Sharon Kiely
Morristown,NJ
Summary
A versatile and results-driven professional with proven expertise across legal, financial, caregiving, and insurance sectors. Skilled in analysis, communication, teamwork, and efficiency in high-pressure environments. Committed to team success, meaningful relationships, and continuous growth with a positive attitude.
Overview
38
38
years of professional experience
Work History
Registered Representative /Licensed Life Insurance Agent
Primerica Life and Financial Services
04.2013 - Current
- Managed a diverse client portfolio as a Registered Representative and life insurance agent, delivering tailored financial solutions while ensuring SEC compliance and ethical standards.
- Assessed client needs to provide customized benefits, manage provider contracts, and oversee claims processes.
- Executed strategic outreach efforts, including 20–30 daily cold calls, to drive sales and identify new business opportunities.
- Conducted operational reviews to improve efficiency and collaborated with teams to meet monthly sales targets.
- Maintained consistent client communication to share product updates and ensure adherence to organizational policies.
Paralegal
McElroy, Deutsch, Mulvaney & Carpenter, LLP
05.1996 - 05.2025
- Managed a high-volume caseload of 1,200 toxic tort cases across New York and New Jersey, providing comprehensive litigation support.
- Prepared for trial by drafting deposition summaries, pre-trial motions, and organizing case materials.
- Conducted detailed regulatory analysis and ensured compliance with civil procedure standards.
- Maintained accurate timekeeping and billing records.
- Collaborated with attorneys, clients, insurers, and opposing counsel in fast-paced, deadline-driven environments.
- Utilized state and federal electronic filing systems to streamline document management and court submissions.
Legal Secretary
Shanley & Fisher, P.C.
09.1990 - 05.1996
- Managed high-volume administrative and legal tasks related to mass tort matters in New Jersey.
- Drafted legal documents, including pleadings, correspondence, and case summaries.
- Facilitated communication between attorneys, clients, and courts to ensure timely case progression.
- Maintained organized and accurate case records and documentation.
- Provided comprehensive support for trial preparation with attention to detail and efficiency.
- Maintained calendar and appointments four attorneys.
Legal Secretary
Stirone, Fein, Kahn, Shepard & Day, P.C.
06.1987 - 05.1990
- Managed personal injury case files, including intake forms, police reports, settlement documents, and expense tracking.
- Coordinated with attorneys and medical providers, ensuring clear communication and timely follow-ups.
- Supported case progression through accurate data entry, deadline scheduling, and organized administrative support.
Additional Experience
Elderly Caregiver - Private In-Home Care
Morris Township, New Jersey
06/2014 - 11/2022
- Provided comprehensive caregiving for eight years, ensuring physical, emotional, and financial well-being.
- Assisted with personal care, meal preparation, and medication management.
- Coordinated medical appointments and managed financial oversight.
- Performed light housekeeping and facilitated therapeutic activities to support well-being.
Table of Hope - Cook for the Homeless
Morristown, New Jersey
- Prepare meals for approximately 65 individuals, 3 nights/week.
- Cleaning and maintenance of kitchen area and equipment to uphold food safety and hygiene standards.
Skills
- Legal compliance and securities regulations
- Legal writing, support, and terminology
- Administrative and Organizational skills
- Drafting Legal documents
- E-filing (state & federal)
- Case / court deadline management
- Motion Practice and Trial Preparation
- High ethical standards, morals, and loyalty
- Client billing and time management (Aderant Expert billing software)
- Word, Excel, PowerPoint, iManage, PACE, and various other computer programs and applications
- Customer Service and Client Communication
- Financial and Investment: Financial review and oversight, retirement planning, investment strategies, asset allocation, and insurance solutions
- Healthcare and Patient Support - Medication Management
- Communication with medical providers and insurance carriers
- Adaptability, Multitasking, detail-oriented problem solving
- Independent worker and team player
Education
Paralegal Studies
Auburn University
Auburn, AL02-2025
Licenses And Certifications - Financial Services
Kaplan Financial
Davenport, IACriminal Justice
County College of Morris
Randolph Township, NJLicenses/ Certificates
Registered Representative
- CA, NJ, NY & PA
- CRD # 6446319
- Licenses: Series 6 & 63
License Life Insurance Agent
- NY & NY
- License # 1544617
Timeline
Registered Representative /Licensed Life Insurance Agent
Primerica Life and Financial Services
04.2013 - Current
Paralegal
McElroy, Deutsch, Mulvaney & Carpenter, LLP
05.1996 - 05.2025
Legal Secretary
Shanley & Fisher, P.C.
09.1990 - 05.1996
Legal Secretary
Stirone, Fein, Kahn, Shepard & Day, P.C.
06.1987 - 05.1990
Paralegal Studies
Auburn University
Licenses And Certifications - Financial Services
Kaplan Financial
Criminal Justice
County College of Morris
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