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Skills

  • Compliance Consulting
  • Demand Letters
  • Drafting
  • Grant Writing
  • Legal Advice
  • Legal Assistants
  • Legal Research
  • Management
  • Paralegal
  • Research
  • Writing

Services

  • Legal Services and Grant Writing

    $20/hr Starting at $200 Ongoing

    Dedicated Resource

    Paralegal services - Drafting documents; demand letters; general correspondence; legal research. Mutual Fund and Variable Product Compliance - Compliance Manager at Transamerica for 21 years - managed...

    Compliance ConsultingDemand LettersDraftingGrant WritingLegal Advice

About

Provide excellent legal and grant writing services to my clients.

I currently work for my dear friend and colleague at his law firm as a Senior Paralegal. I interview clients, draft all documents and correspondence and legal research. I retired from Transamerica after 21 years as a Compliance Manager in the Mutual Funds and Variable Products section. I also coordinated the Board meetings for the Fund Complex, which consisted of over 100 funds. I drafted prospectuses and SAIs, the related SEC filing forms and related compliance documents. I also proofread such documents.
I also attended a grant writing program and produced grant proposals for Voices for Children in Tampa and was successful in receiving grants.

Work Terms

I will work evenings and weekends on my projects, but am available for communications during the day. I prefer e-mail and text messages.