Caryn Egbert Email & Phone Number

Chief Compliance Officer @ Mattern Capital Management

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Caryn Egbert Location

Denver, CO, US

Caryn Egbert Work

2019 - now Chief Compliance Officer @ Mattern Capital Management
2014 - 2019 Practice Coordinator @ Wells Fargo Advisors
2012 - 2014 Compliance Specialist @ Wells Fargo Advisors

2009 - 2012 Branch Liaison @ Wells Fargo Advisors
2007 - 2008 Associate Manager, Branch Review @ UBS Group AG
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2007 - 2007 Regional Supervisory Officer @ UBS Group AG
2003 - 2007 Administrative Manager and Control Analyst @ UBS Group AG
2002 - 2003 Senior Registered Client Service Associate @ UBS Group AG
1999 - 2001 Operations Manager @ UBS Group AG
1995 - 2001 Senior Registered Client Service Associat @ UBS Group AG

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Caryn Egbert Education

Westminster College
Bachelor of Science - BS (Finance)
1991 - 1993
Cottey College
Associate of Arts - AA
1989 - 1991

Caryn Egbert Skills

Leadership
Event Planning
Management

Microsoft Office
Bank Secrecy Act
Employee Relations
USA PATRIOT Act

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Caryn Egbert Summary

Caryn Egbert, based in Denver, CO, US, is currently a Chief Compliance Officer at Mattern Capital Management. Caryn Egbert brings experience from previous roles at Wells Fargo Advisors and UBS. Caryn Egbert holds a 1991 - 1993 Bachelor of Science - BS in Finance @ Westminster College. With a robust skill set that includes Leadership, Event Planning, Management, Microsoft Office, Bank Secrecy Act and more. Caryn Egbert has 2 emails and 1 mobile phone numbers on RocketReach.

Caryn Egbert Emails

Found 2 emails

Caryn Egbert Phone Numbers

Found 4 phone numbers

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Others Named Caryn Egbert

Caryn Egbert

Chief Compliance Officer at Mattern Capital Management

Denver, CO, US
2
- matterncapital.com
- gmail.com
4
- +1 720-710-XXXX
- +1 314-875-XXXX
- +1 323-821-XXXX
- +1 720-710-XXXX

View Similar Profiles

Top Mattern Capital Management Employees

Caryn Egbert

Chief Compliance Officer at Mattern Capital Management

Denver, CO, US
2
- matterncapital.com
- gmail.com
4
- +1 720-710-XXXX
- +1 314-875-XXXX
- +1 323-821-XXXX
- +1 720-710-XXXX
Bryan Nicholls

Director of Operations at Mattern Capital Management

Denver, CO, US
1
- matterncapital.com
Kelly Freeman

Investment Manager at Mattern Capital Management

Denver, CO, US
2
- matterncapital.com
- yahoo.com
4
- +1 913-484-XXXX
- +1 570-563-XXXX
- +1 562-316-XXXX
- +1 913-599-XXXX
Ryan Cashman

Senior Client Relationship Manager at Mattern Capital Management

Denver, CO, US
2
- matterncapital.com
- gmail.com
1
- +1 720-217-XXXX
Ryan Dow

Private Wealth Advisor at Mattern Capital Management

Denver, CO, US
1
- matterncapital.com
Amanda Depriest

Financial Planning Analyst at Mattern Capital Management

Denver, CO, US
1
- matterncapital.com

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