Vice President of Investments @ (October 2021 - Present)
Robert Owens Education
St. Thomas University
Master in Executive Management
2015-2016
St. Thomas University
BA in Computer Information Systems
1997-2001
St. Thomas University
Master of Business Administration (MBA) in Finance
2025
North Miami Senior High
Robert Owens Skills
401(k) Rollovers
Business Acquisition
Business Brokerage
Business Succession Planning
Capital Raising
Cash Flow Analysis
Commercial Real Estate
Debt Free Life Insurance
Estate / Legacy Planning
Estate Conservation Stategies
Financial Services
Group Life Insurance
IRA Consolidation / Rollovers
Index Universal Life Insurance
Infinity Banking
Key Person Protection
Life Insurance
Long Term Care Insurance
Medicare Planning
Negotiation
New Business Development
Pension Transfer / Rollovers
Portfolio Management
Private Wealth Management
Process Improvement
Risk Management
Strategic Planning
Succession Planning
Tax Planning
Term Life Insurance
Universal Life Insurance
Variable Annuities
Variable Insurance
Variable Life Insurance
Variable Universal Life Insurance
Venture Capital
Whole Life Insurance
Robert Owens Summary
Robert Owens, based in Boca Raton, FL, US, is currently a Principal, CIO Investment and Tax Consultant at R.V.OWENS | Strategic Group. Robert Owens brings experience from previous roles at TOMORROW IS BETTER FOUNDATION and Alliance Global Partners. Robert Owens holds a 2015 - 2016 Master in Executive Management @ St. Thomas University. With a robust skill set that includes 401(k) Rollovers, Business Acquisition, Business Brokerage, Business Succession Planning, Capital Raising and more. Robert Owens has 4 emails and 2 mobile phone numbers on RocketReach.
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