Kate Egan Email & Phone Number
Financial Advisor - Private Client Group @ Raymond James
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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
- 2011 -2011 Intern @ CCD Innovation
Kate Egan Education
- Dickinson College
Bachelor's Degree (Kappa Kappa Gamma Fraternity Senior Fundraising Campaign Committee Alpha Phi Omega Fraternity Farm.Cook.Eat. (Educating youth on farming and nutrition) Ski and Snowboard Club)
- The Athenian School
High School (Captain of the varsity soccer team Captain of the varsity tennis team President of the outdoor adventure club)
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 Kappa Kappa Gamma Fraternity Senior Fundraising Campaign Committee Alpha Phi Omega Fraternity Farm.Cook.Eat. (Educating youth on farming and nutrition) Ski and Snowboard Club @ 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.
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Top Raymond James Employees
Tash Elwyn
President, Private Client Group, Raymond James Financial
Saint Petersburg, FL, US
Aaron Gabriel
President
San Ramon, CA, 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
Patrick O'Connor
Chief Operating Officer
Tampa, FL, US
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