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
- Financial Advisor - Private Client Group @ (January 2025 - Present)
- Manager, Customer Success @ (February 2023 - April 2024)
- Manager, Commercial Customer Success @ (January 2022 - December 2022)
- Head of Account Management and Customer Success - US @ (February 2020 - January 2022)
- Manager, Customer Success - North America @ (April 2019 - February 2020)
- Customer Success Team Lead - North America @ (November 2018 - April 2019)
- Customer Success Manager - Onboarding Specialist @ (July 2017 - November 2018)
- Account Manager @ (August 2016 - July 2017)
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
- Team Management
- Teamwork
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.
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