Robert Owen Email & Phone Number
Co-Founder and CEO @ ALIDADE
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Robert Owen Location
- New York, NY, US
Robert Owen Work
- 2023 -now Co-Founder and CEO @
- 2025 -now Executive in Residence @
- 2023 -now Strategic Advisor @
- 2021 -now Steering Committee @
- 2023 -now LP @
- 2022 -now Fractional Operator @ Mermerus Consulting
- 2024 -now Venture Fellow @
- 2022 -2023 Strategic Advisor @
- 2022 -2023 Recurrency Fellow and Strategic Advisor @
- 2022 -2023 Fractional Ops and Compliance and Finance @
- 2020 -2022 VP - Head of Operations @
- 2020 -2021 Strategic Advisor @
- 2017 -2020 Vice President Business Operations @
- 2017 -2017 Business Strategy Consultant @ Self Employed
- 2013 -2017 E*Trade Corporate Services @
- 2010 -2013 Financial Advisor @ Brokers International Financial Services, LLC
- 2007 -2013 Founder and Wealth Advisor @ Owen Financial Service
- 2008 -2010 Investment Advisor and Private Banker @
- 2007 -2008 Credit Manager @
- 2003 -2007 Branch Rental Manager @
- 1995 -1999 Staff NCO @
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 4 emails and 2 mobile phone numbers on RocketReach.
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Top ALIDADE Employees
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