William (Bill) Smalls, Fscp® Email and Phone Number

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Advisor licensed to sell insurance through New York Life Insurance Company.

Responsible for maintaining and increasing sales in the Northeast Region in all categories in Retail Supermarkets, Foodservice, and Convenience Stores for The Appling Family Company.

Responsible for maintaining and increasing sales in the Northeast Region in the Muffin, Cream Cake, Brownie, Decorated Cakes and Dessert Cakes.

Sold into large in store bakeries along the east half of the country Managed widespread Broker Network using CRM tools Collaborated with Supply Chain to reduce time for importing, reviewing and placing product into various retailers. Successfully transitioned mature accounts from commodity based purchases to value added purchases.

Negotiated contracts into large in store bakeries along the east half of the country. These accounts included Kroger, Target, Ahold, Delhaize, HEB, Wegmans, Supervalu, and 7-11. Total managed sales of $100 mil. Managed (4) Senior Managers and widespread Broker Network using CRM tools Established retail placement plan and retail execution plans with Sales Team Collaborated with Supply Chain to reduce time from ordering, shipping and retail placement Successfully increased retail sales in our Lofthouse Cookie Brand along with retail sales of Seasonal offerings.

Regional Director In-Store 2012-2016Managed sales into Large In-Store Bakeries along the East Coast. These accounts included Ahold, Delhaize, Wakefern, Weis Markets, SEG, Wegman's, Ingles, and C&S Distribution. Total managed sales of $130 mil. Member of the Ahold Vendor Advisory Council 2015-2016 which concentrated on customer facing solutions Designed innovation strategy to roll out Hershey's licensed products in the East with Sales of over $6 mil. in the first year through proper placement in Merchandising planograms. Successfully used and trained on the Joint Business Planning process using the Annual Operating Plan for all customers in line with Channel Strategy. Proficient using Nielsen and other market data to establish gaps retail sales CSM BAKERY PRODUCTS, Inc., Schaumberg, IL Regional Sales Director 2008-2011Managed Distribution and Industrial sales for the Eastern Region. This included all of the Foodservice, Distribution, Small Instore Bakery, Industrial, and others from Maine to Florida and East of the Mississippi. This position supervised 6 Territory Managers and several Technical Service Technicians.  Design of a Trade Spend tracking database using excel for trade management. Planned the execution of strategic direction for all of the Sysco's from Maine to Florida including negotiating supply agreements. Participated in several GPO's and other feeder groups into PFG, US Foods and Gordons including overseeing Trade Shows.HC BRILL A CSM COMPANY, Tucker, GA becomes member of CSM Regional Sale Director 2006 - 2008Oversaw international manufacturers and distributors of baking ingredients, sugar and lactic acid with over 13,000 employees and $1.4 billion in annual sales. Managed 6 Sales people, 15 technical support staff and Regional Marketing Representative. Established retail pricing strategy of items made with our ingredients Increased sales 3% in Region with over 50,000,000 pounds as a base.