Anthony Williams, Apma® Email and Phone Number
I'm a creative process improvement maverick who thrives on making the impossible possible with no-code/low-code automation and AI. With over a decade of experience in the tech and financial sectors, I've honed my ability to translate complex processes into user-centric workflows, empowering teams to achieve efficiency they didn't know was possible.At Balance Approach, I partnered with financial practices ranging from solo advisors to teams of 100+, pioneering automation solutions that saved teams over 80 hours per week. My passion lies in helping others accomplish tasks in the most efficient way possible, leveraging innovative technologies to unlock new levels of productivity.I'm an expert in:No-Code/Low-Code SolutionsProcess ImprovementAutomation PlatformsAI IntegrationSalesforce Administration and ConsultingI believe in the power of technology to transform businesses and am constantly exploring emerging tech trends to stay ahead of the curve. Whether it's streamlining workflows, developing user-centric systems, or training teams to embrace new tools, I'm all about driving meaningful change.When I'm not diving into the latest automation platforms or AI innovations, you might find me indulging my passions as a coffee connoisseur, theater buff, or tech trend surfer. I'm also a doting dad and travel enthusiast who loves embracing new cultures and experiences.Let's Connect!I'm excited to explore new opportunities in the tech space where I can apply my skills to help organizations achieve the unimaginable. If you're looking for someone who can bring creative solutions to complex challenges, feel free to reach out. Let's make the impossible possible together!
Optimize Is
View- Website:
- optimizeis.com
- Employees:
- 28
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Senior Consultant – Airtable And Systems StrategyOptimize IsNew York, Ny, Us
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Technology ConsultantBalance Approach Consulting Feb 2021 - Present•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. -
Operations Manager / Financial AdvisorOpus Advice First Jun 2017 - Feb 202190 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.
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Assistant Regional Vice PresidentSc Distributors Jun 2016 - Jun 2017Costa 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.
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Multi-Unit Operations ManagerStarbucks Jan 2010 - Aug 2016Various•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.
Anthony Williams, Apma® Skills
Anthony Williams, Apma® Education Details
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Liberal Arts And Sciences/Liberal Studies
Frequently Asked Questions about Anthony Williams, Apma®
What company does Anthony Williams, Apma® work for?
Anthony Williams, Apma® works for Optimize Is
What is Anthony Williams, Apma®'s role at the current company?
Anthony Williams, Apma®'s current role is Senior Consultant – Airtable and Systems Strategy.
What schools did Anthony Williams, Apma® attend?
Anthony Williams, Apma® attended Southern Connecticut State University.
What skills is Anthony Williams, Apma® known for?
Anthony Williams, Apma® has skills like Accounting, Personal Finance, Leadership, Customer Service, Social Media, Public Speaking, Research, Microsoft Office, Management, Financial Coaching.
Who are Anthony Williams, Apma®'s colleagues?
Anthony Williams, Apma®'s colleagues are Jonathan Bradshaw, Ben Green, Chris Dinan, Yousuf Idris, Ann Green, Arthur Tutt, Miguel Ferrando.
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