Joseph Boatwright Email & Phone Number

San Francisco, California, United States

-Meticulously track and record all equity transactions, including initial investments, fundraising rounds, stock options, and other equity issuance, ensuring accuracy and completeness of ownership data.- Administer equity compensation plans, monitor vesting schedules, and accurately document stock option exercises and grants for employees, advisors, and stakeholders.- Collaborate with legal counsel to ensure compliance with relevant laws, regulations, and internal policies governing equity issuance and ownership.- Analyze and model various scenarios, such as funding rounds and exits, to provide insights into potential impacts on ownership distribution and value.- Serve as a primary point of contact for investors, addressing inquiries and providing regular updates on ownership changes and equity-related matters.- Contribute to due diligence efforts during fundraising, mergers, acquisitions, and other transactions, providing accurate and organized cap table data for evaluation.- Generate comprehensive reports summarizing the company's ownership structure, equity activities, and compliance status for internal and external stakeholders.- Facilitate equity conversion and liquidity events, ensuring smooth transitions of equity holdings into cash or other assets during strategic transactions.- Collaborated with cross-functional teams to accurately record and manage equity transactions, supporting compliance and regulatory requirements.- Assisted in the administration of equity compensation plans, tracked vesting schedules, and facilitated the exercise of stock options and warrants.- Conducted scenario analysis and modeling to assess the impact of potential funding rounds and exit strategies on ownership distribution.- Maintained confidential and secure systems for storing and managing sensitive equity-related data, ensuring data integrity and security.

Jacksonville, Florida, United States

- Led the onboarding process for new clients, ensuring smooth and successful platform implementation.- Collaborated with cross-functional teams to gather client requirements and customize the platform to meet their unique needs.- Integrated Stripe and other credit card payment gateways, enhancing the platform's payment processing capabilities and increasing conversion rates.- Designed and developed visually appealing and user-friendly site layouts using HTML, CSS, and Java, resulting in improved user engagement and retention.- Implemented robust inventory tracking system, reducing stockouts by 20% and streamlining order fulfillment processes.- Orchestrated seamless ERP integration, including QuickBooks, to enable real-time synchronization of financial and inventory data, reducing manual data entry errors by 15%.- Managed data upload and integration processes, ensuring accurate and up-to-date product information on the platform.- Provided comprehensive training to clients on platform usage, empowering them to efficiently manage their wholesale operations.- Acted as a key point of contact for clients, addressing their inquiries and resolving technical issues promptly, resulting in a 95% client satisfaction rate.

- Collaborated with sales and technical teams to develop customized onboarding strategies for major clients, including Trader Joe's, Gerber Collison, and the American Bridge Association.- Utilized SQL to extract, manipulate, and transform data, ensuring seamless integration of clients' payment information into the Onpay Solutions platform.- Designed and managed data mapping configurations, resulting in accurate and secure transaction processing for clients across diverse industries.- Conducted rigorous User Acceptance Testing (UAT) to validate system functionality, data integrity, and compliance with client requirements.- Quickly identified and resolved technical issues during the onboarding process, minimizing disruptions and ensuring a smooth transition.- Expertly managed FTP processes, facilitating secure and efficient data exchange between clients and the Onpay Solutions platform.- Orchestrated the setup of check printing functionalities based on client preferences, enhancing payment processing efficiency.- Provided proactive and responsive support to clients, addressing inquiries and concerns to ensure a positive onboarding experience.- Collaborated cross-functionally to improve onboarding processes and contributed to continuous enhancement of client satisfaction.

Jacksonville, Florida Area

Jacksonville, Florida Area

- Proficient in Orthopedic Fracture Fixation (ORIF) and Total Joint Replacements- Expertise with Stryker, Arthrex, Smith & Nephew, and Mitek Products- Mastery of sterile techniques and infection control protocols- Surgical instrument preparation and setup proficiency- Collaborative approach in multidisciplinary team environments- Skillful preoperative and postoperative patient care- Effective mentorship and training capabilities- Diligent documentation and record-keeping practices- Censitrac software implementation and management- Sterilization process expertise- Leadership in surgical suite safety and regulatory compliance- Collaborative teamwork and training facilitation- Risk assessment and process improvement initiatives- Data-driven decision-making skills- Strong communication and documentation abilities

Greenville, North Carolina Area

Help patients understand their pharmacy benefits better. **Use the knowledge you gain from training, your problem-solving skills and support from your team answer patient calls effectively.Help us keep track of our patient interactions.** While on calls, use your expert listening skills to get to the heart of a patient’s question quickly and document all interactions in real-time.Ensure patients are equipped with the best advice. **Identify and empathetically address patient concerns and, if necessary, escalate appropriately.

Greensboro/Winston-Salem, North Carolina Area

The Night Auditor completes the hotel’s daily audit process according to company operating policies, procedures, and standards. This process includes, but is not limited to, completing and transmitting the Daily Report that includes total revenue, cash, credit, receivables, and room statistics. The Night Auditor covers the hotel’s Front Desk during the night, ensuring that hotel guests receive hospitable and responsive service at check-in, during the stay, and upon departure, ensuring guest satisfaction and loyalty. The Team Member follows safety and security procedures, handles financial transactions accurately, and maintains required systems and records.

Greensboro/Winston-Salem, North Carolina Area

Update customer files and databases.Consult with customers by telephone or in person to provide information, take orders, answer questions and handle complaints.Investigate and follow up on customer problems.Document outcomes and steps taken.

Bachelor Of Science - Bs, Information Technology Management

WGU’s online B.S. Business degree program in IT Management includes coursework in key areas including management and leadership, business.

A.S./B.S. In Technical Management Specialization Microsoft Software And Systems Academy (Mssa), Microsoft Software & Systems Academy (Mssa)

Public Health