
Lana Davies
Customer Service

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About me
A client focus sales executive with consultative experience specializing in SaaS sales associated with critical document and information management for the mutual fund industry.
Education

Western Washington University
-BA
Experience

Bowne
Jan 1986 - Jan 1992Customer ServiceI worked as the first point of contact with our established Capital Market clients while managing their Securities Exchange filings and print production needs. During this process, I partnered with sales, manufacturing and production to ensure client expectations were properly established and maintained.

RR Donnelley
Aug 1992 - Sept 2016Senior Sales Representative and Relationship ManagementI began my career at RR Donnelley in 1992 as a lead customer service person and moved into a sales position in 1997. At that time, my role was representing RR Donnelley with a focus on capital raising and communication solutions for public companies, and then moving to a focus in the investment markets and asset marketing management space in 2000.
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Donnelley Financial Solutions (DFIN)
Oct 2016 - Dec 2022Senior Sales Representative and Relationship ManagementI bring industry knowledge which focuses on supporting the range of Donnelley Financial Solutions communication offerings at large financial services with a focus on asset management. My role is to create and maintain long-term relationships with high level executives, establishing trust and rapport while conducting project assessments to understand their challenges and bring innovative, Donnelley Financial business solutions to those challenges with the goal of improving efficiency, quality and throughput. With my asset management focus, I have developed an expertise in helping companies publish and distribute to investors documents required by the U.S. Securities and Exchange Commission and other global regulatory markets. My expertise includes iXBRL, EDGAR, XML, content management, print, fulfillment, software sales and translation services. Show less
Licenses & Certifications
- View certificate

15 Secrets Successful People Know About Time Management (getAbstract Summary)
LinkedInJul 2020
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