Morgan McHale
Associate Director at SHIELD Illinois- Claim this Profile
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Bio
Holly Vernau
I joined SHIELD Illinois during its final year as a non-profit. My job was to make sure our "last touch with clients, was as good as our first touch." Morgan exemplified this idea not only with his clients, but also within his team. He is a true leader who is able to identify the value each individual brings to the team, at the same time providing a safe space for individual growth. He provided a balance of mentoring and professional development space for his dynamic team of international graduate students. I also was able to see, in action, the benefit of having such balance leadership that Morgan also brought up the ladder. He was inspiring, honest and easy team member. I would be happy to have Morgan as a part of my team in the future.
Matthew Rivers
Morgan and I worked closely together to build the Testing Operations Division at Shield Illinois from scratch. He was, and remains, a trustworthy and compassionate leader, always focused on the needs of his team as well as the organization. He is dependable and caring, capable, articulate, and a voice of reason. His ability to keep the big picture in focus while simultaneously handling small details is particularly valuable in a startup environment. I enjoyed working alongside him every day.
Holly Vernau
I joined SHIELD Illinois during its final year as a non-profit. My job was to make sure our "last touch with clients, was as good as our first touch." Morgan exemplified this idea not only with his clients, but also within his team. He is a true leader who is able to identify the value each individual brings to the team, at the same time providing a safe space for individual growth. He provided a balance of mentoring and professional development space for his dynamic team of international graduate students. I also was able to see, in action, the benefit of having such balance leadership that Morgan also brought up the ladder. He was inspiring, honest and easy team member. I would be happy to have Morgan as a part of my team in the future.
Matthew Rivers
Morgan and I worked closely together to build the Testing Operations Division at Shield Illinois from scratch. He was, and remains, a trustworthy and compassionate leader, always focused on the needs of his team as well as the organization. He is dependable and caring, capable, articulate, and a voice of reason. His ability to keep the big picture in focus while simultaneously handling small details is particularly valuable in a startup environment. I enjoyed working alongside him every day.
Holly Vernau
I joined SHIELD Illinois during its final year as a non-profit. My job was to make sure our "last touch with clients, was as good as our first touch." Morgan exemplified this idea not only with his clients, but also within his team. He is a true leader who is able to identify the value each individual brings to the team, at the same time providing a safe space for individual growth. He provided a balance of mentoring and professional development space for his dynamic team of international graduate students. I also was able to see, in action, the benefit of having such balance leadership that Morgan also brought up the ladder. He was inspiring, honest and easy team member. I would be happy to have Morgan as a part of my team in the future.
Matthew Rivers
Morgan and I worked closely together to build the Testing Operations Division at Shield Illinois from scratch. He was, and remains, a trustworthy and compassionate leader, always focused on the needs of his team as well as the organization. He is dependable and caring, capable, articulate, and a voice of reason. His ability to keep the big picture in focus while simultaneously handling small details is particularly valuable in a startup environment. I enjoyed working alongside him every day.
Holly Vernau
I joined SHIELD Illinois during its final year as a non-profit. My job was to make sure our "last touch with clients, was as good as our first touch." Morgan exemplified this idea not only with his clients, but also within his team. He is a true leader who is able to identify the value each individual brings to the team, at the same time providing a safe space for individual growth. He provided a balance of mentoring and professional development space for his dynamic team of international graduate students. I also was able to see, in action, the benefit of having such balance leadership that Morgan also brought up the ladder. He was inspiring, honest and easy team member. I would be happy to have Morgan as a part of my team in the future.
Matthew Rivers
Morgan and I worked closely together to build the Testing Operations Division at Shield Illinois from scratch. He was, and remains, a trustworthy and compassionate leader, always focused on the needs of his team as well as the organization. He is dependable and caring, capable, articulate, and a voice of reason. His ability to keep the big picture in focus while simultaneously handling small details is particularly valuable in a startup environment. I enjoyed working alongside him every day.
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Credentials
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Series 66 Investment Adviser/Registered Representative
FINRADec, 2019- Sep, 2024 -
Series 7 General Securities Representative License
FINRAOct, 2019- Sep, 2024 -
Casualty/Fire
National Association of Insurance Commissioners (NAIC)Nov, 2018- Sep, 2024 -
Series 26 Investment Company Products Principal Examination
FINRAOct, 2018- Sep, 2024 -
Life/Health/Variable Contracts
National Association of Insurance Commissioners (NAIC)Sep, 2016- Sep, 2024 -
Series 63 Uniform Securities State Law Examination
FINRASep, 2014- Sep, 2024 -
Series 6 Investment Company Products Representative License
FINRAJul, 2014- Sep, 2024
Experience
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SHIELD Illinois
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United States
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Health, Wellness & Fitness
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1 - 100 Employee
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Associate Director
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Dec 2020 - Present
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Financial Consultant at Fisher National Bank
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Jul 2020 - Dec 2020
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Financial Consultant
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Sep 2019 - Jul 2020
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Manager, Financial Services at The Prudential Insurance Company of America
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May 2018 - Sep 2019
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor | College Unit Director
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May 2012 - May 2018
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Freestar Bank
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United States
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Banking
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1 - 100 Employee
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Bank Teller
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May 2009 - Aug 2011
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Education
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Illinois State University
Bachelor’s Degree, Marketing Professional Sales -
Parkland College
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Monticello High School
High School