Richard D. Case Email & Phone Number

Atlanta, Georgia, United States

• Led a team of industry professionals responsible for the implementation of PRISM Compliance Management Software to municipalities, airports, and school districts nationwide.• Managed the Define, Design, Deploy, and Demonstrate phases of the 4D Implementation Strategy for newly instituted projects.• Conducted product demonstrations for interested clients to show how PRISM can address their needs.• Provided weekly project updates to Chief Executive Officer; report forecast project activities and client resolutions using the customer support management system. • Resolved Tier 1 and Tier 2 technical issues for clients via the Zoho CRM system when escalated from Client Services Team.• Partnered with the Engineering team to uncover and address areas for system enhancements. • Authored policy briefs and business policies to create diversity programs for burgeoning municipalities or districts.• Instantiated race-neutral diversity programs designed to incorporate minority, women, small and disadvantaged businesses to participate in municipality procurement processes.• Assigned territories for staff members to develop working portfolios of clients therein. • Partnered with the company’s sales team to assess client needs and formulate plans for the team to address them. • Created and implemented PRISM CARES Program which identifies opportunities for needs-based product offerings.• Prepared quotes, project change requests and proposals in response to prospect inquiries, request for proposals.• Employed marketing strategies and campaigns to increase customer awareness and participation in CARES, COMPASS and PRISM University. • Directed the planning of education workshops and selection of speakers for annual COMPASS Conferences 2019- 2023.

Atlanta, Georgia, United States

• Served as de facto Deputy Director of the Office of Contract Compliance.• Oversaw the data management of formal City of Atlanta contracts with an approximate annual value of ~$3.5 B.• Managed the annual supplier diversity performance metrics relative to goal attainment and achieved ~31-33% participation across all programs annually.• Facilitated the quinquennial legal disparity studies and triennial DOT goal-setting methodologies designed to effectuate the City’s EBO, SBO, DBE, and ACDBE diversity programs.• Worked with City’s Law Department to craft department-specific legislation for City Council approval.• Administered the City’s contract management software that captures payment data, remits spend reports, and houses the repository of certified Small, Minority, and Female Business Enterprises.• Directly liaised on behalf of the City of Atlanta with major public and private partnerships (P3s) such as Mercedes-Benz Stadium, Centennial Yards, State Farm Arena, Citywide Community Improvement Districts.• Conducted symposiums on the merits of Small, Minority, Disadvantage, Female Business Enterprise Certification and doing business with the City of Atlanta.• Led the City’s Title VI Program as its Program Manager, a subsection of the Civil Rights Act of 1964.• Represented the City of Atlanta at regional and national conferences, sharing ideas and best diversity practices. • Web Administrator responsible for posting diversity program content on the City’s website.

Atlanta, Ga

• Directed the Workforce Investment Act planning and assignment of qualified adults and youth into employment programs.• Created quarterly Mayor’s Youth Council reports to highlight youth and departmental achievements.• Advised clients on finding new employment and training opportunities to bridge unemployment gaps.• Supervised the daily facilitation, planning, and implementation of all facets of the CCP pilot program.• Directed a team of eight program facilitators and six volunteers to execute lesson plans and instruction.• Strategically cultivated business relationships to provide internship opportunities for 1600 city youth.• Oversaw the HR management at 40 worksites by tracking student timesheets, payroll, and development.• Managed a caseload of over 180 clients who transitioned from career training to employment search.• Facilitated workshops designed to educate clients on current employment market trends.• Developed customized and industry-specific plans for clients as they trained for new career opportunities.• Worked with business consultants to organize onsite employment recruiting.• Placed average of four new clients per month into unsubsidized employment. • Served on the Vision and Influence Committee which implements local WIA Board policies regionwide.

College Park, Ga

• Developed and marketed financial training curricula to state, local, and community banking associations.• Conducted weekly seminars to focus on targeted growth opportunities of member institutions.• Prepared mock cash flow, debt-to-income, and global debt scenarios and for web-based learning. • Worked with bank executives to develop training initiatives improving production, operations, and retention.• Improved overall client service delivery of member institutions by ~20% year over year.

Decatur, Ga

• Developed and marketed financial training curricula to state, local, and community banking associations.• Conducted weekly seminars to focus on targeted growth opportunities of member institutions.• Prepared mock cash flow, debt-to-income, and global debt scenarios and for web-based learning. • Worked with bank executives to develop training initiatives improving production, operations, and retention.• Improved overall client service delivery of member institutions by ~20% year over year.

Douglasville, Ga

• Assisted Regional Manager with oversight and support of neighboring cluster of financial centers.• Defined annual business plans to achieve monthly goals in lending, deposits, and new household growth. • Provided first-line oversight and support for neighboring centers in overall branch operations.• Increased penetration into new markets by ~5% monthly. Increased loan applications by ~10% quarterly. • Grew financial centers’ overall Book of Business ($30M in deposits, $20M in loans) by ~3% annually. • Managed the retail loan and credit card production of mid-size financial centers. • Applied business development strategies to grow monthly share of market and client share of wallet.• Conducted monthly loss prevention meetings which reduced teller outages and increased branch security.

Decatur, Ga

• Assisted Regional Manager with oversight and support of neighboring cluster of financial centers.• Defined annual business plans to achieve monthly goals in lending, deposits, and new household growth. • Provided first-line oversight and support for neighboring centers in overall branch operations.• Increased penetration into new markets by ~5% monthly. Increased loan applications by ~10% quarterly. • Grew financial centers’ overall Book of Business ($30M in deposits, $20M in loans) by ~3% annually. • Managed the retail loan and credit card production of mid-size financial centers. • Applied business development strategies to grow monthly share of market and client share of wallet.• Conducted monthly loss prevention meetings which reduced teller outages and increased branch security.

Bachelor Of Business Administration Program, Business Management

Broadcast Communications

Professional Certificate, Retail Lending And Small Business Banking

Professional Certificate, Retail Banking And Credit Underwriting

Professional Certificate, Economic Diversity And Inclusion