Michael Egan
Angestellt, Senior Partner/Financial Planner, Egan, Berger and Weiner, LLC
Vienna, VA, Vereinigte Staaten
Werdegang
Berufserfahrung von Michael Egan
Bis heute 20 Jahre und 9 Monate, seit Sep. 2003
Senior Partner/Financial Planner
Egan, Berger and Weiner, LLC
Face to face meetings with clients to discuss their financial planning needs and objectives. Responsibilities Portfolio Management, Stock Market research and industry trends, Staying current with tax code, social security issues and strategies, client management, teaching educational seminars, retirement planning, managing and maintaining a multi-millon dollar practice.
Ausbildung von Michael Egan
2 Jahre und 11 Monate, Apr. 1986 - Feb. 1989
Finance
George Washington University
Sprachen
Englisch
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