Ltrainz33
About Me
Education
Brentwick University `1986
B.A. Degree
B.A. Degree in Business Administration/Management
University of California, Irvine 2004
A.B.A. Certified Paralegal
Graduated.
Work & Experience
Google LLC 09/06/2021 - 08/25/2025
Contracts Manager
• Review, draft and negotiate an ongoing working portfolio of 30 – 50 company NDA’s related to legal and operational needs for potential sale engagements of Google products and services; • Review and process marketing campaign requests for legal compliance; • Review and process various legal research requests from company stakeholders; and • Research and process various legal document requests from company stakeholders.
Various companies 05/06/2019 - 09/03/2021
Paralegal Consultant
• Review, draft and negotiate company agreements related legal and operational needs (i.e. Operating Agreements, Partnership Agreements, Purchase & Sale Agreements, License Agreements, Service Agreements, Business Associate Agreements, IT Agreements, Vendor Agreements, SaaS Agreements, End User License Agreements, OEM Agreements, Data Processing Agreements, Marketing Agreements, Reseller Agreements, Lease Agreements, Strategic Partnership Agreements, NDAs, SOW’s, RFP”s, Request for Information, etc.); • Manage SEC filings to meet statutory requirements; • Prepare SEC filing notices (8K, 10Q, 10K, S11, Section 16, etc.) • Prepare and administer corporate minutes, corporate minute books & records, corporate actions, board & corporate resolutions, written consents, share register, periodic local, state & federal filings, annual report filings, etc.; • Assist with merger & acquisitions matters, due diligence review, review of Purchase and Sale Agreements, Lease Agreements, Closing Binder, entity formations, dissolutions, and entity management, etc.; • Review and prepare SBA Payment Protection Plan loan applications and qualification documents; • Prepare “start-up” company agreement forms (NDA’s; Saas Agreements, Software License Agreements, PO Terms and Conditions); Prepare & process federal, state and local filings; Assist with IP Patent filings and Trademark filings with USPTO; and • Prepare legal memoranda, legal correspondence, perform legal research and compliance verification.
AutoAlert, LLC 05/08/2017 - 04/30/2019
Manager of Legal Affairs
• Manage and negotiate all company agreements related to company annual revenue of over $180M (i.e. License Agreements, Vendor Agreements, SaaS Agreements, End User License Agreements, Business Associate Agreements, IT Agreements, End User License Agreements, Lease Agreements, OEM Agreements, Data Processing Agreements, Marketing Agreements, Reseller Agreements, Strategic Partnership Agreements, NDAs, SOW’s, RFP”s, Request for Information, etc.); • Manage and administer all local, state and federal filings; • Prepare all company board minutes and maintain minute books and records; • Design and maintain M & A virtual database; • Design and maintain Contract Lifecycle Management (CLM) database; • Assist with review and drafting of all company policies; • Manage all company insurance renewals; • Assist with all company litigation matters; and • Participate and consult in Business Development Committee.
Taco Bell Corporation 10/10/2016 - 05/05/2017
Paralegal (Contract)
• Support HR/Franchise Legal Department with daily operational contract matters, review and redline operational contracts; • Provide litigation support and legal research; and • Manage and maintain litigation database and contract management database.
American Advisors Group 03/07/2016 - 10/07/2016
Paralegal (Contract)
• Prepare and administer corporate minutes, minutes books & records, corporate actions, board & corporate resolutions, written consents, share register, periodic federal, state & local filings, annual reports, etc.; • Review all loan and entity related documents for legal compliance; • Perform contract review of advertising, marketing and operational agreements for state, federal and industry compliance; • Manage all legal billings of over $1M in annual legal spending; • Provide litigation support for on-going litigation matters; and • Support Chief Legal Officer and three attorneys with daily legal services.
American Healthcare Investors 03/02/2015 - 11/27/2015
Manager, Corporate & Securities Paralegal (Contract)
• Manage SEC filings to meet statutory requirements; • Prepare SEC filing notices (8K, 10Q, 10K, S11, Section 16, etc.) related to commercial real estate acquisitions totaling over $500M; • Perform risk analysis and contract management in support of due diligence for acquisitions; • Administer entity management, formations and dissolutions; • Maintain stockholder share balances and issuance related to private offerings, director elections, director renewals, etc.; • Support SEC Securities Counsel with daily operations (SEC filing notices, governance, board minutes, marketing materials, etc.); • Review all marketing material for Rule 134 compliance; and • Prepare legal correspondence and Legal research.
Opus Bank 07/06/2011 - 07/26/2013
Corporate Paralegal
• Support General Counsel with the bank’s start-up operations and departmental development with start-up revenues of $50M to operating revenues of over $170M in two years; • Provide legal support to daily banking operations (transactional matters, governance, strategic acquisitions, procurement, IT sourcing, etc.); • Manage and administered bank litigation matters, loan pool sales, etc. • Administer contract review, risk assessment, and renewal of all banking procurement, IT vendor, SaaS, marketing & advertising, sourcing, RFP’s and operational contracts, including review and attrition of approximately 1,800 agreements as a result of two (2) separate acquisitions to an operating portfolio of approximately 600 agreements; • Review, draft and negotiate company agreements related to legal and operational needs (i.e. Operating Agreements, Partnership Agreements, License Agreements, Service Agreements, Marketing Agreements, IT Agreements, Data Processing Agreements, Vendor Agreements, SaaS Agreements, Business Associate Agreements, Lease Agreements, Strategic Partnership Agreements, NDAs, SOW’s, RFP’s, ROI’s, etc.); • Support in-house counsel with a variety of banking transactions, including but not limited to, acquisition and development loans, construction loans, bridge loans, mezzanine loans, multi-property revolving credit, tenant-in-common credit, working capital lines of credit, equipment lines of credit, distressed loans, loan modifications, foreclosures, and other related matters; • Support General Counsel with all insurance renewals and negotiations; and • Support Treasury Management’s drafting of all online banking services terms and conditions.
Danaher Corporation 05/03/2010 - 07/01/2011
Corporate Paralegal (Contract)
• Maintain, prepare and process corporate governance, procedures, annual state and federal filings (i.e. statements of information, UCC filings, Form D’s, blue sky filings, etc.), entity management, corporate resolutions and written consents for over 900 subsidiaries; • Prepare various document materials related to mergers and dissolution of corporations, partnerships, subsidiary companies, etc.; • Review, draft, and negotiate various corporate contracts (IP Agreements, Confidentiality/Nondisclosure Agreements, Master Agreements, Marketing and Advertising Agreements, Product and Service Agreements, SaaS Agreements, Data Processing Agreements, Software License Agreements, Vendor Agreements, Business Associate Agreements, etc.), pleadings, and corporate forms; • Prepare patent applications and related documents for filing with the U.S Patent and Trademark Office; • Review issued patents and coordinated any applicable corrections; • Perform trademark search with USPTO and internet for availability of trademarks; • Perform electronic filing of trademark and service mark applications with the USPTO and the prosecution of applications; • Provide litigation support, research, document preparation for product liability, worker’s comp., employment matters, etc.; • Prepare legal correspondence and legal memorandums; • Perform legal research, risk management processes and analysis; and • Prepare and maintained contract and file databases, etc.
Quest Diagnostics Corporation 09/01/2009 - 04/30/2010
Paralegal (Contract)
• Review, draft and negotiate corporate and operational contracts, including pricing and payment guidelines (Vendor Agreements, Sales Agreements, SaaS Agreements, Service Agreements, OEM Agreements, Purchase & Sale Agreements, Confidentiality/Nondisclosure Agreements, Master Agreements, Licensing Agreements, Data Processing Agreements, IT Agreements, Lease Agreements, etc.) for company’s subsidiary operations; • Create and administer contract management database and SAP data entry; and • Support Director of Finance in daily business functions and perform legal administrative tasks.