Financial Advisor Business-To-Business

CHASE C. MCMORROUGH

407-***-**** • **** Langham Terrace, Heathrow, FL 32746 • ***************@*****.*** 1 PROFESSIONAL SUMMARY

Dynamic Sales Leader with over 15 years of experience leading high-performing sales teams to ex- ceed revenue targets in business-to-business environments, specializing in HCM, payroll, and SaaS solutions. Skilled in recruiting, training, and coaching sales associates to drive client acquisition and retention, delivering tailored solutions to C-suite executives and institutional clients. Adept at multitasking, strategic planning, and utilizing Salesforce to ensure compliance and optimize perfor- mance. Holds FINRA Series 7 and 66 licenses, Florida Insurance Licenses (Life, Health, Variable Annuity), and is a Certified Wealth Management Specialist (WMS) and Certified Financial Planner

(CFP) candidate.

2 AREAS OF EXPERTISE

• Sales Team Leadership & Coaching

• Human Capital Management (HCM) & Payroll Solutions

• Business-to-Business Sales & Client Acquisition

• Strategic Planning & Multitasking

• Salesforce Automation & Compliance

• C-Suite Engagement & Relationship Management

3 PROFESSIONAL EXPERIENCE

The Diamond Agency, Orlando, FL

Director of Business Development 2024–Present

• Led a team of sales representatives to achieve 30% annual revenue growth by implementing strategic sales plans for HCM and marketing solutions, aligning with client needs in the enter- tainment industry.

• Recruited, trained, and coached sales associates, providing performance feedback that improved team productivity and client engagement by 25%.

• Developed a multi-dimensional marketing roadmap, including SEO/SEM and direct mail cam- paigns, securing a 75% increase in net new business in 2016.

• Designed a talent database segmentation model, optimizing sales processes and client interac- tions, enhancing team efficiency in closing deals.

• Collaborated with internal support partners and external stakeholders, including corporate clients and government officials, to ensure compliance and deliver tailored solutions. Vanguard, Orlando, FL

Senior Financial Advisor 2021–2024

• Directed client acquisition strategies for high-net-worth portfolios, growing assets under man- agement by leveraging HCM and financial solutions tailored to C-suite executives.

• Coached financial advisors and collaborated with attorneys and CPAs, fostering team synergy to deliver comprehensive wealth management strategies, improving client retention by 20%.

• Utilized Salesforce to track client interactions and sales activities, ensuring compliance and optimizing outreach to institutional investors.

• Prioritized and managed multiple stakeholder needs, aligning portfolio strategies with client goals to achieve tax-efficient investment outcomes.

Edward Jones Investments, Orlando, FL

Financial Advisor 2019–2021

• Generated $12.4M in new assets within the first year through consultative sales, targeting indi- vidual investors and business owners with HCM and investment solutions.

• Led branch team to increase assets under management by 15%, setting strategic direction and providing coaching to enhance sales performance.

• Conducted educational seminars to promote investment products, improving prospect conversion rates and client engagement.

• Excelled in KYC and LYP training programs, mastering client-centric sales processes and men- toring team members to adopt best practices.

Merrill Lynch/Bank of America, Orlando, FL

Financial Advisor Trainee 2018

• Partnered with institutional and commercial teams to address client financial needs, ensuring compliance with regulatory policies and building trusted relationships.

• Supported sales initiatives by engaging prospects at industry events, laying the foundation for long-term client partnerships.

The Diamond Agency, Orlando, FL

Director, Business Development 2014–2018

• Guided sales team to achieve 30% year-over-year revenue growth by targeting corporate accounts with tailored marketing and HCM solutions.

• Recruited and trained sales associates, implementing performance feedback systems that drove a 75% increase in net new business in 2016.

• Developed strategic partnerships with corporate clients and industry stakeholders, enhancing market presence and sales efficiency.

• Oversaw Salesforce utilization, ensuring team compliance and optimizing client segmentation for effective lead generation.

USADATA, New York, NY

Manager, Business Development 2013–2014

• Led sales initiatives for SaaS product solutions (SL360.com), increasing revenue by $4.7M across finance, insurance, and non-profit sectors through targeted strategies.

• Coached sales team to present to C-level executives, achieving a 75% sales increase in three industry verticals.

• Managed Salesforce to track account activity, enhancing client segmentation and driving efficient sales processes.

Intuit, Inc., Denver, CO

Senior Account Manager 2008–2012

• Led a business solutions team to promote SaaS and payroll products, achieving 407% of sales goal and generating $1M in revenue in a single month (November 2009).

• Trained and mentored new account managers, enhancing team performance and client engage- ment through targeted coaching.

• Developed marketing strategies that grew the customer base to over 300,000, driving record revenue milestones through effective multitasking and planning. 4 EDUCATION

New York University Master of Business Administration, 2013 University of Central Florida Bachelors in Marketing, Business Administration 5 CERTIFICATIONS & LICENSES

• FINRA Series 7 and 66 Licenses

• Florida Insurance Licenses: Life, Health, Variable Annuity

• Certified Wealth Management Specialist (WMS)

• Certified Financial Planner (CFP) Candidate

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