Jake Zalewski Email & Phone Number

Jake Zalewski is a CEO & Chief Compliance Officer at Brio Financial Group based in San Francisco, California, United States, North America. 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 Responsibility Client Services ~ Teambuilding & Leadership ~ Client Relations ~ Programs & Procedures ~ Outsourcing Training & Development ~ Profit & Productivity Improvement ~ Revenue Optimization ~ Cost Containment Technology Enhancements ~ Financial Services Technology Assessment, Implementation, & Integration