Director, Practice Management and Advisor Productivity @ Thrivent Financial (November 2021 - April 2024)
Director, Asset Management Marketing @ (January 2022 - January 2022)
Director, Investment Products @ (January 2006 - January 2022)
Patrick Egan Education
University of Minnesota
Patrick Egan Skills
Product Marketing
Series 7
Asset Managment
Retirement Planning
Investments
Fixed Annuities
Asset Management
Wealth Management
Retirement
Mutual Funds
Marketing
IRAs
Investment Strategies
Asset Allocation
Investment Management
Series 63
Financial Advisory
Variable Annuities
Series 6
401k
Series 24
Investment Advisory
Management
Business Development
Customer Service
Project Management
Portfolio Management
Patrick Egan Summary
Patrick Egan, based in Minneapolis, MN, US, is currently a Vice President- Advisor Revenue and Productivity Growth at Thrivent. Patrick Egan brings experience from previous roles at Thrivent Financial and Thrivent Financial for Lutherans. Patrick Egan holds a University of Minnesota. With a robust skill set that includes Product Marketing, Series 7, Asset Managment, Retirement Planning, Investments and more. Patrick Egan has 2 emails and 2 mobile phone numbers on RocketReach.
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