Conor Egan's Location
New York, NY, US
Conor Egan's Work
- Financial Planner and Partner @ Egan Lynch Financial Group
- Client Relationship Manager @ Virtus Wealth Solutions
- Account Executive @ CBIZ
- Client Service Representative @ EAO Consultants, LLC
Conor Egan's Education
- Georgetown University
Bachelor's Degree (Economics and Government)
2003 - 2007 - Monmouth University
Master of Business Administration (M.B.A.)
2008 - 2009 - The American College
Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®)
2014 - 2018
- College for Financial Planning
Chartered Retirement Plans Specialist (CRPS®)
2018 - 2018
Conor Egan's Skills
- Financial Planning
- Investment Management
- Retirement Planning
- 401 Retirement Savings Plans
- Qualified Retirement Plans
- Education Funding
- Estate Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
Conor Egan's Summary
Conor Egan, based in New York, NY, US, is currently a Financial Planner and Partner at Egan Lynch Financial Group, bringing experience from previous roles at Virtus Wealth Solutions, CBIZ and EAO Consultants, LLC. Conor Egan holds a 2003 - 2007 Bachelor's Degree in Economics and Government @ Georgetown University. With a robust skill set that includes Financial Planning, Investment Management, Retirement Planning, 401 Retirement Savings Plans, Qualified Retirement Plans and more, Conor Egan contributes valuable insights to the industry. Conor Egan has 6 emails and 1 mobile phone number on RocketReach.
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