Summary
Overview
Work History
Education
Skills
Timeline
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Mellissa Quintana

Midvale,UT

Summary

Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective business strategies, optimizing processes, and driving team performance. Known for adaptability, effective collaboration, and delivering measurable outcomes in dynamic environments. Strong communication and problem-solving abilities, coupled with focus on fostering productive and positive team culture.

Overview

10
10
years of professional experience

Work History

Director, Partner Engagement

The Stena Group
10.2022 - 01.2025
  • Spearheaded partner engagement strategies, fostering strong relationships with Limited Partners and vendors
  • Collaborated cross-functionally to identify inefficiencies, implement process improvements, and enhance productivity
  • Oversaw two multi-million-dollar Funds using Carta and Aduro software
  • Developed and managed internal audit programs, conducting quarterly and semi-annual audits
  • Ensured regulatory compliance with OFAC, ORS, KYC, and AML standards
  • Supervised corporate compliance, including entity formations and annual reporting
  • Partnered with financial and strategic planning teams to ensure alignment on key deliverables
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas
  • Strengthened internal controls by reviewing existing policies and procedures
  • Facilitated cross-functional collaboration for improved decision-making processes within the organization
  • Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations
  • Negotiated favorable contracts with vendors for reduced costs and improved service quality

Business Compliance Manager

rPlus Energies
10.2020 - 09.2022
  • Established and led the internal business compliance framework, ensuring regulatory alignment
  • Managed corporate compliance, including business licensing, entity formations, and reporting
  • Secured over $300K in business insurance and surety bonds
  • Implemented policies and procedures to drive efficiency and standardization
  • Led contract negotiations, ensuring compliance with contractual obligations
  • Designed and executed internal audit programs
  • Performed regular compliance reviews and audits, identifying non-compliance issues.
  • Consulted with internal departments on best practices for all process improvements and regulatory initiatives
  • Collaborated with legal team to review client and vendor contracts

Paralegal

Cricut, Inc.
07.2018 - 04.2020
  • Led international product compliance, ensuring adherence to regulatory requirements across 19 countries
  • Reviewed marketing and advertising materials for legal and policy compliance
  • Assisted in drafting, executing, and maintaining contractual agreements
  • Developed internal training programs on marketing and advertising regulations
  • Conducted legal research to identify industry trends, risks, and compliance requirements
  • Led Consumer Goods & Product Compliance research
  • Streamlined workflow by implementing new document management system, reducing time spent on file retrieval
  • Improved team productivity by coordinating with attorneys to prioritize and delegate tasks effectively

Senior Legal Assistant

Dorsey & Whitney LLP
05.2017 - 07.2018
  • Prepared and file Articles of Incorporation, Articles of Organization, Authentication/ Apostille, and business license renewals
  • Compiled closing documents, prepare closing binders
  • Maintained client stock certificates, ledgers, memorandums and update master vault list
  • Provided day-to-day executive support
  • Ran conflict checks, draft engagement letters and open new client matters
  • Managed file database and run reports
  • Processed time entries, audit responses, process reimbursement expenses, assist with proformas, maintain calendars, organize and coordinate meetings and conferences
  • Revised and finalize documents, spreadsheets and forms
  • Drafted documents from dictation
  • Took minutes and maintain corporate minute books
  • Exercised excellent judgment and integrity
  • Assured high priority items are completed in a timely manner
  • Handled all matters in a professional, diplomatic, and tactful manner

Sr. Executive Assistant to President

Utah Technology Council (UTC)
11.2016 - 05.2017
  • Managed complex calendar scheduling with focus on proper allocation of executive availability
  • Managed schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips for President.
  • Contributed to smooth business operations by planning and organizing meetings and conferences
  • Maintained professionalism while handling sensitive information by adhering to strict confidentiality protocols at all times
  • Conducted research to prepare, gather and proof briefing materials, agendas and decks for executive-level meetings
  • Developed strong relationships with internal departments to facilitate cross-functional collaboration on key initiatives driven by senior leaders
  • Assisted with major initiatives and projects
  • Improved office efficiency with the implementation of organized filing systems and document management processes
  • Optimized time management practices with the creation of comprehensive itineraries for executive travel plans both domestically and internationally
  • Processed travel expenses and reimbursements for executive team and senior management group
  • Boosted productivity levels through the development of streamlined administrative procedures and protocols
  • Coordinated complex annual meeting involving multiple presenters, high number of global attendees and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations
  • Transcribed, formatted, input and edited text, data, and graphics
  • Assisted in talent acquisition efforts through candidate screening, interview scheduling, and onboarding coordination for new hires within the organization

Legal Assistant/Paralegal

Kirton McConkie
12.2014 - 12.2016
  • Conducted thorough trademark and patent searches to identify potential conflicts
  • Analyzed legal issues related to intellectual property, including copyright, trademark, and patent laws
  • Gathered and reviewing relevant case law and regulations
  • Drafted and filed patent applications, including detailed descriptions of inventions
  • Prepared trademark applications and supporting documentation
  • Drafted legal correspondence regarding IP matters to clients
  • Advised clients on intellectual property protection strategies
  • Communicated with clients regarding the status of their IP filings and potential legal issues
  • Maintained accurate records of client IP portfolios, including renewal dates and ownership information
  • Monitored IP filings and responding to office actions from relevant IP agencies
  • Excellent research and analytical skills
  • Detail-oriented with high accuracy in document preparation
  • Effective communication and client interaction skills
  • Proficiency in legal software and databases

Education

Bachelor of Business Administration - Management

Southern New Hampshire University
05.2010

Business Organization & Occupation Service Training (BOOST) -

Discover Financial Services
06.2001

High School Graduate -

Hillcrest High School
06.1995

Skills

  • Business Operations & Strategy

  • Regulatory & Corporate Compliance

  • Contract Negotiations & Management

  • Process Improvement & SOP Development

  • Cross-Functional Collaboration

  • Risk Assessment & Mitigation

  • Financial & Asset Management

  • Internal Audits & Reporting

  • Leadership & Team Development

  • Stakeholder & Vendor Relations

  • Carta & Aduro (Fund Management)

  • Project Management Tools (Asana, Monday, Gatekeeper)

  • Finance Management (QuickBooks)

  • Microsoft Office Suite (Excel, Word, PowerPoint)

  • Google Workspace (Docs, Sheets, Drive)

  • Relationship building

  • Partner engagement

  • Compliance monitoring

  • Strategic planning

  • Building partnerships

Timeline

Director, Partner Engagement

The Stena Group
10.2022 - 01.2025

Business Compliance Manager

rPlus Energies
10.2020 - 09.2022

Paralegal

Cricut, Inc.
07.2018 - 04.2020

Senior Legal Assistant

Dorsey & Whitney LLP
05.2017 - 07.2018

Sr. Executive Assistant to President

Utah Technology Council (UTC)
11.2016 - 05.2017

Legal Assistant/Paralegal

Kirton McConkie
12.2014 - 12.2016

Business Organization & Occupation Service Training (BOOST) -

Discover Financial Services

High School Graduate -

Hillcrest High School

Bachelor of Business Administration - Management

Southern New Hampshire University

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Mellissa Quintana