Paralegal
Paralegal
PERSON
8227 Frog Hollow Court
Manassas, VA 20111
(703) 335-8011 (residence)
(202) 271-1906 (cellular)
Email: [email protected]
SUMMARY
Excellent organizational and client service skills and work ethic. Experience
in Contracts, Civil and Criminal Litigation, Securities Litigation, Intellectual
Property Law (337 Cases), Employment/Labor Law, and Consumer Protection/Enforce
ment Law.
Computer skills include, but not limited to: Microsoft Office, Westlaw, Lexis N
exis, LegalKEY, PACER, System for Electronic Rate and Form Filing System, (SERFF
), Summation 5.21, Summation Blaze LG 2.0, Concordance, Check Cite, Brief Check,
West Check, Full Authority 7.1, Adobe Acrobat, Lotus Notes, LiveNote, and CaseM
ap. Familiar with Federal websites such as the USCIT and the ITC.
PROFESSIONAL EXPERIENCE
Kelly Law Registry, Inc., Washington, D.C. September 2009 May 2010
Senior Contracts Specialist (Kaiser Permanente, Contracts and Benefits Administr
ation) (temp-to-perm)
Reviewed and revised contract language for forms included in Group and Individu
al Evidence of Coverage (EOCs).
Drafted contract language for EOCs based on statutes and regulations.
Electronically filed completed forms via SERFF to insurance regulators in DC, M
D and VA.
Attended meetings with the Legal and Product divisions regarding language and b
enefit changes.
Representative on Appeals Committee - responsible for reviewing member EOCs for
decision on appeals.
Representative for Director on Benefit and Products Action Committee (BPAC) re
sponsible for discussing contract revisions.
Update filing logs.
Administrative Coordinator (Kaiser Permanente, Community Benefits)
Reviewed documentation received from prospective grantees to process grants.
Prepared check requests to expedite grant requests from organizations.
Contacted prospective grantees for additional information for grant requests an
d acknowledgement letters.
Maintained and updated spreadsheet of information received from grantees, appro
val or denial of grants, checks mailed out and acknowledgement letters received.
Processed invoices and updated spreadsheet regarding same.
Temporary Paralegal (Kaiser Permanente, Legal and Government Relations)
Assist attorneys in reviewing and responding to subpoenas directed to providers
, employees, plan members and/or the custodian of records.
Maintain intake log of subpoenas.
Extensive contact with all levels of management and staff regarding subpoena re
sponses and other legal issues.
Research and prepare legal memoranda on various issues (i.e., telemedicine).
Arrange depositions for medical staff.
Prepare deposition and discovery binders.
Update Board of Directors minutes.
Research case law on Westlaw and Lexis Nexis.
McDermott, Will & Emery, Washington, D.C. August 2008 June 2009
Paralegal
Proofread and cite-checked pleadings for filing, either in hard copy or electro
nically.
Conducted research using Westlaw, Lexis Nexis and other research tools.
Updated Concordance and E-Room databases with documents filed with the courts.
Monitored case activity using PACER.
Conducted interviews and prepared case materials for pro bono cases.
Prepared pleadings to be filed with the D.C. Court of Appeals and the D.C. Supe
rior Court.
Performed electronic document review.
Adduci, Mastriani & Schaumberg, Washington, D.C. March 2007 August 2008
Paralegal
Assisted attorneys with pleadings and exhibits to be filed with the ITC (337 ca
ses) and USPTO (patent applications).
Proofread and cite-check pleadings, memoranda, letters and articles.
Prepared tracking logs for all case-related discovery and subpoenas.
Backup in preparation of Daily Federal Register submissions for review by attor
neys.
Monitored ITC website for case-related filings, new complaints and notices.
Prepared documents to be filed with the District Courts and the CAFC.
Summarized orders issued by ITC Administrative Law Judges for monthly office me
etings.
Researched related litigation and conflict searches on new complaints filed wit
h the ITC, using Westlaw, Lexis Nexis and Pacer.
Wilmer Hale, Washington, D.C. August 2000 March 2007 (total service)
Paralegal (October 2002 March 2007)
Managed large-scale document productions (hard copy and electronic) to the SEC,
NASD and OFHEO.
Assisted attorneys with SEC submissions and litigation filings by cite-checking
case law using Bluebook and electronic (Westlaw, Lexis) standards and examining
transcript references.
Managed project assistants in day-to-day aspects of cases.
Researched documents for various claims of privilege for attorney review.
Reviewed documents for compilation of first-draft privilege logs.
Compiled citation references and documents from government-issued reports for a
ttorney analysis.
Drafted correspondence for partner, counsel and associate review to be sent to
co-counsel, joint defense and special committee counsel.
Coordinated with attorneys and Practice Services to develop electronic database
s for document reviews and case management for both litigation and securities ma
tters.
Organized and maintain litigation and securities witness preparation and exhibi
t binders for attorneys and co-counsel.
Compared exhibits received from co-counsel against witness transcripts for disc
repancies.
Supervised document collections at a variety of client sites for litigation and
securities matters.
Provided assistance to attorneys by summarizing comprehensive documents from cl
ient and co-counsel files to aid them in various phases of litigation and securi
ties casework.
Performed document and electronic analysis for securities and litigation matter
s through Bloomberg, Dun & Bradstreet and other internet tools.
Legal Secretary (August 2000 October 2002)
Provided administrative support for litigation, securities, communications, and
international trade associates.
Prepared documents for communications, electronic commerce, international trade
, litigation and securities filings.
Managed various activities for an associates non-profit foundation.
Assisted paralegals with case projects for the Securities and Litigation Depart
ments, including bates-labeling, quality checking and database entry (MS Access
and Summation).
U.S. Postal Inspection Service, Washington, D.C. April 1996 August 20
00
Paralegal
Briefed numerous cases on law enforcement issues for Executive Committee member
s as well as Inspector Attorneys.
Prepared draft Agency Responses for Merit Systems Protection Board filings.
Published an article in the Legal Times entitled, Good Fences Make Good Partner
s (August 2, 1999), and also in the New Jersey Lawyer and Texas Lawyer entitled,
The Chinese Wall: Its Place in the Legal World (August 16, 1999).
Analyzed and revised the U.S. Postal Inspection Services Code of Conduct for di
stribution to all employees.
Established form letters to be used as general responses to third-party subpoen
a and prisoner mail requests.
Outlined written responses to Freedom of Information Act requests.
Conducted the initial review of the Financial Disclosure Forms for the Ethics P
rogram, and informed individuals by written response of any discrepancies.
Interviewed individuals responsible for the area of Ethics, Diversity and Profe
ssional Standards in the Memphis Division as part of a Quality Assurance Review
Team and submitted written reports on same.
Coordinated with the Federal Bureau of Investigations, Secret Service and Drug
Enforcement Agency to provide research on hardship transfers to formulate a poli
cy conducive to the U.S. Postal Inspection Service.
Presented findings on Adopt-a-School program research for consideration and imp
lementation by the U.S. Postal Inspection Service.
Developed a tracking system for MSPB, EEO and Discipline cases, Touhy and Mail
Cover requests and office central files.
Conducted training for the Office of Counsel (Strategic Focus element of the Vo
ice of the Employee and Annual Ethics training).
EDUCATION
M.A. Elementary Ed., University of Phoenix, 2011.
Certificate in Paralegal Studies, USDA Graduate School, Washington, DC, 1996.
B.S., Business Administration, Indiana University of Pennsylvania, Indiana, PA,
1984.
References
Brian E. Messaris
Senior Counsel
Kaiser Permanente
2101 E. Jefferson Street
Rockville, M.D. 20852
(301) 816-6469 (t)
(301) 816-7275 (f)
[email protected]
Matthew M. Leland
Associate
McDermott, Will & Emery LLP
600 13th Street, N.W.
Washington, D.C. 20005
(202) 756-8077 (t)
(202) 756-8087 (f)
[email protected]
Kate Lahnstein-Bertocci
Associate
Adduci, Mastriani & Schaumberg, LLP
1200 17th Street, N.W.
Suite 500
Washington, D.C. 20036
(202) 467-6300 (t)
(202) 466-2006
[email protected]