Emily Roman

Training Financial Advisor

Name variants:
Emilie Roman, Emilia Roman, Emely Roman, Emilee Roman, Emmalee Roman, Em Roman, Emmy Roman, Emmie Roman, Millie Roman, Milly Roman, Ellie Roman, Emma Roman, Erma Roman

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Contact Information

Last Update
Jul 13, 2022
Email
em**@gmail.com
Location
San Diego, CA

Workplace

Temporary Litigation Paralegal

Industry

Law Practice

Work History

Temporary Litigation Paralegal

I summarized S.E.C. 10-K Reports, shepardized case law, and cite checked briefs prior to court submission.
Aug 2019 — Sep 2019

Hybrid Paralegal and Legal Assistant

Managed daily office operations for a recently established three attorney firm prepared invoices for attorney review per ABA task-based billing codes drafted pleadings and discovery reque...
Jan 2019 — Jul 2019

Paralegal

I was the sole Litigation Paralegal for a recently established (April 2016) public agency firm. On a daily basis, I supported eleven attorneys and a team of staff members. I conducted legal...
Oct 2017 — Jan 2019

Temporary Case Assistant

600 B St, San Diego, CA 92101
Prepared trial exhibit books for construction defect and insurance defense cases; organized substantial number of documents for attorney review using legal eDiscovery software (Eclipse, Lega...
Jul 2017 — Oct 2017

Temporary Litigation Paralegal

New York
Analyzed thousands of customer reviews for products represented in class action cases assembled trial books for multiple products liability cases utilized eDiscovery software to organize ...
Apr 2017 — Jun 2017

Paralegal

Managed all daily office operations, including organizing trial preparation while the supervising attorney was on medical leave; communicated regularly with clients and court personnel regar...
Jun 2016 — Mar 2017

Legal Account Representative

4545 Murphy Canyon Rd, San Diego, CA 92123
Negotiated mutually beneficial solutions for past due accounts on behalf of Fortune 500 companies met initial budget and subsequently expanded budget goals received performance bonus base...
Jul 2015 — Mar 2016

Financial Representative

720 east Wisconsin Ave, Milwaukee, WI 53202
Advised individuals and families on insurance and investment solutions received recognition for significant revenue production organized and conducted study sessions for colleagues prepar...
Sep 2014 — Jun 2015

Financial Services Professional

51 Madison Ave, New York, NY 10010
Advised individuals and families on insurance and investment solutions received recognition for significant revenue production built an insurance book of business from scratch using cold ...
May 2012 — Jul 2014

Occupations

Financial Broker
Financial Consultant
Lawyer
Paralegal
Litigation Support Specialist
Law Specialist
Legal Aide
Financial Services Professional
Financial Services Sales Agent
Lawyer

Skills

Financial Services
Retirement Planning
Customer Service
Finance
Investments
Legal Research
Insurance
Leadership
Legal Writing
Time Management
Marketing
Financial Analysis
Life Insurance
Series 6
Long Term Care
Public Speaking
Mutual Funds
Securities
Financial Advisory
Finra
Retirement
College Savings Plans
Proofreading

FAQs about Emily Roman

What is the profession of Emily Roman?

This professional's job is Training Financial Advisor

What are the profession of Emily Roman?

These person's professions are Financial Broker and Financial Consultant

Where does Emily Roman currently live?

San Diego, California is the place where Emily Roman currently lives

Does the expert have the email address?

em**@gmail.com is Emily Roman's email address.

How many companies did Emily Roman work at?

The professional worked at nine jobs.

Where has Emily Roman studied?

Emily studied at the Uc San Diego Extension from 2016 to 2016.

Are there any professional certifications Emily Roman has?

The expert received the following certifications: Microsoft Office Specialist Word 2013, Notary Public, and Microsoft.

What is the industry that Emily Roman is connected to?

This professional works in Law Practice industry.
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