JGWPT Holdings, LLC,
Oct 2011 – Current
Work in conjunction with underwriting team to review and analyze client accounts for determination of legal risk. Performs risk management assessments and legal compliance prior to submission to outside counsel in regards to annuity purchase transfers. Substantive document review includes: annuity purchase contracts, annuity purchase disclosures, any all underlying case documents (i.e. releases, discovery, settlement agreements, trust documents, guardian/estate filings, bankruptcy filings, judgments, orders, complaints, dockets, insurance carrier data, applications, affidavits, etc.). Conduct legal research and analyze client background information, credit and criminal history utilizing Westlaw, NASP, and Pacer. Performs Bankruptcy reviews to determine risks associated with Chapter 7 and Chapter 13 Bankruptcies. Maintains' client account information database.
Insurance Defense Litigation, Deasey, Mahoney, Valentini & North, Ltd, Philadelphia, PA
Dec 2009 – May 2011
Manages 100+ cases with various insurance carriers from inception to trial. Prepares subpoenas, Motions to Enforce subpoenas, and Motions to Compel Plaintiffs discovery responses. Contacts clients to discuss interrogatories and request for production of documents, interview witnesses to determine sequence of events, and contacts experts to schedule IME's and document reviews. Digests deposition transcripts, prepares medical chronologies, trial binders, performs Lexis Nexis searches, and West Law for case citations. Creates databases to monitor case deadlines, and document production inventories. Attends weekly litigation meetings to determine defense strategies. Initiated cases as Plaintiff with regard to products liability, medical malpractice, class action, premises liability and motor vehicle accident cases.
Asbestos Litigation, Spector, Gadon & Rosen, P.C, Philadelphia, PA
Aug 2009 – Dec 2009
Provided support to Partner of Asbestos claims. Drafted Pleadings, performed docket search, court filings, digesting deposition transcripts, analyzed medical records, and prepared medical chronologies. Attended bi-weekly joint neutral paralegal meeting regarding Philadelphia, Bucks, Delaware and Northampton County asbestos claims, and attended the weekly Call of the List at City Hall for changes to the Philadelphia trial calendar. Delegated and monitored assignments given to other paralegals.
Document Review, Pepper Hamilton LLP, Philadelphia, PA
May 2009 – Jun 2009
Performed lengthy document reviews in order to determine specific case information pertaining to current product liability case. Utilized Summation database to review over 100,000+ documents, and reported to counsel any evidence to aid in the defense of the claim.
Commercial Litigation, Klehr, Harrison, Harvey, Branzburg & Ellers, LLC, Philadelphia, PA
Aug 2007 – Apr 2008
Managed files for major multi-million dollar companies. Summation liaison for litigation department, created summation databases for new cases, coded documents, performed document reviews, bates labeling, loaded documents and transcripts into summation databases for various attorneys. Searched Rule books for statutes, PA Corporations database and misc. internet searches for case development. Created trial binders and privilege logs. Managed document productions to opposing counsels, and created CD's and DVD's of document productions. Digested deposition transcripts, drafted subpoenas, and interrogatories. Created Imanage database to secure/manage electronic pleadings for highly active cases. Checked PACER, Supreme Court, Eastern District and Philadelphia docket systems weekly for file comparison, and circulated to counsel. Performed various document reviews and searched West Law for case citations. Liaison for copy service vendors for attorney projects, and review/approves invoices for processing. Attends CLE's and various paralegal training advancement courses. Monitored company Plaintiff cases to include: Premises Liability, Products Liability, Medical Malpractice, and Anti-Trust cases.
Commercial Litigation, Law Offices of Spector, Gadon & Rosen P.C, Philadelphia, PA
Jul 2004 – Aug 2007
Assists 1 partner and eight associates in Insurance Defense Commercial Litigation. Anti-Trust Litigation: Experience includes trial preparation, review of legal documents in support of client depositions, trials, arbitrations, discovery, drafting motions, pleadings, subpoenas, digest deposition transcripts, uses Summation for case development, coding and review of documents. Handled billing inquiries and invoice payments. Performed docket searches for case status via the Eastern District website, and Internet searches via Lexis Nexis for statutes, court rulings and opinions, creates and maintains exhibit binders. Manages 1,000,000+ documents produced in current commercial case. SGR Foundation: Assists 1 partner with SGR Foundation matter. Review and management of SGR Foundation Grant Applications for annual fall and spring terms, draft letters and issue foundation checks to award recipients, and prepare files for meeting with the SGR board members for grant recipient determination. Commercial Fraud: Created deposition exhibit indexes for 5 separate arbitrations. Created inventory system to keep track of documents produced, manages 1,000,000+ documents, draft subpoenas, review and organize legal documents for inclusion into the arbitration database, and serves as main correspondence liaison for client arbitration database. Manages files from inception to trial. Asbestos Litigation: Rendered litigation support to partner and two associates of Insurance Defense national council of asbestos claims. Trial preparation included drafting motions, pleadings, digesting, discovery, court filings, summarized interrogatories and deposition transcripts. Corresponded with local counsel, fax, copy, scan and forwarded legal documents. Legal research for client job site information and US Naval vessels via client database, internet, case files, Philadelphia and Bucks County online docket system, and US Naval ship compilation books. Attended bi-weekly joint neutral paralegal meeting regarding Philadelphia, Bucks and Delaware County asbestos claims, and attended the weekly Call of the List for changes to the Philadelphia trial calendar. Reviewed monthly local defense counsel billing invoices, and corresponded with insurance carrier for settlement funding.
F.I.R.CEU Philadelphia Health Management Corporation, Philadelphia, PA
Feb 2004 – Jul 2004
Forensic Intensive Recovery case manager of 50+ files in relation to clients incarcerated for drug and alcohol abuse. Established 6 to 9 month drug and alcohol treatment for each client, set up welfare/public assistance, recovery housing, transitional housing, milestone meetings, and vocational trainings. Frequent travel to the Philadelphia Prison System to provide case management support to clients currently incarcerated, by conducting a full intake to determine the level of care needed.
Paralegal/ Case Manager
Law Offices of Marvin Lundy, Philadelphia, PA
May 2000 – Feb 2004
Assistant to managing partner and manager of 100+ files, created numerous excel spreadsheets for Mass Tort clients, scanned and generated legal documents for correspondence with clients and attorneys, and kept a detailed order of file maintenance through knowledge of Needles 3.0 legal database. Prepared case summary reports for attorney meetings, conducted Echo-Cardiogram screenings, prepared medical history logs, delegated new client meetings, and served as main correspondence with other law firms in conjunction to Mass Tort cases. Mass Tort Litigation: Rezulin, Propulsid, Baycol, Phen-Fen, Redux, Accutane, and Nursing Home Negligence. Pre-Litigation: Client medical review, prepared settlement packages, case investigation, set up insurance claims, delegated new case calls, interviewed potential clients, opened/closed files, scheduled appointments, completion of PIP claims, and coordinator of Lundy Law Client Services department.
Office Assistant/ Receptionist
Elayne Scott & Associates, Philadelphia, PA
Jan 2000 – May 2000
Employed with temporary agency for assignments ranging from office assistant to receptionist for the Law Offices of McEldrew & Fullam, and Law Offices of Nancy Rosenbloom. Other assignments include accounting clerk, mail room clerk, file clerk, messenger/errand's, data entry, faxing and copying.
Assistant Head Cashier
Drug Emporium, Jenkintown, PA
May 1998 – Jan 2000
Trained cashiers for register operations, answered phones, data entry, schedules, performed cash drawer audits, handled bank deposits, and assisted manager with daily operation of store closing.