Simon Owen Email & Phone Number
Senior Vice President at Lion Street Private Client Group @ Lion Street
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Simon Owen Location
- La Cañada Flintridge, CA, US
Simon Owen Work
- Senior Vice President at Lion Street Private Client Group @ (May 2020 - Present)
- Vice President @ (July 2012 - May 2020)
- First Vice President – Investments, Wealth Structuring Group @ (July 2007 - April 2012)
- Financial Advisor - Private Banking and Investment Group @ (May 2002 - June 2007)
- Manager, Transaction Services @ (March 2001 - April 2002)
- Manager, Transaction Services @ (January 1999 - January 2001)
- Audit assistant manager and associate @ (September 1994 - December 1998)
Simon Owen Education
- Reading University
Bachelor of Science (BSc) (Chemistry and Food Science)
1991-1999
Simon Owen Skills
- Financial Advisory
- High Net Worth Individuals
- Certified Financial Planner
- Finance
- Securities
- Investments
- ChFC
- Series 7
- Wealth Management
- Insurance
- CLU
- Retirement Planning
- CFP
- Qualified Chartered Accountant
- Series 7 (General Securities Representative)
- Wealth
- Wealth Management Services
- State of California, Life and Health License
- Long-term Care
- Series 65 (Uniform Investment Adviser Law Examination)
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, Merrill Lynch and PricewaterhouseCoopers. Simon Owen holds a 1991 - 1999 Bachelor of Science (BSc) in Chemistry and Food Science @ 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 and 1 mobile phone numbers on RocketReach.
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