Chelsie Carson Morales

About Chelsie Carson Morales

Carson Group makes the complex simple for financial advisors and investors. Advisors turn to us because they get real-time advice and guidance from a company whose main principal is right there in the trenches with our members and partners every single day. We do not teach theory. We coach and advise from what really works in the field.WE MAKE GREAT ADVISORS EVEN BETTERWe help you service a level of client you never thought imaginable, with fewer headaches. Our PARTNERSHIP for advisors is different than many other options in some important ways.* You keep YOUR BRAND* You keep YOUR EQUITY* You spend more time on things YOU ENJOY* You plug into a COMMUNITY of like-minded peersConnect with me via LinkedIn or contact me directly (40••••••86/c•••••••@carsongroup.com) if you are committed to building a stronger business, providing better client service and living a more fulfilled life!Schedule directly on my calendar via this link: https://calendly.com/cmorales2018/30-minute-discovery-call/12••••18?back=1

Experience

1. Associate Vice President of Business Development

   Carson Group

   May 2018 — Present · Omaha, NE, US

   We Deliver Smoothly Integrated Smart FinTech to a Variety of Wealth Management Firms.Integrated tools that deliver a seamless advisor experience while also simplifying an advisory business. From the first website visit, to the confidential client dashboard, electronic account opening and ongoing client experiece including intelligent automation of client reviews, our digital client journey is simple, intuitive and engaging. It works. And it drives growth!One single platform offers innovative integration of all the smart tech that Wealth Management Firms need to run their business; to make the complex simple.

Education

• Elkhorn High School

  Diploma

  2002 — 2007

• University of Nebraska at Kearney

  Bachelor of Science, Business Administration, Marketing

  2007 — 2010

• W. P. Carey School of Business – Arizona State University

  Master of Business Administration (MBA), MBA

  2013 — 2014

Skills

• Customer Service
• Training
• Strategy
• Social Media Marketing
• Marketing
• Microsoft Excel
• Powerpoint
• Fixed Annuities
• Trust Management
• Retirement Planning
• Business Strategy
• Management
• Team Building
• Mutual Funds
• Leadership
• Investment Portfolio
• Communication
• Time Management
• Social Media
• Securities
• Investments
• Microsoft Word
• Social Networking
• Finance
• Microsoft Office
• Sales
• Wealth Management
• Financial Advisory
• Recruiting
• Series 7