Anthony Wood
About Anthony Wood
Anthony Wood is a Senior Associate at Dynasty Financial Partners, specializing in CRM data management and technical support. He has a background in Chemistry from St. Thomas University and has held various roles in client onboarding and CRM product enhancement.
Work at Dynasty Financial Partners
Anthony Wood currently serves as a Senior Associate at Dynasty Financial Partners, a position he has held since 2022. In this role, he is responsible for cleansing and loading customer and portfolio data into the CRM system, which facilitates new client onboarding. He provides technical support and administration to Dynasty client firms through various channels, including email, Zendesk, phone, and onsite visits. Previously, he worked as an Associate, Product Specialist CRM at Dynasty from 2019 to 2022, where he played a key role in the technical configuration of Skuid and Salesforce platforms to enhance the Dynasty CRM product.
Education and Expertise
Anthony Wood studied at Morehouse School of Medicine from 2013 to 2015, focusing on medical education for two years. He also attended St. Thomas University from 2009 to 2012, where he earned a Bachelor of Science (BS) in Chemistry. His educational background provides him with a strong foundation in analytical thinking and problem-solving, which he applies in his current role in CRM and technical support.
Background in Technical Support
Before joining Dynasty Financial Partners, Anthony Wood worked at AnswerFirst Communications, Inc. from 2016 to 2019 as a Scripting Specialist. In this role, he developed custom solutions using T-SQL to normalize client data and parse XML and JSON from API calls. He managed the re-organization of the new client sign-up process, which significantly reduced setup time. His experience in technical support and administration has equipped him with the skills to effectively assist client firms.
Demonstrating CRM Solutions
In his current role at Dynasty Financial Partners, Anthony Wood is actively involved in demonstrating the CRM product to prospective and new client firms. He conducts live and online presentations to showcase the capabilities of the CRM system. His ability to collaborate with international development resources allows him to tailor the CRM product to meet specific client needs, enhancing the overall client experience.