Richard Thomson Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

Associate within the Financial Institutions Group

Chicago, Illinois

Assisted Professor Dan Linna with research related to legal services innovation and law and technology areas.

Chicago, Illinois, United States

Chicago, Illinois, United States

Prepared in-depth analysis on new final rule issued by the Office of Comptroller of the Currency, presenting material findings to the Government Relations team and General CounselResearched and drafted internal memo on new state sick leave legislationPerformed legal research for various matters, including reviewing COVID Executive Orders and state foreclosure laws and their impact on the home loan business; Reviewing IRS code related to a potential acquisition; and state… Show more Prepared in-depth analysis on new final rule issued by the Office of Comptroller of the Currency, presenting material findings to the Government Relations team and General CounselResearched and drafted internal memo on new state sick leave legislationPerformed legal research for various matters, including reviewing COVID Executive Orders and state foreclosure laws and their impact on the home loan business; Reviewing IRS code related to a potential acquisition; and state post-judgement interest laws impacting the student loan business line.Pro-bono assistance with client intake at the virtual Woodlawn Legal Clinic Show less

Fairfax, Virginia

Provided operations support for an 800+ employee division of a management/technical consulting firm with $1B+in annual revenue and 5000+ employees. Worked together with Senior Operations Associate and senior management to provide reports on consulting staff performance metrics and project financials, drive change management, streamline business processes, and provide internal customer service to consulting staff and other corporate functions.Created a Sharepoint document library and… Show more Provided operations support for an 800+ employee division of a management/technical consulting firm with $1B+in annual revenue and 5000+ employees. Worked together with Senior Operations Associate and senior management to provide reports on consulting staff performance metrics and project financials, drive change management, streamline business processes, and provide internal customer service to consulting staff and other corporate functions.Created a Sharepoint document library and index for storage of 10+ years of previous work products and deliverables, providing staff access to legacy resources and promoting cross-team collaborationRegularly provided scheduled and ad-hoc reports to senior consulting staff and management on various business metrics, including staff utilization, project financials, sales and revenue forecasting. Used historical financial data to create a cost/benefit analysis and cost projection scenarios for management’s evaluation of a major software purchase, directly leading to $30k in costs saved in 2017 and +$250k saved through 2022.Handled logistics for annual new hire training and summer internship program, including catering, meeting setup and breakdown, brainstorming and organizing onboarding events.Assisted the BD team regarding data entry and reports in the Microsoft Dynamics CRM database, developed a data report in Excel for BD staff to calculate their commission, and worked with managers to collate, edit and finalize proposals in pursuit of potential projects. Show less

Arlington, Va

Coordinated with National Sales Manager on business development and account mangement for a membership-based research insights organization, driving $650,000 in renewals and $200,000 in new business. Activities include sales and major account management, CRM management, designing sales metrics, reporting and data analysis, and ensuring cross-functional communication with other departments.Coordinated implementation and oversight of 8,000 record Salesforce CRM database, including: data… Show more Coordinated with National Sales Manager on business development and account mangement for a membership-based research insights organization, driving $650,000 in renewals and $200,000 in new business. Activities include sales and major account management, CRM management, designing sales metrics, reporting and data analysis, and ensuring cross-functional communication with other departments.Coordinated implementation and oversight of 8,000 record Salesforce CRM database, including: data entry and maintenance, process and workflow implementation, end user support, troubleshooting with DBA, and training/assisting staff on standard procedures.Collecting and creating data reports, KPIs and visualizations through Salesforce and Excel; Reports based on various metrics such as sales and renewal revenue, retention, and membership by category and demographics. Reports done on a monthly, quarterly, and as-needed basis and delivered to senior management.Served as point-of-contact for members, and other duties such as assisting with events, coordinating the professional certification program, and general administrative tasks. Show less

Washington, D.C.

Performed data entry and database cleanup within an AMS database for a DC-based international membership association serving municipal employees. Other duties included filing, mailing and feedback calls to members.

Washington, D.C.

Worked with Development Team to conduct prospect research and fundraise for a new $20 million MM portfolio, including securing a $ 1 Million major gift. Utilized Nexis, Wealthengine, Foundation Center, Guidestar and others in online research. Wrote several 4-5 page research briefs on a weekly basis.Event planning for the 15th Anniversary Celebration, including managing vendor relations, venue booking, timeline and invitations for a 750+ person guest list. Coordinated marketing… Show more Worked with Development Team to conduct prospect research and fundraise for a new $20 million MM portfolio, including securing a $ 1 Million major gift. Utilized Nexis, Wealthengine, Foundation Center, Guidestar and others in online research. Wrote several 4-5 page research briefs on a weekly basis.Event planning for the 15th Anniversary Celebration, including managing vendor relations, venue booking, timeline and invitations for a 750+ person guest list. Coordinated marketing and online outreach for donor relations events with high level V.I.P.’s. Utilized Salesforce CRM to track and maintain a 9000+ prospect database. Assisted COO with general administrative tasks, including: tracking grant deadline and reporting, and administrative support for Development meetings. Show less

Baltimore, Maryland Area

Provided executive support for VP of International Operations of a federal contractor and research company, with annual revenues of $3.5 millionFacilitated meetings with government project sponsors and researchers at a Ballston-based government agency, including room, food, transportation, and presentation arrangements.Oversaw and organized company records; included reviewing and editing the 50 page employee handbook, filing and maintaining confidential employee healthcare… Show more Provided executive support for VP of International Operations of a federal contractor and research company, with annual revenues of $3.5 millionFacilitated meetings with government project sponsors and researchers at a Ballston-based government agency, including room, food, transportation, and presentation arrangements.Oversaw and organized company records; included reviewing and editing the 50 page employee handbook, filing and maintaining confidential employee healthcare records.Served as point-of-contact for employee healthcare reimbursements, including tracking spending and receipts, and sending approved expenses to Finance department for reimbursement. Creation and maintenance of a 650+ contact directory. Show less

Organization and upkeep of library materials, customer assistance, academic research, all other duties as assigned by library staff.