1. Mary Ann Redd
312-395-0469
maredd@hotmail.com
Experiencse:
J P Morgan Chase March 2014 – December 2014
Document Processor
• Application Proofreading
• Document Collation
• Document Distribution
Jos. Cacciatore & Co.
Contract Real Estate, Commercial, and Trust Paralegal December 2013-January 2014
Katten Muchin Rosenman LLP October 2013 – December 2013
Contract Word Processor, 2nd
Shift
• Edited documents from attorney notes
• Proofread documents for accuracy
Mercy Lakefront Housing, Education, Training, and Employment Department: July 2012 – August 2013
Microsoft Windows Specialist / Receptionist(Volunteer)
• Information Desk ; Receptionist
• Internet, Desktop, and Microsoft Office Consultant
JP Morgan Chase June 2013 – July 2013
Data Entry Specialist
Cabrini Green Legal Aid: December 2012 – February 2013
Pro Bono Intake Specialist (Volunteer)
• Front Desk Intake
• Distribution of Seminar Packets
Kentech Consultants, Inc.: April 2012 – May 2012
Contract Paralegal
 Document Management, Review, and Security
 Client Contact, Questioning, and Verification of Data Received
 Editing of Personal Intake Reports
 Research of Court Filings; Federal, State, County, and City
State Farm Insurance August2011 – September 2011
Contract Network Technical Analyst / Level II Help Desk
Chicago Career Tech April 2010– November 2010
Healthcare IT Help Desk
• Pilot Program Graduate, Cisco Network Engineer
LaSalle Bank / Bank of America: July 2003 – December 2009
Personal Banker
• Small Business: Sales and Service
• Trust & Estates: Wealth Management Information and Referrals
• Personal Banking: Sales and Service
• Perfect Attendance
Venturi Staffing Partners: July 1996 - September 2002
Contract Trust & Estates PARALEGAL / AUDITOR:
• Inspected personal, custodial, real estate and Separate Employee Pension Trusts
• Interpreted trust and will provisions
• Valued assets from grantors decease or alternate valuation date
• Calculated trust federal and state tax payments, thru forms:
• 706-GS(D) Generation-Skipping Transfer Tax Return for Distributions
• 706 QDT US Tax Return for Qualified Domestic Trusts
• 706-NA United States (and Generation-Skipping Transfer) Tax Return
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2. • New Trust Account Data Collection and Research
Mary Ann Redd
312-395-0469
maredd@hotmail.com
Certifications:
• Banking Law and Trust / PARALEGAL, American Institute of Banking 1992
• Proofreading; Harris Trust and Savings Bank 1994
• SAP Consultant; De Vry University 2010
• Cisco Certified Network Associate (CCNA), De Vry University 2010
• Lean Six Sigma, White Belt; SixSigmaWay.com 2012
American Institute of Banking 1990-1992
• Banking for College
• Accounting I
• Introduction to Trust Functions
• Law and Banking Principles
• Bank Accounting
• Estate Planning and Services
• Banking and Negotiable Instruments
• Land Trusts
American Banking Association National Graduate Trust School 1995
• Case Studies in Financial Planning
• Problems & Pitfalls of the 706
• Economics of Charitable Giving
• Life Insurance Considerations for Trust Officers
• Estate Planning for Business Owners
• Estate Planning for the Marital Deduction, Parts
1 & 2
• Independent Research Program Overview
• Fiduciary Law
• Fiduciary Case Law
• Behavioral Finance & Explaining Performance,
Parts 1& 2
• Mutual Funds, Wrap Accounts & Alternative
Investments
• Administrative Business Interests in
Trust & Estates
• Estate Planning for the Medium Sized
Estate, Parts 1& 2
• Stock Options
• Applied Asset Allocation Concepts I
• Administrative Real Estate in Trust &
Estates
• Planning for Minors
• Certified Trust & Financial Advisor
(CTFA) Review: Investments
• Planning for Retirement Plan
Distributions
• Certified Trust & Financial Advisor
(CTFA) Review: Tax & Estate
Planning
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3. Illinois Paralegal Association / Continuing Legal Education
• Nursing Home and Elder Law (2003)
• Family Law (2003)
• Guardianships – From Basics to Bloopers (2003)
• Funding the Marital and Family Trusts (2003)
• Trusts: Funding Asset Valuing and Distributing
(2004)
• Estate Planning Practice Applications (2004)
• Tax Free Exchanges of Real Property (2005)
• Title and Mortgage Fraud (2006)
• Distribution from IRA’s and Qualified
Retirement Plans (2006)
• Estate, Gift, GST Taxes, and Related Income
Taxes (2007)
• SEC’s New Executive Compensation Disclosure
Requirements (2007)
• Land Trust Law and Administration (2007)
• Basics of Real Estate Closing and Interpreting a
Real Estate Contract (2007)
• Tax Aspects of Estate Planning (2007)
• New Developments in Title Insurance (2007)
• Commercial Loan Syndication (2007)
• 1031 Tax Deferred Exchanges (2009)
• Paralegal Project Management Toolkit (2009)
• SEC Proposed Replacement of US GAAP with
International Financial Reporting Standards
{IFRS} (2009)
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