Represented clients in all aspects of real estate closings, which included representing buyers, sellers, and mortgage lenders.
Prepared simple wills and routine estate planning documents for clients.
Currently, I am still licensed in the Commonwealth of Massachusetts to handle legal matters.
Associate Attorney
Adams and Sammon
Rockland
2004 - 2007
Assisted the partner in all aspects of real estate closings, including obtaining title search information and writing title policies.
Drafted legal documents and contracts for various client matters.
Director of Finance, Crosby Advisors
Fidelity Investments
Boston
1998 - 2002
Managed budgeting processes to ensure alignment with company goals and objectives.
Supervised finance team members who provided financial and accounting functions for clients, including four non-profit foundations.
Collaborated and coordinated the annual audit with the external accounting firm.
Accounting Manager
Fidelity Investments
Boston
1996 - 1998
Supervised eleven employees who performed daily accounting operations and ensured compliance with financial regulations for six institutional business units.
Managed month-end close processes and prepared financial statements for review.
Coordinated audits by liaising with internal and external auditors effectively.
Accounting Supervisor
Fidelity Investments
Boston
1993 - 1996
Supervised four employees who performed daily accounting operations and ensured compliance with financial regulations for three business units.
Managed month-end close processes and prepared financial statements for review.
Staff Associate and Senior Associate
Coopers and Lybrand
Boston
1988 - 1993
Assisted in preparing audit documentation for internal and external reviews. Developed audit plans to evaluate internal controls and operational efficiencies.
Developed audit plans to evaluate internal controls and operational efficiencies.