Brett Olson
San Diego
Summary
Experienced with regional management, ensuring operational efficiency and market growth. Utilizes strategic planning and team leadership to maximize performance and achieve business objectives. Track record of building strong client relationships and leveraging data insights to drive revenue growth.
Overview
17
17
years of professional experience
Work History
Internal Regional Director
LPL Financial
11.2023 - Current
- Streamlined operations for improved efficiency by evaluating existing processes and introducing innovative solutions.
- Motivated employees through effective communication, recognition programs, and tailored incentive structures that aligned with corporate objectives.
- Developed business pipeline using cold and warm techniques.
- Participated in industry conferences and events to network with potential partners, strengthening brand visibility in target markets.
- Engaged with current advisors to build business relationships.
- Organized productive meetings between advisors and us recruiters, paving the way for successful collaborations.
- Monitored sales pipeline closely to track progress toward monthly quotas, adjusting tactics as needed for optimal results.
Business Development Associate
LPL Financial
04.2022 - 11.2023
- Maintained accurate records of all prospecting activities using CRM software tools for effective lead tracking and follow-up efforts.
- Verified work aligned with service levels agreed and client requirements.
- Used SalesForce to handle current portfolio and prospective leads.
Sales Representative
The Energy Company
01.2022 - 04.2022
- My job was to give information about California’s energy crisis to home owners via door to door. I would simply give them a quick pitch and transition to go over the packet. From there, an offsite assessment would take place to see if the home qualifies and then an install date would be set. I would always be readily available to answer any questions or concerns before or after the install
Server
Huntress
09.2021 - 04.2022
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
Server
TOWN AND COUNTRY
09.2020 - 09.2021
- 1. It’s a elevated dining restaurant. I must give an overview of the menu, highlight a few items from each section. Have full knowledge of wines, cocktails and beer. Replace silverware and plates and each course and so much more. The menu is created by a 5 star chef. Which I get to highlight in my interaction with guests.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
In Room Dining Server
Fairmont Grand Del Mar
02.2019 - 09.2020
- Entails everything a fine dining server does on a high end level that meets Forbes standards. I set up the table with the proper utensils and condiments. Use of last name only upon entering the room. Asking politely where they would like the table to be placed and describe each item as I take it out of the hot box.
- Addressed any guest complaints promptly, resolving issues professionally and courteously.
Waiter/Server
Mountain house restaurant
09.2008 - 01.2019
- Managed high volume of customers during peak hours, maintaining prompt and efficient service.
- Cultivated warm relationships with regular customers.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Sales Associate
Apex by sunglass hut
06.2015 - 05.2016
Education
Associate of Science - Business Administration
College of San Mateo
San Mateo, CA06-2012
Skills
- Client relationships
- Staff training and development
- Staff management
- Relationship building
- Meetings and presentations
- Brand awareness
- Business development
- Sales planning
- Performance reporting
- KPI tracking
- Strategic planning
- Sales tracking
Timeline
Internal Regional Director
LPL Financial
11.2023 - Current
Business Development Associate
LPL Financial
04.2022 - 11.2023
Sales Representative
The Energy Company
01.2022 - 04.2022
Server
Huntress
09.2021 - 04.2022
Server
TOWN AND COUNTRY
09.2020 - 09.2021
In Room Dining Server
Fairmont Grand Del Mar
02.2019 - 09.2020
Sales Associate
Apex by sunglass hut
06.2015 - 05.2016
Waiter/Server
Mountain house restaurant
09.2008 - 01.2019
Associate of Science - Business Administration
College of San Mateo
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