Paralegal

• Jul 2023 - Present

Paralegal

• Jan 2023 - Present

Managing trademark prosecution dockets; monitoring and following up on dates associated with the US and foreign IP prosecution dockets, including clearing dates and providing follow-up with attorneys, paralegals, clients, and foreign associates to provide adequate time to respond. Head responsibility for attaining prosecution deadlines. Conduct and evaluate trademark clearance research results. Manage and gather the required evidence to support applications. Preparing domestic, foreign and WIPO documents for filings and related prosecution filing documents such as statements of use, requests for extension of time, maintenance declarations, declarations of use and incontestability, renewal applications, priority documents, and powers of attorney; preparing and recording assignment and change of name documentation. Assisting with correspondence to clients regarding trademarks and related matters. Serve as contact for foreign associates from first filing to Statement of Grant of Protection. Prepare letters to foreign associates outlining clients’ instructions related to trademark matters. Regularly reporting incoming domestic and foreign mail and as-filed documents to clients. Retrieving information from databases and running relevant reports. Maintaining positive relations with internal clients and co-workers and contributing to the self-directed team structure to assist with overflow and specialized tasks. Coordinate with trademark agents and assist in registering and renewing trademarks. Shadowing and independently discussing trademark matters with clients and reporting that information to the head attorney. Support attorneys to prepare documents pertinent to oppositions, cancellations, or litigations. Monitor and perform review analysis of Official Gazette and International Watch notices along with background investigations. Show less

Legal Secretary Paralegal

• Jan 2022 - Jan 2023

Prepares affidavits and correspondence, discussing case details with attorneys and clients, and organizing different files for different legal proceedings. Provides critical support to paralegals, associates, and partners. Works with attorneys from case intake through final disposition. Manages discovery processes, including document production. Assists in all aspects of trial preparation. Provides docket/calendar management assistance. Schedules depositions and mediation hearings. Manages/saves attorney emails (100-200 received daily). Orders medical records. Works with clients to respond to discovery requests. Translates documents and interpreting from English to Spanish or Spanish to English. Maintains complex details of more than 50 active cases. Facilitates contact with experts, consultants, and private investigators. Provides excellent organizational and communication skills. Knowledge time tracking for billing purposes. Provides strong computer skills including MS word, Excel, and file share programs. Drafts legal documents such as contracts, depositions, and pleadings. Conducts research, investigating facts, and developing legal arguments. Prepares and files documents timely with designated courts. Organizes and archives documents related to completed and ongoing cases. Maintains track of changes in legal framework, providing timely updates on these changes. Maintains workload by calendaring appointments for attorneys. Possesses abilities to utilize e-filing on various filing platforms. Working knowledge legal database software. Show less

Digital/Technical Project Manager-Contractor

• Mar 2020 - Dec 2021

Design and drives implementation of multi-platform technology and digital solutions from concept to completion. Organize and administers digital annual curation and page retirement process. Understands each project's critical path activities and proactively manages those to project's benefit. Optimize and improves existing products and experiences across delivery channels and platforms to drive Key Performance Indicators and Key Risk Indicators. Javascript and Designs. Research and evaluates various assessment processes to identify risks and internal control gaps. Collaborates with internal stakeholders and partners to tackle complex and challenging problems to optimize the customers' (internal/external) experience with market offerings. Develop and executes digital optimization to reduce member friction and delivered business goals. Performs the discovery, delivery and performance of digital and technology products and their experiences for the company and its members. Utilizes Agile methodology Work on multiple campaigns Mitigate transition and decommission work for Victory Capital and Schwab Show less

Executive Assistant To Chief Executive Officer

• Jul 2019 - Mar 2020

Reported directly to CEO, provided executive support in a one-on-one working relationship. Primary point of contact for internal and external constituencies on all matters pertaining to the Office of the CEO.Served as the liaison to the board of directors and senior management teams; organized and coordinated executive outreach and external relation efforts; and oversaw special projects. Completed a broad variety of administrative tasks for the CEO including: managing an extremely active calendar of appointments; completing expense reports; composing and preparing correspondence that were sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiled documents for travel-related meetings.Worked with the Strategic Initiatives team in coordinating the CEO's outreach activities.Worked independently on projects, from conception to completion, and worked under pressure at times to handle a wide variety of activities and confidential matters with discretion. Show less

Litigation Paralegal

• Jan 2019 - Jul 2019

Backbone of trial team. Responsible for the coordination of all details before, during and after trial. Provided assistance during all phases of litigation process including conducting interviews, legal research, document filing and attending trials.Draft pleadings, motions and appellate documents and responses and file them with the court.Perform administrative duties (calendar hearings and deadlines, organize case files, manage logistics etc).Organize exhibits, documents, evidence, briefs and appendices.Aid attorneys with interrogatories and other discovery requests gathering relevant information from a variety of sources.Liaise between trial teams and internal/external third parties. Show less

Accounting Associate

• Jan 2017 - Jan 2019

Processed accounts and incoming payments in compliance with financial policies and procedures. Performed day to day financial transactions, including verifying, classifying, and recording accounts payable data. Prepared bills, invoices and bank deposits. Reconciled the accounts payable ledger to ensure that all bills and payments were accounted for and properly posted. Verify and investigate discrepancies, if any, by reconciling vendor accounts and monthly vendor statements. Reviewed company expenditures and all employee expense reports to ensure accurate and concurrent with company policies and procedure. Show less

Paralegal Intern

• Jun 2018 - Sep 2018

Learned the nuances of Immigration Paralegals who provided support to Immigration attorneys. Shadowed attorneys and paralegals on case assessments for clients and prospective clients. Learned how to manage caseload intakes, filing visa applications for permanent residency, and preparing nonimmigrant and immigrant visa petition packages for review. Confirmed translation correctness from Spanish to English for clients filing visa applications for permanent residency Learned the nuances of Immigration Paralegals who provided support to Immigration attorneys. Shadowed attorneys and paralegals on case assessments for clients and prospective clients. Learned how to manage caseload intakes, filing visa applications for permanent residency, and preparing nonimmigrant and immigrant visa petition packages for review. Confirmed translation correctness from Spanish to English for clients filing visa applications for permanent residency

Accounting Associate

• May 2012 - Dec 2016

Daily monitoring of cash flow for Operating/Lock box account. Ensure accuracy in daily invoices and meet time limits. Reconcile cash balance sheets - daily and monthly. Reviewer of Accounts Payables processes. Communicate directly and effectively with various internal departments and external partners. Liaison between clients and other departments with regards to cash flow. Serve as a contact for resolving complicated billing systems. Ascertain the accuracy of accounts payable standard files and accounts payable integrations to general records .Assist with special projects.Perform routine and moderately complex clerical accounting, reporting and financial functions. Review expenditure expense reports for proper authorization and precision. Reconcile vendor statements and accounts Show less

Commodity Billing Associate

• 2008 - May 2012

Accounts receivable activities, Analyze and validate invoice inputs; including customer usage, trade volume, trade price, market costs, and settlement parameters to ensure appropriate revenue recording, Monitor usage data arriving from the utility, Accountable for accurate taxation of accounts, Define billing system price plans, calculating customer invoices, review reasonableness of billing results, Generate customer invoices and settlement statements for commercial and industrial accounts; over 1,200 large accounts in California, Oregon, Texas and Mexico, Evaluate and process credits and/or refunds requests, Perform account management activities; including relationship development with customers, product explanation, liaison between customer and internal departments Show less

Commodity Billing Associate

• 2006 - 2008

Adminstrative Assistant

• 2004 - 2006

English Language Assistant

• 2003 - 2004