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
- 2018 -now Regional Vice President - ICON Advisers @
- 2016 -2018 Regional Vice President-Southeast @ Sentinel Investments
- 2014 -2016 Regional VIce President- Wholesaler @
- 2010 -2012 Regional Consultant @
- 2007 -2009 Regional Vice President @
- 2004 -2007 Regional Vice President @
- 2001 -2004 Vice President of Sales @ LBS Capital Management
- 1998 -2001 Vice President - Chief Operating Officer @ Internet Stock Market Resources
- 1996 -1998 Contracts Manager @ TEKsystems
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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