Summary
Overview
Work History
Education
Skills
Timeline
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David Stein

Boca Raton,FL

Summary

Transitioning from solo private practice to an associate attorney position. Dedicated attorney with an extensive background in litigation and legal research. Expertise in case analysis, strategic planning and negotiations.

Overview

22
22
years of professional experience

Work History

Supervisory Agent

American Income Life-Vasu Agency Of Texas
09.2015 - Current
  • Supervised and trained other agents. 
  • Met with 10-12 existing and prospective clients each week to select appropriate insurance policies.
  • Calculated quotes and educated potential clients on insurance options.
  • Closed an average of 4 new sales per week.
  • Evaluated leads obtained through direct referrals and lead databases.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Promoted recruitment and interviewed potential new hires.

Partner, CEO Legal Counsel

Black Rabbit Entertainment Group
06.2013 - 01.2016
  • Prepared and transacted all entertainment contracts, production deals and investment opportunities.
  • Extensive work with intellectual property, investments, and contracts.
  • Direct contact with investors, producers, directors, talent and other staff.
  • Legal counsel for corporate affairs.
  • Directly responsible for all corporate management.
  • Interpreted laws, rulings and regulations for individuals and businesses.
  • Contracted as a freelance researcher and reviewer.
  • Explained available courses of action and possible repercussions of cases to clients.


Attorney/Solo Practitioner

The Thomas Law Firm, LLC
10.2002 - 01.2016
  • Direct contact with clients, opposing counsel and judges on cases.
  • Research and legal writing of various legal issues.
  • Prepared and filed all legal pleadings for clients.
  • Supervised 3-4 employees as the owner of the firm.
  • Oversaw all human resources and accounting for the law firm.
  • Primarily focused on family law, bankruptcy, contracts, small business, wills and trusts, along with criminal defense and military issues.
  • Over 80% of clientele were active duty military.
  • Developed strategies and arguments in preparation for presentation of cases.
  • Aided more than 300 homeowners in resolving home mortgage disputes.
  • Presented key evidence and exhibits during civil trials.
  • Questioned and cross-examined witnesses throughout the course of trials.
  • Interpreted laws, rulings and regulations for individuals and businesses.
  • Drafted legal briefs and opinions for all clients.
  • Analyzed probable outcomes of cases using knowledge of legal precedents.
  • Worked with management and staff to resolve pre-litigation disputes.
  • Managed all trial preparation for case litigation.
  • Filed all case pleadings in a timely manner.
  • Creatively formulated trial techniques that specifically pertained to each case.
  • Explained available courses of action and possible repercussions of cases to clients.
  • Conducted settlement negotiations and trial for property cases.
  • Proposed requests for admission and requests for production of documents.
  • Drafted statements of the case and witness lists.
  • Wrote Chapter 7 and 13 bankruptcy petitions.
  • Represented debtors at Section 341(a) meetings.
  • Researched, wrote and filed all motions, writs and briefs for each case.
  • Oversaw an average of 10-15 cases each month.



Education

J.D. -

Houston College of Law
Houston, Texas
2005

Masters of Public Administration - undefined

Troy University
Troy, Alabama
2000

Bachelor of Arts - History

College of Charleston
Charleston, South Carolina
1995

Skills

  • Legal writing
  • Corporate transactions
  • Family law
  • Corporate and business legal issues
  • Business law
  • Efficient researcher
  • MS Office proficient

Timeline

Supervisory Agent

American Income Life-Vasu Agency Of Texas
09.2015 - Current

Partner, CEO Legal Counsel

Black Rabbit Entertainment Group
06.2013 - 01.2016

Attorney/Solo Practitioner

The Thomas Law Firm, LLC
10.2002 - 01.2016

J.D. -

Houston College of Law

Masters of Public Administration - undefined

Troy University

Bachelor of Arts - History

College of Charleston
David Stein