Sales Leader · AI Builder · Wealth Management

Chris
Malmborg

Business development leader in wealth management who builds AI-powered applications. I close multi-million dollar deals by day and ship products with Claude by night.

Chris Malmborg
$1.9B+
Verified AUM Closed
40+
Deals Closed
Top 33%
National Ranking
2
AI Apps Shipped

Where financial services
meets AI.

I started my career in an unexpected place — the music industry at USC. That unconventional path taught me how to build relationships, read people, and sell ideas before I ever entered financial services.

Today I'm an AVP of Business Development at LPL Financial, where I help financial advisors transition to independent practices. I've personally closed 40+ complex, multi-stakeholder deals representing over $1.9B in assets under management, earned two promotions in three years, and consistently rank in the top third nationally.

Along the way, I discovered something: the wealth management industry is ripe for AI transformation. So I taught myself to build. Using Claude Code, I've shipped production applications that integrate with APIs, process data, and deliver real value — proving that the gap between "sales" and "technical" is smaller than most people think.

I'm looking for the intersection — a role where deep domain expertise in financial services meets the frontier of AI.

Built with Claude.

AI Strategy Game Live

Web-based number guessing game featuring AI-powered post-game strategy analysis that evaluates player decision-making and recommends improved approaches.

JavaScript Claude API Railway
Advisor Transition Calculator In Development

Interactive tool helping financial advisors model the economics of transitioning to an independent practice. Combines deep domain expertise with intuitive UX.

Coming Soon

Built with Claude Code. All projects were developed using Anthropic's Claude Code — an AI-assisted development tool. I'm not a software engineer by training. I'm a sales leader who learned to build production applications with AI, and that combination is exactly what makes these projects meaningful.

The trajectory.

AVP, Business Development
LPL Financial — Northern California
$1.12B+ in AUM closed in 2025 · 34% year-over-year growth · Ranked 9th of 28 nationally · $6.6B+ territory AUM across 97 organically sourced clients
Nov 2023 — Present
Internal Regional Director
LPL Financial — Pacific Northwest
$1.37B+ pipeline generated by booking 53 targeted outbound meetings · Fueled $4.45B Presidents Club qualification
May 2023 — Nov 2023
Business Development Associate
LPL Financial
198 meetings booked · ~$14B+ in AUM sourced · ~$10B+ in pipeline created through high-volume cold outbound
Aug 2022 — May 2023

Let's connect.

I'm exploring roles at the intersection of AI and financial services — where domain expertise and technical fluency create outsized impact.