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@westpointfinancialgroup.com
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1 phone found area 802
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LinkedIn matched
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Morgan Lougee is listed as Financial Planner at WestPoint Financial Group at WestPoint Financial Group, a company with 370 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at westpointfinancialgroup.com, phone signal with area code 802, and a matched LinkedIn profile for Morgan Lougee.
Morgan Lougee previously worked as Financial Planner at Westpoint Financial Group and Manager - Finance Transformation at Pwc. Morgan Lougee holds Master Of Science, Financial Planning from Bentley University - Mccallum Graduate School Of Business.
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AeroLeads found 1 current-domain work email signal for Morgan Lougee. Compare company email patterns before reaching out.
Preparing for that next step in life isn’t always easy. My combination of experience, education and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events, like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise a heightened level of attention and insight.I am licensed to sell insurance in CA, FL, IL, TX, and VT. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 30 S. Wacker Dr Ste 2700, Chicago, IL 60606 Phone: (312) 347-1660.
Listed skills include Financial Reporting, Microsoft Excel, Powerpoint, Accounting, and 10 others.
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Chicago, Illinois, United States
Chicago, IL
Finance Transformation – Operational & Process Redesign for Fortune 50 Logistics Organization- Designed project roadmap for operational re-alignment and process optimization of 3 global shared service centers "SSC"- Hosted design sessions with SSCs leads to validate pain points & improvement initiatives- Assisted in go-live operational reorganization of.
Chicago, IL
Finance Transformation – P2P & O2C optimization for REIT- Utilized P2P & O2C assessment to identify operational pain points and inefficiencies- Prioritized process-oriented transformation projects by impact and implementation effort o Built roadmap & trained staff to implement improvement initiatives- Designed KPIs and shared benchmark metrics for team to.
Boston, MA & Chicago, IL
- Audited consolidated financial statements, options plans, earnings per share, treasury stock holdings for public corporations, hedge fund, real estate, and employee benefit plan clients- Reviewed accuracy of SEC filings, including 10Q's, 10K's, press releases and prospectuses- Enhanced leveraged model by increasing use of service delivery center by 300%.
Other employees you can reach at westpointfinancialgroup.com. View company contacts for 370 employees →
Andrea Wiegand
Colleague at Westpoint Financial Group
Eureka, Illinois, United States, United States
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AO
Alex Oeth
Colleague at Westpoint Financial Group
Oak Creek, Wisconsin, United States, United States
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MR
Meghan Reza
Colleague at Westpoint Financial Group
Chicago, Illinois, United States, United States
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JB
Josh Bate
Colleague at Westpoint Financial Group
Indianapolis, Indiana, United States, United States
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LJ
Luke Johnson
Colleague at Westpoint Financial Group
Chicago, Illinois, United States, United States
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CK
Colleen Kehoe
Colleague at Westpoint Financial Group
Lisle, Illinois, United States, United States
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BB
Brandon Buchanan
Colleague at Westpoint Financial Group
Gosport, Indiana, United States, United States
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TT
Thomas Tiberi
Colleague at Westpoint Financial Group
Lisle, Illinois, United States, United States
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DK
Denis Kelly Mba, Chfc®, Aif®, C(K)P®
Colleague at Westpoint Financial Group
Lisle, Illinois, United States, United States
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MC
Michael Cahill
Colleague at Westpoint Financial Group
Indianapolis, Indiana, United States, United States
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Quick answers generated from the profile data available on this page.
Morgan Lougee works for WestPoint Financial Group.
Morgan Lougee is listed as Financial Planner at WestPoint Financial Group at WestPoint Financial Group.
AeroLeads has found 1 work email signal at @westpointfinancialgroup.com for Morgan Lougee at WestPoint Financial Group.
AeroLeads has found 1 phone signal(s) with area code 802 for Morgan Lougee at WestPoint Financial Group.
Morgan Lougee is based in Greater Chicago Area, United States, United States while working with WestPoint Financial Group.
Morgan Lougee has worked for Westpoint Financial Group, Pwc, Pricewaterhousecoopers, and Bentley University.
Morgan Lougee's colleagues at WestPoint Financial Group include Andrea Wiegand, Alex Oeth, Meghan Reza, Josh Bate, and Luke Johnson.
You can use AeroLeads to view verified contact signals for Morgan Lougee at WestPoint Financial Group, including work email, phone, and LinkedIn data when available.
Morgan Lougee holds Master Of Science, Financial Planning from Bentley University - Mccallum Graduate School Of Business.
Morgan Lougee is listed with skills including Financial Reporting, Microsoft Excel, Powerpoint, Accounting, Financial Analysis, Auditing, Sox 404, and Analytics.
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