Cathy Egan Email & Phone Number
Director of Advanced Strategies @ Financial Services Company
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Cathy Egan Location
- Saint Paul, MN, US
Cathy Egan Work
- 2019 -now Director of Advanced Strategies @
- 2019 -now Director of Advanced Strategies @
- 2014 -2019 Senior Manager and Registered Principal @
- 2013 -2018 Adjunct Instructor @
- 2004 -2014 Risk Manager @
- 1991 -2004 Estate and Charitable Planning Specialist @ Lutheran Brotherhood (now Thrivent)
- 2001 -2002 Trust Officer @ Lutheran Brotherhood Bank and Trust
Cathy Egan Education
- University of Minnesota Law School
JD (Law)
1990-1993 - University of Minnesota-Twin Cities
BA (Child Psychology)
1984-1990
Cathy Egan Skills
- Series 7
- Insurance
- Wealth Management
- Investments
- Strategic Financial Planning
- Financial Services
- Retirement Planning
- Securities
- Estate Planning
- Risk Management
- Retirement
- Asset Management
- Investment Advisory
- Financial Advisory
- Series 24
- FINRA
- Series 63
- Alternative Investments
- Series 66
- Financial Planning
- Sales
- Services
- Leadership
- Project Management
- Microsoft Office
- Management
- Healthcare
- Training
Cathy Egan Summary
- Cathy Egan, based in Saint Paul, MN, US, is currently a Director of Advanced Strategies at Ameriprise Financial Services, LLC.. Cathy Egan brings experience from previous roles at RiverSource, Ameriprise Financial Services, Inc., Minnesota State University, Mankato and Ameriprise Financial. Cathy Egan holds a 1990 - 1993 JD in Law @ University of Minnesota Law School. With a robust skill set that includes Series 7, Insurance, Wealth Management, Investments, Strategic Financial Planning and more. Cathy Egan has 1 emails and 1 mobile phone numbers on RocketReach.
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Cathy Egan
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