Forrest Swan III

Florida, United States · (276) 698-9332 · forrestswan3@gmail.com · linktr.ee/forrestswan3

Key strengths, skills & knowledge

  • Information Systems Planning
  • Software-as-a-Service (SaaS)
  • Customer Relationship Managers
  • Systems Administration
  • Salesforce Implementations
  • Data Policies
  • SQL/SOQL
  • Microsoft Excel
  • VBA Macros
  • Automation Strategies
  • Workflow Development
  • Project Management
  • Communication
  • WordPress
  • Critical-Thinking
  • Initiative
  • Adaptability
  • Creativity
  • Python & Google Apps Script
  • Network Security (pfSense, WireGuard)
  • IT Asset Management

Education

University of Florida, College of Health & Human Performance

December 2023
Bachelor of Science, Sport and Fitness Administration/ManagementGainesville, Florida
  • Cum Laude, GPA: 3.55

Piedmont Virginia Community College

May 2019
Associate of Science, Business AdministrationCharlottesville, Virginia
  • Summa Cum Laude, GPA: 3.98

Work experience

Kasey Osman Insurance

June 2024 – Current
Agency Operations & Systems ManagerMelbourne, Florida

Promoted from Licensed Sales Producer to Technical Solutions Manager to Agency Operations & Systems Manager at an Allstate agency, owning systems architecture, automation, data governance, and cybersecurity.

  • Built and documented 9 internal software systems and led 8 infrastructure and IT operations projects; 2 systems run in daily production.
  • Built the agency's IT function: FY2026 technology budget, IT service desk with a 1-business-day SLA, and a systems ledger of 81 tools (System Administrator for 41).
  • Deployed a pfSense firewall and WireGuard VPN for 20+ users without granting local admin rights, and a RAID 1 NAS that became the system of record for client files.
  • Led a root cause analysis of a stalled compliance scan (about 178 vs 7 items/s, LAN vs VPN); the rebuilt job processes 67,240 items in 24 minutes with 0 errors.
  • Launched AI-assisted underwriting-notice triage with a web board and two-way Slack updates for agents.
  • Developed offline Windows apps for staff training and license exam prep, backed by 56 passing automated tests.
  • Published 4 open-source tools on GitHub (MIT): a repository privacy scanner, a naming-policy validator, a business-hours SLA library and a non-admin WireGuard installer.

Avidyne Corporation

June 2022 – February 2023
Customer Experience Systems AdministratorMelbourne, Florida

A Systems Admin at Avidyne enhanced efficiency for aviation tech company's staff and clients, ensuring data accuracy and contributing to cutting-edge solutions in an $8.5M company with 200+ employees.

  • Created a data policy covering entry, design, naming conventions, branding, and tagging, resulting in a 20% drop in errors and revised data quality.
  • Expanded functionality of CRM (Keap/Infusionsoft) and help desk (HappyFox) software, leading to a 30% improvement in user efficiency and a reduction in response time for customer support by over 10 minutes.
  • Provided Tier II and III support, internally and externally, for software and technical issues achieving a 15% decrease in resolution time for complex technical challenges.

Paramount Foundation

March 2016 – March 2020
Systems Administrator, SalesforceBristol, Tennessee

Systems Admin at The Paramount Foundation developed data policies, enhanced donor management, streamlined Salesforce, and boosted overall systems efficiency for a $3.3M non-profit with 10+ employees.

  • Served as the Project Manager for two implementations of Salesforce (NPSP and Enterprise), resulting in a 30% improvement in donor management efficiency and a reduction in donation processing time by 5 days.
  • Utilized Salesforce tools and apps (PatronManager and CongaComposer) for streamlined donation data entry and acknowledgment, eliminating over 30 manual tasks and boosting donor communication efficiency by 30%.
  • Implemented onboarding for employees and volunteers on technologies (Salesforce, PatronManager, Slack, Google Suite, Clover POS), cutting onboarding time by 2 days and increasing proficiency by 25%.