Michael J. Egan
SVP - First Trust Investment Solutions L.P.
- Role
- Senior Vice President at First Trust
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Michael J. Egan
At FTIS, Mike’s role is to help Financial Professionals and their clients understand the…
Experience
Senior Vice President
Sep 2023 — Present · Naples, FL, US
At FTIS, Mike’s role is to help Financial Professionals and their clients understand the benefits of First Trust’s Custom Option Solutions team.
Education
New York University
Master of Arts (M.A.), Economics
1989 — 1992
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.)
1992 — 1994
William & Mary
Bachelor of Arts (B.A.), Economics
1985 — 1989
New York University
Master of Arts - MA, Economics
1989 — 1992
Skills
- Mutual Funds
- Risk Management
- Portfolio Management
- Asset Managment
- Financial Analysis
- Investments
- Long-Term Care
- Investment Strategies
- Alternative Investments
- Securities
- Fixed Annuities
- Fixed Income
- Insurance
- Series 24
- Hedge Funds
- Financial Planners
- Investment Advisory
- Trading
- Retirement
- Strategic Financial Planning
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