Caroline Egan Email & Phone Number
Senior Vice President, Wealth Strategy @ Destination Wealth Management
Caroline Egan Location
Seattle, WA, US
Caroline Egan Work
- 2014 - now Senior Vice President, Wealth Strategy @ Destination Wealth Management
- 2005 - 2013 Vice President Wealth Strategist @ Northern Trust Corporation
- 2000 - 2005 Senior Wealth Advisor @ YCMNET Advisors
- 1994 - 2000 Financial Consultant @ San Francisco Associates
Caroline Egan Education
- University of San Francisco
Bachelor Of Arts
1992 - 1993 - University of Maryland, Munich Germany1989 - 1992
- Black Forest Academy1986 - 1988
- Frankfurt American High School1989
Caroline Egan Skills
- Estate Administration
- Estate Planning
- Financial Advisory
- Financial Consulting
- Charitable Trusts
- Estate Tax Planning
- Financial Planning
- Wealth Management Services
- Investments
- Mortgage Lending
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 on RocketReach.
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