Experienced paralegal specializing in corporate and securities law, adept at legal research and document management. Proven track record in improving case outcomes and efficiency.
Work History
Securities Paralegal
7 Months
Hunter Taubman Fischer & Li | 12.2025 - 07.2026
Assisted attornies with 40+ clients by preparing SEC filings such as Forms 3, 4, 5, 8-K, and Rule 144 documentation and opinions.
Maintained corporate governance and entity management records for 40+ clients, including board consents, shareholder resolutions, stock ledgers, and organizational documents.
Administered and maintained 300+ client EDGAR accounts, including application filings, access management, and delegation coordination.
Workers' Compensation Claims Associate
4 Months
Citimed NY | 06.2025 - 10.2025
Managed and maintained 1000+ workers’ compensation claim files, ensuring accurate documentation and compliance with applicable legal, regulatory, and procedural requirements.
Reviewed 5,000+ medical records, accident reports, correspondence, and other claim-related documentation to support case evaluation.
Coordinated daily with attorneys, adjusters, employers, medical providers, and claimants regarding claim status updates, required documentation, and case progression.
Business Development Intern
1 Year 3 Months
Premium Technology | 05.2022 - 08.2023
Assisted with client and partner due diligence, compiling corporate, financial, and regulatory documents into packets for legal department.
Reviewed and maintained 20+ client documentation packets, ensuring records were complete, organized, and readily accessible for internal review.
Researched securities law, financial-services regulations, and regulatory developments in all countries relevant to the business, including China, Saudi Arabia, and Bahrain.
Compiled weekly regulatory research memorandums.
Accounts Receivable Clerk
11 Months
Tulane University | 11.2021 - 10.2022
Processed and Digitized 100,000+ student records, including all students who attended Tulane between 2008 and 2022
Fielded 20+ calls daily from students and parents regarding outstanding payment issues
Managed sensitive accounts receivable information, maintaining accurate records of 13,000+ student accounts, including address, social security, and payment information
Education
Bachelor of Arts - Political Science And English
Tulane University | New Orleans, LA | 05-2021
High School Diploma
The Collegiate School | New York, NY
Skills
Legal writing and drafting
Document review
Document management
SEC regulatory compliance
Transactional due diligence
Contract Review
Confidential information handling
Deadline/calendar management
Languages
Spanish
Full Professional
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Portuguese
Limited Working
Timeline
Securities Paralegal
Hunter Taubman Fischer & Li
12.2025 - 07.2026Read More
Workers' Compensation Claims Associate
Citimed NY
06.2025 - 10.2025Read More
Business Development Intern
Premium Technology
05.2022 - 08.2023Read More
Accounts Receivable Clerk
Tulane University
11.2021 - 10.2022Read More
Tulane University
Bachelor of Arts from Political Science And English
Securities Enforcement Paralegal at C2 Alaska/U.S. Securities and Exchange CommissionSecurities Enforcement Paralegal at C2 Alaska/U.S. Securities and Exchange Commission
Securities Enforcement Paralegal at C2 Alaska/U.S. Securities and Exchange CommissionSecurities Enforcement Paralegal at C2 Alaska/U.S. Securities and Exchange Commission