Jeffrey Egan Email & Phone Number
Vice President- Senior Advisor Consultant @ Franklin Templeton
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Jeffrey Egan Location
- Florida, United States
Jeffrey Egan Work
- 2020 -now Vice President- Senior Advisor Consultant @
- 2005 -2020 Director- Southeast Territory @
- 1994 -2005 Director @ Citigroup Asset Management
Jeffrey Egan Education
- St. John's University
Business Administration (Marketing)
1992-1994
Jeffrey Egan Skills
- Mutual Funds
- Series 7
- Series 63
- Asset Allocation
- Securities
- Fixed Annuities
- Asset Management
- Series 6
- Annuities
- Investment Products
- Wholesaling
- 529 Plans
- Equities
- Capital Markets
- Fixed Income
- Investments
- Retirement Planning
- Financial Services
- Wealth Management
- Strategy
- Marketing
- Customer Service
- Project Management
Jeffrey Egan Summary
- Jeffrey Egan, based in Florida, United States, is currently a Vice President- Senior Advisor Consultant at Franklin Templeton. Jeffrey Egan brings experience from previous roles at Legg Mason (Acquired by Franklin Templeton) and Citigroup Asset Management. Jeffrey Egan holds a 1992 - 1994 Business Administration in Marketing @ St. John's University. With a robust skill set that includes Mutual Funds, Series 7, Series 63, Asset Allocation, Securities and more. Jeffrey Egan has 5 emails and 3 mobile phone numbers on RocketReach.
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