Gayle M. Profile

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$20 USD / hour

palm harbor,

united states

$20 USD / hour

It's currently 7:43 AM here

Joined November 21, 2020

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Gayle M.

@Gamaegon0130

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(0 reviews)

0.0

$20 USD / hour

palm harbor,

united states

$20 USD / hour

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Paralegal/Grant Writing/Regulatory Compliance

I am a Senior Paralegal for a law firm in St. Petersburg, FL. where I draft documents, perform legal research, file documents with the courts, draft contracts, demand letters, and conduct client interviews. I retired as a Compliance Manager at Transamerica after 21 years where I drafted and filed with the SEC prospectuses and related documents for over 100 mutual funds and 16 variable products which included extensive proofreading. I also have Grant Writing experience with Voices for Children in Tampa.

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Experience

John K. Carter Law, PA

Mar 2018 - Present

Perform Legal Research, draft contracts and agreements, draft and file court documents for probate and some litigation, form companies, draft related documents to form companies, client interaction, draft demand letters, settlements, file with states new company registrations, and draft trusts, wills and related documents.

Transamerica

Mar 1995 - Jul 2016 (21 years, 4 months)

Served as compliance manager for over 100 mutual funds; drafted prospectuses and related documents for the mutual funds and variable life products; prepared and filed all regulatory filings and related documents with the SEC; coordinated Fund Board Meetings and prepared necessary documents; legal research; proofreading. Managed staff.

Voices for Children - Tampa

Jan 2014 - Jan 2016 (2 years)

Volunteer work for Voices for Children. Drafted Grant Proposals and was successful in securing grants.

Qualifications

Oakland University

1995

Senior Paralegal; legal research; drafting (technical writing); proofreading; regulatory filings; trusts; wills; probate; contracts; legal document drafts and court filings; grant proposals.

Publications

Prospectuses and SAIS

SEC; Donnelley Printing

Prepared all prospectuses for Transamerica Funds (formerly IDEX Mutual Funds) and Transamerica Series Trust (formerly WRL Series Trust from 1995 through 2006; and prepared all Transamerica Variable Life prospectuses from 2006 though retirement in 2016.