Ian Thomas
Gulfport
Summary
Experienced RFP Writer with strong background in managing complex projects, collaboration across departments, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Able to manage elaborate problems, willingness to learn, and excellent communication skills. Poised to contribute to team success, achieve positive results, tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
7
7
years of professional experience
Work History
Associate, Due Diligence
CIM Group
02.2022 - Current
- Respond to ad hoc and recurring Requests for Proposal, Due Diligence Questionnaires, surveys, and data requests
- Update and maintain consultant databases to ensure our responses are conveying the most up-to-date information about the firm regarding personnel, assets, investment strategy details, and more.
- Review language within content library, adding and updating language as necessary based on new RFPs and ever-evolving responses. Additionally, coordinate updates and reviews with internal subject matter experts on a regular basis.
- Work with sales team, portfolio managers, performance specialists, and others to help them complete RFPs.
RFP Writer/Consultant
Aegon Asset Management
01.2020 - 02.2022
- Complete standard and complex RFPs for prospects and current clients using research, analysis, and judgment to highlight the company’s products and services.
- Update and maintain consultant databases to ensure our responses are conveying the most up-to-date information about the firm regarding personnel, assets, investment strategy details, and more.
- Review and edit the work of others for clarity, positioning, copy, and use of language based on a prospective client’s specific plan design.
Senior RFP Specialist
Transamerica
03.2018 - 01.2020
- Complete standard and complex RFPs for prospects, including research, analysis, and judgment, to highlight the company’s products and services
- Lead cross-training initiatives to teach other team members about different market segments and products, such as Mid-Market clients and defined benefit plans.
- Review and edit the work of others for clarity, positioning, copy, and use of language based on a prospective client’s specific plan design.
Education
Bachelor of Arts - English Composition
Florida State University
Tallahassee, FL01-2011
Skills
- Microsoft Office
- Qvidian
- Salesforce
- eVestment, Callan, and other consultant databases
LANGUAGES
English
Italian
Interests
I spend my spare time flying down Florida's beautiful gulf coast as an instrument-rated pilot, golfing, reading, writing, and baking bread
Timeline
Associate, Due Diligence
CIM Group
02.2022 - Current
RFP Writer/Consultant
Aegon Asset Management
01.2020 - 02.2022
Senior RFP Specialist
Transamerica
03.2018 - 01.2020
Bachelor of Arts - English Composition
Florida State University
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