Associate Client Portfolio Manager @ (February 2024 - March 2025)
Client Portfolio Analyst @ (January 2017 - February 2024)
Equity Portfolio Assistant @ (June 2012 - April 2017)
Benefit Analyst @ (October 2011 - May 2012)
Kaitlyn Egan Education
Marist University
Bachelor of Science (B.S.) (Business Administration and Management, General)
2007-2011
Passed Level I of the CFA Program
Kaitlyn Egan Skills
Bloomberg Terminal
ETFs
FactSet
Microsoft Excel
Microsoft Word
Morningstar
Outlook
PowerPoint
Thompson One
Kaitlyn Egan Summary
Kaitlyn Egan, based in New York, NY, US, is currently a Senior ETF Product Analyst at American Century Investments. Kaitlyn Egan brings experience from previous roles at American Century Investments and Milliman. Kaitlyn Egan holds a 2007 - 2011 Bachelor of Science (B.S.) in Business Administration and Management, General @ Marist University. With a robust skill set that includes Bloomberg Terminal, ETFs, FactSet, Microsoft Excel, Microsoft Word and more. Kaitlyn Egan has 1 emails on RocketReach.
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