Allan Zucker
Delray Beach,FL
Summary
Top-notch executive with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices.
Overview
27
27
years of professional experience
Work History
Financial Advisor
Legacy Wealth Partners, A MassMutual Firm
10.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Financial Advisor
Prudential Advisors
06.2018 - 09.2022
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
President and Chief Operating Officer
ZIGS Media
03.2019 - 12.2021
- The company was started in 2019 between myself an 2 partners with the singular vision of becoming one of the biggest and best affiliate marketing companies in the country, with a focus on SMS / Text Message marketing via short codes.
- As a founding partner, my role was to manage all day-to-day operations of the company. This included sourcing and negotiating all deals with media buying vendors, as well as all ad networks and advertisers. Furthermore, overseeing the team assigned to manage and deploy daily campaigns, the tech & development team charged with ad creatives, ad copy writing, and directly responsible for the overall P&L, and tracking & reporting to executive team.
- Company grew from start-up with $0 revenue, to over $6 million in gross annual revenue in 2 years, while consistently experiencing 15% month over month top line revenue growth, and 20% month over month growth in Operating Profit
Financial Advisor
MassMutual South Florida
10.2014 - 06.2018
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Vice President of Business Development
Fraudlogix
09.2012 - 07.2014
- Communicated directly with customers and partners to build strong business networks and relationships.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Contributed to industry events and trade shows to showcase products and gather industry intelligence.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Division Vice President and Director of Sales
InnovationAds
01.2005 - 07.2010
- Company was a leader in the online marketing and lead generation industry.
- I originally started at InnovationAds as Director of Sales in 2005, and was responsible for all hiring, training & development of sales and support staff.
- In this role I was charged with opening, building, and developing the West Palm Beach, FL expansion office for the New York based company. I was successful in all areas of recruiting, training, managing a staff of 10+ sales reps, while maintaining my own 6 figure book of business.
- in 2007 I was promoted to VP of the Enrollment Management division which handled the firms largest clients. Duties included all contract negotiations & client management, as well as executive oversight of 100+ support and call center staff, spread over three states.
- I was responsible for the growth of this division from inception, and rapidly grew revenue to $1 million per month.
Senior Account Executive and Division Director
Omnipoint Marketing
01.2001 - 12.2004
- Stared with company as a sales executive responsible for selling online marketing services, primarily email marketing campaigns directly to advertisers.
- In this role I was successful in selling email campaigns to a variety of direct to consumer advertisers.
- Was promoted in 2004 to head up the company's newest division that was focused on a brand new ad technology to develop online lead generation thru co-registration paths.
Insurance Broker
Self Employed
11.1996 - 01.2001
- As an independent agent & broker, I primarily sold health and life insurance to the family and middle market.
Education
No Degree -
Mitchell College
New London, CT1989
Skills
- Business Development
- Process Improvement
- Business Forecasting
- Marketing
- General Management and Administration
- Executive Leadership
- Contract Negotiation
- Financial Management
- Business Analysis
- Planning and Execution
- Revenue Growth
- Profitability Optimization
Additional Information
FINRA licenses: Series 6, 62, 63, and 65
Life, Health & Variable Annuity license in Florida, Texas, New Jersey, and South Carolina
Timeline
Financial Advisor
Legacy Wealth Partners, A MassMutual Firm
10.2022 - Current
President and Chief Operating Officer
ZIGS Media
03.2019 - 12.2021
Financial Advisor
Prudential Advisors
06.2018 - 09.2022
Financial Advisor
MassMutual South Florida
10.2014 - 06.2018
Vice President of Business Development
Fraudlogix
09.2012 - 07.2014
Division Vice President and Director of Sales
InnovationAds
01.2005 - 07.2010
Senior Account Executive and Division Director
Omnipoint Marketing
01.2001 - 12.2004
Insurance Broker
Self Employed
11.1996 - 01.2001
No Degree -
Mitchell College
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