Annemarie Beers
Clearwater,FL
Summary
Reliable Fund Administrator enthusiastically pursuing opportunity to add immediate value to growing team. Inspired to help others and driven to apply unfailing work ethic to meet objectives. Industrious and committed with skills for multitasking and managing time well.
Overview
15
15
years of professional experience
Work History
Document Management Specialist
Fiduciary Trust International
06.2023 - Current
- Manage high volume of time critical tasks assisting various teams within FTI
- Collaborate with outside teams to assist with unique client account requests.
Venture Fund Support Clerk
Gunderson Dettmer LLP
02.2021 - 03.2023
- Provide excellent support and service for firm clients, their investors, and Venture Fund Group co-workers at Gunderson Dettmer
- Download and review Investor documents from Box, Anduin, Juniper Square, and various financial advisors’ secure sharing services, compile and upload Investor materials to internal electronic record and Box
- Update Investor Questionnaires with Investor requested changes
- Review and update Limited Partner tracking spreadsheet for accuracy and to update client regarding close-readiness
- Attend formation matters including: file SS-4 with IRS to obtain corporate EIN, obtain EDGAR access codes, file Form ID with SEC, obtain Delaware Certificate of Formation
- Attend venture capital fundraise matters including: download investor subscription documents, draft and send correspondence to investors confirming safe receipt of subscription materials and follow-up matters, review and update Limited Partner tracking spreadsheet
- Attend closing matters including: draft, review, and revise General Partner Acceptance Pages or Managing Member Acceptance Pages, run OFAC Sanctions List Search, draft, review, and revise Closing Emails to include: Certificate of Formation, Certificate of Good Standing, General Partner or Managing Member Acceptance Page, Executed Amended and Restated Limited Partnership Agreement, Executed Side Letter, and Executed Legal Opinions.
Information Governance Analyst
10.2018 - 02.2021
- Scan and read incoming materials to determine how and where they should be filed
- Create new files as needed either physically, electronically or both
- Remove and forward files when a client transfers to another firm in collaboration with the new firm
- Remove and return or destroy files when a client reaches retention.
Records Clerk - Temporary
06.2018 - 10.2018
- Create and track legal files and boxes for off-siting and on-siting documents and files
- Inventory and index multiple venture fund libraries
- Scan and electronically file various legal documents.
Receptionist - Seasonal
Stephens and Brugato, CPA's, LLC
02.2018 - 04.2018
Broker Assistant
Baywood Insurance
04.2016 - 04.2017
Accounts Payable Specialist
Harte-Hanks Inc.
03.2009 - 03.2010
Education
B.F.A Illustration & Art History -
Kendall College ofArt and Design
Skills
- Microsoft Excel
- Word
- Teams
- DocuSign
- Box
- Google Docs
- Adobe PDF Manipulation
- Global Inquiry
- Document Review
- Information Management
- Organizational Skills
- Interpersonal Skills
Timeline
Document Management Specialist
Fiduciary Trust International
06.2023 - Current
Venture Fund Support Clerk
Gunderson Dettmer LLP
02.2021 - 03.2023
Information Governance Analyst
10.2018 - 02.2021
Records Clerk - Temporary
06.2018 - 10.2018
Receptionist - Seasonal
Stephens and Brugato, CPA's, LLC
02.2018 - 04.2018
Broker Assistant
Baywood Insurance
04.2016 - 04.2017
Accounts Payable Specialist
Harte-Hanks Inc.
03.2009 - 03.2010
B.F.A Illustration & Art History -
Kendall College ofArt and Design
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