Chris Miller, Cdaa Email & Phone Number

Sarasota, Florida, United States

• Lead generation, consulted and established partnerships for two Blockchains (Proton Layer 1) & (MetalBlockchain Layer 0), a decentralized exchange called Proton DEX and MetalPay (On/Off Ramp Consumer Facing).• Pursued everything with energy, drive, and a need to finish. • Worked with Tokenization, DApps, DeFi (Lending Protocols, Swaps, OTC), DAOs, NFTs, and clients in the Metaverse.• Hired as the first executive to build and concentrate on Business Development in the 6 year… Show more • Lead generation, consulted and established partnerships for two Blockchains (Proton Layer 1) & (MetalBlockchain Layer 0), a decentralized exchange called Proton DEX and MetalPay (On/Off Ramp Consumer Facing).• Pursued everything with energy, drive, and a need to finish. • Worked with Tokenization, DApps, DeFi (Lending Protocols, Swaps, OTC), DAOs, NFTs, and clients in the Metaverse.• Hired as the first executive to build and concentrate on Business Development in the 6 year history of the company.• Brought on the first "Carbon Credits Trading Platform" to the Proton Blockchain.• Identified 6 sales verticals within the companies eco-system of Metallicus.• Landed a premier Market Maker partnership to provide liquidity to Proton DEX two weeks after product launch.• Negotiated a Unicorn Deal with an MLB team beating out 3 competitors that were paying higher in sponsorship.• Created the foundation of a sales pipeline process and order-flow for the company.• Worked w/BTC, DOGE, ETH, Wrapped and various other coins/tokens; Bridges Show less

Sarasota, Florida, United States

• Key member of a start-up technology company owning the P&L and budgets, building high-performance teams and establishing the company’s brand establishment, creating the roadmap for service offerings, including developing the sales organization, compensation model, revenue synergy plan, and product training program.• Launched predictive analytics and modeling tools that enabled clients to identify meaningful prospects in an automated straight-through process.• Pioneered a new product… Show more • Key member of a start-up technology company owning the P&L and budgets, building high-performance teams and establishing the company’s brand establishment, creating the roadmap for service offerings, including developing the sales organization, compensation model, revenue synergy plan, and product training program.• Launched predictive analytics and modeling tools that enabled clients to identify meaningful prospects in an automated straight-through process.• Pioneered a new product and a go-to-market strategy in the Fintech industry, a first market mover of its kind delivering cash-back to financial accounts.• Recruited CCO, COO, and VP of Operations for the organization and transitioned to the head of sales role, managing US sales and customer success delivery for the platform across B2B2C and B2C channels.• Built and implemented a scalable sales process to create more consistent and predictable sales outcomes, developed new pricing initiatives and pricing tools and implemented a new CRM system to support the launch of the sales and customer success organization. Show less

• Signed 16 B2B partners with a reach of 30M potential users within 12 months• Developed, delivered, and pitched in-person a 60-second elevator pitch for Money 20/20 and was selected as a finalist of 3 (out of 3K companies) for the best start-up in the country in 2021• Devised strategy and achieved a $900K bridge investment round• Created strategy to leverage platform and technology to secure B2B partners with an average deal size of partnerships from 25K user-base to 3M user base… Show more • Signed 16 B2B partners with a reach of 30M potential users within 12 months• Developed, delivered, and pitched in-person a 60-second elevator pitch for Money 20/20 and was selected as a finalist of 3 (out of 3K companies) for the best start-up in the country in 2021• Devised strategy and achieved a $900K bridge investment round• Created strategy to leverage platform and technology to secure B2B partners with an average deal size of partnerships from 25K user-base to 3M user base, including key clients • Created additional financial destinations for Cash-Back; went from 2 - 9 destinations. Each destination added opened EvoShare to 7 additional sales channels. Destinations include 401k, IRA, 529, Brokerage Accounts, Student-Debt, Health Savings Accounts, Mortgage Debt, Emergency Savings, and Bitcoin. Show less

Santa Barbara, California Area

- Head of Strategy and Distribution Department (this was a new department that was created for me joining the firm as Pensionmark wanted to distribute solutions outside it's own advisor network)- Responsible for acquiring strategic partner contracts to offer our 3(38) solution to their clients- Worked with and maintained relationships with C-Level executives to distribute solutions- Collected $1.4 billion of 3(38) business in 9 months from a $2 billion Empower block of business that… Show more - Head of Strategy and Distribution Department (this was a new department that was created for me joining the firm as Pensionmark wanted to distribute solutions outside it's own advisor network)- Responsible for acquiring strategic partner contracts to offer our 3(38) solution to their clients- Worked with and maintained relationships with C-Level executives to distribute solutions- Collected $1.4 billion of 3(38) business in 9 months from a $2 billion Empower block of business that Pensionmark was one of 4 client options- Developed a DBA separate brand "Cota Street Investment Management" where I was elevated to Senior Vice President to run the operation (which included 3(38) and Managed Accounts) Show less

Santa Barbara, California Area

• Spearheaded the start-up of a new division building the entire framework including brand name, logo, and marketing materials leading to the launch the “Cota Street” brand in 2019• Developed and executed strategy to launch 3(21) co-fiduciary services, 3(38) investment management services generating $420K in revenue in the first 12 months• Captured 72% block of Empower 3(38) business which comprised of 2B in AUM and consisted of 225 plans• Negotiated strategic joint ventures with… Show more • Spearheaded the start-up of a new division building the entire framework including brand name, logo, and marketing materials leading to the launch the “Cota Street” brand in 2019• Developed and executed strategy to launch 3(21) co-fiduciary services, 3(38) investment management services generating $420K in revenue in the first 12 months• Captured 72% block of Empower 3(38) business which comprised of 2B in AUM and consisted of 225 plans• Negotiated strategic joint ventures with National Recordkeeper Firms like Empower, Securian, and HSA Bank, resulting in 500M in new assets to seed managed accounts within 6 months of launch. Show less

Los Angeles

• Responsible for the sale and implementation of 401K Recordkeeper Solutions, managing the regional sales office, spearheading sales in the Los Angeles and valley, establishing and executing the sales and marketing strategies to increase production from $35M to $120M.• Key member of the Senior Management Team, responsible for all distribution channels, developing marketing, strategy, and products to grow sales, and interacting with marketing, IT, finance, product, and sales on… Show more • Responsible for the sale and implementation of 401K Recordkeeper Solutions, managing the regional sales office, spearheading sales in the Los Angeles and valley, establishing and executing the sales and marketing strategies to increase production from $35M to $120M.• Key member of the Senior Management Team, responsible for all distribution channels, developing marketing, strategy, and products to grow sales, and interacting with marketing, IT, finance, product, and sales on projects.• Facilitated sales strategies targeting consultants, brokers, 3rd party administrators across banks, wirehouses, and independents, expanding and maintaining relationships by developing technical plan design solutions.• Assisted advisors and plan sponsors with prospecting and sales tools and conducted educational seminars and enrollment workshops to secure additional wholesalers to drive sales growth.• Utilized fund analysis, research tools, financial insights, and product information to strategically leverage product offerings versus competitors. • Developed relationships with key centers of influence throughout the region to maximize territory coverage, utilize resources, and gain access to additional clients.• Created marketing and sales ideas to assist and support existing sales relationships, continually growing their business and deepening the understanding of maximizing the benefits of the strategies.𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬• Increased a territory sales average from 25M to 100M+ within the first year, maintaining a territory run-rate of $100M in sales year over year• Drove over $700M in new firm assets from 2012-2018• Won “Rookie of the Year” award in 2013 out of 20 new hired wholesalers Show less

• Responsible for developing the regional territory in Los Angeles and the surrounding vicinity to sell 401K Recordkeeper Platform to advisors, employers, and 3rd party administrators, growing revenue from $10M to $130M.• Responsible for implementing annual sales and marketing business plans for the region and developing continuing sales and budgeting forecasts.• Collaborated with all partners, including DCIO, retail fund partners, TPAs, ERISA attorneys, payroll vendors, and benefit/P&C… Show more • Responsible for developing the regional territory in Los Angeles and the surrounding vicinity to sell 401K Recordkeeper Platform to advisors, employers, and 3rd party administrators, growing revenue from $10M to $130M.• Responsible for implementing annual sales and marketing business plans for the region and developing continuing sales and budgeting forecasts.• Collaborated with all partners, including DCIO, retail fund partners, TPAs, ERISA attorneys, payroll vendors, and benefit/P&C to generate and maintain key relationships and promote the brand within the wirehouse channels. • Developed partnerships with key firms Merrill Lynch, UBS, and Morgan Stanley, cultivating a relationship with senior management and key contacts in the marketing, sales, and operations departments.• Provided sales management with reliable, meaningful tracking tools by utilizing forecasting reports and monitoring relevant data.• Researched and penetrated accounts to generate significant external platform sales addressing and resolving diverse client needs to ensure long-term client retention. 𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬• Spearheaded sales of $110M in 2011, achieving #4 in sales overall, $2 in overall sales at Merrill Lynch, and $1 sales in the Western Division• Honored as the first Sales Director to surpass the $100M mark in company history two years in a row• Maintained a 75% closing ratio when presenting to a plan sponsor, and a 90% closing ratio before the meeting • Achieved status of #1 in overall sales at Merrill Lynch in 2006, 2009, 2010, 2011.• First Regional Sales Director to achieve $1M in compensation in the West in company’s history 2011 - Recipient of the “125 Club Award” for surpassing 125% above stated company goal.• Broke the all-time yearly sales record at “The Hartford” in 2009 with $114M in overall sales. Show less

• Responsible for driving revenue/growth by equipping Financial Advisors with the appropriate knowledge and tools to sell and service retirement business including 401K, Non-Qualified, Define Benefit, Profit Sharing, IRA, 529, and other small business retirement solutions.• Arranged all aspects of on-site Financial Advisors meetings involved in producing a quarterly report designed to keep Financial Advisors abreast of product enhancements and updates.• Responded to all plan participant… Show more • Responsible for driving revenue/growth by equipping Financial Advisors with the appropriate knowledge and tools to sell and service retirement business including 401K, Non-Qualified, Define Benefit, Profit Sharing, IRA, 529, and other small business retirement solutions.• Arranged all aspects of on-site Financial Advisors meetings involved in producing a quarterly report designed to keep Financial Advisors abreast of product enhancements and updates.• Responded to all plan participant concerns or questions via phone while simultaneously maintaining performance excellence per metrics that the company designed• Worked with communications teams to develop campaigns, create messages, design materials, and deploy to the appropriate audiences. Show less