William R. Broughton Email & Phone Number

Columbus, Ohio Metropolitan Area

Maximize sales and profits for a family run company selling house made speciality pasta sauces and fresh pasta.Coordinate with a dedicated staff to provide excellent customer experience and superior product.Maintain thorough knowledge of product and interpersonal techniques to increase customer satisfaction.Monitor staffing throughout the day to step in seemlessly where needed.

Dublin, Ohio, United States

Utilized Project Management tools (AdaptiveWork) and SalesForce to lead the implementation over 25 projects.Coordinated directly with internal business partners as well as clients to streamline, document, and align projects of varying complexity and knowledge requirements.Scheduled kick off calls and set the agenda as well as any necessary ongoing call cadence. Maintained meeting notes and sent follow up emails with ongoing agenda items.Initiated training with new CIPMs to go over role requirements as well as training on AdaptiveWork and SalesForce as utilized by our team. Aligned myself as a mentor on their first projects to ensure they felt secure and empowered in their role.Maintained documentation of projects in SharePoint and updated regularly.

Dublin, Ohio, United States

Clear and open communication with patients, their families, and their providers regarding important details of their health care journey.Dedicate time to education and support members across a wide and varied spectrum of insurance and health experience/knowledge.Collaborate daily with management, clinical team, and member team to deliver industry leading customer service to our members.Recognized as a trusted source of knowledge and comfort through repeated customer reviews.Work cross-functionally with third parties to support our members and provide a wholistic approach to their changing needs and concerns.

Columbus, Ohio Metropolitan Area

Trained and observed as a traveling phlebotomist. Left due to transportation concerns.

Columbus, Ohio, United States

Researched government regulations and analyzed client data to ensure Northern Trust’s system compliance, improve market position, and reduce legal liabilitiesCollaborated with 10 colleagues across IT, finance, and marketing to execute a 3-month project Composed a 25-page deliverable for review and final revisions 2 weeks before the deadline

Columbus, Ohio, United States

Worked with management to learn industry standards and best practices to assist other wait staff struggling with customer service and delivering excellence. Top reviewed 5 star server on the staff

Columbus, Ohio, United States

Managed and owned vendor communications for relaying procurement process changes and service support procedures throughout the implementation of a new vendor management systemConfigured 50+ vendor accounts within the new procurement system and tracked adherence to timeline expectationsCollaborated with the HyperCare team and internal partners to train vendors on system procedures, address transition questions, and evaluate progressPresented weekly updates to the Core Team Committee regarding cut-over successes and challenges, vendor account creation, vendor adherence, and future improvements

Greater Minneapolis-St. Paul Area

Led training and development of new team members and continuously monitored growth and systems aptitude.•Maintained and documented thorough knowledge of changes to staff and bank compliance requirements, training, and benefits.•Trained on the implementation of new proprietary technology as well as current internal systems resulting in staff career advancement.•Streamlined vendor communications, best practices, and operational expectations leading to increased staff productivity and reduced operational errors..•Effectively communicated with multiple regional offices increasing systems and process support efficiency and accurately produced hundreds of quarterly and ad hoc ultra high net worth client facing financial reports.•Owned all new and existing client onboarding and account set up. Developed relationships with clients and external account managers to increase client satisfaction and data accuracy while reducing client involvement and lag time.•Created and implemented new procedures to assist in cross functional training and development.•Worked across the board with junior and senior office professionals increasing functional awareness and strengthening relationships.•Analyzed and reconciled information across multiple data and reporting platforms resulting in greater data insight. • Work extensively with Excel to perform month recon and create reports.

60 Livingston Ave., St. Paul, Mn 55405

Trained and developed over 50 new consultants, implementing best practices and educational processes to leverage individual and team strength; Analyzed employee skills, knowledge gaps, and training optionsDrafted, established, and implemented new procedures for consultant operations; Acted as a continual resource for new and established consultantsLed implementation of new business systems and assisted with development and utilizationControlled client experience as a service and trading agent while evaluating financial needs and sales opportunities, leading to greater client satisfaction and increasing retention ratesLed communications for the business team as well as interoffice memoranda reducing consultant confusion and errors; Consulted on special projects to consolidate and streamline forms for use by clients and the team of financial consultants in tandem with complianceLed new client account creation as well as co created a stand alone team to assist clients going through difficult life event changes to reduce frustration and increase client retentionCo led the establishment of a second 24 hr call center compiling relevant training materials, best practices, and compliance related documents

Greater Minneapolis-St. Paul Area

•Ensured training and ongoing develpment in sales and customer service exceeded bank expectations.Established and nurtured relationships with customers to further their financial health and awareness.•Leveraged individual qualities to strengthen the whole team’s effectiveness and customer experience.•Managed office acquisitions for the whole store fulfilling staff and branch needs.•Motivated to learn all aspects of branch expectations and accepted responsibilities above and beyond those required by my position.•Exceeded expectations of a banker by stepping into roles of teller and Service Manager.•Continually sought new educational experiences to advance my role within the branch.•Elected as Wells Fargo At Work Advocate, recognized Community Banker and established Affluent Customer liaison.

Minneapolis, Mn

Edina, Mn

Greater Minneapolis-St. Paul Area

Our PrinciplesEvery investment firm has principles. And most of the time they probably sound exactly the same. We believe Edward Jones is different in almost every way. Our principles were deliberately created with you in mind. We serve only individual investors, just like you. That's why we have offices in your community. You see one financial advisor and one branch office administrator dedicated to working with you. What you may not know is that there are thousands of people and advanced technology supporting that local office. We did this on purpose. You shouldn’t have to call an 800 number for investment advice. You need to talk with someone who knows you and understands what you're working toward. That's why Edward Jones believes the relationship between you and your financial advisor is one of the most important aspects of successful investing.You'll also notice we don't have “hot” investments of the day. We stick with proven, long-term investment strategies. We don't believe chasing the latest fad is any way to create a comfortable retirement, pay for a child's education or build a legacy for your heirs.

Metropolitan Club

•Work with a dedicated team with a meticulous eye on customer service to provide the most positive and superior experience for every guest.•Located at the Metropolitan Club, I work directly with many in the professional business community to provide a productive meeting space as well as forward innovation for further education and community building. •Provide a advanced level of professionalism that encourages growth in sales and re use of the space by past individuals and committees in the corporate community. •Analyzed problems and anticipated customer’s requirements for future events. •Advised the client on appropriate equipment, space, and provisional needs for a successful event.

Greater Minneapolis-St. Paul Area

•Independently managed the accounts through product research and demonstrative sales. •Active sales and consumer growth specialist through direct work with warehouse staff and customers •Created highly effective visual displays emphasizing on widespread product fluency and efficacy. •Increased general consumer awareness and product perception through use of strong interpersonal skill sets and direct one-on-one consultations. •Aggressively grew the client base through direct marketing campaigns. •Top recognitions in sales volume and innovative techniques throughout employment timeline.

Greater Minneapolis-St. Paul Area

•Worked tirelessly to be an effective, efficient, and powerful advocate for the firm’s clients.• Implemented use of various search techniques to shorten legal research and produce more precise legal analysis. •Combined traditional and innovative legal analytic devices to create concise and highly successful time saving devices for the practicing attorneys during trial preparation. • Wrote legal summaries, briefs, and compiled statutes and relevant information for legal review as well as specific motions for summary judgment. Focused on relevant civil and criminal law defense strategies on behalf of the clients.•Updated office productivity through use of wireless connectivity to further client management, negotiations, and shorten deposition timetables.

Menomonie, Wi

•Directed operations at the front desk. Operated as the face of the company as well as directing tasks such as opening and closing.•Created and developed marketing techniques and programs through direct campaigns as well as website design and upkeep.•Collaborated on managerial skills and training with the company owner. Worked directly with the sales team and personal trainers to create effective goals for clients and team members alike.•Developed strong sales and consistently increased client base through customer and public relations as well as marketing campaigns utilizing print and web creation. •Entrusted with maintaining a strong team through new hire training and education. Retained trusted autonomy and excelled at using a combination authoritative and consultative managerial style.•Validated client needs through direct analysis to find the right membership fit. Utilized up selling and related customer service based sales techniques to grow club awareness, profit, and client satisfaction.

Menomonie, Wi

•Entrusted advisor to students across all grades and educational subjects. •Created and implemented effective lesson plans to encourage learning during the leave of regular teaching staff.•Consistently referred and requested by administration, classroom teachers, and school staff as a valuable asset to their educational team. •Developed a classroom environment that emphasized growth and learning while minimizing adverse behavioral choices.

Bachelor Of Arts (B.A.), Psychology And Theater, 3.81

Activities and Societies: Magna Cum Laude, ٠Resident Advisor (Dormitory RA) ٠Financial Chair of Psychology Club ٠Financial Chair.

High School Diploma