Dan Owens Email & Phone Number
Managing Director and Senior Wealth Advisor @ Elk River Wealth Management
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Dan Owens Location
- Scottsdale, AZ, US
Dan Owens Work
- Managing Director and Senior Wealth Advisor @ (April 2020 - Present)
- Vice President, Senior Wealth Advisor @ (January 2013 - April 2020)
- President Cobiz Cares Foundation @ (January 2017 - January 2018)
- Vice President @ (June 2003 - January 2013)
- Financial Analyst @ (July 2000 - June 2003)
Dan Owens Education
- Doane University
Bachelor of Science (Mathematics, German, Finance)
1996-2000
Dan Owens Skills
- Asset Management
- Capital Markets
- Commercial Banking
- Credit
- Credit Analysis
- Credit Risk
- Financial Analysis
- Financial Modeling
- Fixed Income
- Loans
- Portfolio Management
- Risk Management
- Series 7
- Strategic Financial Planning
- Valuation
Dan Owens Summary
- Dan Owens, based in Scottsdale, AZ, US, is currently a Managing Director and Senior Wealth Advisor at Elk River Wealth Management. Dan Owens brings 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 Asset Management, Capital Markets, Commercial Banking, Credit, Credit Analysis and more. Dan Owens has 2 emails and 1 mobile phone numbers on RocketReach.
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