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.

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 /.

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.

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.