Anthony Williams, Apma® Email & Phone Number

New York, Ny, Us

•Partnered with financial practices ranging from solo advisors to teams of 100+, elevating operational strategies through tailored Salesforce implementations and automation solutions.•Leveraged no-code/low-code tools and automation platforms including Make.com, Airtable, Fillout.com, and ChatGPT to streamline complex processes and drive efficiency.* Transformed a client's onboarding process from a multi-step, multi-day, multi-person operation into a fully automated workflow with only human oversight, significantly reducing onboarding time and improving efficiency.* Implemented automation solutions that saved teams over 80 hours per week and helped clients save tens of thousands of dollars annually, freeing up team members to focus on key performance indicators (KPIs) and strategic initiatives.•Led multiple teams and built custom tech stacks for clients, while teaching internal teams how to maintain and update these systems independently.•Pioneered user-centric systems by integrating internal and external platforms with Salesforce, enhancing user experience and productivity.•Developed and delivered training modules for client teams, promoting best practices in Salesforce use and automation tools, maximizing adoption rates.•Received exceptional client feedback, with clients noting that you "changed their lives," made complex concepts easy to understand, and helped them achieve results they didn't know were possible.

90 Oxford Rd, Oxford, Ct 06478-1930

•Led CRM adoption across the company, enhancing client relationship management and operational efficiency.•Collaborated with cross-functional teams to align training initiatives with organizational objectives.Designed and implemented training programs focused on process optimization and technology adoption.•Identified skill gaps within the organization and developed targeted training modules, positively impacting advisor productivity and client acquisition rates.•Ensured compliance with industry regulations while implementing new processes and technologies.

Costa Mesa, Ca

•Coordinated regional event attendance across 10 states, significantly increasing top-line attendance and boosting bottom-line sales.•Initiated an awareness campaign that led to a $10 million increase in revenue.•Developed and executed strategic marketing initiatives, enhancing brand visibility and market penetration within the region.•Managed relationships with key stakeholders, partners, and clients to maximize event success and drive sales growth.•Analyzed regional market trends to identify opportunities for expansion and implemented strategies to capitalize on them.•Collaborated with cross-functional teams, including sales, marketing, and operations, to ensure seamless execution of events and campaigns.

Various

•Led a training team for a $120 million region with over 300 employees across Connecticut and California.•Managed multiple store locations in New Haven County, CT; Fairfield County, CT; and Orange County, CA, ensuring consistent operational excellence.•Developed and implemented training programs that improved staff performance and enhanced customer satisfaction.•Oversaw operations, including P&L management, budgeting, and cost controls, contributing to increased profitability.•Streamlined processes and introduced efficiency improvements that boosted productivity across multiple locations.•Mentored and developed staff, fostering a culture of continuous learning and professional growth.•Collaborated with cross-functional teams, including marketing and supply chain, to optimize store performance.•Maintained high customer service standards, leading to increased customer loyalty and repeat business.