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Donald M. Tippett, Jr. profile image

Donald M. Tippett, Jr.

Managing Partner at Tippett Moorhead & Haden, an Alera Group Company
Intro Book
Donald M. Tippett, Jr. is a seasoned executive with 12 years of experience in business development, leadership, and risk management strategy, holding key roles at Tippett Moorhead & Haden and TBG Financial.
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Location
Costa Mesa, California, United States...
Skills
  • Business Development
  • Leadership
  • Financial Planning
  • New Business Development
  • Operations Managment
  • Show all
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Bio

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Donald M. Tippett, Jr. is a seasoned executive with over two decades of experience in business development, leadership, and risk management strategy. As Managing Partner at Tippett Moorhead & Haden, an Alera Group Company, he has helped affluent individuals and public and private companies navigate executive benefits and risk mitigation. Prior to this, he served as Senior Executive Vice President at Mullin TBG, where he consulted on large companies' executive benefit plans, retention programs, and disability plans. A holder of a Bachelor of Business Administration degree from the University of Southern California, Mr. Tippett is also a licensed insurance professional, holding a CA Life & Health Insurance License, Series 6 and 63 Securities Licenses, and a Chartered Life Underwriter (CLU) designation.

Credentials

  • CA Life & Health Insurance License
    California Department of Insurance
  • Holds Series 6 and 63 Securities Licenses.
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  • Received CLU designation in 1980.
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Experience

  • Tippett Moorhead & Haden, an Alera Group Co...
    • Managing Partner
      • May 2012 - Present

      Tippett Moorhead & Haden is an independent Member Firm of M Financial, providing executive benefits & risk mitigation for affluent individuals, and public & private companies. Tippett Moorhead has a unique, broader platform from which to assist companies and affluent individuals alike...

  • Mullin TBG
    • Senior Executive Vice President
      • 2006 - 2012

      Consulted with large companies regarding their Executive Benefit Plans, Retention Programs, and Disability Plans.

  • TBG Financial
    • Co-Founder/Senior EVP
      • 1982 - 2006

      Consulted primarily with larg public companies regarding their Deferred Compensation, Supplemental Retirement, and Disability Plans.

Education

  • University of Southern California

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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