Melissa Overgaard Email & Phone Number

Wolters Kluwer Financial and Corporate Compliance (FCC) - provides expert services and solutions to help financial services and corporate professionals maintain ongoing compliance requirements, increase efficiency and produce better business outcomes. Within this division, CT specializes in working with corporations and law firms to manage the life cycle of their entities, ensuring compliance at the local, state and federal level.

San Francisco Bay Area

Trapit increases brand reach and sales revenue by making it ridiculously easy for executives, salespeople, and other employees to engage in social selling and employee advocacy. Built on proprietary artificial intelligence, Trapit enables users to share content that delivers value at every stage of their buyer’s journey. Our platform flattens barriers to adoption, scales quickly, and provides detailed reporting for sales managers and content planners.In Spring 2017, ScribbleLive acquired Trapit to incorporate employee distribution and advocacy to it's robust content experience platform. ScribbleLive is headquartered in Toronto, Canada .

San Francisco Bay Area

Launched a new service offering focusing on companies doing business outside of their home country. Consulted with clients on the many complexities, regulations and requirements of doing business globally and helped create a framework for gaining and maintaining compliance. Worked closely with colleagues and vendor partner to ensure all client expectations were met and delivered.

San Francisco Bay Area

Consultant for corporate compliance solutions including global entity management, Section 16 filings, Secretary of State annual report filings & local and jurisdictional business licenses. Experienced in presenting solutions that align with a company's strategy for automating data, documents and compliance.

San Francisco Bay Area

Coached new hires and tenured Account Managers and Account Executives through a multi-faceted sales enablement program focusing on sales productivity and sales effectiveness. Customized delivery of materials and messaging for each salesperson while maintaining consistent alignment to the overall sales strategy.

San Francisco Bay Area

Helped companies evaluate and implement stock option tracking and reporting software. Served as the transition manager when the business unit was sold to financial services company, E-Trade. Became the subject matter expert for the EDGAR filing process business unit. Educated the sales team, consulted with clients, conducted product demonstrations. Kept clients up-to-date on XBRL requirements.

Initiated and strengthened relationships with financial advisors and the firms they represent. Identified key influencers in the equity compensation/stock option management space and developed a mutually beneficial referral relationship. Partnered with some of the largest and most respected firms in the world including: UBS, Morgan Stanley, SunTrust, Merrill Lynch

San Francisco Bay Area

Bachelor Of Science (B.S.), Business Administration, Emphasis On Economics

Center For Bilingual Multi-Cultural Studies

Through Saint Mary's Jan Term program, spent one month studying in Cuernavaca, Morelos. Prepared for immersion by participating in group.

Education record