Corporate Finance Associate

• Sep 2023 - Present

Business Transactions Attorney

• Jun 2023 - Sep 2023

Associate Attorney

• Jan 2022 - Jun 2023

Dinsmore and Shohl is a national law firm based out of Cincinnati Ohio with a presence in Denver, Colorado. - Prepare and negotiate bond transaction documents, including indentures, loan agreements, purchase contracts, tax agreements and closing documents. - Prepare disclosures related to offering documents and other federal and state securities-related documents, research relevant tax law, and help with other aspects of closing tax-exempt bond deals. - Work on federal and construction litigation matters, help various-sized companies set up, close down, go through bankruptcy, and hold client meetings. - Manage due diligence, closings, regulatory filings, and post-acquisition integration. - Structure and form corporations, limited liability companies, partnerships, and other business arrangements. - Conduct primary and secondary economic, demographic, and real estate research. - Research investment opportunities in operating companies, separate accounts, programmatic joint ventures, and funds. - Review existing assets, including investment performance reporting, hold/sell analyses, compliance reviews, budget reviews, capital plans, and restructuring analyses. - Prepare reports and presentations to communicate key findings and recommendations to Investment Committee and clients. Show less

Student Attorney

• Jan 2021 - May 2021

The Weibling Entrepreneurship Clinic at the University of Nebraska College of Law provides free advice and legal representation to start-up business clients throughout the State of Nebraska. The E-Clinic handles a variety of early-stage legal matters, including entity formation, contract drafting and review, intellectual property protection, regulatory, compliance and other transactional legal matters. Law students provide these legal services under direct supervision of Professor Brett Stohs. Participating students develop practical skills necessary for the effective practice of transactional law, gain an understanding of entrepreneurs and small businesses as clients, and grapple with the interplay of legal, ethical and practical considerations that impact the provision of effective legal services. - Began and maintained a caseload of entrepreneurs to provide legal advice during the design of financial products from inception to completion. - Advised and executed mergers and acquisitions, partnerships/LLC setup, and other commercial transactions. - Presented on corporate governance and commercial financial planning issues, including venture capital financing transactions and stocks/bonds. - Structured and formed corporations, limited liability companies, partnerships, and other business arrangements. - Analyzed, summarized, and prepared complicated legal documents, including contracts, and suggested alternative documents or strategies to improve clients’ goals. - Presented and advised on federal and state securities compliance, including, without limitation, IPOs and the preparation of securities disclosure documents for both publicly traded and privately held companies. - Structured, negotiated and closed mergers, acquisitions, asset purchases, private equity purchases, loan transactions, joint ventures, and strategic alliances for small to medium-sized businesses in Nebraska. Show less

Student Research Assistant

• Aug 2020 - May 2021

In my final year of law school, I worked as a research assistant for Professor James Tierney at the University of Nebraska College of Law on a project that looks at how securities regulators impose enforcement sanctions. Carrying out that empirical project involved organizational skills and attention to detail that will serve me well in practice. - Reviewed, analyzed, and prepared data regarding thousands of FINRA and SEC adjudications and settlements and their implications for the financial sector. - Presented consumer compliance regulations and state privacy, UDAAP, and fair lending. - Reviewed and analyzed the application of the Investment Advisers Act of 1940, the Securities Exchange Act of 1934, the rules and regulations of self-regulatory organizations, and various federal and state securities laws. Show less

Law Clerk

• Sep 2019 - Jul 2020

Kutak Rock is a national law firm of more than 500 lawyers with offices coast to coast. It represents business and governmental clients with collaborative teams and legal services. Kutak Rock offers legal services that are aligned with the marketplace and showcase our attorneys' background, skill, and experience. Founded in finance, the firm has evolved to become one of the nation’s leading business law firms, with service offerings that span business and corporate law, public finance, litigation, and real estate law. - Engaged on projects nationwide across the real estate industry to draft and review construction and financing packages. - Structured and formed corporations, limited liability companies, partnerships, and other business arrangements. - Analyzed, summarized, and prepared complicated legal documents, including contracts, and suggested alternative documents or strategies to improve clients’ goals. - Presented and advised on federal and state securities compliance, including, without limitation, IPOs and the preparation of securities disclosure documents for both publicly traded and privately held companies. Show less

Law Clerk

• Jan 2019 - Jul 2019

Magavern Magavern Grimm LLP, established in Buffalo, New York in 1826, has offices in Buffalo, Kenmore and Niagara Falls, New York. Its firm provides a full range of legal services to businesses, governments, individuals, and not-for-profit organizations. With a tradition of excellence as our heritage, our attorneys' principal areas encompass corporate and general business law, wills and estate planning, elder law, trusts and estates administration, individual and corporate tax planning, health care law, real estate, municipal law, immigration, commercial finance, litigation in all New York state and federal courts, and bankruptcy. - Analyzed and interpreted financial documents of businesses in the area to give preliminary valuation, forensic, and appraisal analyses, including developing comparative adjusted financial statements and data input for expert witness exhibits. - Gained an understanding of accounting framework, tax law, and audit methodologies and their applicability to the litigation environment. - Developed knowledge of the relevant statutory and family codes and their applicability to accounting principles in forensic accounting. - Participated in client assignments from beginning to end. - Created forensic and economic models for the presentation of forensic conclusions. - Executed complex technological procedures within industry standard accounting systems. - Identified and communicated case issues, findings, and improvement opportunities with senior associates, managers, and partners to resolve client issues discovered during engagements. - Worked with the discovery team to inventory and reconciled documents and data produced in preparation for submission to courts, attorneys, and clients. - Assisted in the preparation of exhibits and background information for expert witness testimony. - Maintained and complied with the highest degree of professional standards, client confidentiality and personal conduct. Show less

Client Services Specialist

• Jun 2017 - Jul 2018

Jurs Montgomery Brokerage, LLC is a brokerage general agency dedicated to providing our producers with the resources of our largest competitors along with the high touch service of a boutique firm As a client service specialist, my role was to help advisors with their insurance applications from the sale of the product to the implementation of the policy. Responsibilities: - Read contracts and policies on a daily basis for multiple insurance carriers. - Participated and lead new employee through a self created training program. - Reviewed and worked with key contacts to improved new business relationships with vendors and subcontractors. - Obtained, recorded, and oversaw intricate and detailed knowledge of all third party payer billing rules and regulations. - Processed paperwork and supported other departments in following up on plan information to ensure seamless transitions from sales to implementation - Provided data analysis and project support without close supervision Show less

Operations Analyst (Variable Annuity Product Specialist)

• May 2016 - Dec 2016

Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. In addition to term and single premium life insurance, they offer annuity products and executive benefits products.In this position I was a liason between the sales team, dispursements team, New Business team, Licensing team, and Phones team. I worked with each team to problem solve issues and create interdisciplinary task forces. Responsibles:− Coordinated contact for five major departments at Great-West for their Variable Annuity- Presented specific details and system correlation on the thirteen products sold at Great-West to the five major departments on a weekly basis- Created, implemented, and trained new employees on multiple systems and tools and created a department CRM system- Worked on special projects as assigned by manager without close supervision- Researched routine inquiries, interacted with other departments and volunteered on task forces to provide instructions to resolve issues- Maintained and entered office-based statistical data- Read, reviewed and trained each department on the thirteen products available at the company- Obtained and recorded intricate and detailed knowledge of all third party payer billing rules and regulations Show less

Internal Wholesaler Assistant

• Feb 2016 - May 2016

In this role I helped the sales team meet or exceed sales goals through processing paperwork, ensuring excellence in data management & communicating between internal departments. Responsibilities:- Provided exceptional data analysis and project support without close supervision- Maintained and entered all department notifications and filing- Assisted with documentation of internal auditingWorked on special projects as assigned by manager without close supervision- Obtained my FINRA 6 and FINRA 63 licenses while working full time Show less