Leo Thompson Email & Phone Number

Naperville, Il

Strategic consulting for the evaluation, development, plan implementation and growth of start up and small enterprises. Evaluation and negotiation of franchise agreements and working capital requirements for various manufacturing and service industries. Consultation and implementation of accounting software systems and business operational software for cost/benefit analysis of equipment and personnel changes. Evaluation and guidance on purchase and sales of business entities. Income tax preparation and compliance reporting was a service of the firm until 2010 when it was discontinued.

Lisle, Il

Managed the purchase, integration and relocation of the Packaged Products Division business of Clayton Brown & Associates taking the new company founded by Robert Van Kampen from 12 employees to over 60. Recruited, hired, and supervised operational, accounting, and compliance staff of 25 . Instigated, supervised and implemented a securities compliance and supervisory manual, employee fringe benefits package, and accounting/internal control procedures for the rapidly growing firm.

Chicago, Il

Managed the transfer and reactivation of Gateway Mortgage Acceptance Corporation, a single purpose finance subsidiary of Kemper Mortgage/Kemper Insurance. Managed the development, credit rating, and securities regulatory registration/filings for corporate bond issues collateralized by GNMA certificates. Supervised the initial offering of bonds, underwriting group, sales and closing of the first issue in 1990.

Chicago, Il

Extensive experience in the origination, structuring, due diligence, marketing and closing of taxable debt securities collateralized by single family and multi-family mortgages. Lead investment banker responsible for the completion of over $525 Million of debt and equity financing representing over 25 transactions where firm was managing underwriter. Firm investment banker responsible for the due diligence in over $2.3 Billion of debt and equity financing in over 90 transactions. Advising issuers of newly developed structured debt on quality criteria for ratings, marketing and potential investors.

Naperville, Il

Developed new taxable Unit Investment Trusts and mortgage backed securities for the firm. Developed serial pay-through notes, a short term financing collateralized by real estate limited partnership investor notes and financial guarantees. Developed mortgage pay-through bonds, the first conventional mortgage backed pay-through bonds issued by a savings and loan association. Both securities were rated "AAA" and sold to institutional and retail markets respectively.

Dewitt, Ny

Managed the accounting, financial control and reporting of the construction of a 500,000 square foot shopping center in Kingston NY. The center was constructed in less than 100 days, within budget. Designed and implemented accounting system overhaul and the hiring and training of accounting and budgeting staff for 25 existing and development stage enterprises.

Syracuse, Ny

Analysis and design of computer systems for enterprise and governmental agencies; developed financial and management reporting systems, personnel administration and evaluation systems and performed EDP control reviews (banking).

Indian Head, Md

Commission through Engineer Office Candidate School, Fort Belvoir, VA. Assigned to U.S. Naval Explosive Ordnance School, Indian Head, MD as a Nuclear Weapons Disposal Instructor Supervisor. Honorable Discharge.

Mba, Accounting/Finance

Activities and Societies: Beta Alpha Psi

Bs, Biology/Chemistry