Summary
Overview
Work History
Education
Skills
Certification
References
Awards
Languages
Affiliations
Timeline
Generic

MAUREEN GITAU

Chandler

Summary

Dynamic Licensed Financial Professional with a proven track record at North America Senior Benefits, specializing in estate planning and asset protection. Adept at client relationship management and data analysis, I empower clients through tailored financial strategies, ensuring long-term security and trust while navigating complex financial landscapes.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Licensed Financial Professional

North America Senior Benefits
Chandler
08.2025 - Current
  • As a licensed financial professional, I bring expertise in estate planning, asset protection, and personalized financial strategies. With a focus on empowering clients, I conduct comprehensive financial assessments to design investment and insurance solutions that adapt to life changes, fostering long-term security and trust.

LEGAL OPERATIONS PROCESSOR

Wells Fargo
Tempe
12.2024 - 08.2025
  • Effectively managed legal operations related to garnishments, levies and subpoenas.
  • Processed legal orders to ensure compliance with applicable banking laws and coordinated records collection for litigation.
  • Trained junior team members, fostering a collaborative environment.
  • Negotiated with external stakeholders, contributing to streamlined legal order processes and successful outcomes.

AI CONTENT ANALYST

Remotasks, Smart Ecosystem, Inc.
Chandler
05.2023 - 07.2024
  • Interpreted unstructured content using artificial intelligence, ensuring accuracy and reliability in data analysis.
  • Conducted data collection and research to gather and process requirements for various projects.
  • Analyzed data by applying grading rubrics, identifying potential vulnerabilities and proactively addressing issues.
  • Created prompts and formats to optimize results from AI models, supporting efficient solution development.

POLICY & LEGISLATIVE AFFAIRS SPECIALIST

Global Communities, USAID/CLEAR Program
Karen
03.2019 - 12.2022
  • Global Communities is an international NGO that has been around for 60 years, working in 26 countries spanning Africa, Asia, Europe, America, and the Middle East. In Kenya, Global Communities implemented the USAID-funded Cooperative Leadership Engagement, Advocacy and Research (USAID/CLEAR) Program.

    My responsibilities included:
    • Supporting advocacy groups within counties for the improvement of cooperative business enabling environments.
    • Leading development of programmatic outreach to all key stakeholders and development of implementation strategy.
    • Managing program relationships with county representatives and liaise with Council of Governors.
    • Leading the facilitation of results oriented county forums with officials and cooperative stakeholders to review, revise and finalize bills for county assemblies.
    • Identifying new market players and with existing partners and stakeholders who could provide strategic value to the program efforts to facilitate a more supportive and inclusive legal enabling environment for cooperatives.
  • Developed and coordinated dissemination of tools and technical support, ensuring continuous improvement in service delivery.

CHIEF LEGAL OFFICER

Proto Energy LLC
Westlands
10.2018 - 02.2019
  • Managed litigation and liaised with external lawyers, ensuring timely resolution of legal matters.
  • Drafted legal documents, provided advice on operational issues and prepared periodic reports for management.
  • Conducted legal audits, negotiated settlements, and ensured compliance with regulatory requirements.
  • Reviewed and drafted amendments to regulatory frameworks, ensuring alignment with client and stakeholder requirements.

CHIEF LEGAL OFFICER

G-Tide Mobile Phone Zimbabwe Private Limited
Westlands
04.2017 - 10.2018
  • Conducted legal audits to ensure compliance with regulatory frameworks, providing actionable recommendations.
  • Guided managers on regulatory and compliance matters, and maintained a database of legal matters for reporting and tracking.
  • Represented the company in dispute resolution forums, advocating for organizational interests.

CONSULTANT

Kenya Association of Manufacturers
Westlands
08.2018 - 09.2018
  • Reviewed and submitted recommendations on finance bills, tax procedures, and sector-specific legislation that focused on reducing high taxes, streamlining regulations and improving infrastructure.

LEGAL CONSULTANT

African Spirits Limited
Westlands
01.2017 - 12.2017
  • Reviewed the company's operations, documents, and policies to ensure compliance with laws, regulations, and internal standards.

LEGAL INTERN

Kosgey & Masese Advocates
Nairobi
01.2016 - 09.2016

TASKFORCE MEMBER

Biashara Fund
Kiambu County
04.2013 - 12.2014

ELECTION OBSERVER

UN - Women and Maendeleo ya Wanawake Organization
Nairobi
02.2013 - 04.2013
  • Served as election observer, advancing organization's vision to safeguard women's rights and promote gender equity during 2013 electoral process in Kenya.

LEGAL AID VOLUNTEER

Kenyatta University, School of Law
Parklands
01.2010 - 12.2012

LEGAL INTERN

Kenindia Assurance Company Limited
Nairobi
07.2012 - 08.2012
  • Assessed claims related to bodily injury, work compensation, property damage, and liability, ensuring accurate and timely resolution.

CLINICAL EXTERNSHIP

Gatundu Law Courts
Kiambu County
06.2011 - 07.2011
  • Compiled a report on access to justice and legal representation, demonstrating analytical and reporting skills.

Education

Licensed Financial Professional - Life Insurance

State of Arizona
07-2025

Certicate in Public Policy Executive Program -

Strathmore University
Nairobi, Kenya
12.2020

Certicate in the Public Policy Making Process (PPMP) -

Kenya Institute for Public Policy Research Analysis (KIPPRA)
Naivasha, Kenya
12.2020

Postgraduate Diploma in Law (DipKsL) -

Kenya School of Law
Karen, Kenya
12.2016

Bachelor of Laws (LL.B.) -

Kenyatta University School of Law
Parklands, Kenya
12.2013

Skills

  • Client Relationship Management
  • Customer Service Excellence
  • Project Management
  • Data Analysis & Reporting
  • Issue Resolution & Problem-Solving
  • Training & Development
  • Negotiation
  • Legal Compliance
  • Advocacy
  • Spreadsheets

Certification

Commissioner for Oaths, Republic of Kenya Judiciary, 09/01/21

References

References available upon request.

Awards

CLARITY International Fellow, Washington D.C, USA, Recognized by NCBA-CLUSA for promoting democratic governance, transparency, and accountability in government. Compiled a report: Critical Analysis of Prospects for Achieving Equality in Kenya, 2017.

Languages

  • English, Advanced
  • Swahili, Advanced

Affiliations

Volunteer, Cornerstone Church Chandler, AZ

Timeline

Licensed Financial Professional

North America Senior Benefits
08.2025 - Current

LEGAL OPERATIONS PROCESSOR

Wells Fargo
12.2024 - 08.2025

AI CONTENT ANALYST

Remotasks, Smart Ecosystem, Inc.
05.2023 - 07.2024

POLICY & LEGISLATIVE AFFAIRS SPECIALIST

Global Communities, USAID/CLEAR Program
03.2019 - 12.2022

CHIEF LEGAL OFFICER

Proto Energy LLC
10.2018 - 02.2019

CONSULTANT

Kenya Association of Manufacturers
08.2018 - 09.2018

CHIEF LEGAL OFFICER

G-Tide Mobile Phone Zimbabwe Private Limited
04.2017 - 10.2018

LEGAL CONSULTANT

African Spirits Limited
01.2017 - 12.2017

LEGAL INTERN

Kosgey & Masese Advocates
01.2016 - 09.2016

TASKFORCE MEMBER

Biashara Fund
04.2013 - 12.2014

ELECTION OBSERVER

UN - Women and Maendeleo ya Wanawake Organization
02.2013 - 04.2013

LEGAL INTERN

Kenindia Assurance Company Limited
07.2012 - 08.2012

CLINICAL EXTERNSHIP

Gatundu Law Courts
06.2011 - 07.2011

LEGAL AID VOLUNTEER

Kenyatta University, School of Law
01.2010 - 12.2012

Licensed Financial Professional - Life Insurance

State of Arizona

Certicate in Public Policy Executive Program -

Strathmore University

Certicate in the Public Policy Making Process (PPMP) -

Kenya Institute for Public Policy Research Analysis (KIPPRA)

Postgraduate Diploma in Law (DipKsL) -

Kenya School of Law

Bachelor of Laws (LL.B.) -

Kenyatta University School of Law
MAUREEN GITAU