Juliet Cordeiro
Malvern
Summary
Dedicated and skilled attorney specializing in law with several years of experience in legal counseling. Expert drafter of contract agreements and advocate for business associations. Committed to pursuing best outcomes for clients and legal firms alike.
Motivated real estate agent dedicated to giving clients first-class professional service and honest advice to enable sound financial decision-making in sales and purchases of real estate. Personable and ethical professional with several years of comprehensive experience buying and selling properties on behalf of clients. Versed in contract negotiation, contract management and prospecting.
Overview
21
21
years of professional experience
Work History
Realtor
Compass
Wayne
01.2017 - Current
- Assisting clients in buying and selling residential properties throughout the local market.
- Negotiating contracts between buyers and sellers to achieve favorable terms.
- Researching market trends to provide clients with up-to-date information.
- Coordinating with mortgage brokers and inspectors during the closing process.
Financial Advisor
Merrill Lynch
Wayne
10.2014 - 05.2016
- Developing personalized wealth management strategies for clients based on current and future financial goals.
- Reviewing current estate plans and making recommendations to better achieve a more sophisticated overall plan.
Attorney
The Stanley Laman Group, Ltd.
Berwyn
03.2011 - 02.2014
- Drafting and reviewing various types of complex legal documents for high net-worth individuals and families such as: Wills, Pour-Over Revocable Trusts, Powers of Attorney, Living Wills, ILITS, Grantor Trusts, GRATs, Shareholder’s Agreements, Trust Modifications, Trust Mergers, Buy-Sell Agreements, Operating Agreements, Partnership Agreements, Installment Sales to Intentionally Defective Grantor Trusts.
- Estate Administration
- Federal and State Tax Returns
- Forming new entities in various states, including 501(c)(3) charities and foundations.
Investment Analyst
The Stanley Laman Group, Ltd.
Berwyn
05.2004 - 08.2007
- Legal administrative work such as incorporating new entities, reviewing trust-owned life insurance policies, reviewing other legal documents such as LLC operating agreements, partnership agreements, and shareholder agreements.
- Other activities included spreadsheet comparisons and analysis of internal rates of return for multiple insurance products.
- Analyzed life insurance investments and making future allocation recommendations based on extensive research in Morningstar Principia.
- Managed multiple employees who serviced life insurance policies, completed any necessary administrative work that client’s may request, etc.
Education
Masters of Laws (LL.M) - Taxation
Villanova University School of Law
Villanova, PA08.2013
Juris Doctor -
Oklahoma City University School of Law
Oklahoma City, OK12.2010
Bachelor of Science - Finance
Syracuse University - Martin J. Whitman School of Management
Syracuse, NY05.2004
Skills
- Contract negotiation
- Market analysis
- Client representation
- Property valuation
- Closing coordination
- Estate planning
- Time management
- Strategic thinking
- Evaluating documents
- Document drafting
- Financial analysis
Professional Licenses
- Licensed Pennsylvania Attorney
- Licensed Pennsylvania Real Estate Agent
Timeline
Realtor
Compass
01.2017 - Current
Financial Advisor
Merrill Lynch
10.2014 - 05.2016
Attorney
The Stanley Laman Group, Ltd.
03.2011 - 02.2014
Investment Analyst
The Stanley Laman Group, Ltd.
05.2004 - 08.2007
Masters of Laws (LL.M) - Taxation
Villanova University School of Law
Juris Doctor -
Oklahoma City University School of Law
Bachelor of Science - Finance
Syracuse University - Martin J. Whitman School of Management