May 2021 – Feb 2023 · 1 yr 9 mos · Mountain View, California, United States · Hybrid

• Team member for high-profile projects, including IPO, financial transactions, and annual stockholders’ meeting.
• Participated in reviewing and filing of ‘34 Act and Section 16 forms.
• Managed back-end legal projects, including logistics for annual stockholders’ meeting, overseeing distribution of director and officer questionnaires, creating stockholder meeting materials, and preparation for virtual meeting.
• Drafted minutes, resolutions and consents for publicly traded parent company and its non-public U.S. subsidiaries.
• Managed the use and flow of data of board meeting materials and minutes, charter documents, company policies and other corporate records in Boardvantage.
• Maintained all U.S. corporate records, including board and stockholder minutes and consents.
• Assisted stock administration with various projects, including stock transfers, plan document amendments and restriction removals.
• Served as backup senior international paralegal on international entity compliance matters.
• Managed localization and amendment of agreements, including offer letters, employment agreements, and ancillary documents.
• Managed litigation hold process and coordinated subpoena responses.
• Oversaw internal clients' various corporate legal requests including, but not limited to, KYC information requests, audit responses, and certificates of secretary or officer.
• California Notary Public.

Oct 2018 – May 2021 · 2 yrs 7 mos · Palo Alto, California · Remote

• Partnered with in-house clients on high-profile projects, including financial transactions, structured secondary tender offer, board meetings, stockholder meetings and establishment and maintenance of international and domestic subsidiaries.
• Maintained and summarized all U.S. and international corporate records, including board and stockholder minutes and consents.
• Managed both localization and amendment of agreements, including offer letters, employment agreements, stock plan agreements, and ancillary documents.
• Worked with members of the People team in planning and execution of a global reorganization project.
• Assisted outside counsel with patent prosecution and trademark filings.
• Managed litigation hold process and coordinated subpoena responses.
• Managed corporate insurance renewals and responses to claims.
• Reviewed and negotiated standard NDAs.
• Assisted with the annual budget process for the Legal department.
• Oversaw internal clients' various corporate legal requests including, but not limited to, KYC information requests, audit responses, and certificates of secretary or officer.
• California Notary Public.

Mar 2012 – Oct 2018 · 6 yrs 7 mos · Pleasanton, CA · On-site

• Essential team member for high-profile projects, including the company's own IPO, financial transactions, and annual stockholders’ meeting.
• Drafted board and stockholder resolutions, minutes and consents for Workday, Inc., a publicly traded company and its non-public U.S. and non-U.S. subsidiaries.
• Participated in filing Forms 10K, 10Q, and 8K and prepared and filed Forms 3, 4, and 5.
• Managed back-end projects, leading to annual stockholders’ meeting, including overseeing distribution of stockholder meeting materials and logistics preparation for in-person and/or virtual meeting.
• Assisted stock administration with projects, including stock transfers, plan document amendments, Section 144 filings, and restriction removals.
• Managed insider trading list and quarterly notifications to members.
• Managed compliance projects for international and U.S. entities.
• Formed over 35 domestic and international entities.
• Member of M&A team in connection with the review of corporate records of target companies and closing formalities.
• Managed the installation and data management of Diligent Boardbooks and Blueprint OneWorld.
• Oversaw internal clients' various corporate legal requests including, but not limited to, KYC information requests, audit responses, and certificates of secretary or officer.
• California Notary Public.

Jun 2007 – Mar 2012 · 4 yrs 9 mos · Walnut Creek, CA · On-site

• Managed corporate compliance projects for domestic and international entities. Collaborated closely with outside consultants, internal clients, the board of directors and the executive team. Managed the diligence review process, exhibit drafting and closings regarding M&A transactions. Managed customer bankruptcy cases. Securities team member for the preparation and filing of Forms 10K, 10Q, and 8K, and Forms 3, 4, and 5. Facilitated responses to internal clients’ corporate legal requests. California Notary Public.

Jan 2006 – Jan 2007 · 1 yr · Mountain View, CA

• Soon after joining Mercury Interactive Corporation (Mercury) it was acquired by Hewlett Packard (HP). While with Mercury I was responsible for the compliance of all its international subsidiaries as well as the transition of all corporate records from Mercury to HP.

Jan 2001 – Jan 2005 · 4 yrs · Pleasanton, CA

• Responsibilities:
• Organization and maintenance of the public company, domestic and international entity minute books, corporate records and database.
• Member of the Annual Stockholders Meeting team during hostile takeover attempt; coordinate with printer and distributor for distribution of stockholder materials
• Contribute to the preparation of Forms 10-Q, 10-K and Proxy Statement
• Legal integration of JD Edwards World Solution Company (2003)
• Assist local and corporate sales groups and other internal clients when they needed corporate information for RFPs or other projects

Jan 1997 – Jan 2012 · 15 yrs

Jan 1997 – Jan 2001 · 4 yrs

Jan 1994 – Jan 1997 · 3 yrs