Fern Lindsay

Experience

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  EY

  Jan 1982 - Dec 1987

  CPA - Tax Strategies

  • Developed tax saving strategies and prepared tax returns for elite clients and high net worth individuals• Compiled and analyzed financial projections and investment alternatives• Coordinated with banking advisors to develop retirement plans and wealth optimization strategies

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  David E. Morgan Inc.

  Jan 1990 - Jan 2021

  Executive

  • Developed creative tax-saving strategies and prepared tax returns for elite clients and high net worth individuals.• Analyzed creative tax alternatives for corporate tax programs to take advantage of regulatory changes. • Coordinated with banking advisors to develop retirement plans and wealth optimization strategies.

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  Riverview Capital

  Jan 2010 - Jan 2022

  Executive Assistant

  • Reviewed financial data for capital investment in mezzanine finance opportunities of $10M annually.• Researched risk factors and made recommendations for investment decisions.• Advised on accounting procedures and financial transactions.• Applied critical thinking and creative problem-solving for complex investment projects.

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  Koerner Immigration Law, LLC

  Jun 2022 - Mar 2025

  Executive Assistant/Immigration Paralegal/Office Manager

  • Conducted detailed legal research on immigration matters including NIW, EB-1, and L-1 processes and visa regulations• Provided attorneys with clear, concise summaries, contributing to informed case strategy decisions• Central point of contact for foreign nationals, immigration counsel, HR Departments, and U.S. Government agencies • Managed case data using eImmigration, LollyLaw, CEAC, and USCIS tools• Reduced case completion time by 20% through workflow optimizations and meticulous deadline tracking• Led the preparation for E-2 business visas for foreign nationals from over 18 countries, spanning industries from fashion to real estate• Managed a high volume of complex cases, including financial analysis, and fact checking • Specialized in creative problem solving and strategic alignment for complex cases including forensic and legal research • Drafted, edited, organized, and meticulously prepared documents for filings over 1,500 pages each• Successfully managed over 20 cases at a time with effective communication between clients, counsel, and beneficiaries• Handled correspondence and workflow management for legal process between attorneys, clients, and agencies • Financial management including client invoices and billing, liaison with vendors, and budget reporting Show less

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  Irina Rostova LLC

  Apr 2025 - now

  Executive Assistant
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  EB-5 Support

  Apr 2025 - now

  Executive Assistant