Don Bocksel Email & Phone Number

New York, Ny, Us

Workiva provides a seamless platform for going public and beyond. You can eliminate the inefficiencies of traditional 3rd party EDGAR providers with Workiva's cloud-based technology, expert guidance, and 24/7 support that streamlines and de-risks the deal process. Workiva is the market leading provider for SEC Compliance software and has expanded the platform to offer solutions for ESG, GRC and Capital Markets - all united under one application.

Greater New York City Area

Provide a combination of software & services to assist public & private companies, investment banks, corporate law firms, and private equity firms. Services include:Transactional Services - IPO, M&A, Bond Offerings, etc. Virtual Data Rooms (Venue)AI based Contract Analytics (eBrevia)Financial & SEC Reporting Software (ActiveDisclosure)Risk Management / Internal Controls / SOXCorporate Governance Solutions including Proxy Strategy, Design, Consultation, Printing, End-to-End Annual Meeting services.

New York, Ny

ActiveDisclosure speeds up and simplifies the process of creating and managing disclosure reports - built around the Microsoft Office productivity tools you already use.

•Develop and maintain on-going client relationships.•Support approximately $20 million in annual sales revenue.•Partner with sales team to target new business opportunities and secure client wins.•Deliver client presentations to company executives.•Project management: determine client expectations and execute service solutions to ensure client needs are met or exceeded.•Organize client schedules for on-going SEC compliance, including EDGAR HTML & XBRL filings, Annual Report and Notice & Proxy printings. •Develop a deep understanding of XBRL filing requirements and articulate to customer base.

Greater New York City Area

•Create and transmit live EDGAR filings to the Securities and Exchange Commission (SEC) including Form’s S-1, S-4, 8-K, 10-K, 10-Q, etc•Coordinate delivery schedules and follow up to ensure timely delivery of many printed products.•Organize and manage multiple jobs/tasks in an efficient and productive manner while ensuring accuracy of work.•Manage high-profile document types such as IPO’s, S-4’s and tender offer documents while delivering world-class service.•Communicate all deal statuses and updates to respective sales representatives and account managers.