Simon Owen Email & Phone Number
Senior Vice President at Lion Street Private Client Group @ Lion Street
Simon Owen Location
La Cañada Flintridge, CA, US
Simon Owen Work
- 2020 - now Senior Vice President at Lion Street Private Client Group @ Lion Street
- 2012 - 2020 Vice President @ Highland Capital Brokerage
- 2007 - 2012 First Vice President – Investments, Wealth Structuring Group @ Merrill Lynch
- 2002 - 2007 Financial Advisor - Private Banking and Investment Group @ Merrill Lynch
- 2001 - 2002 Manager, Transaction Services @ PwC
- 1999 - 2001 Manager, Transaction Services @ PwC
- 1994 - 1998 Audit assistant manager and associate @ PwC
Simon Owen Education
- Reading University1991 - 1999
Simon Owen Skills
- Financial Advisory
- High Net Worth Individuals
- Certified Financial Planner
- Finance
- Securities
- Investments
- ChFC
- Series 7
- Wealth Management
- Insurance
Simon Owen Summary
Simon Owen, based in La Cañada Flintridge, CA, US, is currently a Senior Vice President at Lion Street Private Client Group at Lion Street. Simon Owen brings experience from previous roles at Highland Capital Brokerage, Bank of America Merrill Lynch and PricewaterhouseCoopers. Simon Owen holds a 1991 - 1999 Reading University. With a robust skill set that includes Financial Advisory, High Net Worth Individuals, Certified Financial Planner, Finance, Securities and more. Simon Owen has 2 emails on RocketReach.
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