Edie Bruno
Bordentown
Summary
Dynamic legal professional with extensive experience at Omni 360 Advisors, excelling in client management and case oversight. Proven ability in legal research and document preparation, driving successful outcomes and ensuring compliance. Recognized for exceptional organizational skills and commitment to client satisfaction, enhancing operational efficiency and supporting billing processes effectively.
Overview
35
35
years of professional experience
Work History
Client Liaison/Legal Assistant
Omni 360 Advisors
Plainsboro
10.2023 - Current
- Work with clients in the Legal, Wealth and Tax disciplines
- Assist in managing legal cases to ensure their completion
- Facilitate and maintain legal deliveries, client files and data systems
- Pipeline management
- Process monthly income reports accurately and support billing tasks as required
Paralegal
Medina Law Group
Pennington
07.2022 - 10.2024
- Work with clients to gather information required for designing plan
- Prepare, aid in development and deliver EP, EL plans
- Prepare deed documentation for execution
- Assist in managing legal cases to ensure their completion
- Assist with drafting legal documents
- Assist with client funding trust(s)
- Converse with County Clerk's office to ensure proper facilitation for approval
- Converse with Surrogate Court's office for estate administration cases to ensure facilitation of probate
New Business Agent
Medina Law Group
Pennington
07.2022 - 10.2024
- Onboard new clients
- Application submissions for client, account transfer follow-up, database management
Coordinator, Employee Services
Bright Horizons EdAssist Solutions
Newton
06.2012 - 07.2022
- Company Overview: (Worked remotely)
- Independent reviewer to ensure policy compliance for clients utilizing TAMS (Tuition Assistance Management System)
- Ensure appropriate discounts applied prior to payment, analyze and log savings obtained for auditing purposes utilizing proprietary software and reporting tools
- CRM (Customer Relationship Management) processing of cases, help desk tickets and e-mails submitted by participants
- Live Chat-assist in real time with participants questions
- Received 2022 Above and Beyond Award
- (Worked remotely)
ABA Tutor
Wrentham Elementary School
Wrentham
05.2012 - 06.2013
- Taught 1:1 behavioral and instructional needs for designated student(s) based on the Applied Behavioral Analysis principles
- Implemented programs per students' IEP's/ABA programs
- Run discrete trials and collect empirical data to track child's progress
Substitute Teacher
Wrentham Elementary School
Wrentham
09.2010 - 04.2012
Active Volunteer Vice-President of Membership/Playgroup Coordinator
The MOMS Club of Norfolk, Plainville and Wrentham
Wrentham
01.2001 - 12.2009
- Helped create a club in the tri-county area
- Grew club from 15 to over 100+ members in one year
Consumer Promotions Manager - Cranberry Drinks
Ocean Spray Cranberries, Inc.
Lakeville-Middleboro
04.1998 - 09.2000
- Created/investigated/developed promotional plans and ideas for all brands and directed/managed all programs with a multi-million dollar budget
- Supervised 3 assistants, one outside promotion agency and several vendors
- Evaluated results to drive recommendations, foster continual learning, achieve program improvements for maximum ROI
Promotion Manager - JELL-O Gelatin
Kraft Foods, Inc.
Rye brook
01.1997 - 03.1998
- Executed, managed and analyzed all consumer programs; overall budget $22MM
- Supervised outside promotion agencies, screened partnership programs and managed promotional tie-ins
Senior Account Executive - Armstrong World Industries/DuPont Company
BBDO Worldwide
New York
07.1990 - 12.1996
- Managed $20MM in billings for Armstrong's/DuPont residential division
Account Executive - Joseph E. Seagram & Sons, Inc.
BBDO Worldwide
New York
07.1993 - 08.1994
- Managed $12MM in billings for Crown Royal, Martell, Moderation and Mumm (Domestic and International)
- Extensive client interaction, managed creative development, print production preparation and print shoots
- Developed and analyzed client/agency research
- Supervised 3 assistants
Assistant Account Executive - Joseph E. Seagram & Sons, Inc.
BBDO Worldwide
New York
06.1992 - 06.1993
Budget Coordinator - NEC Technologies, Inc.
BBDO Worldwide
10.1991 - 05.1992
Administrative Assistant - NEC Technologies, Inc.
BBDO Worldwide
07.1990 - 09.1991
Education
Global Professional MBA -
Fordham University
New YorkB.S. - Marketing Communication
Fashion Institute of Technology
New YorkSkills
- Client management
- Legal research
- Document preparation
- Case management
- Pipeline management
- Billing support
Timeline
Client Liaison/Legal Assistant
Omni 360 Advisors
10.2023 - Current
Paralegal
Medina Law Group
07.2022 - 10.2024
New Business Agent
Medina Law Group
07.2022 - 10.2024
Coordinator, Employee Services
Bright Horizons EdAssist Solutions
06.2012 - 07.2022
ABA Tutor
Wrentham Elementary School
05.2012 - 06.2013
Substitute Teacher
Wrentham Elementary School
09.2010 - 04.2012
Active Volunteer Vice-President of Membership/Playgroup Coordinator
The MOMS Club of Norfolk, Plainville and Wrentham
01.2001 - 12.2009
Consumer Promotions Manager - Cranberry Drinks
Ocean Spray Cranberries, Inc.
04.1998 - 09.2000
Promotion Manager - JELL-O Gelatin
Kraft Foods, Inc.
01.1997 - 03.1998
Account Executive - Joseph E. Seagram & Sons, Inc.
BBDO Worldwide
07.1993 - 08.1994
Assistant Account Executive - Joseph E. Seagram & Sons, Inc.
BBDO Worldwide
06.1992 - 06.1993
Budget Coordinator - NEC Technologies, Inc.
BBDO Worldwide
10.1991 - 05.1992
Senior Account Executive - Armstrong World Industries/DuPont Company
BBDO Worldwide
07.1990 - 12.1996
Administrative Assistant - NEC Technologies, Inc.
BBDO Worldwide
07.1990 - 09.1991
Global Professional MBA -
Fordham University
B.S. - Marketing Communication
Fashion Institute of Technology
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