Chief Operating Officer/Chief Financial Officer of the Massachusetts Appellate Tax Board

• Sep 2019 - Present

Real Estate Agent

• Nov 2016 - Present

First Assistant Clerk and Mediation Coordinator for the Appellate Tax Board

• Apr 2014 - Sep 2019

● Manage and represent seven major Massachusetts counties; Hampden, Hampshire, Bristol, Franklin, Worcester, Berkshire and Essex ● Assist and prepare judges/commissioners for daily hearings ● Representative of the ATB Mediation Department ● Schedule hearings/status conferences/pre-trial hearings with all involved parties ● Review and intake petitions following jurisdictional rules and regulations ● Maintain communication between Appellant and Appellee’s and manage all supporting documents received from such ● Answer walk-in and phone call questions regarding the ATB’s procedures ● Manage administration staff and assistant clerks ● Enter in all pleadings into the ATB system and file accordingly ● Travel to managed counties occasionally for satellite hearings Show less

Paralegal/Legal Assistant

• Jul 2013 - Apr 2014

Concentration: Domestic Relations/Family Law • Report directly to two attorneys, including a Partner. • Manage the office calendar and conference room for three partners and one associate. • Organize and maintain client files for court appearances and meetings. • Executing, revising and editing documents and forms for motions, deposition subpoena’s, requests for production of documents and responses, interrogatories, affidavits, counterclaims, pre-trial conference memorandums and post-trial pleadings. • Correspondence between court employees, opposing counsels, clients and experts. • Conduct discovery and legal research. • Correspondence with client to draft Financial Statements. • Performed monthly client billing through the Tabs program, scheduling, various office duties, and computer management. Show less

Head Varsity Lacrosse Coach

• Feb 2013 - Jun 2013

Paralegal

• Aug 2011 - Oct 2012

• Report directly to four attorneys with broad ranged responsibilities that include the timely and complex preparation of cases from the firm being retained to Trial. • Coordinate multifaceted office functions encompassing court calendar management and scheduling of court reporters for depositions. • Liaison between attorneys, clients, law firms, court employees, experts, witnesses, and third parties. • Ensure open lines of communication and satisfaction of deadlines through execution of dated correspondence. • Prepare court-specific case files for attorneys reflecting supporting forms, and documentation to use during Motion hearings, Pre-Trial Conferences, and at Trial. • Prepare monthly bills for clients using Timeslips and balance IOLTA account accordingly. • Met with clients to compile documentation and information to complete Financial Statements and discovery on behalf of clients. Show less

Paralegal

• Jan 2010 - Jul 2011

• One of five case managers filing new Social Security Disability claims. • Managed a maximum of 250 cases over three months, the most cases of all case managers. • Filed applications online, including the claimant’s work history and medical providers’ information, requested medical records, and contacted the claimant’s Representative to provide any additional documentation. • Reviewed and filed all necessary medical documentation to determine whether the medical provider was an adequate representative for the claimant. • Identified and rectified potential problems in the internal system and/or with claimants to increase benefit approvals, and thereby increase revenue for the firm. • Prepared case files for hearings by updating and organizing all pertinent information and creating applicable summaries of all actions performed and case developments. • Maintained case files in the Rainer online system to ensure that each case was updated at least once per month. • Maintained weekly contact with claimants. • Summarized legal and medical documentation to update claimants, wrote reports, and completed professional correspondence on behalf of claimants. Show less

Lacrosse Coach

• Apr 2011 - Jun 2011

Assisted the head coach in facilitating practices, occasionally running them independently. Frequently helped with decision making, establishing a set roster, making cuts, determining starting line-ups and substitutions, etc. Assisted the head coach in facilitating practices, occasionally running them independently. Frequently helped with decision making, establishing a set roster, making cuts, determining starting line-ups and substitutions, etc.

Office Manager

• Jun 2009 - Feb 2010

∙ Represented company in clientele meetings ∙ Business to business representative to create marketing and promotions ∙ Billing, bookkeeping, scheduling, various office duties, and computer management ∙ Represented company in clientele meetings ∙ Business to business representative to create marketing and promotions ∙ Billing, bookkeeping, scheduling, various office duties, and computer management