Rob Radecki, CFP®, FPS

Experience

• 

  Fisher Communications

  Jun 2011 - Jan 2011

  Sales Intern

  • Intern to the Sales Department for STAR 101.5, 570 KVI and KOMO 1000 Newsradio Stations. • Assist in the daily activities of the Sales department. Areas learned include: Presentation and preparation of sales materials of all stations. • Coordinating promotions, press and public relations, and an introduction to all aspects of radio broadcasting. • Marketing of radio stations, schedule building, proposal creation, audio filing, research work, and sales call observation.

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  Morgan Stanley

  Jan 2012 - Jun 2012

  Intern

  Assist brokers with financial planning, sales, and marketing. Work with customers to assess their needs and financial goals. Prospect potential clients and create proposals.

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  Amazon

  Mar 2012 - Jun 2012

  Student Representative/Marketing Intern

  The Amazon Trade-In Program buys back textbooks from students. To make Trade-In more convenient for college students we have started the On Campus version which works to bring the great prices and selection of the Trade-In program directly to students. We are launching pop up events on select college campuses during finals week, where students can walk up to us and sell their books. Student Representatives market and assist in the process of hosting these events. I are currently working on completing a new marketing plan and budget for the Amazon event. Addition I will also be creating and executing a new IMC plan for the event. Exibir menos

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  ChemPoint

  Jun 2012 - Jan 2016

  Develops new business in an industry-focused territory. Participates in sales campaigns by performing targeted technical sales calls, interacting primarily with product end-users, technical, or R&D personnel. Requires technical proficiency of understanding a product, communication skills to interact with a variety of decision makers within an organization, and sales skills to develop and close new business. I sell into a wide variety of industries such as Pharma, Healthcare, Industrial Manufacturing, and Industrial Cleaners. The role requires strong computer and communications skills, as well as an ability to work in a very dynamic environment. While in this role I have closed over $2.1 million in new sales. Consistent high performer on sellers performance index. Exibir menos Managed, retained, and grew North American accounts in the Chemical Formulating Industry. My territory was +500 customers with $8.8 million in annual sales. While in this position I built and strengthened relationships with customers through proactive sales calls and prompt attention to customer needs. I worked diligently to enhance product and industry knowledge that helped drive sales. Each quarter I achieved 15% growth within my territory and my finally quarter I sold over $472,000 over my growth goal. In this position I developed inside sales skills through training and daily implementation. Exibir menos

  • Account Executive

    Jan 2015 - Jan 2016

  • Market Developer

    Jul 2013 - Jan 2015

  • Industry Representative

    Jun 2012 - Jun 2013
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  Smartsheet

  Jan 2016 - Jan 2019

  134% to quota 2017President Club AwardNumber 1 Sales Rep Q3Smartsheet.com, a leading Software as a Service (SaaS) company, offers an enterprise-ready cloud app for work management and collaboration. The award-winning tool is trusted by more than 65,000 businesses and millions of users in over 175 countries.As a Client Development Representative, it's my job to work with our existing customers to ensure they are using Smartsheet to its fullest capacity to meet their organizations specific needs. Exibir menos

  • Client Development Manager - Major Market Accounts

    Jan 2019 - Jan 2019

  • Client Development Manager - Mid Market

    Jan 2017 - Jan 2019

  • Client Development Manager - Small Business Market

    Jan 2016 - Jan 2017
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  Morgan Stanley

  Jan 2019 - now

  My goal is simple: to help you understand your money and make it work for you. We start by taking a comprehensive view of your goals through the financial planning process. In that plan, we can help work toward your future in whatever shape that may be. I focus on helping families and individuals in our community to achieve their financial goals through that thoughtful planning process and goals-based investing. The result investment strategy is custom tailored to your unique scenario. As your Financial Advisor, I seek to act in your best interest, aligned to your financial goals.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-radecki-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.NMLS#: 1933026 Exibir menos

  • Financial Advisor

    Jul 2021 - now

  • Wealth Advisor Associate

    Jan 2019 - Jun 2021