Founding Principal
Current
Shipwright Advisors, Llc
Dec 2023 - Present
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Nate Owen Email & Phone Number
We work with Individuals and Families who desire to preserve and build wealth for current and future generations while providing our clients with a sustainable income stream when they need it.
at
Shipwright Advisors, LLC
1 work email found
@sequoia-financial.com
2 phones found area 800 and 866
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Shipwright Advisors, LLC
Role
We work with Individuals and Families who desire to preserve and build wealth for current and future generations while providing our clients with a sustainable income stream when they need it.
Location
Burlington, Vermont, United States
Who is Nate Owen? Overview
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Quick answer
Nate Owen is listed as We work with Individuals and Families who desire to preserve and build wealth for current and future generations while providing our clients with a sustainable income stream when they need it. at Shipwright Advisors, LLC, based in Burlington, Vermont, United States. AeroLeads shows a work email signal at sequoia-financial.com, phone signal with area code 800, 866, and a matched LinkedIn profile for Nate Owen.
Nate Owen previously worked as Founding Principal at Shipwright Advisors, Llc and Financial Advisor at Frazier Financial Advisors, Llc. Nate Owen holds Ba, Economics & Public Policy from Hobart And William Smith Colleges.
Company email context
Email format at Shipwright Advisors, LLC
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*@sequoia-financial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Nate Owen. Compare company email patterns before reaching out.
Profile bio
About Nate Owen
Nate Owen is a We work with Individuals and Families who desire to preserve and build wealth for current and future generations while providing our clients with a sustainable income stream when they need it. at Shipwright Advisors, LLC. He possess expertise in wealth management strategies, financial consulting, retirement planning, estate planning strategies, investment planning and 6 more skills.
Listed skills include Wealth Management Strategies, Financial Consulting, Retirement Planning, Estate Planning Strategies, and 7 others.
Current workplace
Nate Owen's current company
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Shipwright Advisors, Llc
5 roles
Nate Owen work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Apr 2022 - Dec 2023
Financial Consultant
Sequoia Financial Group
Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those.
Apr 2017 - Apr 2022
Strategic Project Manager
Dealer.Com / Cox Automotive
Lead complex, large scale, company-wide projects.
Mar 2016 - Apr 2017
Vice President, Change Manager
Helped manage the enterprise level Portfolio Management Office that monitors the health and performance of the companies’ large program and project portfolio. Created project concept and led the team that developed a new, company-wide project outcome tracking process which accurately documents, tracks and analyzes program and project investment returns..
Jun 2007 - Mar 2016
1 education record
Nate Owen education
FAQ
Frequently asked questions about Nate Owen
Quick answers generated from the profile data available on this page.
What company does Nate Owen work for?
Nate Owen works for Shipwright Advisors, LLC.
What is Nate Owen's role at Shipwright Advisors, LLC?
Nate Owen is listed as We work with Individuals and Families who desire to preserve and build wealth for current and future generations while providing our clients with a sustainable income stream when they need it. at Shipwright Advisors, LLC.
What is Nate Owen's email address?
AeroLeads has found 1 work email signal at @sequoia-financial.com for Nate Owen at Shipwright Advisors, LLC.
What is Nate Owen's phone number?
AeroLeads has found 2 phone signal(s) with area code 800, 866 for Nate Owen at Shipwright Advisors, LLC.
Where is Nate Owen based?
Nate Owen is based in Burlington, Vermont, United States while working with Shipwright Advisors, LLC.
What companies has Nate Owen worked for?
Nate Owen has worked for Shipwright Advisors, Llc, Frazier Financial Advisors, Llc, Sequoia Financial Group, Dealer.Com / Cox Automotive, and Bank Of America.
How can I contact Nate Owen?
You can use AeroLeads to view verified contact signals for Nate Owen at Shipwright Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Nate Owen attend?
Nate Owen holds Ba, Economics & Public Policy from Hobart And William Smith Colleges.
What skills is Nate Owen known for?
Nate Owen is listed with skills including Wealth Management Strategies, Financial Consulting, Retirement Planning, Estate Planning Strategies, Investment Planning, Insurance Strategies, Financial Management, and Business Succession Strategies.
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