Jake Zalewski Email and Phone Number
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My proven skills and expertise in strategic planning, business development, team-building and revenue optimization are now focused on the financial services sector—particularly firms considering leaving a broker/dealer relationship to go independent. Thorough research into custodian relationships, compliance regulations, tech solutions and more drives my ability to:• Improve the client-relationship model for financial services firms• Lead teams in their preparation to go independent• Manage the transition from start to finish• Evaluate technology solutions for operations and client access• Monitor how the firm is evolving and make changes as needed• Drive new income streams through critical partnerships• Create a culture of compliance —Key Areas of Leadership & Expertise—Strategic Planning ~ Strategic Business Growth Planning & Business Development ~ eCommerce Sales & Marketing ~ P&L ResponsibilityClient Services ~ Teambuilding & Leadership ~ Client Relations ~ Programs & Procedures ~ OutsourcingTraining & Development ~ Profit & Productivity Improvement ~ Revenue Optimization ~ Cost ContainmentTechnology Enhancements ~ Financial Services Technology Assessment, Implementation, & Integration
Brio Financial Group
View- Website:
- blokzijlkleding.nl
- Employees:
- 1
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Ceo And Chief Compliance OfficerBrio Financial GroupSan Francisco, Ca, Us
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Ceo & Chief Compliance OfficerBrio Financial Group Jun 2016 - PresentSan Francisco, California, Us -
Vice President - Western OperationsFollett Higher Education Group 2003 - Jun 2016Westchester, Illinois, UsDirect $300M group comprised of 120 stores and $35M in online sales including prestigious college bookstores such as Stanford University and University of California at Berkeley. Accountable for contractual obligations of 90+ legal agreements. Work closely with CIO & CAO on campuses to implement key integration with university systems, SIS (Student Information Systems) and LMS (Learning Management Systems). Directly oversee professional development of regional managers, and district managers. Ensure adherence to HR policies in CA and nine other states. Manage five direct reports with 1300 associates.Representative Accomplishments• Elevated store sales 4.7% improvement despite challenging economy.• Implement key integration points at 97% of the campuses served with university systems.• Drove key course material content presentations resulting in innovative learning solutions at 7 universities.• Achieved highest customer service scores in company last fiscal year.• Consistent contract renewal rate of 100% for the last 5 years. -
Chief Operating OfficerPba Galleries, Inc. 2000 - 2003Managed acquisition of items from private collectors, estates, etc. and weekly auction and online sales. Raised capital by negotiating company acquisition via private investors.Managed creation of brand identify and new marketing campaign; orchestrated redesign of internal systems, website and intranet.Revamped operational processes to ensure positive cash flow; negotiated outsourcing of technology operations.
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Vice President - CommerceBigwords.Com 1999 - 2000Start-up online retailer of college and university textbooks, gear, apparel and media.Held P&L accountability including revenue, expenses, gross margin, website performance and personnel, for start-up e-commerce company. Directed cross-functional team of 15 charged with contract acquisitions, client services, distribution, finance and transitions. Managed business plans, spearheaded online partnerships, negotiated contracts with universities, and built new technology.Launched key website initiatives including new businesses and equity deals.
Jake Zalewski Skills
Jake Zalewski Education Details
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Saint Mary'S College Of CaliforniaBusiness
Frequently Asked Questions about Jake Zalewski
What company does Jake Zalewski work for?
Jake Zalewski works for Brio Financial Group
What is Jake Zalewski's role at the current company?
Jake Zalewski's current role is CEO and Chief Compliance Officer.
What is Jake Zalewski's email address?
Jake Zalewski's email address is ja****@****ail.com
What is Jake Zalewski's direct phone number?
Jake Zalewski's direct phone number is +141565*****
What schools did Jake Zalewski attend?
Jake Zalewski attended Saint Mary's College Of California.
What are some of Jake Zalewski's interests?
Jake Zalewski has interest in Cooking, Snowboarding, Reading, Hiking, Running, Practicing Yoga, I Spend My Free Time Cycling.
What skills is Jake Zalewski known for?
Jake Zalewski has skills like Cross Functional Team Leadership, Start Ups, Leadership, Program Management, Strategic Planning, Management, E Commerce, Customer Service, Business Planning, Integration, Human Resources, Project Management.
Who are Jake Zalewski's colleagues?
Jake Zalewski's colleagues are Pamela Schmitz.
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