Owen Smith Email & Phone Number
COO and CTO @ Tolleson Wealth Management
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Owen Smith Location
- Dallas, TX, US
Owen Smith Work
- COO and CTO @ (June 2026 - Present)
- Chief Technology Officer @ (January 2025 - Present)
- Deputy Chief Technology Officer @ (July 2024 - January 2025)
- Managing Director, Business Applications @ (January 2021 - July 2024)
- Director, Business Applications @ (July 2015 - January 2021)
- Manager, Internal Operations @ (January 2011 - July 2015)
- Sr. Analyst @ (January 2009 - January 2011)
- Analyst @ (July 2007 - January 2009)
- Intern @ (May 2006 - August 2006)
Owen Smith Education
- The University of Texas at Austin
BBA (Finance)
2003-2007
Owen Smith Skills
- Advent Partner
- Alternative Investments
- Asset Managment
- Banking
- Black Diamond Wealth Platform
- Bloomberg
- Business Analysis
- Business Process
- Business Process Design
- Business Requirements
- Conga
- Conga Composer
- Data Migration
- DocuSign
- Due Diligence
- Estate Planning
- Financial Analysis
- Financial Modeling
- Income Tax
- Investments
- Microsoft Office
- Process Design
- Process Flow
- Process Flow Documentation
- Project Management
- Property & Casualty Insurance
- Salesforce.com
- Salesforce.com Administration
- Skuid
- Software Analysis
- Strategic Financial Planning
- Strategic Vision
- Tamarac Rebalancer
- Visio
- Wealth Management
- Workflow Applications
- eMoney Advisor
Owen Smith Summary
- Owen Smith, based in Dallas, TX, US, is currently a COO and CTO at Tolleson Wealth Management. Owen Smith brings experience from previous roles at Tolleson Wealth Management. Owen Smith holds a 2003 - 2007 BBA in Finance @ The University of Texas at Austin. With a robust skill set that includes Advent Partner, Alternative Investments, Asset Managment, Banking, Black Diamond Wealth Platform and more. Owen Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Tolleson Wealth Management Employees
Greg Hall
Managing Director
Dallas, TX, US
Christine Finn
President of Tolleson Trust Company
Dallas, TX, US
Carter Tolleson
Chief Executive Officer
Dallas, TX, US
Andrea Hulcy
Chief Financial Officer
Dallas, TX, US
Alta Mantsch
EVP, Bank Operations and Compliance
Dallas, TX, US
Peter Baldwin
Managing Director, Investments
Dallas, TX, US
Brent Young
Managing Director, Portfolio Strategist
Dallas, TX, US
Joyce Worthington
Senior Vice President
Dallas, TX, US
Jeffrey Dunn
Managing Director
Dallas, TX, US
Pete Chilian
President and Chief Investment Officer
Dallas, TX, US
Lacy Winsor
Vice President
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Owen Smith
COO and CTO
Dallas, TX, US
Aurora Frohock
Senior Vice President, Relationship Manager
Dallas, TX, US
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