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About Me
MEET JANE BATES
Jane is a detail-oriented professional with a strong foundation in business administration and accounting, complemented by comprehensive training gained by years of serving as the Legal and Compliance Officer in major firms for over 25 years. This experience includes meticulously reviewing documents to ensure accuracy, clarity, consistency and adherence to regulatory standards.
Her experience as Chief Compliance Officer was spent at major broker/dealers, investment advisors, and insurance companies. During that time as Chief Compliance Officer, she had numerous securities and insurance licenses, including the Financial and Operations Principal designation in those firms. She currently has a Certificate in General Proofreading: Theory and Practice to document her proofreading skills. Her proofreading activities include proofing and editing books, manuals, website information, letters, sales materials, and advertising materials for firms and individuals.
She has collaborated with legal teams in various proceedings, including depositions and on-the-record testimony, and then reviewed the related legal documents. She has written and proofread responses to regulatory correspondence for clarity and correctness. As a former member of senior management in those corporations, she has extensive experience working with outside consultants including lawyers, accountants, information technology personnel, and bankers, as well as regulators — and has been responsible for reviewing and proofreading documents pertaining to those outside groups.
- Attention to detail
- Grammer and punctuation
- Business and financial terminology
- Editing and proofreading
- Time management
- Analytical skills
- Communication skills
- Fact verification
- Client confidentiality
- Terminology expertise
- Quality assurance
- Analytical skills
- Consistency checking.