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
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