• Primary liaison to Board of Directors, committees, C-suite, and senior leadership • Board /committee operations/governance: agendas, resolutions, minutes, materials, and portals • Legal operations leader with expertise in technology platforms and tools, AI-driven initiatives and automation, vendor and outside counsel management, billing processes, and contract lifecycle management (CLM) utilizing OpenText. • Annual proxy process, director/officer questionnaires, director assessments, and shareholder meetings • Section 16 compliance; file SEC Forms 3, 4, 5; track insider activity; maintain stock ledger • Review SEC filings, press releases, and governance disclosures • Partner with HR, Treasury, Investor Relations, Tax, and Finance on equity, dividends, and compliance matters • Support M&A activity: process guidance, training, reporting, and legal diligence coordination • Maintain corporate books and records for parent, subsidiaries, and affiliates including entity formation, dissolutions, meetings, agendas, reporting, minutes, organizational charts • Support AML/KYC processes and consistent readiness for legal audits • Manage and mentor paralegals; onboard and train legal staff, executives, and directors

• Supported board and committee operations; prepared agendas, resolutions, minutes, and governance materials • Legal operations; managed legal vendors; CLM (Hummingbird/Ironclad); and billing • Assisted with proxy statements, Form 8-K, and securities filings • Managed Section 16 reporting (Forms 3, 4, and 5), stock ledgers, and POAs; tracked insider activity • Oversaw entity management for 80+ subsidiaries across 25+ countries • Implemented company’s first entity management portal • Maintained subsidiary compliance, qualifications, licenses, and filings • Supported M&A transactions, intercompany agreements, and RFP responses • Managed contract paralegals; onboard and train legal staff, executives, and directors • Reviewed and maintained corporate governance policies and organizational charts

• Supported Corporate Secretary, C-suite, and Board on governance, securities and ad hoc project management • Section 16 filings including Forms 3, 4 and 5; insider trading compliance; equity/stock transactions • Managed director and executive onboarding and training • Contract lifecycle management (CLM) • Supported M&A diligence, data rooms, debt offerings, and acquisitions • Drafted resolutions, agreements, NDAs, and corporate documents • Coordinated AML/KYC activities and equity transactions with HR • Global leader governance process improvements and entity management initiatives – 400+ subs • Legal Operations Leader - managed outside counsel, vendors, and contract paralegals

• Managed corporate and investment documentation, client onboarding, and relationship changes • Managed legal operations; initiatives lead in electronic document and contract lifecycle management (CLM) • Supported audits, compliance, AML/KYC, and regulatory matters • Project Management and partnered cross-functionally with legal, IT, trading floor, firm operations, and business development / sales

• Supported Chief Legal Officer, legal operations and legal project management, and ad hoc requests • Managed governance, securities, real estate, compliance matters and IP related activities • Drafted resolutions, contracts, and subsidiary documentation • Supported with diligence in public debt and equity securities and complex compliance initiatives

• Legal operations and legal project management, and ad hoc requests • Managed governance, securities, real estate, compliance matters and IP related activities • Drafted resolutions, contracts, and subsidiary documentation

Paralegal Certificate

Inver Hills