Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alyson (Ali) Ferrill

Longmont

Summary

Driven Paralegal successful at thriving in high stress, high-pressure environments and situations involving constant change and vast ambiguity in data and instruction. Spearheaded the launch of a new exchange-traded fund and new mutual fund, and led regulatory filings, demonstrating exceptional organizational skills and legal acumen. Certified in NCIC/CCIC, adept at driving efficiency and innovation in legal processes.


Overview

13
13
years of professional experience

Work History

40 Act Paralegal

Janus Henderson Investors
01.2022 - Current
  • Sole manager of the Part C for four Trusts includes conferring with members of Board to gather information, drafting appropriate contracts, updating relevant sections of the Part C, and file said contracts with the SEC.
  • Manage fund registrations, preparation of prospectuses and statements of additional information, supplements, and other regulatory filings for four Trusts.
  • Responsible for supporting annual and semi-annual shareholder reports, quarterly portfolio holdings reports, annual proxy voting reports, and reviewing various financial-related regulatory filings.
  • Maintained a leading role in building both a mutual fund as well as launching a new exchange traded fund.

Legal Assistant

Boulder District Attorney's Office
06.2014 - 12.2021
  • Sole County Court Legal Assistant that prepared, maintained, and organized all misdemeanor case files for assigned division.
  • Sent and tracked subpoenas for police officers, civilian witnesses, and outside expert witnesses for Motions Hearings and Jury Trials.
  • Worked closely with the judge’s clerk, local law enforcement, and deputy district attorneys to complete requested tasks.
  • Researched statutes, drafted and filed motions, ran NCIC/CCIC criminal history searches, and prepped case files for upcoming dockets.

Credit Department Admin

Ridgestone Bank
02.2012 - 03.2014
  • Responsible for all SBA related third party report ordering, tracking and distributions for Residential, Commercial and Equipment appraisals, Phase I and Phase II documentation, and Business Valuations.
  • Facilitated bank-wide meetings, recorded minutes and completed necessary documentation for pre and post meetings.
  • Implemented standard operating procedures for credit personnel to achieve consistency in unit operations.
  • Oversaw reporting, documentation and recordkeeping requirements for department.
  • Work cross-functionally with packagers, management, and other departments to maintain effective operations.

Education

Psychology And Sociology

University of Colorado At Boulder
Boulder, CO

High School Diploma -

Longmont High School
Longmont, CO

Skills

  • Calendar and Travel oversight
  • Exhibit preparation
  • Legal research skills
  • Case file organization
  • Document filing and preparation
  • Criminal and Financial law
  • Project management
  • Office administration
  • NCIC/CCIC certified
  • Colorado Notary
  • Accounts Receivable and Accounts Payable

Timeline

40 Act Paralegal

Janus Henderson Investors
01.2022 - Current

Legal Assistant

Boulder District Attorney's Office
06.2014 - 12.2021

Credit Department Admin

Ridgestone Bank
02.2012 - 03.2014

Psychology And Sociology

University of Colorado At Boulder

High School Diploma -

Longmont High School
Alyson (Ali) Ferrill