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Connor Haggerty Email & Phone Number

Helping young families and young professionals build wealth

Location: Charlotte Metro, United States, United States 2 work roles 2 schools

1 work email found @vanguard.com LinkedIn matched

✓ Verified Jun 2026 4 data sources Profile completeness 86%

Role

Helping young families and young professionals build wealth

Location

Charlotte Metro, United States, United States

Who is Connor Haggerty? Overview

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Quick answer

Connor Haggerty is listed as Helping young families and young professionals build wealth based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Connor Haggerty.

Connor Haggerty previously worked as Protégé Financial Representative at Consolidated Planning, Inc. and Licensed Agent at New York Life Insurance Company. Connor Haggerty holds Bachelor'S Of Science In Business Adminstration, Risk Management And Insurance, Business Managemet (Human Resources), Graduate from University Of South Carolina-Columbia.

Company email context

Email format at vanguard.com

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{first}_{last}@vanguard.com

86% confidence

AeroLeads found 1 current-domain work email signal for Connor Haggerty. Compare company email patterns before reaching out.

Profile bio

About Connor Haggerty

Committed to pursuing a long-term career in financial services and willing to develop personally and professionally. Passionate about consistently producing the best quality of service while always remaining positive, extremely organized and ready to solve complex problems to meet the required level of performance.

Listed skills include Management.

2 roles

Connor Haggerty work experience

A career timeline built from the work history available for this profile.

Protégé Financial Representative

Consolidated Planning, Inc.

Charlotte, NC

Worked as part of a four person team that reported to the Director of Advanced Planning who specialized in business exit planning strategies, key employee retention strategies, and structured tax-favored retirement.
Targeted leads via networking events, social media, cold calling, referrals and natural market with focus in “gray collar” industry
Guided prospects/clients through “The Living Balance Sheet”, our proprietary and comprehensive wealth… Show more
Guided prospects/clients through “The Living Balance Sheet”, our proprietary and comprehensive wealth organizational tool
Met with prospects to review financial data consisting of: current income, retirement accounts, investment accounts, savings, personal property, liabilities (debt), existing insurance, monthly cash flow, and.
Communicated with our internal planning group to recommend optimal financial planning strategies for prospects Show less

Apr 2020 - Nov 2021

Licensed Agent

New York Life Insurance Company

Charlotte, North Carolina Area

Part of a team of roughly 20 insurance agents reporting directly to the Senior Partner
Sourced leads through business drop-ins, networking events, charity events and natural market
Tracked what stage prospects were in utilizing Salesforce CRM

Dec 2019 - Apr 2020

2 education records

Connor Haggerty education

Bachelor'S Of Science In Business Adminstration, Risk Management And Insurance, Business Managemet (Human Resources), Graduate

University Of South Carolina-Columbia

Activities and Societies: Lambda Chi Alpha, Relay For Life, Basketball, Co-Ed Basketball, Flag Football, Soccer

Education record

Urbana High School

Activities and Societies: Varsity Basketball, Varsity Soccer, Captain of Junior Varsity Soccer, Captain of Junior Varsity Basketball.

FAQ

Frequently asked questions about Connor Haggerty

Quick answers generated from the profile data available on this page.

What is Connor Haggerty's role at their current company?

Connor Haggerty is listed as Helping young families and young professionals build wealth.

What is Connor Haggerty's email address?

AeroLeads has found 1 work email signal at @vanguard.com for Connor Haggerty.

Where is Connor Haggerty based?

Connor Haggerty is based in Charlotte Metro, United States, United States.

What companies has Connor Haggerty worked for?

Connor Haggerty has worked for Consolidated Planning, Inc. and New York Life Insurance Company.

How can I contact Connor Haggerty?

You can use AeroLeads to view verified contact signals for Connor Haggerty, including work email, phone, and LinkedIn data when available.

What schools did Connor Haggerty attend?

Connor Haggerty holds Bachelor'S Of Science In Business Adminstration, Risk Management And Insurance, Business Managemet (Human Resources), Graduate from University Of South Carolina-Columbia.

What skills is Connor Haggerty known for?

Connor Haggerty is listed with skills including Management.

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