PATRICK KOLIEBOI III
Saint Louis,Missouri
Summary
Detail-oriented paralegal with extensive experience in litigation and securities regulation, demonstrating proficiency in legal research, document management, and regulatory compliance. Adept at providing Tier 1 IT support within legal office environments, ensuring seamless operations and secure handling of sensitive information. Committed to delivering high-quality support that enhances team efficiency and upholds the integrity of legal processes. Strong ability to adapt to dynamic challenges while maintaining a focus on accuracy and confidentiality.
Overview
11
11
years of professional experience
Work History
Associate Paralegal
WELLS FARGO ADVISORS
03.2019 - 06.2025
- Provided administrative and paralegal support to attorneys concerning litigation, estate, and regulatory matters by summarizing depositions preparing legal briefs, managing discovery and preparing responses to SEC, FINRA, and state securities division inquiries, subpoenas, and client complaints
- Assisted attorneys with state securities agency inquiries regarding alleged financial elder abuse and exploitation by analyzing client accounts, reviewing Financial Advisor and bank communications and filing of investigative summaries
- Supported Financial Advisors in obtaining FINRA registration and broker-dealer association, prepared and submitting Form U4 filings via the CRD system, verified background and disclosure information and ensured adherence to FINRA and SEC compliance requirements throughout the registration process
- Conducted legal intake accurately entering case file information into the case management database and proactively calendared case deadlines, court dates, status updates and to ensure timely case progression
Internship
AFRICAN DIASPORA COUNCIL
06.2018 - 06.2019
- Assisted with planning and coordinating events, including scheduling speakers, managing timelines, and supporting overall project execution
- Managed venue logistics, including floor plan setup, audio-visual coordination, and on-site troubleshooting to ensure smooth event operations
- Oversaw attendee experience through registration, check-in, and guest support, addressing questions and resolving issues efficiently
- Supported event promotion by drafting briefs, press releases, and social media content under leadership guidance
Helpdesk/IT Support
WELLS FARGO ADVISORS
11.2014 - 03.2019
- Monitored and triaged IT support tickets from the Legal Department via phone, email and ServiceNow, ensuring timely issue resolution and proper escalation to Tier 2 or specialized teams
- Delivered first-line technical support for desktops, laptops, mobile devices, and peripherals, efficiently resolving hardware, software, and network issues to minimize downtime
- Administered user accounts and access controls in Active Directory and Microsoft 365, performing password resets, permission updates, and group policy verifications
- Assisted with internal IT security audits and documentation, generated compliance reports and maintaining accurate ServiceNow records to support operational transparency
Lead Operations Clerk
WELLS FARGO ADVISORS
11.2014 - 03.2019
- Supervised and trained file room staff on legal filing procedures, Microsoft Office applications, and database management, ensuring accurate organization, labeling, and retrieval of physical and electronic legal records.
- Managed daily operations of the file room, including processing attorney and paralegal requests, coordinating Iron Mountain deliveries, and maintaining data integrity through audits and database updates
- Oversaw office supply inventory, vendor relationships, and deliveries to ensure seamless support for Legal Department operations.
- Served as project manager for the migration of physical case files to a digital database, implemented standardized filing and documentation procedures, and handled time-sensitive legal correspondence with strict attention to confidentiality and deadlines.
Education
CCNA Certification -
CISCO Networking Academy
12-2027
AAS - Cyber Security
Saint Louis Community College
05-2027
Associate of Science - Legal Studies
Saint Louis Community College
St. Louis, MO12-2026
Security+ Certification -
CompTIA Academy
03-2026
High School Diploma -
Ladue Horton Watkins High School
05.2000
Skills
- Skilled in Microsoft 365 applications
- Working knowledge Windows Server 2019 and 2022
- Working Knowledge with Windows OS
- Active Directory management
- Proficient in SharePoint management
- Strong legal research capabilities
- Schedule management
- Proofreading
- Records management
- Office administration
Timeline
Associate Paralegal
WELLS FARGO ADVISORS
03.2019 - 06.2025
Internship
AFRICAN DIASPORA COUNCIL
06.2018 - 06.2019
Helpdesk/IT Support
WELLS FARGO ADVISORS
11.2014 - 03.2019
Lead Operations Clerk
WELLS FARGO ADVISORS
11.2014 - 03.2019
CCNA Certification -
CISCO Networking Academy
AAS - Cyber Security
Saint Louis Community College
Associate of Science - Legal Studies
Saint Louis Community College
Security+ Certification -
CompTIA Academy
High School Diploma -
Ladue Horton Watkins High School