Samantha Ortega

Paralegal

Role
Paralegal, AVP at State Street
Location
Boston, MA, US
LinkedIn followers
500 followers

Experience

  1. Paralegal, AVP

    State Street

    Oct 2022 — Present · Boston, MA, US

    Assist with a wide variety of corporate law matters.Prepares board meeting materials (agendas, memoranda, resolutions, draft minutes, regulatory updates) and coordinates the preparation of board packages (e.g, PDFs, uploads to board portals) to board members and other interested individuals prior to board meetings.Drafts board meeting minutes and resolutions for review by attorneys.Maintains and adheres to corporate filings calendars and recurring board agendas.Coordinates with clients, outside counsels, independent auditors, other State Street teams and other third-party fund service providers, including sub-advisers, with respect to fund issues.

Education

  • Clark University

    Bachelor of Arts - BA, Psychology and Political Science

    2015 — 2019

  • The American School in Japan

    High School, Graduated

    2012 — 2015

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Samantha Ortega — Paralegal, AVP at State Street in Boston, MA, US | Unifers