Stephanie G Smith

Financial stability that can be passed down for generations

Role
Client Relationship Manager at Infinite Wealth Advisors, Llc
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Stephanie G Smith

Stephanie Smith is a multi-faceted high level professional with deep experience in creating work measurements for all types of business process offerings, performing data analysis to identify opportunities for improvement, and continuous front line assessment of operational work processes to set, monitor, and ensure execution goals are realized.Extensive experience in root cause analysis across tactical, strategic and operational processes using the Apollo 5 Why methodology in order to drive continuous improvement. Over 15 years of implementation, project and change management experience in information technology and process improvement, working with and for Fortune 500 companies in Finance, Retail, Consumer Goods, and extensive manufacturing verticals.

Experience

  1. Client Relationship Manager

    Infinite Wealth Advisors, Llc

    Apr 2025 — Present · Mooresville, NC, US

Education

  • University of North Carolina at Charlotte

    Physics, Math

    2003 — 2005

  • Central Piedmont Community College

    CPIM - Product Inventory Management

    2008 — 2009

Skills

  • Trucking
  • Troubleshooting
  • Supply Chain
  • Transportation
  • Warehousing
  • Warehouse Management
  • Ltl
  • Logistics
  • Training
  • Customer Satisfaction
  • Customer Relations
  • Ocean
  • Freight
  • Transportation Management
  • Powerpoint
  • Customer Service
  • Logistics Management
  • Hazardous Materials
  • Air Freight
  • Supply Chain Optimization
  • Leadership
  • Business Analysis
  • Warehouse Operations
  • Strategic Planning
  • Intermodal
  • Data Analysis
  • Outlook
  • Third-Party Logistics (3pl)
  • Supply Chain Operations
  • Microsoft Office
  • Sales
  • Warehouse Management Systems
  • Team Leadership
  • Salesforce.com
  • Truckload
  • Supply Chain Management
  • Business Process Improvement
  • Tms
  • Team Building
  • Supplier Management

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Stephanie G Smith — Client Relationship Manager at Infinite Wealth Advisors, Llc in Charlotte, NC, US | Unifers