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I am passionate about Personal Finance Education and promoting Positive Family Relationships. I enjoy teaching and inspiring others how to have a positive relationship with life and money. A perfect day at work would consist of teaching a large-group financial seminar, and then meeting with a few individuals and families to help them identify their individual and family goals for personal, financial, and family growth and development.
Truist
View- Website:
- truist.com
- Employees:
- 27245
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Managing Director Of Family EducationTruistAtlanta, Ga, Us
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Director Of Family EducationTruist Jun 2020 - PresentI am responsible for developing and delivering effective learning through a variety of education programs for high net worth families. These educational opportunities are focused on preparing next generation family members for various roles and transitions that occur over a lifetime. I work one-on-one with family members and also participate in multi-generational family meetings on a broad array of topics such as financial education, wealth preservation, family communication and career development.
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Workplace Financial Wellness Business Development LeadTruist Apr 2017 - Jun 2020Greater Atlanta AreaServe as the Commercial Banking line of business leader for SunTrust's Momentum onUp - Workplace Financial Wellness Program.
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Workplace Financial Wellness Project ManagerTruist Oct 2015 - Apr 2017Responsible for the design, development, and delivery of workplace financial wellness programs for some of the top organizations in the country. Financial concerns are the number #1 cause of workplace stress, contributing to lower employee commitment, less satisfaction with pay, work time wasted, more absenteeism, and poorer health.
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Vice President Operations8 Pillars, Llc Mar 2014 - Aug 20168 Pillars is the leading provider of workplace financial wellness. We help some of the top organizations in the country engage and retain a talented workforce by providing their employees with real-world financial education in a fun and engaging format.Managed all aspects of business operations and sales including personal finance curriculum development, marketing campaigns, client implementation, quality control and accounting which eventually led to acquisition by SunTrust, now Truist Bank
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Corporate Trainer8 Pillars, Llc Nov 2012 - Mar 2014Motivated thousands of employees to take control of their personal finances and reach their goals. Led over 1,000 hours of training for over 10,000 employees, to great satisfaction of companies and learners
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Owner FounderFlipster Fotos Apr 2013 - Oct 2015Utah CountyWe provide fun and engaging photo flipbooks at corporate events and weddings. Much more than a photobooth, we splice your 7 second video into 60 printed frames to make a novel, innovative photo flipbook for event guests to take home within 60 seconds.
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Supplemental Education ServicesImagine Learning Sep 2011 - Dec 2012Managed the implementation of after-school tutoring services of Imagine Learning's English learning software in New York City, Washington DC, and other East Coast states. -
Financial AdvisorAllegis Financial Partners 2010 - 2011Analyzed the financial situations of businesses, individuals, and families. Proposed and established financial plans for clients using products such as Roth IRAs, life insurance, annuities, and other investment products.
Drew Egan Skills
Drew Egan Education Details
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Ranked 3Rd Out Of 89-Student Cohort
Frequently Asked Questions about Drew Egan
What company does Drew Egan work for?
Drew Egan works for Truist
What is Drew Egan's role at the current company?
Drew Egan's current role is Managing Director of Family Education.
What is Drew Egan's email address?
Drew Egan's email address is dr****@****ust.com
What is Drew Egan's direct phone number?
Drew Egan's direct phone number is +180139*****
What schools did Drew Egan attend?
Drew Egan attended Emory University - Goizueta Business School, Brigham Young University.
What skills is Drew Egan known for?
Drew Egan has skills like Public Speaking, Finance, Leadership, Training, Microsoft Office, Teaching, Microsoft Excel, Customer Service, Leadership Development, Management, Research, Powerpoint.
Who are Drew Egan's colleagues?
Drew Egan's colleagues are Christin Smallwood, Chanda Henderson, John Wallace Robinson, Jerrid Brewer, C. Tillman Daughtrey, Alicia Amos, Anthony Webb.
Not the Drew Egan you were looking for?
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Andrew Egan
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Drew Egan, CPA
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