Kate Egan Email & Phone Number
Financial Advisor - Private Client Group @ Raymond James
5 free lookup(s).
Kate Egan Location
- California, United States
Kate Egan Work
- 2025 - now Financial Advisor - Private Client Group @
- 2023 - 2024 Manager, Customer Success @
- 2022 - 2022 Manager, Commercial Customer Success @
- 2020 - 2022 Head of Account Management and Customer Success - US @
- 2019 - 2020 Manager, Customer Success - North America @
- 2018 - 2019 Customer Success Team Lead - North America @
- 2017 - 2018 Customer Success Manager - Onboarding Specialist @
- 2016 - 2017 Account Manager @
- 2016 - 2016 Membership Advisor, Strategic Accounts @
- 2014 - 2016 Senior Marketing and Sales Associate @
- 2014 - 2014 Research Assistant @
- 2013 - 2014 Phonathon Student Caller @
- 2013 - 2013 Student Consultant @
- 2012 - 2013 Intern @
- 2013 - 2013 Intern @ Harambe-Cameroon
- 2013 - 2013 Intern @ Harambe-Cameroon
- 2011 - 2011 Intern @ CCD Innovation
Kate Egan Education
- Dickinson College
Bachelor's Degree (International Business and Management)
- The Athenian School
High School (General Education)
Kate Egan Skills
- Management
- Strategy
- Customer Success
- Sales
- Leadership
- Social Media
- New Business Development
- Public Relations
- Microsoft Word
- PowerPoint
- Microsoft Excel
- Salesforce.com
- Microsoft Office
- Software as a Service (SaaS)
- Fundraising
- Public Speaking
- Social Networking
- Organization
- Customer Product Training
- BPMN
Kate Egan Summary
- Kate Egan, based in California, United States, is currently a Financial Advisor - Private Client Group at Raymond James. Kate Egan brings experience from previous roles at Finley Technologies, Inc., Airtable and Receipt Bank. Kate Egan holds a Bachelor's Degree in International Business and Management @ Dickinson College. With a robust skill set that includes Management, Strategy, Customer Success, Sales, Leadership and more. Kate Egan has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Kate Egan?
Find contact details for 700 million professionals.
Others Named Kate Egan
Kate Egan
General Manager
New York, NY, US
Kate Egan-Burns
Worldwide Marketing Communications, Business Affairs
Santa Monica, CA, US
Kate Egan
Architect - Educational Planner
Milwaukee, WI, US
Kate Egan
Chief of Staff, Marketing and Communications
New York, NY, US
Kate Egan
Senior Associate | Senior Interior Designer
San Jose, CA, US
Kate Egan
Coordinating Producer
Forest, VA, US
Kate Egan
Improvement Manager
Wilmington, NY, US
Kate Egan
Marketing Specialist
New York, NY, US
Top Raymond James Employees
Mike White
Chief Marketing Officer
Saint Petersburg, FL, US
Patrick Lynch
COO, Financial Services Investment Banking
San Francisco, CA, US
Tash Elwyn
President, Private Client Group, Raymond James Financial
Saint Petersburg, FL, US
Andrew Krempp
Chief Operating Officer - Raymond James Trust, N.A.
Saint Petersburg, FL, US
Mercedes van Woerkom
COO and MD-Equity Research
Saint Petersburg, FL, US
Aaron Gabriel
President
San Ramon, CA, US
Stephen Kruchten
President - Financial Institutions Division
Saint Petersburg, FL, US
Michael Cox
President - Coastal Bay Wealth Management; CFP, RJFS
New Port Richey, FL, US
Greg Bruce
President, RIA and Custody Services Division (RCS)
Saint Petersburg, FL, US
Catherine Haffner
President, Haffner Private Wealth
San Antonio, TX, US
Taylor Jordan
Chief Operating Officer, Healthcare Investment Banking
Saint Petersburg, FL, US
Doug Brigman
President, Asset Management Services
Saint Petersburg, FL, US
David Ammerman
CEO, Ammerman Wealth Management
Ponte Vedra Beach, FL, US
Patrick O'Connor
Chief Operating Officer
Tampa, FL, US
Whitney Logan
Founder and President
Columbus, OH, US
Ryan Smith
President
Oak Park, IL, US
Ryan Jones
President and CEO
Denver, CO, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co