Jake Zalewski
Strategic RIA Leader in the Financial Services Industry
- Role
- CEO & Chief Compliance Officer at Brio Financial Group
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jake Zalewski
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
Experience
CEO & Chief Compliance Officer
Jun 2016 — Present · San Francisco, CA, US
Education
Saint Mary's College of California
BA, Business
2002 — 2003
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