Mark Zielinski

About Mark Zielinski

Helping people grow their business while building exceptional lives. I’m from a close family, early on I learned to figure things out on my own, to be confident and appreciate the value of hard work and strong community. We were taught to dream big and figure out how to build a successful life – to make things better for ourselves and those we love. I believe success starts by surrounding myself with the right people – loyal friends, trustworthy associates and ethical partners – where mutual support and encouragement help us reach for every articulated goal. Most of my career has consisted of recruiting, developing people and growing business. I truly enjoy finding people with the potential to be the best and convincing them to join the team. Once on board, I’m particularly good at coaching and mentoring these high potentials to perform at levels they never thought possible. I like to think if I can help them connect their purpose to the organization’s goals and understand the common ground between customer and client they will exceed any goal they make for themselves. Once you understand what you want, the path to success is more than just money, its transformational. In professional financial investment management terms, I help grow business:• For advisors looking to develop new clients or expand their product mix into wealth management practice• For branch managers to help recruit experienced Financial Advisors, hire and train junior Financial Advisors as well as hiring and training support staff.• For regional managers helping to hire, train and develop branch managers while coaching their leadership skills. Driving all aspects of transforming the sales force toward a wealth management business model. • For financial firm leaders with product, service and risk areas and developing a unified message.Securities Licenses: 3, 5, 7, 8, 15, 63 & 65 California Insurance License:#0A04427

Experience

1. Private Investor Advisor

   Advisorbid

   Jan 2018 — Present · Newport Beach, CA, US

   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

Education

• Syracuse University - Maxwell School of Citizenship and Public Affairs

  BS

  1977 — 1981

• University of Pennsylvania - The Wharton School

  Executive Certificate

  2002 — 2002