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
- 2020 -now Senior Vice President at Lion Street Private Client Group @
- 2012 -2020 Vice President @
- 2007 -2012 First Vice President – Investments, Wealth Structuring Group @
- 2002 -2007 Financial Advisor - Private Banking and Investment Group @
- 2001 -2002 Manager, Transaction Services @
- 1999 -2001 Manager, Transaction Services @
- 1994 -1998 Audit assistant manager and associate @
Simon Owen Education
- Reading University 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 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 and 1 mobile phone numbers on RocketReach.
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