William Smith Email & Phone Number

Jacksonville, FL, US

Jacksonville, Florida, US

Jacksonville, Florida, US

Jacksonville, Florida, US

• Provides business knowledge and support for resolving technology issues across one or more areas of the business and across multiple projects
• Plans, develops and leads information gathering sessions using Agile Methodologies
• Constructs and executes SQL queries and review data profiling results to discover semantics, patterns and value domains of data under analysis
• Develop solutions using Power BI, Tableau and Business Objects
• Updates and maintains all logical (conceptual, relational, subject-level and dimensional) data models and other metadata deliverables at multiple levels of detail and functionality for a specific business subject area
• Conducts reviews of physical data model and related technical detail with database administrators and technical developers as part of a single project's development life cycle

Jacksonville, Florida, US

• Lead and develop team members across a range of roles and responsibilities toward the operational improvements of the department focuses on data, reporting and analytics functions.
• Use thought leadership to work closely with internal business areas, field sales distribution, implementation, finance, compliance, underwriting, new business, customer service and IT, to effectively support.
• Assist with project planning (Development of Objective, Scope, Approach, and Measurements)
• Ensure data integrity is kept and reporting is consistent.
• Create High Level Solutions: Identifying the key solution elements, operating model and delivery approach.
• Evaluate and summarize project(s) reports on agreed upon cadence, identifying successful completions of milestones and deliverables, change management process and any problems or issues and any follow-up action required

Jacksonville, Florida, US

OSPIE Winner 2018 (Employee of the Year)Employee of the Quarter 4th 2016Project managementDevelop and maintain real time Tableau Dashboards for reporting and metrics for Senior LeadershipDevelop various VBA macros for process improvement and reporting across multiple departments at AllstatePerform data cleaning to normalize data and eliminate.

Charlotte, NC, US

New York, NY, US

• Assist all 401k participants to ensure the best customer service and point of contact call resolution.
• Utilize participant conversations to maximize all sales opportunities and aster retention.
• Education of 401k participants in IRS rules and regulations regarding their accounts.
• Received the Merrill Lynch Bull Award for excellence, efficiency and asset retention.

• Manage personal portfolio of clientele to ensure the best customer service and to capitalize all sales opportunities.
• Develop and maintain new and current customers.
• Develop quarterly action plans to achieve new sales opportunities and retain current clientele.
• Create strategies for sales success at boat shows and events.
• Operate sales and repair departments at Yamaha dealership.
• Maintain a large inventory of parts to sell and ship for internet orders.

Cleveland, OH, US

• Responsible for opening and closing procedures of the retail paint store.
• Assist customers in paint selection to ensure optimum customer service.
• Work with the store manager to create sales objectives to exceed sales goals.

Birmingham, AL, US

• Promoted from Bank Teller in July 2007 for excellent account maintenance and achieving top sales and customer service performance.
• Account opening procedures, account maintenance via Navigator systems.
• Oversaw teller personnel with schedules, time off balances, school schedules, and attendance policies.
• Manage teller personnel with approvals, overrides, product knowledge, and policy quality control.
• Sold a variety of products including mortgages, loans, investments and accounts.
• Received Compass Gold Club Award over several quarters, reflecting excellence in sales and balance standards.

Bachelor Of Science (Bs), Sport Management

Associate Of Arts (Aa), Business Administration And Management, General

Education record