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Caroline Egan

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Caroline Egan

Senior Vice President, Wealth Strategy | Destination Wealth Management

Seattle, Washington, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Caroline Egan

Work Experience

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Senior Vice President, Wealth Strategy at

Destination Wealth Management

July 2014 - Present

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Vice President Wealth Strategist at

Northern Trust

January 2005 - March 2013

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Senior Wealth Advisor at

Destination Wealth Management

March 2000 - July 2005

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Financial Consultant at

San Francisco Associates

February 1994 - March 2000

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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

mail

********@destinationwm.com

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