Sara Owen Email & Phone Number
Vice President, Consumer Investments Business Controls @ Bank of America Merrill Lynch
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Sara Owen Location
- Austin, TX, US
Sara Owen Work
- Vice President, Consumer Investments Business Controls @ (December 2021 - Present)
- Supervision Manager, Business Controls @ (January 2012 - December 2021)
- Advisor Enterprise Operations @ NFP Advisor Services (January 2010 - January 2011)
- Dispute Resolution Arbitrator @ (January 2010 - Present)
Sara Owen Education
- University of Houston
Bachelor Of Arts (Finance)
Sara Owen Skills
- Uniform Combined State Law
- FINRA
- Strategic Financial Planning
- Series 63
- Securities
- Investments
- Risk Management
- Asset Management
- Series 7
- Retirement
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Series 24
Sara Owen Summary
- Sara Owen, based in Austin, TX, US, is currently a Vice President, Consumer Investments Business Controls at Bank of America Merrill Lynch. Sara Owen brings experience from previous roles at Bank of America Merrill Lynch, NFP Advisor Services and Financial Industry Regulatory Authority (Finra). Sara Owen holds a Bachelor Of Arts in Finance @ University of Houston. With a robust skill set that includes Uniform Combined State Law, FINRA, Strategic Financial Planning, Series 63, Securities and more. Sara Owen has 1 emails and 2 mobile phone numbers on RocketReach.
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