Directory
>
Caroline Egan
Caroline Egan
Senior Vice President, Wealth Strategy | Destination Wealth Management
Seattle, Washington, United States
Caroline Egan
Summary
Caroline Egan is a seasoned wealth strategist with over 28 years of experience in providing tailored financial solutions for high net worth clients, non-profits, endowments, and foundations. As the Senior Vice President and Executive Partner at Destination Wealth Management, she excels in developing dynamic wealth management strategies that cater to the unique goals of her affluent clientele. Caroline's expertise extends beyond individual financial planning; she has also contributed to the profession as a Certified Financial Planner instructor. Her commitment to nurturing long-term relationships is evident in her proactive approach to client service and creative problem-solving. Outside of her professional life, Caroline enjoys skiing, biking, and traveling with her family, and she has a passion for reading that has earned her the affectionate title of 'book worm.' With a strong educational background and numerous accolades, Caroline continues to be a leader in her field.
Caroline Egan
Work Experience
Senior Vice President, Wealth Strategy at
Destination Wealth Management
July 2014 - Present
Vice President Wealth Strategist at
Northern Trust
January 2005 - March 2013
Senior Wealth Advisor at
Destination Wealth Management
March 2000 - July 2005
Financial Consultant at
San Francisco Associates
February 1994 - March 2000
Caroline Egan
Education
frankfurt american high school
January 1989
University of San Francisco, Ba
January 1992 - January 1993
University of Maryland, Munich Germany
January 1989 - January 1992
Black Forest Academy
January 1986 - January 1988
Frequently Asked Questions about Caroline Egan
What is Caroline Egan email address?
Caroline Egan's primary email address is ********@destinationwm.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Caroline Egan work for?
Caroline Egan is a Senior Vice President, Wealth Strategy at Destination Wealth Management, a company specializing in Monetary Authorities-Central Bank.
Where Caroline Egan graduated from?
Caroline Egan holds a degree in from frankfurt american high school.
How can I directly contact Caroline Egan?
To contact Caroline Egan directly, you can use the email address ********@destinationwm.com. Complete contact information is available upon registration with Muraena.
Who is Caroline Egan?
Caroline Egan is a seasoned wealth strategist with over 28 years of experience in providing tailored financial solutions for high net worth clients, non-profits, endowments, and foundations. As the Senior Vice President and Executive Partner at Destination Wealth Management, she excels in developing dynamic wealth management strategies that cater to the unique goals of her affluent clientele. Caroline's expertise extends beyond individual financial planning; she has also contributed to the profession as a Certified Financial Planner instructor. Her commitment to nurturing long-term relationships is evident in her proactive approach to client service and creative problem-solving. Outside of her professional life, Caroline enjoys skiing, biking, and traveling with her family, and she has a passion for reading that has earned her the affectionate title of 'book worm.' With a strong educational background and numerous accolades, Caroline continues to be a leader in her field.
Caroline`s contact details
********@destinationwm.com
Colleagues
Senior Vice President
Senior Vice President- Operations, Executive Partner & Director, Planning Strategy
Vice President, Strategy & Corporate Development // Partner
CEO, Chairman Investment Committee
Senior Vice President, Senior Partner
Vice President, Senior Tactical Strategist
Senior Vice President & Senior Partner - Wealth Management Services
Vice President, Wealth Management Services
SVP, Chief Compliance Officer, HR Manager
Vice President - Wealth Management Services