Mark Zielinski Email & Phone Number

Newport Beach, Ca, Us

Newport Beach, California, United States

Newport Beach, Ca

RecruitingConsulting for RIA'sInvestment Management

Newport Beach, Ca

AdvisorBid is the marketplace for advisor acquisitions and transitions. Our vision is to become the leading content, lead generation, marketing and communications tool for everything financial services, propelling relationships and opportunities between financial advisors, wealth & asset management, broker-dealers, RIAs, wirehouses, insurance, CPAs, financing/lending, alternative investments, variable annuities, mutual funds, custodians, family offices, attorneys, hedge funds, capital markets… Show more AdvisorBid is the marketplace for advisor acquisitions and transitions. Our vision is to become the leading content, lead generation, marketing and communications tool for everything financial services, propelling relationships and opportunities between financial advisors, wealth & asset management, broker-dealers, RIAs, wirehouses, insurance, CPAs, financing/lending, alternative investments, variable annuities, mutual funds, custodians, family offices, attorneys, hedge funds, capital markets, fintech, accredited and non-accredited investors, blockchain and cryptocurrency enthusiasts.Sign up to:✅ Request offers to transition from leading BDs, RIAs, Hybrids & OSJs all at once✅ Recruit advisors in motion and showcase your opportunity✅ Sell your book for top dollar or start a contingency plan✅ Buy a book of business for sale and bid on opportunities✅ Explore leading companies in financial services✅ See and message who is going to industry event AdvisorBid was both a 2018 WealthManagement.com Industry Awards and Benzinga Global FinTech Awards Finalists.Create your unique profile today at https://advi.so/markzielinski Show less

Newport Beach, Ca

Newport Beach, California, United States

South County Including Newport Beach, Irvine And Laguna Beach

Industry experience includes extensive Investment & Wealth Management / Recruiting experience in a variety of institutions throughout California, including executive roles in Branch/Complex and Regional management along with 10 years of early career experience as a Financial Advisor. Exceptional communicator with the ability to break down the complex into simple, easy to understand concepts. Earns client and team member trust quickly and regularly sought after to lead the way. A calculated risk… Show more Industry experience includes extensive Investment & Wealth Management / Recruiting experience in a variety of institutions throughout California, including executive roles in Branch/Complex and Regional management along with 10 years of early career experience as a Financial Advisor. Exceptional communicator with the ability to break down the complex into simple, easy to understand concepts. Earns client and team member trust quickly and regularly sought after to lead the way. A calculated risk taker who trusts both facts and intuition. Securities Licenses: 3, 5, 7, 8, 15, 63 & 65 California Insurance License: #0A04427At Wells Fargo, led the firm from investment only initiatives to build a wealth management practice focused on solid and sound investment advisement as well as liability and risk management strategies. ● Exceeded all performance goals over the eight-year period and grew revenues from $34M in 2008 to $104M in 2016.● Built “Lending” into the Complex to finish in the top three in the brokerage division.● Grew the Financial Advisor staff from 77 in 2008 to 106 in 2016. Recruited 55 Financial Advisors from competitor companies and trained, managed and mentored new branch managers for the LA/OC markets. ● In the last two years, audits passed with a strong rating.● Led High Net Worth Partnership referrals to the Private Bank and created a culture of cooperation between the brokerage and private bank divisions.● Worked with the estate planners, expanded the firm’s insurance business revenues● Worked with Trust company to meet client needs● Earned “Premier Manager” status six out of the eight years with Wells.● Earned “Market/Complex Manager of the Year” awards for 2011 and 2013.A true business developer who achieves accelerated growth recruiting, building and developing high-performing teams and training advisors in highly successful wealth management strategies. Show less

Newport Beach, Irvine, Irvine Spectrum, Laguna And Monarch Beach

● Grew revenues by 12% and recruited two Financial Advisors from competitors.

Pacific South Region, So Cal, Co, Nm, Nv

● Built and grew a 16-week coaching program for President and Chairman’s Club producers seeking to build a high net worth business model.● Led the LA Coaching Team and successfully graduated 50 Financial Advisors for both the LA and Denver markets.● Recruited and trained three Business Development Coaches to oversee local and out-of-state training in Denver, Boulder and Fort Collins Colorado.

Ca - Bay Area, Sacramento, Sacramento, Sonoma, Fresno, Marysville, Orange County

● Recruited three Financial Advisors and grew revenues to $27M in 2005 with 55 Advisors.● Recruited and rebuilt compliance and operations team, passed audits in 2004 and 2005.

● Developed and implemented a strategy to retain 600 Advisors and staff through the merger.● Lead Due Diligence trips to corporate headquarters in Richmond, VA

Greater Los Angeles Area

Regional Director, Pacific South, 2000 – 2003● Created 10 complexed branches from 21, streamlined operations and compliance.● Increased Advisory business from $25M to $34.5M● 21 branches successfully passed audits.● Recruited 10 Advisors from competitors.● Hired and developed the regional team.● Moved to #3 out of 10 regions over 3 years.Branch Manager, Newport Beach, 1997 – 2000● Grew revenues from $6M to $17.5M.● Recruited 15 Advisors from… Show more Regional Director, Pacific South, 2000 – 2003● Created 10 complexed branches from 21, streamlined operations and compliance.● Increased Advisory business from $25M to $34.5M● 21 branches successfully passed audits.● Recruited 10 Advisors from competitors.● Hired and developed the regional team.● Moved to #3 out of 10 regions over 3 years.Branch Manager, Newport Beach, 1997 – 2000● Grew revenues from $6M to $17.5M.● Recruited 15 Advisors from competitors.● Hired and trained Admin and Operations Manager and passed all audits.● Served on the Branch Manager Advisory Council, 1999 & 2000Branch Manager, Sacramento, 1994 – 1997● Grew revenues from $3.8M to $6M.● Recruited five Advisors from competitors.● Hired and trained Admin and Operations Managers, passed three audits with two earning above average ratings.Branch Manager, Stockton, 1990 – 1993● Grew revenues from $1.8M to $4M.● Hired and trained the management team and recruited three Advisors from competitors.● Passed three audits. Sales Manager, 1990Financial Advisor, 1983 – 1990 Show less

Bs, Economics

Executive Certificate, Executive Development Program