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Stefan Zelich

Pursuing degree in Accounting/Finance at Ohio University, Athens and working as a Financial Advisor Intern at Edward Jones.

Headline: Entrepreneur
Work status: Full-Time Student
Website: http://twitter.com/Zelich
Industries: Financial, Real Estate
Skills: Business, Entrepreneurship, Investment, Languages, Leadership, Management, Marketing, Public speaking, Sales, Spanish
Location: Athens Ohio
Interested in: Advising startups, Brainstorming, Employment opportunities, Finding business partners, Finding cofounders, Finding experts, Finding mentors, Finding team mates, Joining a startup, Meeting new people, Mentoring, Offering Expertise, Professional opportunities, Promoting my startups, Recruiting for my startup
Schools: Ohio University, Athens

FULL BIO

I have experience in a multitude of different industries and held many different occupations. Throughout my college career I wanted to take advantage of as many opportunities as possible to get a wide variety of experience in the business world. My background is in Finance and Accounting; however my true passion lies in Sales, that's right I am looking to advance into the profession of "Professional Sales!!" I never miss an opportunity to meet someone new, so that I may gain knowledge from them and share with them some of mine. I also have a love for the Spanish language and would one day like to become fully fluent. I have studied in Mexico and am keeping an eye open for opportunities to work/study abroad in Spain or elsewhere in South America.

WORK EXPERIENCE

Employer: New Look Power Washing, Uniontown, Ohio
Position: Sole Proprietor
Time period: June 2006 - Present
Description: - Managed all company operations, developed marketing promotions and literature
- Organized company into two separate teams and developed schedule to efficiently finish jobs
- Inspected jobs and provided quotes, power washed/stained decks, houses, and driveways

Employer: Edward Jones, St. Louis, Missouri
Position: Financial Advisor Intern
Time period: June 2009 - August 2009
Description: - Capitalize on marketing and advertising opportunities to expand Branch Advisors existing client base and increase revenues
- Planned client seminar that brought together various financial service professionals to gain referrals from existing clients
- Completed 25 door to door surveys per week for Financial Advisor and made calls to clients to increase credit card users

Employer: Ohio University Credit Union, Athens, Ohio
Position: Tax Executive
Time period: January 2009 - April 2009
Description: - Researched IRS rules and regulations and responsible for preparing individual tax returns through E-filing process
- Supported internal administrative operations and provided clerical assistance to financial services division

Employer: Mercantile Commercial Capital, Orlando, FL
Position: Business Development Officer
Time period: June 2008 - October 2008
Description: - Responsible for loan analyzing, packaging, and underwriting; provided feedback to clients with loan inquires
- Built tactical alliances with companies in various industries, and managed a portfolio of numerous mortgage brokers
- Conducted over 100 lead generating calls a day to expand Mercantile’s client base

Employer: Akron Aeros Minor League Baseball, Akron, Ohio
Position: Marketing Intern
Time period: June 2006 - September 2006
Description: - Responsible for running front office desk and supervising customer relations with the organization
- Organized and conducted operations for fan information kiosk, supervised on field promotions for various sponsors

Employer: DRB Systems, Inc, Green, Ohio
Position: Marketing Executive
Time period: June 2006 - September 2006
Description: - Conducted customer satisfaction surveys informing company about customer’s overall experience
- Performed follow-up calls for sales representatives to monitor quality assurance; created and updated company’s new customer database

EDUCATION

University: Ohio University, Athens
Time period: 2009
Degree: Accounting/Finance, Bachelor of Business Administration

INFORMATION

Memberships: National Collegiate Sales Competition, Ohio University NATIONAL CHAMPIONS Team Member
- Trained under the Value Selling sales model and used the model to sell customers the online CRM software, NetSuite
- Conducted over 100 sales role plays and developed an effective sales strategy for a highly technical product
- Competed against top collegiate sales talent from over 60 of the most elite collegiate sales programs in the United States

The Ralph and Luci Schey Sales Centre
- Corporate Visit committee member: Host prospective Corporate Partners on campus visits as a professional ambassador for The Sales Centre. Researched prospective Corporate Partners and lead teams of students during these interactive sales calls.
- Relationship Manager for Fifth Third Bank: Fifth Third contact within the Sales Centre, responsible for presenting Fifth Third with weekly updates and escorting and assiting company representatives on campus visits.
- Financial Services Representative: Head of Financial Services division of the Sales Centre, organized The Sales Centre
Financial Services Forum and co-chaired for the Financial Services Conference.

Alpha Kappa Psi Professional Business Fraternity, Professional Committee Member
- Worked with small team of members to create first annual Alpha Kappa Psi Speaker Series, “A Different Side of Business”
- Defined and executed action plan to utilize fraternity member’s networks to attract unique speakers from various industries
- Organized effective fund raising activities for 3rd Annual Alpha Kappa Psi Joe Leone Golf Scramble

College of Business Freshman Engagement Program, Student Mentor
- Help College of Business freshman adjust to their new environment and engage in their college community
- Meet with students multiple times a quarter to answer questions and help with scheduling and time management
- Created team building activities and organized meetings with professors to help students meet faculty

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Stefan's Contacts (4)

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  • Trace Cohen

    Trace is a graduate of the Martin J. Whitman School of Management at Syracuse University with a double major in Entrepreneurship and Marketing.

  • Dan Steketee

    Entrepeneur with 13+ years of strategic and tactical consulting experience in the financial services, start-up and technology industries (BPM, Business Intelligence, KPI's,, Vendor Management, etc) .

  • Sabine Jepsen

    22, Danish full-time student interested in entrepreneurship and innovative idea generation.