David A. Basok Email & Phone Number

Nationwide

Responsible for tax product line with mid and large law firms providing business partnerships in Tax research resources/solutions throughout the United States. Increase content awareness with firms in electronic tax business nationwide. Work directly with information managers, practice heads, managing partners and tax attorney users on product development and implementation and new software/technology that delivers tax via electronic media. Communicate customer needs and market trends to Wolters Kluwer team/product managers, board members in legal regulatory solutions. Work directly with local and regional account managers to maximize Wolters Kluwer assets/content in large law firms that provides a better customer experience. Negotiate Wolters Kluwer assets for new business and retention in large law market. Teach information managers and attorneys as well as challenge them to think differently about the jobs they do and how our products and services fit into their workflow.• Manage an inventory of $6.7 million • Presentations to AM Law 150 partners and other high level employees at AM Law 150 firms. • Maintaining a mastery and deep product knowledge of the tax product line, competitors in themarket space, and the industry as a whole.• Honor Club recipient(top performers) as top Tax Product Specialist in 2012 & 2014, and Honor Club recipient for 2017, 2018 and Honor Club recipient for 18 of 29 years that I have been eligible.

Orange County, San Bernadino County & San Diego County, Ca

Account Manager in which I place SAAS software and print products throughout Orange County, San Bernandino County and San Diego County. I work in a vertical market with placements into law firms, law schools and county law libraries. The product line is broad and it includes; CCH, Aspen Publishers, Loislaw and Kluwer Law International.Manage inventory of $1.4 Mil. Develop and grow revenue from specialty legal content products. Customers are law firms, law schools, and organizations in the public sector. • 2011-12 “Rookie of the year” in Legal Markets Group - achieved 255% of new sales goal• Cold call, customer need diagnosis, product presentations, negotiate pricing and secure the formal order.• Improve WK market share within the territory by identifying organizations using competitive products; articulating upside to customer for utilizing and/or switching to WK products; managing the transition to WK products to meet expectations and form the foundation for a long-term customer relationship.• Learn full line(over 700 products) of Legal Markets Group products including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients.• Represent Wolters Kluwer within the industry and territory and at seminars.

Orange County, Ca & Hawaii

Sells tax and accounting research solutions to existing and new clients at CPA firms and Tax/Finance departments of Fortune 500 corporations. Responsible for prospecting for new clients as well as renewing and growing existing accounts. Provides high level of customer support. Consistently exceeds productivity goals. Prospect, manage, service and sell to new and existing client base of approximately $1.7 mil. Interface daily with top-level management including many Fortune 500 companies, CPA’s and attorneys in my 20+ years at CCH. “Honor Club” recipient 1992, 1993, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010 (not eligible in 2011 due to my change in business units) Consistent national leader in “new product” sales and customer retention. Winner of numerous national and local special incentive contests. Maintain mentor status with division account managers. “Lead Account Representative” many of the years (Assist all Account Manages in my division and help train new reps) Execute special projects and presentations for district and regional sales managers and National sales meetings.  Represent division sales force at meetings at corporate headquarters & Sales Advisory Board member.

Tustin, Ca

Prepared and presented financial analysis to the Senior VP of Worldwide Sales and Service and his staff. Presented subsidiary reviews to top level management and advised on problem areas. Interacted with international and domestic General Managers, Controllers and District Managers on a daily basis.

A $1.0 bil Fortune 500 company that designed, manufactured and sold computer systems.Executive rotation program.Financial Analyst - Manufacturing Division (February 1984- November 1984)Associate Financial Analyst - Corporate Headquarters (July 1982- February 1984)