Henryk Rawner
Chicago,IL.
Summary
Solid decision maker based on a combination of analysis, experience and professional judgment. Always on the lookout for hidden problems and will consider options outside of the box when needed, all the while maintaining an atmosphere of excellence and candid analysis. Outstanding multitasking ability. Eager to learn, with aptitude for applying new knowledge with skill and efficiency.
Overview
27
27
years of professional experience
Work History
Financial Advisor
Equitable Advisors
2023.11 - Current
- Build strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products, and services based on each clients' individual needs
- Establish new client relationships by conducting thorough needs assessments during initial consultations
- Assess suitable coverage options tailored to individual client requirements for risk management and financial planning purposes
Associate
Law Offices of Zofia Rawner, PLLC
2010.07 - 2023.11
- Tax recommendations and estate analysis
- Draft wills, trusts, estate plans, memos, and custody/divorce/parental-issues documents
- Manage administrative staff to ensure all case files are processed efficiently
- Provide daily client support, including case analysis, presentation, process consultation, implementation, and progress
Law Student Intern
IRS - Small Business Group/Strategic Ligation
2008.01 - 2008.08
- Facilitated settlement of “S” cases and argued motions in tax court
- Identified viability of various tax shelters
- Conducted efficient taxpayer interviews
- Composed legal research and drafting
Summer Law Clerk
Squire, Sanders & Dempsey L.L
2007.06 - 2007.08
- Collaborated with legal team representing financing of international investment firm in acquisition of one of the largest hotel and multifunctional complexes in Prague
- Composed facility agreements, utilization requests, cost overrun guarantees, due diligence reports, and executive summaries
- Prepared memorandums and briefs
Student Law Clerk
Illinois Department Of Financial And Professional Regulation
2006.01 - 2007.06
- Conducted civil and criminal background checks on loan originators, culminating in licensing recommendations
- Researched and reported on rulings pertaining to loan origination
- Investigated charges of bank lending-institution fraud and misconduct
Military Legal Specialist/Court Reporter
U.S. Army Judge Advocate General's Office
2001.01 - 2004.10
- Promoted to supervisory rank of sergeant
- Coordinated legal action between units, military police, civilian authorities, and JAG
- Prepared documents in support of all military justice and non-judicial matters
- Responsibilities covered wide range of practices which included military law, contract law, and legal assistance
- Completed full term and honorably released
Realtor
Bay Realty
1997.12 - 1999.10
- Prepared and processed documents overseeing all aspects of real estate sales and rentals
- Handled all monetary transactions, with strong attention to detail
- Maintained maximum commission payouts due to continuously exceeding sales and rental goals.
Education
Life, Health, SIE, Series 7, Series 66
CA, FL, IL05.2024
NY Bar Pass
07.2010
JD & LLM Tax - Merit Based Dual Degree Program
University of Illinois Chicago Law School
Chicago, IL12.2009
Bachelor of Arts - Business Administration and History
Boston University
Boston, MA05.2000
Skills
- Critical Thinker
- Strategic Problem Solver
- Detail Orientated
- Persuasive Communicator
- Exceptional Interpersonal Skills
- Effective Public Speaker
Timeline
Financial Advisor
Equitable Advisors
2023.11 - Current
Associate
Law Offices of Zofia Rawner, PLLC
2010.07 - 2023.11
Law Student Intern
IRS - Small Business Group/Strategic Ligation
2008.01 - 2008.08
Summer Law Clerk
Squire, Sanders & Dempsey L.L
2007.06 - 2007.08
Student Law Clerk
Illinois Department Of Financial And Professional Regulation
2006.01 - 2007.06
Military Legal Specialist/Court Reporter
U.S. Army Judge Advocate General's Office
2001.01 - 2004.10
Realtor
Bay Realty
1997.12 - 1999.10
Life, Health, SIE, Series 7, Series 66
NY Bar Pass
JD & LLM Tax - Merit Based Dual Degree Program
University of Illinois Chicago Law School
Bachelor of Arts - Business Administration and History
Boston University
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