Moira Hagy has been a Vice President, Retirement Planning Services at Usi Consulting Group since 2012. Additionally, this person has an employment history at more than eight companies in the related field. Moira has a total work experience of 18+ years. Moira Hagy studied at the University of St. Thomas from 2000 to 2004. This professional received the following certifications: Series 6, Series 63, Series 65, Il Life Insurance, and License 16480038. Chicago, Illinois is the place where Moira currently lives. You can find this professional's actual phone and email with SoftwareOfficial search.
Name variants:
Moyra Hagy
Last updated Jun 07, 2024
Contact Information
Last Update
Jul 7, 2022
Email
mh**@assuranceagency.com
Location
Chicago, IL
Company
Workplace
Colleagues
Work History
Vice President, Retirement Planning Services
Top 100 Retirement Plan Advisers in 2014 - Planadviser Consult with mid-market plan sponsors to optimize their retirement programs at the plan and participant level. Develop exceptional proc...
Feb 2012 — Jul 2014
Vice President, Assurance Financial Services
20 north Martingale Rd SUITE 100, Schaumburg, IL 60173
Assurance is among the largest and most awarded independent insurance brokerages in the United States. A "Top 50" broker and repeated national "Best Place to Work" winner, Assurance creates ...
from Jul 2014
Retirement Plans Consultant, External Wholesaler
Provider of solutions for the small plan market, including investment selection and monitoring using a gross revenue approach.
Dynamically develop Southern Wisconsin and Northern Illinois....
Jun 2008 — Dec 2011
Account Executive
100 Williams Dr, Ramsey, NJ 07446
Generated new business account sales goals of $240K+ per fiscal year. Excelled in maintenance and development of Northwest Chicago territory, establishing relationships and creating targeted...
Mar 2007 — Jun 2008
Studio Assistant
105 south 5Th Avenue Cir SUITE 513, Minneapolis, MN 55420
Directed projects associated with Accounting, Administration, Collection/Legal, Marketing and Studio Coordination.
Prepared and sent AR letters to clients, county file liens, and partnered...
Apr 2005 — Jan 2007
Office Manager
Created proposals, contracts and client invoices. Independently recorded and properly assessed crew hours and project schedules.
Managed high level of customer service, accounting and acco...
Jun 2004 — Dec 2004
Student Call Representative, Annual Fund
Minnesota
Contacted alumni and parents to request donations to St. Thomas Annual Fund that supports scholarships, financial aid, alumni and library resources. Generated approximately $100K in revenue ...
Nov 2000 — May 2004
Executive Office Assistant
Directed daily client billing and reconciliation. Prepared proposals, work orders and contracts for distribution to subcontractors for Illinois projects. Coordinated and implemented company-...
Jan 1997 — Jan 2003
Education
2000 — 2004
1996 — 2000
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Lawyer
Fiduciary
Chief Administrative Officer
Sales Specialist
Agent
Chief Executive
Accounting Bookkeeper
Bookkeeper
Trust Law Attorney
Lawyer
Sales Representative
Skills
Retirement
Investments
Retirement Planning
Defined Benefit
Customer Service
401K
Mutual Funds
Investment Advisory
Defined Contribution
Insurance
Management
Securities
Financial Advisory
System Administration
Marketing
Series 6
Employee Benefits
Business Planning
Series 63
Finra
Administration
Customer Relations
FAQs about Moira Hagy
What is the main profession of Moira Hagy?
Moira Hagy is a Vice President, Assurance Financial Services.
What jobs is Moira Hagy proficient at at?
Moira is proficient at Executive and Vice President jobs.
Where does Moira Hagy live?
Chicago, Illinois is the place where Moira Hagy lives
What is Moira's email?
Moira Hagy's email is mh**@assuranceagency.com.
How many companies did Moira Hagy work at?
The professional worked at eight jobs.
What education does Moira Hagy have?
Moira studied at the University of St. Thomas from 2000 to 2004.
What are the certifications of Moira Hagy?
The professional received the following certifications: Series 6, Series 63, Series 65, Il Life Insurance, License 16480038, Finra, and Ga, Ia, Il, In, Mi, Mo, Oh, Wi, License 16480038.
What is professional industry that Moira Hagy worked in?
Moira works in Financial Services industry.