Caroline Egan Email & Phone Number
Senior Vice President, Wealth Strategy @ Destination Wealth Management
Caroline Egan's Location
Seattle, WA, US
Caroline Egan's Work
- Senior Vice President, Wealth Strategy @ Destination Wealth Management
- Vice President Wealth Strategist @ Northern Trust Corporation
- Senior Wealth Advisor @ YCMNET Advisors
- Financial Consultant @ San Francisco Associates
Caroline Egan's Education
- University of San Francisco
Bachelor Of Arts
1992 - 1993 - University of Maryland, Munich Germany1989 - 1992
- Frankfurt American High School1989
- Black Forest Academy1986 - 1988
Caroline Egan's Skills
- Estate Administration
- Estate Planning
- Financial Advisory
- Financial Consulting
- Charitable Trusts
- Estate Tax Planning
- Financial Planning
- Wealth Management Services
- Investments
- Mortgage Lending
Caroline Egan's Summary
Caroline Egan, based in Seattle, WA, US, is currently a Senior Vice President, Wealth Strategy at Destination Wealth Management, bringing 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 contributes valuable insights to the industry. Caroline Egan has 1 email on RocketReach.
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