Experience

Canon Business Process Services

• United States
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Site Records Manager

  • Nov 2019 - Present

  Manage Records Department operations and staff at law firm account providing records management services that include creation of client folders, fulfillment of request for physical and electronic documents and records, and general information. Utilization of e-Docs Document & Records Management System. Currently Performing review and designation for destruction and digitization of all client files and documents. Provide monthly activity and production reports to client in monthly meetings. Conduct orientation to lateral attorneys and new hire support staff. Provide leadership, support & guidance to attorneys, administration, and site support staff in the absence of Site Manager. Show less



K&L Gates

• United States
• Law Practice
• 700 & Above Employee

• Records Supervisor

  • Oct 2013 - Nov 2019

  Oversee Records & Information Management for the NY Office of a Global Law Firm, operating under best practices managing physical and electronic documents utilizing firmwide systems of record; attorney onbording and integrating of lateral client material; off-boarding and external client transfer procedures; respond to Legal Hold/Preservation notices. Perform monthly compliance audits to preserve security and protection of the firm’s information assets. Oversee Records & Information Management for the NY Office of a Global Law Firm, operating under best practices managing physical and electronic documents utilizing firmwide systems of record; attorney onbording and integrating of lateral client material; off-boarding and external client transfer procedures; respond to Legal Hold/Preservation notices. Perform monthly compliance audits to preserve security and protection of the firm’s information assets.



The Rockefeller Foundation

• United States
• Non-profit Organizations
• 300 - 400 Employee

• Records Specialist (Contract Assignment)

  • Jun 2012 - Oct 2013

  Training and prepartion for Virtual Electronic Grants file roll out. Management of physical and electronic grant files for multiple programs; Utilizing Atlas/CRM on Sharepoint platform, quality control over grant materials and organizational tax information. Response to information and research request. Training and prepartion for Virtual Electronic Grants file roll out. Management of physical and electronic grant files for multiple programs; Utilizing Atlas/CRM on Sharepoint platform, quality control over grant materials and organizational tax information. Response to information and research request.



RR Donnelley

• United States
• Advertising Services
• 700 & Above Employee

• Document Analyst (Contract Assigment)

  • Aug 2010 - Jun 2011

  Global Records Management initiative for physical and electronic documents. • Identified, and review d safety, health and environmental (SHE) records • Assigned retention codes based on legal and regulatory requirements • Created electronic indexes document and retention data for final remediation • Managed travel, expense accounts and weekly reports Global Records Management initiative for physical and electronic documents. • Identified, and review d safety, health and environmental (SHE) records • Assigned retention codes based on legal and regulatory requirements • Created electronic indexes document and retention data for final remediation • Managed travel, expense accounts and weekly reports



Sabin Bermant & Gould LLP

• Law Practice
• 1 - 100 Employee

• Records Supervisor

  • Aug 2007 - Oct 2008

  •Managed records management database and services performed by staff of 5 records coordinators supporting multiple practice groups •Managed retention and destruction process ands procedures •Developed, trained, and cross-trained staff of 5 on the utilization of records management software and department functions and procedures •Implemented improved policies and procedures for physical file management and circulation •Assisted with the conversion and roll out of LegalKEY version 4.8 •Restructured file space to accommodate growth and expansion of files Show less



Williams Lea

• United States
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Records Supervisor

  • Oct 2006 - Aug 2007

  Large Scale re-stack project – Contract Assignment •Implemented retrieval & circulation system active and inactive files for large business units •Managed project staff of up to 30 records clerks performing multiple record management projects •Reduced over 1 Million documents thru indexing, archiving and compliance driven document destruction •Evaluated service needs and filing volume of business units to compare to reduce linear feet by accurate calculations Large Scale re-stack project – Contract Assignment •Implemented retrieval & circulation system active and inactive files for large business units •Managed project staff of up to 30 records clerks performing multiple record management projects •Reduced over 1 Million documents thru indexing, archiving and compliance driven document destruction •Evaluated service needs and filing volume of business units to compare to reduce linear feet by accurate calculations



Forrest Solutions Group

• United States
• Human Resources Services

• Records Manager

  • Feb 2006 - May 2006

  Records/Site Manager Law Firm Account Oversaw large records staff providing multipe services at client site. Records/Site Manager Law Firm Account Oversaw large records staff providing multipe services at client site.



Oce Business Services

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Assistant Records Manager

  • Mar 2004 - Feb 2006

  Assisted with the conversion and roll out of LegalKEY version 4.8 Restructured file space for IP Practice Group to accommodate growth and expansion of files • Managed records management database and services performed by staff of 5 records coordinators supporting multiple practice groups •Developed, trained, and cross-trained staff of 5 on the utilization of records management software and department functions and procedures Assisted with the conversion and roll out of LegalKEY version 4.8 Restructured file space for IP Practice Group to accommodate growth and expansion of files • Managed records management database and services performed by staff of 5 records coordinators supporting multiple practice groups •Developed, trained, and cross-trained staff of 5 on the utilization of records management software and department functions and procedures