Cliff Morgan

Cliff Morgan Email and Phone Number

Chief Revenue Officer at Energy Zero Solutions @ Energy Zero Solutions
Cliff Morgan's Location
Chesterton, Indiana, United States, United States
About Cliff Morgan

Cliff Morgan is a sales executive and marketing leader with a strong portfolio of success in the start-up, growth, and retention phases of diverse businesses including clean and dark energy, wealth advisory and higher education planning. Reputable for setting strategic direction, driving growth, launching new opportunities and cultivating key business relationships. An influential leader who creates immediate impact, produces results and fuels profits.Some of Cliff’s accomplishments include:• Track record of building new businesses and growing market share profitably in new and established markets• Strategic thinker at the highest level while simultaneously managing the execution of the day-to-day actions necessary to achieve our goals • Relationship-Builder - Influenced and motivated people at all levels across a variety of job functions • Created and lead a dynamic client focused company for successful mid-market business owners• Built foundational partnerships with national leading experts to fulfill the evolving financial needs of our complex clientele. • Sought after and frequently interviewed as a wealth management and advanced financial strategies expert. Appeared on ABC, CBS, FOX, NBC and WGN.• Co-authored and published a book on college planning strategies, which led to being quoted in the Wall Street Journal and Chicago Tribune, among others.

Cliff Morgan's Current Company Details
Energy Zero Solutions

Energy Zero Solutions

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Chief Revenue Officer at Energy Zero Solutions
Cliff Morgan Work Experience Details
  • Energy Zero Solutions
    Vice President, Business Development
    Energy Zero Solutions Jul 2017 - Present
    Energy Zero Solutions is a team of strategic energy consultants functioning as an extension of the client; acting as an advocate to execute the client’s savings and sustainability goals.• Relationship-Builder - Influenced and motivated people at all levels across a variety of job functions • Advocate - Worked cross-functionally with sales and marketing, operations, product and engineering teams to create and implement strategic projects and harness opportunities crucial to growth• Generated over $10M in new client revenue for sustainable energy solutions in North America
  • Energy Zero Solutions
    Business Development Consultant
    Energy Zero Solutions Jun 2021 - Present
  • Strategic Wealth
    President
    Strategic Wealth May 2010 - Aug 2018
    Strategic Wealth provided personalized strategies enabling clients to achieve their financial objectives. • Spearheaded a dynamic client focused company for successful mid-market business owners that had an average 42% growth rate per year for 7 years• Coordinated the tax, legal and financial guidance• Built a diverse team of strong performers generating $18M annually in life insurance premiums
  • Us College Planning
    Founder
    Us College Planning May 2011 - Dec 2015
    Chicago, Dallas, Indiana, New England
    An independent educational consulting firm with offices in Chicago, Dallas, Indiana and New England. US College Planning helped students and families make the most of their college experience—we handled the details so clients could relax and enjoy the journey.Created an educational and training company based on effective and efficient methods of paying for college• Developed effective sales strategies which produced 80% gains on core business and increased adjacent market sales • Exceeded consulting services sales goals by 37% through valued-based sales process and superior customer satisfaction• Co-authored and published college planning strategies book driving 2 seminars per month for over 2 years

Cliff Morgan Skills

Investments Strategic Financial Planning Small Business Finance Strategy Wealth Public Speaking Wealth Management Asset Management Educational Consulting Alternative Investments Financial Advisory Private Equity Strategic Planning Investment Advisory Tax Sales Sales Management Business Development Marketing Strategy Marketing Sales Operations International Sales Leadership Management Financial Planning Retirement Planning Retirement Financial Planners Portfolio Management Venture Capital

Cliff Morgan Education Details

Frequently Asked Questions about Cliff Morgan

What company does Cliff Morgan work for?

Cliff Morgan works for Energy Zero Solutions

What is Cliff Morgan's role at the current company?

Cliff Morgan's current role is Chief Revenue Officer at Energy Zero Solutions.

What is Cliff Morgan's email address?

Cliff Morgan's email address is cm****@****inc.com

What is Cliff Morgan's direct phone number?

Cliff Morgan's direct phone number is +121992*****

What schools did Cliff Morgan attend?

Cliff Morgan attended Moody Bible Institute.

What are some of Cliff Morgan's interests?

Cliff Morgan has interest in Kids, Cooking, Gardening, Electronics, Home Improvement, Reading, Crafts, Sports, Home Decoration.

What skills is Cliff Morgan known for?

Cliff Morgan has skills like Investments, Strategic Financial Planning, Small Business, Finance, Strategy, Wealth, Public Speaking, Wealth Management, Asset Management, Educational Consulting, Alternative Investments, Financial Advisory.

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