Terri L. Kerr

Paralegal

Education

  • University of Pittsburgh, 1999, B.A., Anthropology
  • Community College of Allegheny County, A.A., Business Administration

Practice Area 

  • Financial Industry Group - Investment Management

Legal Skills

  • Prepare disclosure and regulatory documents required for creation and maintenance of mutual funds, ensuring proper form for filing with Securities and Exchange Commission (SEC); resolve issues with SEC, as appropriate; research, analyze, interpret and respond to legal and procedural issues and questions; advocate and resolve issues with regulators and clients; assist senior paralegals, paralegal supervisors, paralegal manager and legal counsel with research and special projects; draft and negotiate broker-dealer/bank Supplemental Payments Addenda.
  • Prior to Reed Smith, experience in Blue Sky Registration Specialist, Federated Investors, Filed amendments, prospectuses, statements of additional information and shareholder reports for mutual fund companies per State regulations; prepared sales reports, fund expense projections and state compliance documentation; researched large sales for possible exemptions; performed due diligence audits, analysis and research on registration process; assisted System Administrator with improvements to Compliance Support System and drafted departmental procedures.

Employment History

  • 2004 - Reed Smith LLP
  • 1990 - Federated Investors, Inc.

Professional Affiliations

  • U.S. Navy - Chief Petty Officer, Secretary, Naval Mobile Construction Battalion TWO THREE Chief Petty Officers Association; Pittsburgh/McKeesport Chief Petty Officers Association

Interests

  • Terri enjoys golf, softball, billiards, hiking, and biking.