

ABA-Certified Paralegal with 20+ years of unified experience across intelligence operations, complex investigation, and high-stakes legal support, specializing in civil litigation, criminal defense, case management, and legal research. Proven track record of conducting high-level investigative research, streamlining trial-prep workflows, and optimizing operational efficiency while maintaining strict adherence to confidentiality and deadline constraints. Fully bilingual in English and Spanish, delivering seamless client communication, cross-cultural representation, and field-level investigative accuracy across diverse legal environments.
Managed case creation, intake evaluation, and tracking for legal, financial, and administrative matters. Conducted preliminary case assessments and presented structured files to the legal team for review. Developed standardized intake forms and updated operational protocols to streamline case processing. Audited client files and financial documentation to ensure strict compliance with regulatory standards and donor funding guidelines.
Directed operational workflows, back-office compliance, and financial administration during firm mergers. Drafted standardized operating procedures (SOPs) and clinical protocols to ensure full adherence to regulatory standards. Managed resource allocation, budget tracking, and the recruitment of administrative and operational personnel to streamline business functions.
Served as Legal Assistant and Lead Investigator at Werksman Jackson & Quinn LLP, directing comprehensive field investigations and litigation support for high-stakes white-collar, federal criminal defense, and high-profile trial matters. Spearheaded on-scene forensic teams, private investigators, and subject-matter experts during critical evidence collection, chain-of-custody verification, and witness canvassing. Conducted in-depth legal research on Westlaw, drafted detailed investigative memoranda, and synthesized complex discovery materials into structured trial databases for senior partners. Prepared, proofread, and executed service of process for subpoenas, motions, and pleadings, ensuring strict compliance with local, state, and federal court filing rules. Facilitated secure movement, executive transport, and operational risk mitigation for senior partners and high-profile clients during high-consequence trials and media-exposed legal engagements. Managed confidential client communications, screened high-priority inquiries, and coordinated multi-party witness preparation sessions for courtroom proceedings.
Served as Back Office Manager, directing daily operational workflows, administrative procedures, and staff coordination within a high-volume clinical practice. Managed medical charting, intake documentation, and complex billing systems, ensuring strict adherence to regulatory standards and coding compliance. Assisted physicians during procedures, enforcing strict operational protocols, patient confidentiality, and risk mitigation strategies. Developed and standardized procedural guidelines to streamline back-office workflows and improve institutional efficiency. Delivered technical presentations at professional events to educate industry peers on operational standards and regulatory compliance.
Oversaw regulatory compliance, medical recordkeeping, and operational workflows in a high-volume healthcare facility. Managed clinical schedules, inventory budgets, and strict safety protocols while leading a team of medical personnel. Reviewed patient charts, verified treatment protocols, and ensured full adherence to healthcare regulations, confidentiality standards, and internal operating procedures.
Executed high-stakes operations with total commitment to mission success, risk mitigation, and team safety. Led specialized training programs to build operational readiness for incoming personnel. Managed complex logistics for troop movements, supply distribution, and tactical equipment deployment. Maintained secure communication networks between operational units, ensuring strict compliance with institutional protocols and regulatory standards.
Served as a tactical leader in high-pressure operational environments, earning multiple decorations for valor and leadership under fire. Directed diverse teams, managed complex supply chain logistics, and executed rigorous training programs to ensure operational readiness. Completed service with an Honorable Discharge, maintaining strict adherence to ethical standards, institutional protocols, and mission objectives.
Legal Case Management: Discovery coordination, case tracking, docketing, file maintenance, document management
Legal Research & Writing: Litigation research, fact investigation, citation verification, legal document drafting support
Document & Evidence Review: Document review, evidence cataloging, privilege logs, high-volume file processing
Medical Records Analysis: Medical record summaries, chronologies, bill auditing, medical causation analysis
Clinical Knowledge: Medical terminology, care standards, treatment protocols, healthcare billing compliance
Regulatory Compliance & SOPs: Standard Operating Procedure (SOP) development, process improvement, risk mitigation
Legal & Practice Software: Salesforce, Microsoft SharePoint, document control systems, legal databases
Technical Applications: Advanced Microsoft Word, Microsoft Excel (data analysis, spreadsheets), PowerPoint
Project & Team Leadership: Resource coordination, cross-functional team leadership, client outreach, trial prep support
Forensics Speech & Debate - Advocacy, Case Analysis & Oral Communication: Award-winning competitor skilled in critical thinking, evidence analysis, and oral advocacy. Experienced in dissecting complex arguments, synthesizing case facts under strict time constraints, and presenting clear, persuasive positions. Strong command of language and strategic communication, directly supporting attorney trial preparation, witness briefing, and mock court presentations.