Donald Ellis
About Donald Ellis
Donald Ellis is a Client Servicing Analyst II at Clearwater Analytics, where he enhances client relationships with institutional investors and investment managers. He has a diverse background in client servicing, having worked in various roles across different organizations since 2009.
Work at Clearwater Analytics
Currently, Donald Ellis holds the position of Client Servicing Analyst II at Clearwater Analytics, where he has been employed since 2021. In this role, he collaborates closely with Service Delivery Managers to strengthen client relationships with institutional investors and investment managers. His responsibilities include managing client inquiries and requests, primarily interacting with Treasurers and upper-level Accounting Managers. He utilizes advanced Excel skills, including pivot tables and VLOOKUP, to enhance his efficiency in client servicing tasks. Additionally, he is proficient in using tools such as Jira, Workday, and Salesforce.
Previous Work Experience
Donald Ellis has a diverse work history prior to his current role at Clearwater Analytics. He worked as a Loan Officer at Lendmark Financial Services for one year in Boise, Idaho, from 2015 to 2016. He also served as a Member Service Specialist at Idaho Central Credit Union for two years in Eagle, Idaho, from 2016 to 2018. His earlier experience includes a position as a Retention Specialist at DIRECTV for nine months in Boise, Idaho, and as a Porter at Heritage Eagle Bend Golf Club for seven months in Aurora, Colorado. Additionally, he worked for five years in Customer Service/Sales Support at Food Services of America in Loveland, Colorado.
Education and Expertise
Donald Ellis earned a Bachelor of Arts degree in Communications with a focus on Interpersonal studies from The Master's University, where he studied from 2003 to 2007. His educational background supports his current role in client servicing, where effective communication is essential. His expertise includes advanced proficiency in Excel, which he applies in his analytical tasks. He also has experience with various client management tools, enhancing his ability to manage client relationships effectively.
Real Estate Career
In addition to his role at Clearwater Analytics, Donald Ellis has been working as a REALTOR® at Coldwell Banker Tomlinson since 2018 in Eagle, Idaho. His experience in real estate complements his analytical skills and client servicing background, allowing him to provide informed guidance to clients in the property market. His dual career in client servicing and real estate demonstrates his versatility and commitment to client satisfaction.