Wes Egan Email & Phone Number
Head of Digital and Direct Investing @ Wells Fargo
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Wes Egan Location
- Charlotte, NC, US
Wes Egan Work
- 2025 - now Head of Digital and Direct Investing @
- 2022 - 2025 Head of HR for WIM @
- 2020 - 2022 Head of Compensation, Teaming, Succession and Partnerships @
- 2007 - 2022 Wealth Brokerage Director of National Sales @
- 2007 - 2022 WBS Director of National Sales @
- 1999 - 2007 Regional Manager - Charlotte @
- 1994 - 1999 Financial Advisor @
- 1991 - 1994 Financial Advisor @
Wes Egan Education
- The University of North Carolina at Chapel Hill
BA (Econ/International Studies)
1985 - 1989 - Episcopal High School
High School
1981 - 1985
Wes Egan Skills
- Series 7
- Investments
- Series 63
- Wealth Management
- Retirement Planning
- Securities
- Finance
- Risk Management
- Financial Analysis
- Banking
- Alternative Investments
- Portfolio Management
- Loans
- Credit
- Sales Management
- Business Development
- Asset Managment
- Relationship Management
- Strategic Financial Planning
- Sales
- Brokerage
- Marketing
- Team Building
Wes Egan Summary
- Wes Egan, based in Charlotte, NC, US, is currently a Head of Digital and Direct Investing at Wells Fargo. Wes Egan brings experience from previous roles at Wells Fargo, Wells Fargo Advisors, Wells Fargo Advisors, LLC and Wells Fargo Wealth Management Group. Wes Egan holds a 1985 - 1989 BA in Econ/International Studies @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Series 7, Investments, Series 63, Wealth Management, Retirement Planning and more. Wes Egan has 1 emails and 1 mobile phone numbers on RocketReach.
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