Dan Owens Email & Phone Number
Managing Director and Senior Wealth Advisor @ Elk River Wealth Management
Dan Owens's Location
Scottsdale, AZ, US
Dan Owens's Work
- Managing Director and Senior Wealth Advisor @ Elk River Wealth Management
- Vice President, Senior Wealth Advisor @ BOK Financial
- President Cobiz Cares Foundation @ CoBiz Financial
- Vice President @ J.P. Morgan
- Financial Analyst @ AMG National Trust
Dan Owens's Education
- Doane University
Bachelor of Science (Mathematics, German, Finance)
1996 - 2000
Dan Owens's Skills
- Capital Markets
- Credit Analysis
- Portfolio Management
- Credit
- Financial Analysis
- Loans
- Fixed Income
- Asset Management
- Series 7
- Risk Management
Dan Owens's Summary
Dan Owens, based in Scottsdale, AZ, US, is currently a Managing Director and Senior Wealth Advisor at Elk River Wealth Management, bringing experience from previous roles at Bok Financial, Cobiz Financial Inc., j.p. Morgan and Amg National Trust Bank. Dan Owens holds a 1996 - 2000 Bachelor of Science in Mathematics, German, Finance @ Doane University. With a robust skill set that includes Capital Markets, Credit Analysis, Portfolio Management, Credit, Financial Analysis and more, Dan Owens contributes valuable insights to the industry. Dan Owens has 2 emails and 1 mobile phone number on RocketReach.
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