Timi Christine Allegretti

Paralegal at Milliman Financial Risk Management
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • English Native or bilingual proficiency
  • French Limited working proficiency

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Bio

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5.0

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Daniel Gross

I worked with Timi at Fidelity National Title Group where we were underwriters for the UCC insurance division. As a senior underwriter, I assisted with her training and continued development. I enjoyed working with her because she took a strong interest in the position and continually strived to get better. When encountering something unfamiliar, she asked good questions in order to enhance her understanding of the product and the due diligence issues that could negatively effect its coverage. She was thorough and would rather ask a question to get the answer right than guessing and possibly being wrong. She has a warm, affable personality that people enjoy being around, and her work ethic is excellent. She is definitely a good person to work with.

Kennede Miller

Having worked with Timi on the same team for several months, she is great at what she does! Timi and I worked together on numerous projects and her expertise in the field and ability to multi-task always stood out. Timi is very hard-working, possesses great communication skills, and is dedicated to providing high quality work product. I am super grateful that I got to work with Timi and I highly recommend her to anyone looking for help to add to their team!

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Credentials

  • Type 03 Teaching Certificate
    State of Illinois

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Paralegal
      • Oct 2021 - Present

      - Assist in mutual fund registration and disclosure for 92 newly launched funds, as well as serving as a central point for record keeping and facilitating responses regarding such records. - Responsible for scheduling board meetings, agendas and calendars for the above-referenced funds. - Assist with regulatory filings with the SEC, NFA and OSC. - Review, prepare and assist in the drafting of account agreements, amendments and NDAs. - Assist in mutual fund registration and disclosure for 92 newly launched funds, as well as serving as a central point for record keeping and facilitating responses regarding such records. - Responsible for scheduling board meetings, agendas and calendars for the above-referenced funds. - Assist with regulatory filings with the SEC, NFA and OSC. - Review, prepare and assist in the drafting of account agreements, amendments and NDAs.

    • Underwriting Paralegal
      • Aug 2019 - Sep 2021

      Manage the underwriting of mezzanine loan transactions from start to finish for deals ranging from $1M to $300M, which involves thorough document analysis of entity formation, operating and loan agreements, resolutions, assignments, UCC-1 financing statements and UCC lien searches, along with continuous oral and written communication with counsel and title. Follow-through on post-closing items in a detail-oriented manner to the finalization and issuance of final policies. Manage the underwriting of mezzanine loan transactions from start to finish for deals ranging from $1M to $300M, which involves thorough document analysis of entity formation, operating and loan agreements, resolutions, assignments, UCC-1 financing statements and UCC lien searches, along with continuous oral and written communication with counsel and title. Follow-through on post-closing items in a detail-oriented manner to the finalization and issuance of final policies.

    • United States
    • Law Practice
    • 700 & Above Employee
    • Junior Corporate Paralegal
      • Mar 2018 - Aug 2019

      Within the investment funds group, daily activities include fund formation, IRS and SEC filings, private funds tracking and reporting, substantive review of subscription booklets and closing documents for funds ranging from $100M to $10B, all in a fast-paced setting where my teamwork, organizational and planning skills (not to mention what my former employer would call my award winning personality) fully come into play. Within the investment funds group, daily activities include fund formation, IRS and SEC filings, private funds tracking and reporting, substantive review of subscription booklets and closing documents for funds ranging from $100M to $10B, all in a fast-paced setting where my teamwork, organizational and planning skills (not to mention what my former employer would call my award winning personality) fully come into play.

    • Founder
      • Dec 2016 - Apr 2018

      Incorporating my passion for connecting people, photography, and writing, I help small and medium-sized businesses become more visible through Social Media Marketing. This allows my clients to focus on growing their business! Specializing in Instagram, Facebook, LinkedIn and Google Business Ads. Incorporating my passion for connecting people, photography, and writing, I help small and medium-sized businesses become more visible through Social Media Marketing. This allows my clients to focus on growing their business! Specializing in Instagram, Facebook, LinkedIn and Google Business Ads.

    • United States
    • Education Administration Programs
    • 700 & Above Employee
    • Teacher
      • Jan 2015 - Aug 2017

    • United States
    • Primary and Secondary Education
    • 200 - 300 Employee
    • Substitute Teacher
      • Feb 2011 - Dec 2014

      • Taught all subjects for grades K-12 on both a maternity leave as well as on a daily sub basis • Taught French based curricula and pedagogy • Taught social studies and government focused curricula • Taught all subjects for grades K-12 on both a maternity leave as well as on a daily sub basis • Taught French based curricula and pedagogy • Taught social studies and government focused curricula

    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Financial Representative
      • Nov 2011 - Nov 2012

      Illinois Life and Health Insurance Producer Licensed Illinois Life and Health Insurance Producer Licensed

  • Salem Methodist Preschool
    • Barrington, Illinois
    • Substitute Teacher
      • Aug 2008 - Jun 2011

Education

  • DePaul University
    Master's Degree, French with a concentration in Social Sciences
    2013 - 2015
  • Sciences Po
    French and Social Sciences Summer Program
    2014 - 2015
  • Alliance Francaise Paris
    2012 - 2013
  • DePaul University
    Bachelor's Degree, Elementary Education (K-9)

Community

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