William Smith in

William Smith

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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.

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Experience
15 Years
Current Role
Registered Brokerage Services Associate
Location
Raleigh, North Carolina, United States
Personality Overview

How William shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics William cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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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.
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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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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