Robert Owen Email & Phone Number
Co-Founder and CEO @ ALIDADE
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Robert Owen Location
- New York, NY, US
Robert Owen Work
- Co-Founder and CEO @ (May 2023 - Present)
- Executive in Residence @ (September 2025 - Present)
- Strategic Advisor @ (September 2023 - Present)
- Steering Committee @ (December 2021 - Present)
- LP @ (March 2023 - Present)
- Fractional Operator @ Mermerus Consulting (September 2022 - Present)
- Venture Fellow @ (June 2024 - Present)
- Strategic Advisor @ (November 2022 - October 2023)
- Recurrency Fellow and Strategic Advisor @ (August 2022 - August 2023)
- VP - Head of Operations @ (September 2020 - August 2022)
- Fractional Ops and Compliance and Finance @ (September 2022 - April 2023)
- Strategic Advisor @ (August 2020 - August 2021)
- Vice President Business Operations @ (August 2017 - August 2020)
- Business Strategy Consultant (February 2017 - August 2017)
- E*Trade Corporate Services @ (February 2013 - January 2017)
- Financial Advisor @ Brokers International Financial Services, LLC (November 2010 - January 2013)
- Founder and Wealth Advisor @ Owen Financial Service (July 2007 - January 2013)
- Investment Advisor and Private Banker @ (August 2008 - January 2010)
- Credit Manager @ (July 2007 - July 2008)
- Branch Rental Manager @ (July 2003 - June 2007)
- Staff NCO @ (January 1995 - January 1999)
Robert Owen Education
- American University
Bachelors (Economics, Communications)
1999-2003 - Palo Alto High School
Robert Owen Skills
- Cross-functional Team Leadership
- Project Management
- Business Development
- Training
- Public Speaking
- Team Building
- Leadership
- Customer Service
- Customer Relationship Management (CRM)
- Management
- Business Process Improvement
- Organizational Development
- Organizational Leadership
- Microsoft Office
- Teamwork
- Employee Stock Ownership Plan (ESOP)
- Restricted Stock
- Microsoft Outlook
- Strategic Planning
- Strategy
- Microsoft Word
- Fixed Annuities
- Strategic Financial
- Estate Planning
- Strategic Financial Planning
- Wealth Advisor
- Investments
- Credit
- Series 7
- Wealth Planner
- Registered Investment Advisor
- Retirement
- Retirement Planning
- Sales
- Corporate Services
- Wealth Management
- Insurance
- Recruiting
- Securities
- Registered Investment
- Indexed Annuities
- PowerPoint
- Series 66
- Financial Services
- Life Insurance
- Mutual Funds
- Finance
- Services
- Financial Analysis
- Relationship Management
- Solution Selling
- Customer Relationship Management Crm
- Consultative Selling
- Sales Process
- Salesforce.com
- Key Account Growth
- New Account Growth
- Business Relationship Management
- Employee Stock Ownership Plan Esop
- Account Management
- Sales Cycle Management
- Customer Retention
- Software As A Service Saas
- Sales Operations
- Development of Strategy
- Customer Service Management
- Team Leadership
- Effective Closer
- Lead Generation
- Investment Advisory
- Sales Management
- Direct Sales
- Revenue Growth Generation
- Creative Negotiator
- Cross Functional Team Leadership
- Strategic Account Growth
- Solution Focused
- Business To Business B2B
- Software as a Service
- Customer Relationship Management
- Business to Business
- Employee Stock Ownership Plan
Robert Owen Summary
- Robert Owen, based in New York, NY, US, is currently a Co-Founder and CEO at Alidade. Robert Owen brings experience from previous roles at gener8tor, Plato, Operators Guild and FOG Ventures. Robert Owen holds a 1999 - 2003 Bachelors in Economics, Communications @ American University. With a robust skill set that includes Cross-functional Team Leadership, Project Management, Business Development, Training, Public Speaking and more. Robert Owen has 2 emails and 4 mobile phone numbers on RocketReach.
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