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Trakeda Perry

@trakedaperry

I coordinate SEC filings, governance records, and board support for public companies.

At Thryv, I coordinate SEC reporting, including 10-K, 10-Q, 8-K, proxy, and EDGAR filing workflows with outside counsel, auditors, and financial printers.

I maintain governance records, minute books, resolutions, and good-standing filings across complex global entity structures. I also administer Section 302 certification and Disclosure Committee workflows while supporting corporate transitions and M&A diligence.

Previously at JBG Smith Properties, I maintained regulatory and governance records for more than 1,500 domestic and foreign entities and supported Section 16 reporting, stock administration, and audit-ready SEC disclosure pipelines.

Across Calvert Investments, Seward & Kissel, and PNC Capital Advisors, I've supported registered investment companies, fund registrations, board materials, regulatory research, securities disclosures, and compliance documentation under SEC, FINRA, CFTC, and investment-company requirements.

Experience

Work history, roles, and key accomplishments

Current

Senior Corporate Paralegal

Current

Thryv, Inc.

Apr 2022 - Present (4 years 5 months)

Coordinate and support preparation of periodic and current reports (10-K, 10-Q, 8-K), annual proxy statement, and related public-company filings. Maintain minute books, resolutions, and governance records across a complex global entity structure.

SEC Filings SEC EDGAR XBRL 10 Ks 10 Q Filings 8 K Proxy Statements Entity Management Governance Records SOX 302 Disclosure Committee Contract Administration SaaS Contracts M&A due diligence

AVP Corporate Paralegal

JBG Smith Properties

Dec 2017 - Apr 2022 (4 years 4 months)

Maintained governance records and regulatory hygiene for 1,500+ domestic and foreign entities across multiple fund structures. Administered Section 16 tracking and executive stock ownership reporting, and supported quarterly and annual SEC filing pipelines.

Entity Management Section 16 SEC Forms 3 4 and 5 Fidelity Recordkeeper SEC Filings 10 Q Filings 10 Ks SEC EDGAR Records Management Joint Operating Agreements

Senior Securities/Corporate Paralegal

Calvert Investments, Inc.

Nov 2015 - Jun 2017 (1 year 7 months)

Served as acting secretary to the Deputy General Counsel, coordinating governance materials and meeting logistics for eight registered investment companies. Tracked and summarized regulatory developments from SEC, FINRA, and CFTC, and supported prospectus updates and SAI filings.

Board Support Regulatory Monitoring SEC FINRA CFTC Prospectus SAI Investment Company Act Of 1940 Insurance Documentation

Investment Management Paralegal

Seward & Kissel LLP

Oct 2013 - Nov 2015 (2 years 1 month)

Conducted regulatory research, compiled closing binders, and prepared Blue Sky filings across multiple state jurisdictions. Drafted private placement memoranda, subscription agreements, and legal entity formation documents for institutional investment clients.

Regulatory research Blue Sky Filings Confidential Offering Memoranda SaaS Agreements Company Formation

Regulatory Fund Advisor Paralegal

PNC Capital Advisors, LLC

Dec 2011 - Oct 2013 (1 year 10 months)

Registered funds through the NFA system under Rule 4.5 CPO exemptions and managed regulatory registrations. Prepared and submitted registration disclosure statements for mutual funds, processed Form N-8f deregistrations, and administered D&O questionnaires.

NFA CFTC CPO Exemptions Form N 8f Diligence Questionnaires Mutual Funds Investment Advisers Act of 1940

Cash Applications & Reconciliation Team Leader

Maxim Healthcare Services, Inc.

Apr 2009 - Nov 2011 (2 years 7 months)

Directed day-to-day cash reconciliation operations and supervised a support and compliance team. Compiled operational tracking reports and coordinated with regional managers to support regulatory adherence.

Cash Reconciliation Team Leadership Compliance Reporting Operations Management