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Michael C. Moorhead

Managing Partner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Tippett Moorhead &amp; Haden, an Alera Group Company</span>
Intro Book
Seasoned insurance and financial expert with 30+ years of experience in leadership and risk management strategy.
  • Claim this Profile
Location
Newport Beach, California, United Sta...
Skills
  • Insurance
  • Business Development
  • Leadership
  • Financial Planning
  • New Business Development
  • Show all
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Bio

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Michael C. Moorhead is a seasoned insurance and financial expert with 30+ years of experience in leadership, business development, and risk management strategy. He has held various positions in corporate banking, executive benefit consulting, and private client consulting, providing executive benefits and risk mitigation for affluent individuals and companies. Moorhead has a unique broader platform offering proprietary access to a suite of products and insurance strategies. He is a licensed insurance professional and holds an MBA from the University of California, Los Angeles.

Credentials

  • CA Insurance License #0C31572
    California Department of Insurance
  • FINRA Series 6, 63, and 65
    FINRA

Experience

  • Tippett Moorhead & Haden, an Alera Group Company
    • Managing Partner
      • Apr 2013 - Present

    • Managing Partner
      • May 2012 - Present

      Tippett Moorhead 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.The platform they have built offers proprietary access to a unique suite of products and insurance strategies.Securities and Investment Advisory services offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Tippett Moorhead & Haden, an Alera Group Company, is independently owned and operated.

  • Mullin TBG
    • El Segundo, CA
    • Senior Vice President
      • 1997 - 2012
      • El Segundo, CA

      Executive benefit consultant specializing in large public and private company non-qualified plans such as Bank-Owned Life Insurance.

  • Bankers Trust
    • Vice President
      • 1994 - 1997

      Private client consultant working with affluent individuals and company owners involving financing and investment strategies.

  • Chemical Bank
    • Vice President
      • 1988 - 1994

      Corporate finance consultant to Fortune 1000 companies specializing in financing arrangements and M&A transactions.

  • First Interstate Bank
    • Vice President
      • 1976 - 1987

      Held various positions in corporate banking working with companies, both large and small.

Education

  • University of California, Los Angeles

Suggested Services

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

Industry Focus. “Insurance and Risk Management.”

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