Chad Morris Email & Phone Number
Regional Vice President - ICON Advisers @ ICON Advisers, Inc.
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Chad Morris Location
- Saint Petersburg, FL, US
Chad Morris Work
- Regional Vice President - ICON Advisers @ (January 2018 - Present)
- Regional Vice President-Southeast @ Sentinel Investments (January 2016 - January 2018)
- Regional VIce President- Wholesaler @ (April 2014 - January 2016)
- Regional Consultant @ (May 2010 - April 2012)
- Regional Vice President @ (June 2007 - January 2009)
- Regional Vice President @ (October 2004 - January 2007)
- Vice President of Sales @ LBS Capital Management (March 2001 - October 2004)
- Vice President - Chief Operating Officer @ Internet Stock Market Resources (December 1998 - March 2001)
- Contracts Manager @ TEKsystems (January 1996 - January 1998)
Chad Morris Education
- Florida State University
Bachelor of Science (B.S.)
1990-1997
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
- Leadership
- Banking
- Sales
- Business Development
- Negotiation
- Strategy
- Microsoft Office
- New Business Development
- Customer Service
- Sentinel
- Small Business Lending
- Loans
Chad Morris Summary
- Chad Morris, based in Saint Petersburg, FL, US, is currently a Regional Vice President - ICON Advisers at ICON Advisers, Inc.. Chad Morris brings experience from previous roles at Sentinel Investments, Prudential Financial, Genworth Financial and ING. Chad Morris holds a 1990 - 1997 Bachelor of Science (B.S.) @ Florida State University. With a robust skill set that includes Mutual Funds, Fixed Annuities, Investments, Portfolio Management, Investment Advisory and more. Chad Morris has 3 emails and 1 mobile phone numbers on RocketReach.
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Top ICON Advisers, Inc. Employees
Jerry Paul
Senior Vice President of Fixed Income - Portfolio Manager
Englewood, CO, US
Brian Callahan
President
Denver, CO, US
Justin Ross
Regional Vice President
Austin, TX, US
Kathy Webber
Team Lead and Internal Sales Associate
Parker, CO, US
Michelle Ditocco
Executive Assistant to Shawn Martin
Plymouth, MA, US
Chad Morris
Regional Vice President - ICON Advisers
Saint Petersburg, FL, US
Rik Jonson
Executive Vice President and Chief Financial Officer
Littleton, CO, US
Kevin Scott
Marketing Director
Denver, CO, US
Human Resources
Human Resources
Englewood, CO, US
Team
Marketing Team Lead
Denver, CO, US
Justin Harrison
Regional Vice President
Wimberley, TX, US
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