
Member at Legacy Partners LLC
San Francisco Bay Area

Member at Legacy Partners LLC
San Francisco Bay Area
Practical legal expertise in advanced estate planning strategies, trust administration, probate proceedings, taxation and Medi-Cal qualification.
Proven skills in operational management and business development for a law firm, including hiring/managing office staff, defining operational processes, sales/marketing, practice acquisition, internet promotion, educational seminars, billing/accounting and procurement.
Experienced in intellectual property development, including patent drafting and patentability/freedom to operate analysis.
Strong engineering background – innovative scientist, holding multiple US and foreign patents. Over 14 years of operational experience in product development as a project manager and engineer.
Estate Planning Law, Elder Law, Patent Law, Law Firm Management, Marketing, Operational Process Optimization, Project Management.
(Law Practice industry)
February 2007 — Present (2 years 6 months)
Legacy Planning Law Group is a firm founded by my husband, Gregory A. Broiles, Esq., with practice areas of estate planning & administration, elder law, asset protection and taxation.
As Director of Operations, act as primary contact for potential and current clients. Hire and supervise support staff; implement operational procedures; manage payroll, billing, accounts payable and receivable. Implement a comprehensive marketing plan and design all marketing materials. Develop and maintain the compnay web site. Contributed to the acquisition and integration of two law practices, with over 6000 client files.
As a Paralegal, perform legal research and draft documents. Correspond with clients, government agencies, courts, fiduciaries and financial institutions.
(Legal Services industry)
2006 — Present (3 years)
(Public Company; 10,001 or more employees; JNJ; Pharmaceuticals industry)
September 2002 — August 2006 (4 years)
Conducted competitive analysis of the drug delivery field for pharmaceuticals and medical devices, including identifying technology gaps and strengths and potential in-licensing opportunities.
Project Manager for projects to identify new product concepts and devise technology development strategies.
Implemented a new process for patent development which increased patent filings 5 fold in the first year and decreased patent development timelines by over 30%.
(Public Company; 1001-5000 employees; JNJ; Pharmaceuticals industry)
February 1992 — September 2002 (10 years 8 months)
Experienced Product Development Manager / Project Manager / Technical Team Leader for oral drug delivery products. Led two technical product teams from conception through NDA filing and contributed to over 15 of ALZA’s drug delivery products.
Broad experience in all conventional oral pharmaceutical manufacturing processes - from bench scale through pilot plant scale and commercial technology transfer.
Innovative engineer holding numerous US and foreign patents.
(Public Company; 10,001 or more employees; MCIP; Telecommunications industry)
December 1989 — February 1991 (1 year 3 months)
(Telecommunications industry)
May 1988 — August 1988 (4 months)
(Public Company; 10,001 or more employees; T; Telecommunications industry)
May 1987 — August 1987 (4 months)
Reg No. 55,787 2004
1982 — 1985
National Notary Association, Paralegal Association of Santa Clara County, Project Management Institute -- PMI
Patents Awarded - U.S. and International
1 - "Antidepressant Therapy", 2002
2 - "Dosage forms and methods for providing effective reboxetine therapy...", 2002
3 - "Reduced formate poly(alkylene oxides) with secondary amines...", 2003
4 - "Novel drug compositions and dosage forms", 2004
5 - "Novel drug compositions and dosage forms of topiramate", 2004
6 - "Methods for providing effective reboxetine therapy...", 2006