Steven Bruce Morris is a professional recruiter and business developer seeking opportunities to utilize his expertise in recruiting, sales, and managing office environments. He has over 20 years of experience recruiting financial advisors and insurance producers. His background includes establishing business alliances and developing innovative marketing strategies.

1. STEVEN BRUCE MORRIS, SR.
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4111 Berry Avenue, Drexel Hill, Pennsylvania 19026  (610) 259-6929 (H)  E-Mail: smorris7912@gmail.com
OBJECTIVE: Seeking an opportunity to utilize my expertise in recruiting, sales, business development,
managing office environments and optimizing talent and growth.
SUMMARY OF QUALIFICATIONS:
• A professional recruiter targeting successful financial advisors and life insurance producers.
• Expertise in agency-office development, new business engineering and innovative marketing.
• Establishing and developing business alliances with national organizations and regional chapters.
• A goal setting, results oriented and team player who is ethical, persistent and customer sensitive.
EXPERIENCE:
HYDE PARK INCOME STRATEGIES, LLC, Drexel Hill, Pennsylvania January 2011 – Present
CEO, Director of Independent Recruiting & New Business Engineering
FIRM OVERVIEW: Hyde Park Income Strategies, LLC is a professional recruiting and sales organization
assisting firms with optimizing talent and maximizing revenue.
Responsible for:
• Recruiting qualified independent financial professionals to market insurance products and write
mortgages through a ‘super general agency’. Retained by Thrive Financial Services of Exton, PA.
• Assisting the partners of Main Line Guarantee, LLC of Cherry Hill, NJ in achieving their best sales
year in 2011 in selling structured settlements to both retail clients and wholesale buyers.
• Establishing and managing a national ‘field marketing organization’ (FM0) of over 2,000 financial advisors.
• Creating and implementing innovative marketing platforms designed around internet technology, social
media, webinars, e-mail campaigns and telemarketing.
• Developing relationships with local insurance ‘general agencies’ and positioning Hyde Park Income
Strategies, LLC to be retained as one of their ‘professional recruiting’ firms.
VANTAGE POINT BANK, Fort Washington, Pennsylvania April 2010 – December 2010
Senior Vice President, Director of Recruiting
FIRM OVERVIEW: Vantage Point Bank, a newly established bank, with a new perspective in banking with
all the big bank options with more of a ‘client’, ‘community’ and ‘personalized focus’.
Responsibilities included:
• Recruiting and managing established financial services professionals to further develop the financial
services division of the institution. Concentration was on local CPAs and financial advisors.
• Establishing and directing monthly recruiting meetings for local CPAs and financial professionals.
• Designing and implementing innovative recruiting platforms and successful campaigns.
• Managing a departmental support staff.
KORESKO FINANCIAL, L.P., Bridgeport, Pennsylvania August 2004 – March 2010
Marketing Coordinator
FIRM OVERVIEW: Koresko Financial, L.P. is an established insurance general agency.
Responsibilities included:
• Recruiting and managing the production of new life insurance and annuity agents.
• Establishing a ‘national wire-house account’ relationship for the firm which encompassed 20 new branch
offices in 4 Mid-Atlantic States.
• Designing ‘recruiting and marketing’ materials to facilitate national interest.

2. STEVEN BRUCE MORRIS, SR. 2
_________________________________________________________________________________________________________________________
4111 Berry Avenue, Drexel Hill, Pennsylvania 19026  (610) 259-6929 (H)  E-Mail: smorris7912@gmail.com
• Managing a departmental recruiting and administrative staff.
A. RHODES WILSON & ASSOCIATES, Pipersville, Pennsylvania July 2002 – July 2004
Director of Financial Planning / Compliance Officer
FIRM OVERVIEW: A private accounting and financial planning practice serving clients and businesses
nationwide.
Responsibilities included:
• Creating a ‘super-general agency’ for the practice by recruiting & managing financial advisors.
• Contacting and cross selling existing clients of the accounting practice for ‘financial planning’ services.
• Managing a staff of CPAs and administrative personnel.
CJM PLANNING, INC., Pompton Lakes, NJ March 2001 – June 2002
Regional Vice President
FIRM OVERVIEW: CJM Planning, Inc was a regional broker dealer which is now defunct.
Responsibilities included:
• Recruiting and managing licensed financial advisors and insurance producers within a four state
territory.
• Mentoring and motivating producers through financial planning education, client meetings, and closing
sales.
• Recruited over 100 producers in a 6 month period.
GE-TERRA INDEPENDENT ACCOUNTANTS NETWORK, Schaumburg, Ill June 1998 – February 2001
Regional Vice President
FIRM OVERVIEW: GE-Terra Independent Accountants Network was a division of General Electric and is
now Genworth Securities.
Responsibilities included:
• Recruiting, developing and managing a fledgling 5 state territory based around tax professionals, financial
advisors and life insurance agents.
• Recruiting 262 FINRA and insurance licensed professionals and generated over $47 million dollars in new
business. Was rewarded with an ‘all expensed’ paid trip to Cancun, Mexico.
• Presenting at trade shows and AICPA meetings throughout the country.
PROFESSIONAL QUALIFICATIONS:
• Formerly held FINRA Series 65, 24, 7, 63 licenses with no compliance issues
• Pennsylvania Life, Health & Accident Insurance license. License# 338481.
EDUCATION:
• NORTHEASTERN UNIVERSITY, Boston, Massachusetts
Management
Attended 1979 - 1983
REFERENCES:
• Provided upon request

3. STEVEN BRUCE MORRIS, SR. 3
_________________________________________________________________________________________________________________________
4111 Berry Avenue, Drexel Hill, Pennsylvania 19026  (610) 259-6929 (H)  E-Mail: smorris7912@gmail.com