Georgeann McNicholas, Esq.

Experience

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  Dudley Clark & Chan

  Jun 1989 - Sept 1995

  Paralegal and Personal Assistant to Senior Partner

  Responsible for case management from complaint through order. Interview clients. Provide legal research. Draft memorandums, interrogatories, employee handbooks, collective bargaining agreements, pleadings, documents and correspondence. Coordinate senior partner’s schedule and maintain office calendar. Coordinate all social functions for the firm and senior partner. Troubleshooter.

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  Globalvest Management Company, LP

  Sept 1995 - Jun 2007

  Legal Administrator and Chief Compliance Officer

  Responsible for the formation and maintenance of 54 domestic and foreign corporations, partnerships, investment funds, brokerage accounts and custodial accounts; registration of trademarks and domain names; offering documents; management agreements; and legal research. Produce and maintain the employee handbook, policy and procedures manual, compliance manual, forms and filing system to meet SEC requirements and Blue Sky regulations for funds and for investment adviser. Prepare Economic Development Commission (EDC) application and supplemental filings to meet EDC requirements. Provide oversight of two Securities and Exchange Commission (SEC) routine audits and one EDC annual audit. Show less

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  Peter and Patricia Gruber Foundation

  Jan 2001 - May 2013

  Volunteer

  Produced original website. Compiled and distributed nomination materials to advisory boards in Cosmology, Genetics, Neuroscience, Justice and Women's Rights. Event management. Paralegal Services

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  Georgeann Peters McNicholas

  Jul 2007 - Dec 2013

  Self Employed

  Experience incorporating/organizing more than 100 companies, in onshore and offshore domiciles, and maintaining their required local and federal regulatory requirements. Provide consultations and hands-on assistance to individuals establishing new and existing partnerships, corporations and limited liability companies. Develop employee manuals, policy and procedure manuals, and business continuity plans. Provide regulatory compliance oversight for Economic Development Commission (EDC) beneficiaries and for U.S. Securities and Exchange Commission (SEC) and state/territory registered Investment Advisors. Project management of office build-outs, corporate dinners and special events, Provide paralegal services to law firms and corporate legal departments. Show less

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  Global Financial Strategies, LLC

  Mar 2009 - Oct 2009

  Manager

  Responsible for the wind down and liquidation of off-shore mutual funds and the dissolution of their related legal entities.; oversight of office operations and personnel; and the closing of the physical office and organization of storage and maintenance of records.

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  Law Offices of Karin A. Bentz

  May 2011 - Jun 2013

  Paralegal (part-time)

  Social Security Disability Representative. Assisted with personal injury and labor law cases.

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  Louisiana Board of Professional Geoscientists

  Mar 2014 - Dec 2016

  Administrator

  Manage the office of the Louisiana Board of Professional Geoscientists (LBOPG), a self-funded agency under the Office of the Governor. LBOPG provides Geoscientists-in-Training certificates and Louisiana Professional Geoscientists licenses to qualified applicants. For more information, go to www.lbopg.org.

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  Marjorie Rawls Roberts, PC

  Mar 2018 - now

  Attorney

  Corporate Law, Securities Law and Compliance, Estate Planning, Real Estate, Tax.