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Cody Smith Email & Phone Number
Salesforce Consultant
at
Blueprint Advisory
1 work email found
@blueprintadvisory.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Salesforce Consultant
Location
Tulsa, Oklahoma, United States
Who is Cody Smith? Overview
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Quick answer
Cody Smith is listed as Salesforce Consultant at Blueprint Advisory, based in Tulsa, Oklahoma, United States. AeroLeads shows a work email signal at blueprintadvisory.com and a matched LinkedIn profile for Cody Smith.
Cody Smith previously worked as Salesforce Consultant at Asymbl Consulting and Freelance at Cdse. Cody Smith holds Bachelor'S Degree, Finance from Oklahoma State University.
Company email context
Email format at Blueprint Advisory
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{first_initial}{last}@blueprintadvisory.com
86% confidence
AeroLeads found 1 current-domain work email signal for Cody Smith. Compare company email patterns before reaching out.
Profile bio
About Cody Smith
Salesforce Certified Administrator, Platform App Builder & Experience Cloud Consultant with 450+ Trailhead badges including 9 Super badges. 5+ years in the Salesforce ecosystem. Lightning Experience ProficienciesFlow builder - 300 + Flows built Process builderWorkflow rulesValidation rulesSales/Service/Expierence CloudBusiness AdminSecurityLightning Experience RolloutConga experienceProfile & Permission SetsSharing rulesApproval processesMobile app configurationOmni – ChannelClassic & lightning HTML email templates Lead/opportunity/account/case configurationCustom junction objectsFormula fieldsCreating user guides, reference materials, and webinarsBlockchain enthusiast & Cardano Stake Pool Operator.
Current workplace
Cody Smith's current company
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5 roles
Cody Smith work experience
A career timeline built from the work history available for this profile.
Salesforce Consultant
Current
May 2022 - Present
Freelance
Cdse
3X Salesforce certified 4X trailhead ranger.PSG • Migrated a Business Unit Out of a Previous Org Into New Instance• Implemented New Org, Migrated Data & Integrated Conga Contracts• Managed Meetings, Delivered on Time & at BudgetOmniCell • Salesforce Enhancement Request Flow• CPI Request Intake Flow• Product Lifecycle MGMT Flow• New User Request Flow• Product Offering Request Flow• Marketing Request FlowGoTelecom • New Lead & Appointment Flow • First Touch Onboarding Flow • Lead Appointment Disposition Flow • Customer Facing Q&A Flow • Opportunity Task/Appointment FlowInstructional training• Created process companion user guides and conducted training• Embedded files into the screens so users can review the instructional material while using the workflow.
Jan 2020 - Oct 2022
Technology Integration Specialist
Level Four Wealth Management
Financial Services Cloud Performed client interviews and built custom FSC Lightning Flows for:Client service caseTrade request caseMarketing request caseCorporate retirement plan workflowFinancial planning & invoicing Compliance fee for service supervision Compliance privacy opt-out
Feb 2019 - Jan 2020
Planning & Client Service Associate
Level Four Wealth Management
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Level Four Wealth Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit https://adviserinfo.sec.gov/Firm/134086
Mar 2017 - Jan 2020
1 education record
Cody Smith education
-
Oklahoma State University
FAQ
Frequently asked questions about Cody Smith
Quick answers generated from the profile data available on this page.
What company does Cody Smith work for?
Cody Smith works for Blueprint Advisory.
What is Cody Smith's role at Blueprint Advisory?
Cody Smith is listed as Salesforce Consultant at Blueprint Advisory.
What is Cody Smith's email address?
AeroLeads has found 1 work email signal at @blueprintadvisory.com for Cody Smith at Blueprint Advisory.
Where is Cody Smith based?
Cody Smith is based in Tulsa, Oklahoma, United States while working with Blueprint Advisory.
What companies has Cody Smith worked for?
Cody Smith has worked for Blueprint Advisory, Asymbl Consulting, Cdse, and Level Four Wealth Management.
How can I contact Cody Smith?
You can use AeroLeads to view verified contact signals for Cody Smith at Blueprint Advisory, including work email, phone, and LinkedIn data when available.
What schools did Cody Smith attend?
Cody Smith holds Bachelor'S Degree, Finance from Oklahoma State University.
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