EdgarAgents will handle all your SEC filing needs

Throughout his career, Steve Yakubov has guided public companies to navigate the ever-evolving regulations of the US Securities and Exchange Commission. Steve is an expert at improving the regulatory filing processes and corporate issuer workflow for compliance with the SEC ‘33, ‘34 and ‘40 Acts. Initially pioneering the EDGAR II conversion procedures at RR Donnelly, Steve became a founding team member at Vintage Filings. His work within Vintage Filings helped reshape the regulatory filing and financial print industry by breaking the fee-heavy triopoly of the legacy ink-and-paper printers. Today, Steve represents EdgarAgents with an entrepreneurial zeal and a demanding client-first focus… always challenging his team to deliver the highest level of filing confidence.

Robert is the General Counsel of Hutton Capital Management, LLC. Mr. Schechter is also the founder, and principal member of C.I. Eckstein & Company, LLC, a financial services holding company that provides services through its three subsidiaries: Collateral Agents, LLC, Conversion Agents, LLC, and EdgarAgents, LLC, which provides EDGAR filing services, xbrl processing, printing, typeset, and press release for over 700 public companies.

Rich is the Director of Sales in the Investment Management division at EdgarAgents, LLC. He joined EdgarAgents in February 2021 and brings a wealth of knowledge and experience in helping companies successfully achieve their regulatory compliance and shareholder reporting requirements. Throughout Rich’s 20 year career he has cultivated long-term relationships and built a reputation of being trustworthy, dependable and results driven. Prior to joining EdgarAgents Rich was Senior Vice President, Investment Management Regulatory Compliance and Shareholder Services at Toppan Merrill (formerly Vintage) where he developed and managed a large and diverse group of Investment Management clients. Before Toppan Merrill, Rich was Vice President of Sales at Doremus FP where he was instrumental in the substantial growth of their Investment Management division.

Lauren is the Director of Finance and was previously the XBRL Director at EdgarAgents, LLC. With a background in accounting and business management, Lauren joined EdgarAgents in 2010 and founded/developed the XBRL department. Lauren manages and oversees the company’s financial goals & objectives including corporate accounting, M&A finance and integration, procurement, billing, collections, and more.

Christopher has been a leader in the financial printing industry for 40 years. He joined EdgarAgents in 2013 where he leads production teams in the seamless execution and delivery of transactions through excellence. Before joining EdgarAgents, Christopher was Vice President of EDGAR Services at Vintage Filings LLC from 2002 – 2012 where he managed Corporate Finance, Mergers and Acquisitions and Initial Public Offerings.

Michelle joined EdgarAgents in 2016, a pinnacle milestone in the company’s timeline — along with the opening of our Chinese office. Using her depth of investor relations and compliance expertise, Michelle brings the highest level of confidence and oversight to EdgarAgents’ expanding Chinese clientele.

Jack has nearly 4 decades of domestic and international financial printing sales experience, involving: Transactions (debt & equity), Compliance (annual report, proxies, SEC fillings), Restructuring (plan & disclosure, notices), Mutual Funds, Virtual Data Rooms & Financial Reporting SaaS – catering to corporations, law firms, underwriters, and private equity firms. He was president of an on-demand reprographics company, producing offering memos, private placements and research reports for the investment banking community. Having worked on many high profile/time sensitive transactions, Jack’s highlight was producing the Blackstone IPO. Jack’s experience and personal involvement in all his projects will add great value to our customers.

Antoinette Behan (“AB”) joins EdgarAgents as Chief Revenue Officer. Antoinette brings a depth of experience that crosses both the US and European markets having worked in London, Dublin, and New York. She began her career in the capital markets arena working with pre and post IPO companies in both the US and Europe. AB was part of an inaugural sales team that helped launch virtual data rooms and for the past several years has engaged directly with the asset management industry with a particular focus on alternative products and the burgeoning ETF landscape.

Jason joined the Edgar Agents team in 2022 as Director of XBRL Services. Having over twenty years of experience as a licensed CPA, Jason’s accounting background has focused on the financial reporting needs of publicly traded companies. He has been offering XBRL guidance to clients since the mandate was introduced in 2009. Aside from leading Edgar Agents’ team of XBRL experts, Jason is also actively involved with several outside organizations that are dedicated to improving the overall useability and quality of XBRL data.

Business development professional with over 20 years of experience. John has built long-term trusted relationships with private equity professionals, investment bankers, accounting firms, corporate lawyers, public/private company executives, and colleagues. As a seasoned professional he has advised and guided clients on transactional and securities compliance relating to the Securities Act of 1933 and 1934, including traditional/SPAC IPOs, business combination registration statements, merger proxy statements, exchange offers, shelf takedowns. John’s passion is combining the latest digital tools with industry technology and insight to drive a positive customer experience. Expert at developing long-term relationships by earning respect and trust.

Product problem solver with a passion for the power of technology to unlock human opportunity and drive true business value. Topher studied Philosophy and IT Management as an undergrad and graduate student. He scaled his own tech start up in the Bay Area to a successful exit before moving to NYC and entering the financial technology arena, where he served in various executive roles. He is well versed in operations, culture and team building. At EdgarAgents he is focused on building up the Software Development and Product Teams to align our technology offerings with our strategic vision for industry disruption.

With 30+ years of financial reporting experience in the consulting, software, high-tech manufacturing, construction, and natural resources industries, Chris Taylor has a client focused approach to every project. Specific expertise includes business process modeling, financial planning & reporting, interactive data creation utilizing DITA & XBRL technologies, compliance reporting, and business process optimization.

Dharmesh Desai heads our efforts to maintain Internal Controls and Enterprise Risk Management. He also leads across a pipeline of Special Projects planned to further strengthen our industry leading position and growth. Dharmesh has previously worked with Fortune 100 companies like GE, Merrill Lynch, Quest Diagnostics and Mercedes-Benz USA where he led the company’s effort in implementing and maintaining Internal Controls over Financial Reporting & ISO 9001 Compliance. Dharmesh brings with him vast diverse knowledge and experience in making the company internally robust and sustainable to manage operations and absorb growth. Dharmesh completed his degree in Accountancy and Economics from University of Mumbai.