Lance Abbott Email & Phone Number

Boise, ID, US

Boise, Idaho, United States

Responsibilities --Oversee the servicing team members by creating job descriptions, screening candidates, conducting interviews, and developing training and onboarding processes. -Ensure efficient investment and insurance operations by implementing processes, training team members, and creating standardized templates. -Manage a quarterly project list by.

Boise, Idaho Area

Responsibilities- -Responsible for management of $1.6M book of business of clients operating in U.S., Bermuda, and the U.K. within the insurance industry. -Serve as project manager during implementation of client portfolios including: -Identifying scope of insurance and accounting reporting needs for companies operating in the U.S., Bermuda, and U.K..

Boise, Idaho Area

Responsibilities - - Audit, override, and reconcile client accounting, compliance, risk and performance data. - Provide client training for Clearwater products. - Implement new accounts; set up data feeds with asset managers and custody banks.

Bend, Oregon Area

Responsibilities: - Deliver monthly and quarterly client performance reports using Excel, Google Sheets, and Google Data Studio. - Collaborate with account managers to analyze, develop, and implement strategies to streamline performance reporting for corporate, key, and VIP accounts. - Audit data from reporting tools and escalate issues to Product.

Bend, Oregon Area

Responsabilites:- Utilize Google Analytics and client performance metrics to create monthly and quarterly performance reports. Conduct analysis to develop strategies to meet client goals. - Assigned to eight major clients accounts within the self-storage industry. Assisted in the successful transition of $2.3M book of business between Client Success.

Bend, Oregon

Responsibilities: - Ensured a positive customer experience in adverse conditions- Trained new guides with a focus on safety and professionalism - Organized logistics for equipment, guides, and customersCollateral duties: Quality Assurance Representative, Associate Outreach Committee Member

Bend, Oregon

Responsibilities:- Managed bookkeeping and vendor relations- Built budgets for marketing campaigns, sales promotions, and product development and compiled quarterly/annual budgets- Created accounting systems to ensure the company's financial stability- Developed strategic plans and financial projections for short and long term projectsCollateral.

Charleston, South Carolina Area

Responsibilities: - Investigated and organized remediation of pollution incidents- Inspected waterfront facilities to ensure safety and security compliance - Reviewed safety and security procedures for the petroleum, shipping, and recreation industry- Coordinated operations with government and industry representativesCollateral Duties:Sector moral.

Seattle, WA

Responsibilities:- Acted as deckhand and project leader for regular deck maintenance- Oversaw helm and lookout watchstanders and deck operations as Boatswains Mate of the Watch - Ensured equipment maintenance and training/qualification of new surface rescue swimmers as surface rescue swimmer Collateral duties:Advanced damage control and shipboard.

Ketchikan, AK

Responsibilities:- Operations Watchstander: Ensured the proper functioning of timing and transmitting equipment- Engineering Watchstander: Performed rounds of generators and auxiliary equipment crucial to mission success- Assisted electronic and machinery technicians with equipment maintenance and troubleshootingCollateral duties:Damage Control Petty Officer