Rachel Burgin, LLM, GradCG

Experience

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  PricewaterhouseCoopers

  Feb 2003 - Mar 2004

  Paraprofessional

  Employed in Forensic Services to work on multimillion pound fraud cases.

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  Highways Agency

  Apr 2004 - Aug 2004

  Contracts Administrator

  This was a locum position where I was employed to close down some major road building contracts.

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  Bleasedale & Co Solicitors

  Sept 2004 - Nov 2005

  Trainee Solicitor

  I trained in high street practice, mainly in matrimonial and public childcare law.I chose not to qualify as a Family Lawyer

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  Sellafield Sites Limited

  Jan 2006 - Aug 2006

  Technical Specialist (Legal Research and Stakeholder Engagement)

  A legal researcher for the Waste Characterisation and Clearance team, facilitating Sellafield's clean-up/decommissioning.Also responsible for maping a stakeholder engagement programme.

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  Herbert Smith

  Sept 2006 - Sept 2012

  Paralegal (Legal & Business Development Research)

  I work for the Energy & Infrastructure Group within the Corporate Division. I was initially employed to staff the West Cumbria office which serviced the nuclear industry in the region. Through this work, I was involved in the corporate restructuring of the nuclear industry, including Magnox, LLWR, UKAEA and Sellafield. I was transferred to the London office in August 2010. My experience includes:* Report writing and articles for Senior Partners and Key Clients on legislative and policy developments affecting the energy industry; * Particularly thorough understanding of issues affecting the nuclear industry and actively participated in the Nuclear New Build consultations in West Cumbria; * Working knowledge of energy legislation and policy including the Energy and Climate Change Acts, European obligations and funding issues affecting new energy installations;* Attendance on behalf of the firm at networking events such as the Smart Metering Forum; * A wealth of industry knowledge relating to Energy and Infrastructure projects in the UK and globally;* Significant experience of setting up Corporate Responsiblity projects."Rachel is an incredibly articulate, personable individual.... She helped me to secure a place on Herbert Smith Freehills’ PRIME program in 2012, which provided me with my first insight into commercial law. The scheme demystified the City to me and because of Rachel’s help, I was confident enough to apply to top City firms for internships. This summer, I will be interning at a “magic circle” law firm and would never have felt empowered to do so without Rachel’s help in securing a place on the PRIME scheme." Alex McKerrow, former Whitehaven School student. Show less

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  University of Cambridge

  Feb 2013 - Mar 2013

  Administrator (Interim)

  • Department of Politics & International Studies• Judge Business School

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  Linklaters

  Mar 2013 - Feb 2014

  Paralegal (Financial Investigation)

  Working as paralegal on the multijurisdictional financial regulatory investigation of an international bank. Conducting thorough review of common practice for evidence of breaches of financial regulatory framework. Co-ordinating the disclosure of potential breaches to the client and UK, US, European and Japanese regulators. This included consideration of fraud by both the corporate and individual clients, competitive practices across the industry, conflicting jurisdictional powers to request/ block disclosures and recommended amendments of the current unregulated practices.Reviewing common practices across the client's treasury and trading departments in accordance with the regulatory framework. Assessing communications for evidence of fraudulent actions/ regulatory breaches. Show less

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  Herbert Smith Freehills

  Feb 2014 - Apr 2014

  Business Development Researcher (Interim)

  * Provide insight into the activities and operations of clients and potential clients, identifying points of interest and opportunity for the firm;* Conduct research and prepare reports on sectors, countries and markets to support business development and other initiatives across the firm;* Monitor market developments for issues and events that could have an impact on the firm, including opportunities, and communicate their significance to the relevant partners and business development staff;* Develop knowledge of competitors, track their activities and provide competitor/legal market research;* Help and advise others on research including the best use of information sources. Show less

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  Hudson

  Apr 2014 - May 2014

  Document Reviewer (Interim)

  Undertaking a redaction review for an international bank for the purposes of an internal investigation.

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  Lipman Karas

  May 2014 - Jul 2014

  Paralegal (Interim)

  Document review role on a major international fraud investigation.

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  Trinity International LLP

  Jul 2014 - Jul 2015

  Paralegal / Transaction Support Manager (FTC)

  Trinity International LLP is a niche projects, finance, corporate and commercial law firm focusing on power, energy/renewable energy, resources, infrastructure and industry. Trinity advises in the UK and focuses on emerging markets (particularly in Africa) with experience in the Middle East, Europe, Latin America and Asia.The team comprises senior lawyers from large international law firms specialising on sub-Saharan Africa and other emerging markets across a range of sectors including power, energy/renewable energy, mining and resources, oil & gas, transport, telecoms and water. Trinity is recognised by Chambers & Partners, IFLR and the Legal 500 and has advised on various award-winning transactions.My duties cover Transactions, Business Development and Marketing. Show less

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  Ofgem

  Jul 2015 - Aug 2015

  Enforcement & Competition Policy (Interim)
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  Wheelabrator Technologies Inc

  Sept 2015 - Feb 2016

  Company Secretarial Assistant (FTC)

  Wheelabrator Technologies Inc. (Wheelabrator) is a leading developer, owner and operator of Energy from Waste (EfW) facilities. It takes the waste left after recycling and uses it as a fuel to generate energy and heat, reducing the amount of waste sent to landfills.Wheelabrator has a long history of providing effective and reliable services for local authorities, businesses and communities in which it operates.• Company Secretarial, including incorporating companies, compiling company books, drafting Board Minutes and Resolutions, completing Companies House forms, drafting letters, organizing and running Board Meetings;• Contributing to the drafting of contracts including Fuel Supply Agreements and Management Services Agreements;• Supporting the legal team in drafting the whole suite of contracts and documents required for project close;• Managing Document Lists and Conditions Precedent.• General Counsel diary management. Show less

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  BMO

  May 2016 - Nov 2021

  • On qualification, I was promoted to take on responsibility for the BMO Real Estate Partners group of companies (see above).• I continued to offer company secretarial support to a wide range of companies within both the BMO GAM EMEA and BMO groups.• I played a key role in undertaking the company secretarial work for the acquisition by Columbia Threadneedle Investments of BMO GAM EMEA. During my time in this role, I completed ICSA exams and qualified as a Company Secretary. I obtained a distinction in the Finance paper.• Company Secretary for the London Management Committee which later became the London Branch Executive Committee;• Company Secretary for approximately 25 unregulated entities that normally met once a year to approve the accounts;• Provided company secretarial support to BMO companies registered in the UK.

  • ICSA Qualified Company Secretary

    Feb 2021 - Nov 2021

  • Company Secretarial Assistant

    May 2016 - Feb 2021
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  Columbia Threadneedle Investments EMEA APAC

  Nov 2021 - now

  Assistant Company Secretary

  On 8th November 2021, the Bank of Montreal sold BMO GAM EMEA to Columbia Threadneedle Investments which is part of Ameriprise Financial Inc, a public company registered in Minneapolis, Minnesota, USA. I played a central role in undertaking the company secretarial work associated with this acquisition and transferred to BMO GAM EMEA on completion. I also took on additional responsibilities owing to the transfer.ICSA Qualified Company Secretary) transferred in role with additional responsibilities.• Company Secretary for the Columbia Threadneedle Real Estate Partners group of companies. This includes an FCA-regulated Plc, an LLP, and several Limited companies registered in England & Wales together with a company registered in Luxembourg and some entities registered in Germany;• Company Secretary for Columbia Threadneedle Management Limited, an FCA regulated Limited company and the main operating entity for the BMO GAM EMEA group;• Company Secretary for Columbia Threadneedle Multi-Manager LLP, an FCA regulated LLP;• Company Secretarial support for the rest of the BMO GAM EMEA group companies;• Experienced at organising in-person, virtual, and hybrid board meetings, preparing agendas, drafting lengthy and complex minutes, preparing board evaluation and skills surveys, writing director suitability papers, making Companies House filings, collaborating on board succession slates, organising director training, responding to KYC requests and maintaining the company records. Show less