Resume

• 2012

  University of Wisconsin-Madison

  Custer Financial Services

  Madison

  Wisconsin Area

  Served as a Faculty Member in the School of Education in the Department of Dance. Taught Bachelor of Fine Arts and Bachelor of Science level courses.

  Adjunct Faculty

  University of Wisconsin-Madison

• 1997

  Family Health Systems

  Madison

  Wisconsin Area

  Served as a Financial and Business Analyst for this for-profit corporation providing administrative function of health care plans such as

  Group Health Cooperative

  Family Health Plan Cooperative

  and Community Health Plan.\n\tAccomplishments include:\n\t•\tLeading the Y2K project for converting all financial systems for ten affiliated companies. Systems included: general ledger

  accounts payable

  premium billing

  accounts receivable

  and claims processing.\n\t•\tDesigning and developing a data warehouse strategy for financial reporting including board management and regulatory reporting.\n\t•\tLeading the Financial Closing Process Improvement project as part of \tthe Strategic Operating Plan.

  Financial & Business Analyst

  Family Health Systems

• 1996

  National League of Nursing

  Inc.

  Greater New York City Area

  Served as Director of Special Projects to the Chief Business Officer and Vice President of Finance and Administration for this $20 million

  501(c)(3) not-for-profit corporation with 103 full-time employees. Served as Acting Controller and Interim Director of Customer Service and Fulfillment.\n\tSelected accomplishments include:\n\t•\tSuccessfully directed conversion project migrating financial MIS from \tmainframe and manual to consolidated state-of-the-art windows-based LAN.\n\t•\tRefocused a re-engineering project in 1994

  which led to net bottom-line swing of $1.6 million over the year. Generated first-time development of $1 million cash reserves and first positive fund \tbalance in two years.\n\t•\tGenerated net operating surplus of over $1 million

  a fund balance of \tover $1 million

  and a cash reserve of $1.4 million during 1995 operating period.\n\t•\tDeveloped with Chief Business Officer a $5 million strategic business alliance between NLN and a leading international information technologies company. This commercial joint venture developed \tinteractive

  multi-media

  multi-disciplinary distance learning services for nurse educators via the Internet.\n\t•\tInstrumental in developing an outsourcing implementation project generating projected savings of $3.5 million in administrative overhead.\n\t•\tPresented at the New York City Partnership and Commerce on The Contingent Workforce: Strategic Staffing Scenarios. Panel of speakers included Citicorp and AT&T.

  Director Of Special Projects

  National League of Nursing

  Inc.

  Madison

  Wisconsin Area

  Artistic Director

  former Executive Director

  for a not-for-profit performing arts corporation committed to promoting the art of dance and cultural arts to youth and the greater community through education and performance. \n\tAccomplishments include:\n\t•\tGrowing programming and infrastructure of Madison Ballet from $250K to $1.2M operating budget supervising approximately 40 employees.\n\t•\tDeveloping

  opening

  and managing the School of Madison Ballet that currently enrolls over 450 students.\n\t•\tDeveloping and managing all programming

  education

  and community outreach.\n\t•\tForming alliance with Big Brothers Big Sisters of Dane County \texposing youth to the performing arts.\n\t•\tSupervising faculty recruiting

  retention

  evaluation

  and all areas of faculty concern within the School of Madison Ballet.\n\t•\tDeveloping and managing personnel planning

  budgets

  and accounting practices to ensure fiscal accountability.\n\t•\tEstablishing

  negotiating

  and maintaining budgetary and personnel needs.\n\t•\tServing as the spokesperson in the community with the media for Madison Ballet.

  Artistic Director

  Madison Ballet

  Mayor Paul Soglin

  City of Madison

  Various

  2004\t\tMadison Children’s Arts Museum Strategic Planning\n1999-04\tAdvisory Panel

  Overture Center for the Arts Design Pan\n1996\t\tBoard Member Ballet

  Inc.

  New York

  NY\n

  Recognition of New Leadership Award

  Wisconsin Dance Coucil

  Guest Speaker for the Arts Enterprise Symposium

  University of Wisconsin at Madison

  Marvin Rabin Award for Artistic Excellence

  Wisconsin Youth Symphony Orchestra

  Resident Advisory Committee Overture Center for the Arts

  Member of Arts Education Roundtable

  Overture Center for the Arts

  Diversity Training

  Family Health Systems - Milwaukee

  Wisconsin 1998\nYouth Counseling Training

  The Neutral Zone - New York

  New York 1995\n“Outsourcing Strategies

  ” The Outsourcing Institute - New York

  New York 1995\n“Visual Basic & Rapid Tools Development

  ” Solomon Software Co. - Newark

  Delaware 1995\n“Accounting Operations & Infrastructures

  ” AMA

  Inc. - New York

  New York 1995

  Various

• 1995

  The Neutral Zone

  Madison

  Wisconsin Area

  Earle Smith started working with Custer Plumb Financial Services in 2018 as Financial Planner & Business Development Consultant in support of the firm's commitment to its clients

  community and environment.\n\nHe holds the Financial Industry Regulation Authority (FINRA) Series 7

  Series 63 and 65 licenses

  holds Accident & Life (Disability)

  Health and Variable Annuity Insurances licenses in Wisconsin.\n\nBlending a formal background in business and finance with proven success in the non-profit sector

  Earle Smith has brought both passion and expertise to various organizations and businesses he has work for. He offers a history of proven leadership and community engagement. With a keen sense of organizational management and refined relationship-building skills

  he has extensive experience working collaboratively with multiple sectors of the community.\n\nEarle is an avid fisherman and enjoys preparing delicious meals for family and friends. Originally from Kailua

  HI

  he always looks forward to a trip back to the islands to body surf

  eat manapua and lounging on Lanikai Beach.\n\nWilliam Earle Smith is a registered representative of Lincoln Financial Advisors Corp.

  a broker/dealer (member SIPC) and registered investment advisor. He is securities licensed in FL

  HI

  IL

  MI

  TX

  UT and WI. Custer Plumb Financial Services is not an affiliate of Lincoln Financial Advisors Corp. CRN-2709735-083019

  Financial Planner

  Custer Financial Services

  Greater New York City Area

  Served as a Youth Counselor for this 501(c)(3) not-for-profit youth center. The Neutral Zone is a referral and drop-in center serving predominantly African-American and Hispanic youth on Christopher Street in the Village

  lower Manhattan.\n\tSelected accomplishments include:\n\t•\tCounseled and mentored youth one-to-one and in a group.\n\t•\tParticipated in the development of programs involving peer outreach

  block beautification

  and counseling services.\n\t•\tCoordinated educational activities for youth

  including trips to Washington

  D.C.

  camping trips

  and excursions around New York City.\n\t•\tFacilitated organizational planning meetings to increase counseling services and activities

  and administrative operations.

  Youth Counselor

  The Neutral Zone

• AIDS Resource Center of Wisconsin

  Event Volunteer

  Colonial Club Senior Activity Center

  Board Member (Vice President)

  Perfect Harmony Men's Chorus

  Event Coordinator

  Holiday Market

  Choreographer

  Capital City Theatre

  Performing Arts

  Arts Administration

  Acting

  Public Speaking

  Choreography

  Musical Theatre

  Theatre

  Dance

  Event Planning

  Advertising

  Community Outreach

  Teaching

  Social Media

  Management

  Art

  Strategy

  Music

  Ballet

  Smith

  William Earle

  Madison Ballet