Caroline Egan Email & Phone Number
Senior Vice President, Wealth Strategy @ Destination Wealth Management
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Caroline Egan Location
- Seattle, WA, US
Caroline Egan Work
- 2014 -now Senior Vice President, Wealth Strategy @
- 2005 -2013 Vice President Wealth Strategist @
- 2000 -2005 Senior Wealth Advisor @
- 1994 -2000 Financial Consultant @ San Francisco Associates
Caroline Egan Education
- University of San Francisco
Bachelor Of Arts
1992-1993 - University of Maryland, Munich Germany 1989-1992
- Black Forest Academy 1986-1988
- Frankfurt American High School 1989
Caroline Egan Skills
- Estate Administration
- Estate Planning
- Financial Advisory
- Financial Consulting
- Charitable Trusts
- Estate Tax Planning
- Financial Planning
- Wealth Management Services
- Investments
- Mortgage Lending
- Trust Management
- Finance
- Real Estate Private Equity
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Charitable Gift Planning
- Strategic Financial Planning
- Investment Strategies
- Charitable Remainder Trusts
- Asset Management
- Trusts
- Certified Financial Planner
- Investment Advisory Services
- Charitable Gift Annuities
- Securities Lending
- Financial Coaching
- Private Banking
- German
- Services
- Financial Management Services
- Commercial Lending
- Investment Management
- Trust Services
- Structured Products
Caroline Egan Summary
- Caroline Egan, based in Seattle, WA, US, is currently a Senior Vice President, Wealth Strategy at Destination Wealth Management. Caroline Egan brings experience from previous roles at Northern Trust Corporation, Ycmnet Advisors and San Francisco Associates. Caroline Egan holds a 1992 - 1993 Bachelor Of Arts @ University of San Francisco. With a robust skill set that includes Estate Administration, Estate Planning, Financial Advisory, Financial Consulting, Charitable Trusts and more. Caroline Egan has 2 emails and 3 mobile phone numbers on RocketReach.
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