• Established productive, professional relationships with key personnel in partner accounts• Coordinated the involvement of company personnel, including support, service, and management resources, in order to meet partner performance objectives and partners’ expectations• Exceeded assigned targets for profitable sales volume and strategic objectives in assigned partner accounts • Proactively led a joint partner planning process and developed mutual performance objectives, financial targets, and critical milestones• Managed potential channel conflict with other firm sales channels by fostering excellent communication internally and externally • Led solution development efforts to address end-user needs• Ensured partner compliance with partner agreements

• Established and maintained a strong understanding of the ActiveDisclosure product line and services• Developed and maintained relationships with sales delivery team members including Regional Managing Directors, field Sales Executives, and Deal Managers• Prospected and qualified sales leads, coordinated as required with the field sales team• Managed and tracked sales opportunities identifying pain points and determining the fit for our solutions• Educated prospects on the value of an ActiveDisclosure solution and how it addresses their needs• Coordinated and managed client onboarding

• Critical part of Development team that brought XBRL Portal solution to market• Managed over 500 Companies and 3,000 Users on Web-Based Application• Integrated new acquisitions into XBRL solution• Internal and external Presentations of XBRL solution and products

• Manager of XBRL review platform• Performed Company demo’s and webcasts of XBRL Service Offering to existing and potential Clients• Presented Weekly Webcast “Conquering XBRL”• Presented XBRL Service Offering to Law Firms, various Trade Show’s and to Bowne’s Internal Sales Team • Tracking of Bowne Clients – Operating Companies and Bowne Compliance Driver• Managed the creation and coordination of XBRL Tagging Agreements• Managed and coordinated all Client Production Calls – “Kick-Off Calls” • XBRL Affiliate Manager

• Initiated and helped develop proprietary SEC EDGAR filing system • Lead on corporate strategy, internal and external education and awareness as well as managing client activity with XBRL.• Act as onsite EDGAR Compliance and Regulatory expert• Responsible for making sure all filings are submitted correctly and are SEC compliant• Oversee all SEC filing operators• Manage and coordinate all Section 16 filings• Maintain excellent customer relationships and directly impact client retention• Member of the EDGAR filing consortium• Manage employee performance to meet company standards of productivity, quality, timeliness, and satisfying customer expectations• Member of the Company’s Operations and Service committees

• Appointed to establish London presence• Responsible for selection, design and layout of facility• Coordinated construction with General Contractor• Negotiated facility contracts• Responsible for staffing and scheduling• Budgeted, managed, tracked and reported on project progress and timelines

• In charge of day to day production operation• Set and prioritized strategic and tactical objectives for the department• Maintained ongoing communication with all departments and vendors to ensure document specifications, print schedule, stock requisitions and shipping instructions to meet client’s requirements and expectations.• Coordinated resources and prioritized work with other managers, specifically the Composition Supervisor• Planned staffing and assigned work