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A senior-level Paralegal Consultant with over 30 years of experience, specializing in providing high-stakes, on-demand support to law firms, venture capital (VC) firms, and corporate legal departments. Expertly manage complex corporate transactions (M&A, Securities), regulatory compliance (ERISA, PPACA), and corporate governance matters. Proven ability to operate independently, conduct meticulous due diligence, and manage end-to-end regulatory filings with precision.…A senior-level Paralegal Consultant with over 30 years of experience, specializing in providing high-stakes, on-demand support to law firms, venture capital (VC) firms, and corporate legal departments. Expertly manage complex corporate transactions (M&A, Securities), regulatory compliance (ERISA, PPACA), and corporate governance matters. Proven ability to operate independently, conduct meticulous due diligence, and manage end-to-end regulatory filings with precision.

Dondi Dancy

Brand Strategist, Project Manager, Film Fixer, +2

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A senior-level Paralegal Consultant with over 30 years of experience, specializing in providing high-stakes, on-demand support to law firms, venture capital (VC) firms, and corporate legal departments. Expertly manage complex corporate transactions (M&A, Securities), regulatory compliance (ERISA, PPACA), and corporate governance matters. Proven ability to operate independently, conduct meticulous due diligence, and manage end-to-end regulatory filings with precision.…A senior-level Paralegal Consultant with over 30 years of experience, specializing in providing high-stakes, on-demand support to law firms, venture capital (VC) firms, and corporate legal departments. Expertly manage complex corporate transactions (M&A, Securities), regulatory compliance (ERISA, PPACA), and corporate governance matters. Proven ability to operate independently, conduct meticulous due diligence, and manage end-to-end regulatory filings with precision.

Available to hire

A senior-level Paralegal Consultant with over 30 years of experience, specializing in providing high-stakes, on-demand support to law firms, venture capital (VC) firms, and corporate legal departments. Expertly manage complex corporate transactions (M&A, Securities), regulatory compliance (ERISA, PPACA), and corporate governance matters. Proven ability to operate independently, conduct meticulous due diligence, and manage end-to-end regulatory filings with precision.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

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Work Experience

Paralegal Consultant at RegiLex Paralegal Solutions

March 1, 2025 - Present

Provide specialized corporate and transactional support to venture capital firms; research, prepare, and file Federal and State securities offerings (exempt compliance such as Form D and Blue Sky). Manage full lifecycle of corporate entities, including formation, maintenance, dissolution, and related organizational documents. Perform high-volume tasks including due diligence reviews, capitalization table maintenance, stock certificate and option record preparation, and multi-jurisdictional compliance coordination.

Senior Paralegal at Goodwin Procter LLP

October 1, 2019 - March 1, 2025

ERISA & M&A: Managed all aspects of ERISA health, welfare, and retirement plan design; analyzed and developed deal-specific provisions to offset ERISA liabilities during M&A activity. Equity Management: Administered stock compensation plans using CapMx, Carta, eShares, and Shareworks. Regulatory Drafting: Prepared and effected filings for various federal and state forms, including SEC filings; drafted opinions and assembled backup. Corporate Compliance: Monitored changes in filing, reporting, and franchise tax laws to ensure immediate compliance.

Paralegal III/Contracts Analyst III at TruGreen Limited Partnership

October 1, 2016 - September 1, 2019

Developed, analyzed, and documented commercial transactional agreements; drafted initial submissions for bids (RFP/RFQ). Risk Mitigation: Updated policies and procedures to ensure legal/regulatory compliance and manage transactional risk.

PPACA Compliance Analyst at HUB International

January 1, 2012 - January 1, 2014

Managed legal compliance review processes for employer-sponsored health and welfare benefit plans governed by ERISA, COBRA, the ADA, HIPAA, FMLA, PPACA, and Title VII. Drafted internal memoranda and plan documents; prepared summary statements for annual DOL Form 5500 filings.

Manager & Senior Paralegal Roles at Willis Towers Watson, fka Willis North America

October 1, 1995 - April 1, 2009

Recruited, trained, and supervised paralegal staff; directed strategic planning sessions and established performance goals. Program design included employer-sponsored plan audit protocols and standardized templates for findings; provided consulting on risk management and compliance.