Geoffrey Rocca

Information & Records Clerk at Asian Law Alliance
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Contact Information
us****@****om
(386) 825-5501
Location
Santa Clara, California, United States, US
Skills

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Credentials

  • Passed 3 CFA exams on first attempt
    CFA Institute
    Aug, 2013
    - Nov, 2024

Experience

  • Asian Law Alliance
    • United States
    • Law Practice
    • 1 - 100 Employee
    • Information & Records Clerk
      • Aug 2019 - Present

      • Maintaining records of legal correspondence and case management events using the Abacus database system• Performing various immigration paralegal tasks primarily regarding DACA, asylum applications and other residential visas• Intake and scheduling of clients • Translation of documents between Spanish and English • Maintaining records of legal correspondence and case management events using the Abacus database system• Performing various immigration paralegal tasks primarily regarding DACA, asylum applications and other residential visas• Intake and scheduling of clients • Translation of documents between Spanish and English

  • Self-employed
    • Value Investing Analyst
      • Sep 2006 - Present

      Responsible for providing valuation of publicly traded equity and debt securities across multiple industries for the use of professional investors Responsible for researching corporate financial viability for forecasting financial performanceApplying analysis of complex legal situations of corporations to proactively predict impact of legal issues on future financial performanceResponsible for the management and maintenance of investing website www.fructivore.com Applying detailed knowledge of financial accounting from the prospective of a user of financial statements

  • Walker's Manual, Inc
    • Equity Research Analyst
      • Dec 2009 - May 2010

      Retained to provide in-depth research and valuation for publicly traded, small cap companiesResponsible for identifying undervalued companies in an attempt to provide higher returns with minimal risks to investorsResponsible for the production of reports on prospective investment opportunitiesResponsible for presenting financial findings to the firm’s management Retained to provide in-depth research and valuation for publicly traded, small cap companiesResponsible for identifying undervalued companies in an attempt to provide higher returns with minimal risks to investorsResponsible for the production of reports on prospective investment opportunitiesResponsible for presenting financial findings to the firm’s management

  • Consumer Law Center
    • Law Clerk
      • May 2005 - Aug 2006

      Responsible for providing legal advice to clients in the area of consumer protectionProvided advice and analysis for law-and-motion consumer litigation and bankruptcy practiceResponsible for the management of the firm’s calendaring for hearings, motions and client meetingsDrafted motions and pleadings in cases involving federal and state consumer protection law and bankruptcyResponsible for propounding and providing a response to motions for discovery (incl. heavy involvement in meet and confer process and motions to compel responses)Responsible for researching, drafting and reviewing appellate briefs from two circuit courtsDrafted a brief for a motion whose language was incorporated, in its entirety, in a precedent-setting decision in the 9th Circuit Federal Court Propounding and responding to discovery, including heavy involvement in meet and confer process and motions to compel responses.Researching, drafting and reviewing two circuit court appellate briefs.

  • Katherine & George Alexander Community Law Center
    • Clinical Student
      • Jan 2005 - May 2005

      Responsible for direct case management for several clients of a nationally-recognized consumer advocacy attorneyResponsible for liaising with clients and opposing counsel in an attempt to mediate settlement issuesResearched and drafted motions and pleadings in cases involving federal and state consumer protection lawResponsible for the drafting of motions requesting class action certificationResponsible for the intake, consultation and overall counseling of clients in the area of consumer protection law and bankruptcyResearched and drafted complaints demanding the rescission of auto sales finance contracts Interviewing and counseling clients regarding consumer protection law and bankruptcy.

Education

  • Santa Clara University School of Law
    J.D
    2003 - 2006
  • Santa Clara University
    B.A, Japanese Studies & English
    1999 - 2003

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