Chris Owens has been working as a Senior Client Associate in Bronfman E.l. Rothschild since 2017. Moreover, the professional has professional experience at more than seven companies in the relevant field. Chris has a total work experience of 12+ years. Chris Owens studied at the Northwestern University from 2015 to 2016. This expert has the following certificates: Series 65 - Uniform Investment Adviser Law Exam, Financial Industry Regulatory Authority (Finra), Certified Financial Planner™, and Series 7. Currently Chris Owens lives in Washington, DC region. You can find this professional's current contacts through Connexy search.
Name variants:
Christian Owens,
Christopher Owens,
Christine Owens,
Crystal Owens
Contact Information
Last Update
Jun 22, 2022
Email
ow**@inbox.com, ch**@convergentwealth.com, ch**@convergentwealth.com
Location
Washington, DC
Company
Workplace
Colleagues
Work History
Senior Client Associate
1 Preserve Pkwy SUITE 610, Rockville, MD 20852
I joined Bronfman Rothschild in 2017, bringing over a decade of experience in the financial industry. As a member of our operations team, I leverage technology and expertise to deliver excep...
Dec 2017 — Oct 2019
Senior Advisor Associate
521 5Th Ave, New York, NY 10175
Beginning October 30th, Bronfman Rothschild, along with our partner firm Sontag Advisory, will officially begin doing business as Wealthspire Advisors. This rebranding makes it clear that ou...
from Oct 2019
Analyst
My primary responsibilities currently include engaging in interactive dialogue with clients to determine investment objectives, portfolio status, and risk tolerance, to craft comprehensive f...
May 2017 — Dec 2017
Senior Operations Assoicate
12505 Park Potomac Ave SUITE 400, Potomac, MD 20854
During my time with Convergent, I primarily worked in the Operations department of one of the leading Registered Investment Advisory firms in the country. Convergent Wealth Advisors managed ...
May 2011 — Oct 2016
Private Banker
420 Montgomery St, San Francisco, CA 94129
Worked with affluent clients to ensure all financial needs were being met.
Cross sold financial products, as appropriate, based on the clients current and future financial needs.
Obtained...
Aug 2007 — May 2011
Registered Representative
Hunt Valley, MD
Obtained FINRA Series 6 License and Maryland Life and Health Insurance License
Jan 2007 — Aug 2007
Education
2015 — 2016
2008 — 2010
2001 — 2005
Occupations
Senior Advisor
Supporting Member
Financial Broker
Certified Financial Planner
Advisor
Accountant
Finance and Accounting Specialist
Executive
Partner
Team Member
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Wealth Management
Portfolio Management
Mutual Funds
Investments
Marketing
Customer Service
Finance
Asset Allocation
Financial Services
Financial Analysis
Investment Advisory
Asset Management
Series 7
Securities
Loans
Investment Management
Wealth Management Services
Alternative Investments
Banking
Strategic Financial Planning
Fixed Income
Commercial Banking
Series 63
Equities
Public Speaking
Social Media
Event Planning
Microsoft Office
Microsoft Excel
Operations Management
Investment Advisory Services
Bloomberg
Financial Modeling
Bonds
Capital Markets
Relationship Management
Series 65
Client Services
Series 6
Business Operations Management
Asset Managment
FAQs about Chris Owens
What's the main profession of Chris Owens?
This professional's job is Senior Advisor Associate
What are the main profession of The expert?
These person's professions are Senior Advisor
Where is Chris Owens located?
Chris is currently located in Washington, DC.
What is the expert's email?
The expert's email is ow**@inbox.com and ch**@convergentwealth.com.
How many companies did Chris Owens work at?
Chris Owens worked at seven jobs.
Where has Chris Owens studied?
Chris studied at the Northwestern University from 2015 to 2016.
What are the certifications of Chris Owens?
Chris Owens received the following certifications: Series 65 - Uniform Investment Adviser Law Exam, Financial Industry Regulatory Authority (Finra), Certified Financial Planner™, and Series 7.
What is the industry that Chris Owens is connected to?
Chris works in Financial Services industry.