Worked for Thomson Reuters for 15 years managing top-tier and at-risk accounts in legal (intellectual property) and financial (Investor Relations) services industries

as a Senior Client Services Representative, Analyst and Product Specialist in the Intellectual Property, and Financial Markets & Risk division.



William Cunningham

Resume

Resume

Thomson Reuters, Boston MA   | February 2007 - February 2012
Product Specialist – Webhosting, Investor Relations  


  • Recognized for most sales leads in 2010 for Release Publishing Web Disclosure initiative campaign​
  • Design, edit and maintain IR websites and investor relations activities for 60 corporate accounts totaling approximately half billion dollars market capitalization
  • Managed quarterly earnings and investor event webcasts; set up and monitor webcasts to ensure overall success to market and financial analysts
  • Cross-sell and match client needs to product and service solutions; accounts totaled $4.5 million in Markets Corporate Services spending
  • Train clients on the use of new products and services, conduct training sessions via WebEx on Thomson proprietary information services
  • Audit investor websites for compliance and review to identify new product opportunities


Thomson Compumark (Thomson Reuters IP Solutions)   |  May 1996 - 2007
Senior Client Services Representative & Analyst


  • Worked with intellectual property and litigation attorneys on trademark and copyright research, monitoring, and branding issues
  • Managed relationships of top tier accounts, predominantly law firms, production studios, advertising agencies, marketing firms and Fortune 500 corporations in the New York region
  • Implemented training course materials for new hires on trademark research and intellectual property law; mentored new hires; quality checked all order entry; worked on various new product initiatives, including billing initiatives and transition from legacy order entry system
  • Responsible for all electronic billing for Thomson clients
  • Senior trademark research analyst, provided quality legal reports, quality checked research reports; processed workflow; conducted online search using various proprietary Thomson, Dialog and Westlaw databases​
  • ​Created an International Foreign Associate database. 
  • Electronic order entry system - Initialized my own system
  • Subject Matter Expert when Thomson adopted Lotus Notes Email system for customer orders via email (and electronic order entry). 
  • Lead on the official electronic order entry system.
  • Lead on Invoicing and billing for SOX compliance. 
  • Handled all Electronic billing for all clients that submitted e-bills for their case management. 
  • Suggested many New Product initiatives, Full Search combinations and Design/Word mark pricing. 
  • Sole researcher for Dilution searching, pricing and completion (while I was the only Customer Service rep - who continued to conduct Clearance Searches).

Intellectual Property & Financial Services professional

William Cunningham