documents and amending current loan facilities • Assisting in filing Section 16 required documents

    • Paralegal
      • Feb 1994 - Nov 2000

      Assisted Executive Committee Members, Partners and Associates in forming and dissolving business entities, drafting entity resolutions, preparing documentation for mergers and acquisitions, drafting new loan documents and amending current loan facilities, maintaining intellectual property database, and filing trademarks with the U. S. Patent and Trademark Office • At client’s premises, organized documentation for the sale of multiple hospitals and medical practices, including organizing due diligence review by multiple parties, finding answers for the due diligence teams, assisting in the presentation of the bids to the Board of Directors, drafting asset sale documents and attending closing • Assisted clients in preparing for board of director meetings and annual shareholder meetings Show less

Education

  • Miami University
    Associate, General Business
    2008 - 2008

Community

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