Don Bocksel

Experience

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  RR Donnelley Financial

  Jun 2000 - Aug 2014

  •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. Show less •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. Show less

  • Account Manager

    Jun 2006 - Aug 2014

  • GCM Customer Service Representative

    Jun 2000 - Jun 2006
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  Donnelley Financial Solutions (DFIN)

  Aug 2014 - Oct 2022

  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. Show less

  • Sales Director, Global Capital Markets

    Feb 2020 - Oct 2022

  • Director, ActiveDisclosure Sales - redefining financial reporting

    Aug 2014 - Feb 2020
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  Workiva

  Oct 2022 - now

  Senior Solution Sales Executive, Capital Markets

  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.