Sales Management

Richard Olszewski

* ******** ***** *******, ** **728 732-***-**** mobile

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**** - ******* ******* ***** ****** Management – Bank of America Corporation

Manasquan, NJ

Financial Advisor

Business Development utilizing The Wealth Management Process at Merrill Lynch.

Recruited Financial Advisors for the Red Bank Complex, including Freehold, Manasquan,

Toms River, and Red Bank. Marketing efforts with NJSBA – New Jersey State Bar

Association, Philanthropic Sector/Non Profits including Universities throughout New

Jersey. Worked with the AFP- Association of Fund Raising Professionals South NJ.

Multi niche marketing projects with the LGBT/Diversity Community, Dental Specialists

and Seattle Study Group Directors.

2004 - 2009 FPC – Fortune Executive Recruiting

Bay Head, NJ

Vice President, General Manager - Executive Recruiting, Financial Services/Legal

Developed, and manage 10 person office focusing on providing top executive leadership

to the Financial Services & Legal Industry. Increased Fee Agreements from 10 to over

150 new client relationships. Expanded regional coverage to nationwide account plans.

Initiated Internship program with NJ Colleges, and Universities. Most recent projects

include managing employee training grant RFP process with US Department of Labor, as

well as NJ State Senate, & Congressional administrative offices. Also working on several

Global projects, including new initiatives with Department of Defense Contractors.

2002 – 2003 Alliance/Bernstein Investment Research & Management

New York, NY

Regional Wholesaler, Vice President – New York City/Westchester Territory

Senior Wholesaler responsible for marketing mutual funds, annuities, 529’s and

retirement plans to the Wirehouse & Regional Channel in NYC. Initiated use of

technology based meeting systems like Placeware, Broadcast e-mails, and System Wide

Telecasts to enhance sales effort.. Pilot E-Wholesaling effort for the internal sales staff.

Educate consultants in sales ideas and product knowledge in an effort to increase market

share. Increased sales 85% from expansion of Tier Two relationships. Restructured

meeting activity throughout region to include an initiative for Private Team Consulting.

Winner of Alliance Century Club Sales Award 2002, 2003.

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Richard Olszewski

5 Chiswick Drive Jackson, NJ 07728 732-***-****

1997 - 2002 Alliance Capital Management

Minneapolis, MN

Regional Wholesaler, Vice President – Mid West Territory

Promote Education and Sales Support to Financial Wirehouses in Minnesota, Wisconsin,

Montana, North and South Dakota and Iowa. Coordinated Sales meetings, Client Seminars,

and Corporate Events to increase regional sales and market share.

Winner of Alliance Century Club Sales Award for 1997,1998,1999,2000.

1987 - 1997 Alliance Capital Management

Secaucus, NJ

Marketing Specialist Key Accounts/Corporate Actions Supervisor/AVP

Inside Wholesaling, sales support representative, promoted in 1991 from managing an

operations staff of 14 for Alliance Fund Services. Supervisory experience included

scheduling, corporate actions reporting to management and regulatory agencies.

Employee Excellence Award Winner 1987, 1988, 1989, 1990, 1997.

Education:

1986 Congressman Robert Torricelli - Intern Hackensack, NJ

1987 Fairleigh Dickinson University Rutherford, NJ

BA Political Science, Business Management

1986 Wroxton University Wroxton, England

Economics, Political Science

2000 Richardson Sales Training New York, NY

Consultative, Board Room Presentations

FINRA Series 7, 66 Licensed

New Jersey Life, Health, and Annuity License

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Richard Olszewski

5 Chiswick Drive Jackson, NJ 07728 732-***-****

Associations & Awards:

Jackson Rotary 2009, 2010

MODC Monmouth/Ocean Development Council 2009, 2010

NJBIA New Jersey Business & Industry Association 2009, 2010

Asbury Park Chamber of Commerce 2009, 2010

Jackson Pop-Warner Football Coach 2009, 2010

Jackson Holbrook Little League Coach 2007, 2008

Freehold Town Council Nominee 2005

Freehold Human Relations Committee 2006

Monmouth County YMCA-Freehold Basketball Coach 2003-2006

Alliance Century Club Winner 1997-2003

Alliance Employee Excellence Award 1987-1992

Plainsboro Cultural Advisory Committee 1990-1992

Congressman Robert Toricelli-NJ Internship 1987

Founding Father AXP Fraternity-FDU 1985

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