Joshua Carp Email & Phone Number

Houston, Texas Area

Houston, Texas Area

•Guide the clients through this transition, making certain that their initial experience with ActiveDisclosure is a positive one. •Responsible for the overall management of the implementation and coordination of ActiveDisclosure for new users- managing the client experience as they transition from pre-to-post sales and begin working with the client services team.•Oversee a team of Project Managers, balancing workloads to ensure project deliverables are met. Act as a resource to the project managers for escalated issues, advice and guidance on handling unique business issues.ActiveDisclosure is a cloud-based solution to draft, collaborate on, and finalize Securities and Exchange Commission (SEC) disclosures and other filing requirements. With a focus on security, usability and efficiency, ActiveDisclosure provides users greater efficiency in finance, legal, and investor relations, as well as a better path to create and manage disclosure reports. ActiveDisclosure is a cloud-based, software-as-a-service (SaaS), solution that streamlines content creation, review, and distribution, improving efficiency, governance, and the ultimate quality of all financial reports.

Houston, Texas Area

•Received companywide “COLLABORATION” award for work in 2012, for managing multiple teams consisting of production, technical support, consulting, and external sales staff. •Coordinated multiple teams to ensure successful filings with Securities and Exchange Commission (SEC) by serving as lead project manager between Thomson Reuters and clients.•Exceeded goals and timelines across multiple groups by establishing and maintaining focused objectives.

Houston, Texas Area

•Facilitated corporate and individual filings with SEC by developing and implementing training programs for software clients.•Ensured compliance and mitigated risk by maintaining strong working knowledge of SEC’s Electronic Data Gathering Analysis and Retrieval system’s constantly changing laws and specifications.•Improved client experience by providing onsite training, and travelling more than 50% of time working nationally and internationally.

Houston, Texas Area

•Met expectations by cultivating new clients through cold calling and closing sales leads by assessing best products and services for prospective client, and guiding prospects through decision-making process.

Houston, Texas Area

•Ensured needs of all customers were met by coordinating with implementation and product teams, maximizing all resources, and managing business accounts for mid-sized companies.

Houston, Texas Area

•Managed all aspects of middle school “I Have a Dream” programs by coordinating projects involving as many as 100 students and over 50 volunteers. •Ensured all programs were properly staffed and funded by working with Board of Directors. •Oversaw and analyzed progress of all students, reporting on effectiveness of program. •Applied for and ensured compliance with federal and state grant requirements. •Met grant guidelines when funding was awarded by researching, designing, and initiating programs.

Houston, Texas Area

•Served as Liberty County (Texas’s third largest county) YMCA representative, working with YMCA Board of Directors, and establishing presence in Liberty County. •Oversaw all elements of emerging YMCA branch, including board development, leading annual partners and sustaining campaigns, fiscal management, developing new programs, and management of all existing programs and staff.•Accountable to community and Board of Directors for YMCA’s financial performance and program quality

Bachelor Of Science (Bs)

Science