JAVIER R. TAPIA
10 Pinewood Dr., Glenville, NY 12302
firstname.lastname@example.org / 585.687.8206
Republican National Committee New Orleans, LA
Field OperativeNovember 2014 – December 2014
•Conducted door-to-door and phone bank voter ID surveys, and get-out-the-vote (GOTV) efforts in the greater New Orleans, Louisiana metropolitan area on behalf of Congressman Bill Cassidy in the U.S. Senate runoff election.
New York Republican State CommitteeAlbany, NY
Field OperativeJuly 2014 – Present
•Composed, reviewed and deployed voter survey scripts and walk lists for volunteers; conducted voter surveys via phone bank and door-to-door canvassing regarding New York’s 18th Congressional District.
•Conducted GOTV efforts throughout the district regarding the general election for New York’s 18th Congressional District.
•Established satellite office in Mahopac, NY in New York’s 18th Congressional District for Congresswoman Nan Hayworth’s campaign.
•Established satellite office in Poughkeepsie, NY in New York’s 18th Congressional District for Congresswoman Nan Hayworth’s campaign.
•Identified battleground election districts and coordinated Washington D.C. Young Republicans door-to-door campaign for New York’s 18th Congressional District.
•Reviewed Federal Election Commission (FEC) Form 3 regarding Congresswoman Nan Hayworth’s campaign fundraising efforts.
•Researched Congresswoman Nan Hayworth’s legislative voting record; researched opposing candidate’s campaign literature citations in New York’s 18th Congressional District; assisted in debate preparation.
•Assisted candidate with campaign literature distribution at community events; attended various campaign events.
•Established satellite office in Plattsburgh, NY in New York’s 21st Congressional District for candidate Elise Stefanik.
•Tracked opposing candidate in New York’s 21st Congressional District regarding filming of television campaign advertising.
•Established phone bank in Republican Headquarters in Albany, NY regarding ancillary support to New York congressional campaigns throughout New York State.
Committee to Elect Terrence MurphyShrub Oak, NY
Field StafferJuly 2014
•Canvassed New York’s 40th Senate District on behalf of candidate Terrence Murphy for voter signatures regarding the Independence and Conservative Party Designating Petitions.
Friends of Nan HayworthChester, NY
Field StafferMarch 2014 – June 2014
•Canvassed New York’s 18th Congressional District on behalf of Congresswoman Nan Hayworth for voter signatures regarding the Independence Party Designating Petition.
•Conducted voter surveys via phone bank and door-to-door canvassing regarding the New York Independence Party Primary.
•Reviewed voter survey responses from mailings, phone bank, and door-to-door canvassing and input voter data into GOP Data Center.
•Reviewed Federal Election Commission (FEC) Form 3 regarding opposing campaign receipts and disbursements.
•Coordinated get-out-the-vote (GOTV) effort throughout the district regarding the New York Independence Party Primary election.
•Observed polls throughout the district on Election Day and reported on polling location activities.
U.S. Trust, Bank of America Private Wealth ManagementDallas, Texas
Assistant Vice President/Trust Relationship OfficerFebruary 2012 – May 2013
•Provided comprehensive wealth management services for clients representing over $150MM in assets.
•Provided wealth advisory services to professional athletes from Major League Baseball (MLB).
•Advised clients, including foreign clients, on all aspects of trust administration including the legal, regulatory and fiduciary framework, distribution of income and principal assets, discretionary analysis, fiduciary accounting and tax matters, and other trust administrative matters.
•Coordinated with portfolio managers to advise clients regarding investment objective selection, investment performance review, market review, risk analysis, depletion analysis, retirement planning, and other investment matters.
•Worked with private banking specialists to deliver client advice on private credit and banking matters such as, deposit account and credit review, private credit lines (PCLs), mortgage refinances and home equity lines of credit (HELOCs).
•Coordinated with special asset managers to advise clients regarding specialty assets such as: oil, gas and mineral interests, ranch, farm and timberland, real estate and privately held business assets.
•Assisted estate settlement services group on the administration and settlement of decedent’s estates.
•Organized cross-border asset transfers with foreign financial institutions.
Woods Oviatt Gilman LLPRochester, New York
AssociateSeptember 2009 – February 2012
•Drafted estate planning instruments for clients with net worth ranging in excess of $10MM.
•Drafting experience includes: simple wills and simple wills with contingent trusts for minor children; conduit trust wills, disclaimer trust wills, marital and bypass (A-B) trust wills; irrevocable life insurance trusts (ILITs); revocable living trusts with pour over wills; supplemental needs trust wills, first and third party supplemental needs trusts; Medicaid qualifying trusts.
•Appeared before local probate courts in the administration of trusts and estates, assisted in the preparation of fiduciary income and estate tax returns, fiduciary accountings, changes of trusteeship, coordination of foreign estate administration with local counsel in a foreign jurisdiction, and other estate and trust administration matters.
•Represented taxpayers before the Internal Revenue Service (IRS) and New York State Department of Taxation and Finance, including the preparation of Report of Foreign Bank and Financial Accounts (FBAR) and Foreign Trust Account reporting instruments.
Syracuse University College of Law, Syracuse, New York
Juris Doctor (J.D.), May 2009
Honors: Syracuse Law Review – 3L Executive Editor
SUNY Binghamton, Binghamton, New York
Master of Arts (M.A.), History, May 2005
Nazareth College, Rochester, New York
Bachelor of Arts (B.A.), History & French, May 2002
Foreign Study:L’Université de Haute-Bretagne, Rennes, France Fall 1999–Spring 2000. Intensive study of French language and culture with emphasis on written and oral communication.
Niskayuna High School, Niskayuna, New York
NY Regents Diploma, June 1998
Admitted to practice in New York – 2010
•Fluent in Spanish and French, written and verbal.
•New York State Bar Association (NYSBA)
Town of Glenville, New YorkGlenville, New York
Planning and Zoning Commission, MemberJanuary 2014 – present
•Prepare and maintain Town of Glenville Comprehensive Plan regarding residential and commercial development, land use, natural resources, transportation and other development policy issues.
•Review and evaluate development applications pursuant to requirements of New York Town Law, Town of Glenville Zoning Ordinance, Town of Glenville Comprehensive Plan; coordinate with the Glenville Environmental Conservation Commission (GECC) to ensure compliance with the New York State Environmental Quality Review Act (SEQRA) and other relevant laws and regulations.
•Inform the public and respond to public input at hearings regarding pending development applications.
VOLUNTEER CAMPAIGN EXPERIENCE
•2014 – Canvassed New York’s 11th Congressional District on behalf of Congressman Michael Grimm for voter signatures regarding the Independence Party Designating Petition.
•2014 – Canvassed the New York 24th Congressional District on behalf of candidate John Katko for voter signatures regarding the Independence Party Designating Petition.
•2014 – Canvassed the New York 19th Congressional District on behalf of Congressman Christopher P. Gibson for voter signatures regarding the Independence Party Designating Petition.
•2013 – Canvassed Town of Glenville Election District 27 for the Republican Party in the 2013 Schenectady County Legislature District No. 3 campaign.
•2013 – Participated in the phone bank for the Republican Party in the 2013 Schenectady County Legislature District No. 3 campaign.
HONORS, AWARDS & SPEAKING ENGAGEMENTS
•Recognized as Empire State Counsel in 2011 by the New York State Bar Association (NYSBA) for providing pro bono legal services to indigent clients.
•Recipient of the William E. McKnight award in 2010 by the Volunteer Legal Services Project (VLSP) of Monroe County for work with pro bono clients.
•“Non-Tax Potpourri”, American Bar Association, Section of Real Property, Trust and Estate Law 24th Annual Spring CLE Symposia, Washington, DC May 2-3 2013, Co-Presented with Lee-Ford Tritt, University of Florida, Mark I. Cohen, Cohen & Burnett PC, Allison Kelly, Brown Brothers Harriman & Co., and Kelly Shubic Weiner, Venable LLP.