Owens Estate & Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Owens Estate & Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

• Deepen relationships and grow existing book of business• Leverage partnerships to assist clients with all financial needs including lending, small business, merchant services for businesses, and investments• Daily outbound calling and emailing to ensure satisfaction and identify new opportunities• Currently meeting monthly and quarterly sales goals

• Built own book of business though means of door knocking, calling, and networking• Managed individuals and business’ investment portfolios• Helped clients to plan their long term financial goals • Graduated Edward Jones Financial Advisor Career Development 6 month training program

• Retain knowledge about Altair service partners; serve as primary point of coordination between service partners and assignee• Manage all data pertinent to each assignees relocation file; document all relocation activities and transactions into the appropriate Altair technology system• Understand and manage costs and expenses connected to relocation deliverables, maximizing the full intent of the benefit while minimizing expenses and costs• Coordinate and ensure that Quality Assurance questionnaires are returned by transferees • Coordinate with the Financial Specialists to ensure correct, timely and accurate billing of service fees for services performed

• Support our property managers and residents through Yapstone's proprietary system• Manage clientele issues through Zendesk• Generate client's property management reports• Assist with an average of 100+ calls during high volume periods

• Taught wrestling technique to over 40 high school students• Supervised practices• Coached students at tournaments and league duel meets

• Researched and contacted current/future clients via email, cold calling, and warm calling• Managed day-to-day recruitment services: advise on salary/grading, brief candidates on their roles within organizations and arrange interviews.• Performed reference checks• Provide support for customer-serving aspects of employment from beginning to end

• Monitored and protected swimmers at State Beaches• Responded and assisted in search and rescue as well as, search and recover• Taught and supervised Junior Lifeguard Program with 50+ youth with ages ranging 8 to 16