Chad Morris

Chad Morris Email and Phone Number

Vice President at ICON Advisers, Inc. @ ICON Advisers, Inc.
greenwood village, colorado, united states
Chad Morris's Location
St Petersburg, Florida, United States, United States
Chad Morris's Contact Details

Chad Morris personal email

n/a
About Chad Morris

Accomplished, goal oriented and client solution driven Financial Wholesaler with 19 years of industry experience. Proficient in developing and implementing a consultative sales process in Banks, Wirehouse, and Independent channels. Skilled in Wholesaling Mutual Funds, SMA's, Variable Annuities, Investment Management Platforms, and Life Insurance. Exceptional leadership, training and interpersonal skills, turning advanced sales practices into actionable ideas to gather assets. Possesses a true passion for building and developing lasting relationships with Financial Advisors through coaching, rapport building and entertaining.

Chad Morris's Current Company Details
ICON Advisers, Inc.

Icon Advisers, Inc.

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Vice President at ICON Advisers, Inc.
greenwood village, colorado, united states
Website:
iconadvisers.com
Employees:
42
Chad Morris Work Experience Details
  • Icon Advisers, Inc.
    Regional Vice President - Icon Advisers
    Icon Advisers, Inc. Jan 2018 - Present
    Southeast
    At ICON we offer value based, mutual fund and managed account solutions for our the financial advisors we serve. My position consists of finding and attracting new advisors, as well as tending to and maintaining the relationships with advisors who have a current relationship with ICON
    View
  • Sentinel Investments
    Regional Vice President-Southeast
    Sentinel Investments Jan 2016 - Jan 2018
    Tampa/St. Petersburg, Florida Area
    Sentinel Investments is the unifying brand name for Sentinel Financial Services Company, Sentinel Asset Management, Inc. and Sentinel Administrative Services, Inc. Sentinel Funds are distributed by Sentinel Financial Services Company, One National Life Drive, Montpelier, VT 05604. 800.233.4332
  • Prudential Financial
    Regional Vice President- Wholesaler
    Prudential Financial Apr 2014 - Jan 2016
    Tampa/St. Petersburg, Florida Area
    View
  • Genworth Financial
    Regional Consultant
    Genworth Financial May 2010 - Apr 2012
    Southeastern Us
    View
  • Ing
    Regional Vice President
    Ing Jun 2007 - 2009
    View
  • Nationwide Financial
    Regional Vice President
    Nationwide Financial Oct 2004 - 2007
    View
  • Lbs Capital Management
    Vice President Of Sales
    Lbs Capital Management Mar 2001 - Oct 2004
    Clearwater, Fl
  • Internet Stock Market Resources
    Vice President - Chief Operating Officer
    Internet Stock Market Resources Dec 1998 - Mar 2001
  • Teksystems
    Contracts Manager
    Teksystems 1996 - 1998

Chad Morris Skills

Mutual Funds Fixed Annuities Investments Portfolio Management Investment Advisory Alternative Investments Retirement Planning Financial Advisory Competitive Analysis Series 7 Variable Annuities Asset Management Investment Management Asset Allocation Life Insurance Estate Planning Wealth Management

Chad Morris Education Details

Frequently Asked Questions about Chad Morris

What company does Chad Morris work for?

Chad Morris works for Icon Advisers, Inc.

What is Chad Morris's role at the current company?

Chad Morris's current role is Vice President at ICON Advisers, Inc..

What is Chad Morris's email address?

Chad Morris's email address is cm****@****nts.com

What schools did Chad Morris attend?

Chad Morris attended Florida State University.

What skills is Chad Morris known for?

Chad Morris has skills like Mutual Funds, Fixed Annuities, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Retirement Planning, Financial Advisory, Competitive Analysis, Series 7, Variable Annuities, Asset Management.

Who are Chad Morris's colleagues?

Chad Morris's colleagues are Jerry Paul Cfa, Brian Callahan, Icon Advisers Human Resources, Marianne Newman, Michelle Ditocco, Kathy Webber, Justin Ross.

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