William Smith in

William Smith

Sharpshooter · DISC type DC
Registered Brokerage Services Associate at First Citizens Investor Services
📍 Raleigh, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
15 Years
Current Role
Registered Brokerage Services Associate
Location
Raleigh, North Carolina, United States
Personality Overview

How William shows up

Precise But Practical
Fast But Analytical
Thorough Evaluator

They are not always relationship oriented. More than the product, they care about the impact of the product. They respond well to strong and respectful communication.

Priorities

Topics William cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

5-2024
Registered Brokerage Services Associate
First Citizens Investor Services
12-2022 - 5-2024
Financial Services Professional
MassMutual
10-2021 - 12-2022
Vice President, Senior Premier Client Banker
First Citizens Bank
10-2020 - 10-2021
Financial Sales Manager II PS
First Citizens Bank/First Citizens Investor Services
1-2017 - 10-2020
Financial Services Representative II PS
First Citizens Bank/First Citizens Investor Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2009 - 2014
Bachelor of Science in Family and Consumer Sciences
The University of Georgia
2005 - 2009
Education details unavailable
Needham Broughton High School
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to William. Free, 10 seconds.