Kathleen Yellam Eggers

Kathleen Yellam Eggers
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Kathleen Yellam Eggers' Biography

Type Of Business:
Investment firm
Marketing Area:
National
Expertise:
Investments for senior clients
Major Product/SVS:
Financial assistance for high net-worth individuals
Hobbies/Sports:
Fitness; Waterskiing; Weight-lifting; Cycling; Pilates; Home fitness videos
Education Degrees:
Bachelor of Science in Communications, Gonzaga University (1978)
Industry:
Investment & Financial Planning
Date of Distinction:
12/13/2011
What do you feel separates you from the rest of the professionals in your industry?:
Tries to outwork everyone else, very passionate about what she does.
What has been the most outstanding thing you have done thus far in your career?:
Paid for her education and graduated debt free.
How would you like to be remembered by your peers?:
Giving,
If you could solve one problem in the world today, what would it be?:
Employment
If you could have lunch with anyone, dead or alive, who would it be and why?:
Mother Teresa....She was a tremendous role model.
Charity:
Sponsor, Mash/Eggers Scholarships, Juanita High School; Volunteer, Society of St. Vincent de Paul; The Lam Foundation; National Association of Professional Women
Number Of Years In Profession:
31
Number Of Years In Current Position:
13
What Does He/She Attribute Success To:
She attributes her success to her impressive work ethic, and her upbringing, which taught her dedication and perseverance.
Why did you become involved in your profession or industry?:
She became involved in her profession because she discovered her integrity and work ethic translated well to the industry.
Position Responsibilities and Duties:
Handling stocks, bonds, mutual funds, long-term care insurance and annuities
Education Certifications:
Chartered Retirement Planning Counselor
Where Will You Be In 5 Years:
In five years, Ms. Eggers plans to continue growing professionally and expanding in her role.
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